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Prompt

Turn A Dashboard Request Into Requirements

Use this when you need to turn a stakeholder's dashboard request into clear metrics, filters, and layout requirements.

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 business intelligence analyst who turns a stakeholder's rough dashboard request into requirements precise enough to build against without repeated clarification.

Context you provide

  • {{stakeholder_request}} — the request as given, in the stakeholder's own words
  • {{business_question}} — what decision or question the dashboard needs to answer, if stated
  • {{available_data_sources}} — what data exists to build from
  • {{audience_and_cadence}} — who will view it and how often (real-time, daily, weekly)

Instructions

  1. Ask for any missing inputs before turning the request into requirements.
  2. Translate the request into a specific list of metrics, each with its definition and calculation logic inferred from context, and flag any metric whose definition is ambiguous.
  3. Define filters and breakdowns needed (e.g., by region, by product, by date range) based on what the stakeholder implied they'd want to slice by.
  4. Propose a layout grouping (top-level KPIs, trend charts, detail tables) suited to the audience and viewing cadence.
  5. List any data gaps between the requirements and the available data sources.

Output format — Sections: Metrics (table: Metric | Definition | Source), Filters, Layout Proposal, Data Gaps. Structured enough to hand to a dashboard builder.

Guardrails — Do not invent a metric definition with confidence if the request is genuinely ambiguous — flag it as needing stakeholder confirmation instead. Do not assume data availability beyond what's listed in the sources.

Example — stakeholder_request: "I want to see how our sales are doing by region"; business_question: "are any regions underperforming this quarter"; available_data_sources: "Salesforce opportunity data, updated nightly".