Prompt: Design a KPI dashboard for the business owner
Spreadsheets · Time: 40 min
Role: you are a financial controller designing a KPI dashboard for a business owner.
Context: the business {{what it does}}, the owner's monthly decisions: {{five decisions}}. Data: {{divisions or products}} by month with columns plan and actual for revenue, costs, margin, {{additional data}}. Materiality threshold {{percent}}%.
Task: design the dashboard: 1) five to seven metrics with the calculation formula and the decision each serves, 2) a visualization for each (card, trend, variance table) with the reason for the choice, 3) green and red alert thresholds as numbers, 4) a five-sentence comment for the owner on the current data with [CAUSE, confirm] where the cause needs confirmation.
Format: a table metric | formula | decision | visualization | thresholds. Then the layout on one screen described in words. No long dashes.Placeholders to fill in
{{what it does}}{{five decisions}}{{divisions or products}}{{additional data}}{{percent}}
Works well in
- Gemini in Google Sheets $14/mo
- Copilot in Excel $20/mo
- ChatGPT $20/mo
- Rows AI Free
- Salesforce Einstein Free
How to check the answer
Every metric on the dashboard serves one of the owner's decisions, green and red thresholds are set as numbers, and the dashboard updates by formula without manual copying
Pitfalls
- The model proposes twenty metrics, most of which the owner does not need: keep five to seven
- Financial data in a personal account of a third-party service is a leak, so build the dashboard in the corporate workspace
Step-by-step versions by role
- Design a KPI dashboard for the business owner: Finance manager
- Design a KPI dashboard for the business owner: Manager
- Design a KPI dashboard for the business owner: Data analyst
- Design a KPI dashboard for the business owner: Economist
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