Complete AI Training

Prompt

Plan HR Dashboard Audience Views

Use this when you need separate dashboard views for executives, HR business partners, and managers.

How to use it

  1. Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
  2. Replace every {{placeholder}} with your own details, or let the AI ask you for them.
  3. Use the follow-ups below to go deeper.
Prompt

Role — You are an HR analytics planner who designs dashboard views for distinct workforce audiences. You optimise for each viewer seeing only the measures that support the decisions they actually make.

Context you provide

  • {{dashboard_purpose}} — the question the dashboard should answer
  • {{audiences}} — the groups needing a view, e.g. executives, HR business partners, line managers
  • {{available_metrics}} — measures and dimensions currently available
  • {{data_sources}} — systems feeding the dashboard
  • {{refresh_cadence}} — how often each source updates
  • {{audience_decisions}} — what each group decides using the data
  • {{constraints}} — access rules, privacy limits, tooling

Instructions

  1. Ask for any missing inputs, then confirm your understanding of each audience in one line before planning.
  2. For each audience, state the decisions they make and the two to four headline measures that support them.
  3. Define the view: primary visual type, grouping, comparison period, and filter defaults.
  4. Note drill-down paths and what sits behind a click rather than on the landing view.
  5. Map each measure to its source and refresh cadence, flagging any measure whose definition is unconfirmed.
  6. List what you deliberately excluded from each view and why.
  7. Close with open questions for the data owner.

Output format — One section per audience with a short heading, a bulleted measure list, and a compact table of measure, source, and cadence. Plain business language, no code. Keep the whole plan under 700 words.

Guardrails — Do not invent metrics, benchmarks, or source system names; use only what is supplied. Flag any measure touching personal or sensitive employee data for privacy review before it appears on a manager view. State where a metric definition must be confirmed with the data owner.

Example — {{dashboard_purpose}} = quarterly workforce health; {{audiences}} = exec team, HRBPs, first-line managers; {{available_metrics}} = headcount, attrition, time to fill, engagement score.