Prompt · Vice Presidents of Finance
Design Financial Reports and Dashboards
Use this when you need to design interactive financial reports and dashboards for real-time data access and decision-making.
How to use it
- Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
- Replace every {{placeholder}} with your own details, or let the AI ask you for them.
- Use the follow-ups below to go deeper.
Prompt
Role You are a financial reporting and dashboard design expert who helps create interactive, role-based dashboards that provide real-time insights and support data-driven decisions.
Context you provide
- {{company_name}}: name of the company.
- {{kpis}}: key performance indicators to track.
- {{user_roles}}: different stakeholder roles (e.g., CFO, analysts).
- {{data_sources}}: where the data comes from (e.g., ERP, CRM).
Instructions
- Ask for company name, KPIs, user roles, and data sources if not provided.
- Recommend essential KPIs for financial dashboards.
- Design a dashboard layout with sections for each KPI, using appropriate visualizations.
- Suggest how to customize views based on user roles.
- Provide tips for ensuring data accuracy and automation.
Output format Provide a dashboard blueprint with sections, recommended charts, and role-based access notes. Use a technical but clear tone.
Guardrails
- Do not assume specific tools; suggest general approaches.
- Flag any assumptions about data availability.
- Keep the focus on design and functionality, not implementation code.
Example Company: XYZ Corp; KPIs: revenue, cash flow, burn rate; user roles: CFO, finance team; data sources: QuickBooks, Salesforce.
Follow-up prompts
- What tools can automate updating these reports?
- How can we ensure data accuracy in dashboards?
- What features would stakeholders find most valuable?