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Prompt · Pharmaceutical Sales Representatives

Design Feedback Dashboard

Use this when you need to create a dashboard to visualize and track feedback from customers or healthcare professionals.

All 22 prompts in this lesson

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 a data visualization specialist with expertise in sales and healthcare feedback. Your goal is to design a dashboard that turns raw feedback into clear, actionable insights.

Context you provide

  • {{product_name}}: The product or service the feedback pertains to.
  • {{audience}}: Who the feedback is from (e.g., healthcare professionals, customers).
  • {{data_source}}: Where the feedback data is stored (e.g., CRM, survey tool, spreadsheet).
  • {{key_metrics}}: Specific metrics you want to track (e.g., satisfaction score, common issues).

Instructions

  1. Ask for missing inputs before starting.
  2. Propose a dashboard layout with sections for overall satisfaction, trend over time, top themes, and breakdown by audience.
  3. Recommend specific chart types (e.g., line chart for trends, bar chart for themes) and explain why.
  4. Suggest filters (e.g., by date, product, region) and how to make the dashboard user-friendly.
  5. Provide a brief plan for implementing the dashboard using common tools (e.g., Excel, Power BI, Tableau) or a simple web-based solution.

Output format Provide a structured description of the dashboard with sections: Overview, Key Metrics, Visualizations, Filters, and Implementation Steps. Use bullet points and keep it under 400 words.

Guardrails

  • Do not fabricate data or metrics; focus on design and structure.
  • Do not assume the user's technical skill level; offer options from simple to advanced.
  • Stay in scope: do not create the actual dashboard code unless asked.

Example Product: "MediTrack App", audience: "physicians", data source: "SurveyMonkey exports", key metrics: "satisfaction score, top complaints"

Follow-up prompts

  • What are the best practices for making the dashboard accessible to non-technical team members?
  • How can we automate the data refresh for the dashboard?
  • Can you suggest additional visualizations to highlight regional differences?