The Prompt Library
BusinessOperations

Set Up Your Business Dashboard

Decide what metrics matter most and how to track them simply.

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Prompt:

Help me design a business dashboard that tracks the metrics that matter most for my company. I need a clear system to monitor performance and make data-driven decisions. BUSINESS CONTEXT: - Business type/industry: [SPECIFY BUSINESS TYPE/INDUSTRY] - Company size: [COMPANY SIZE/STAGE] - Primary business model: [B2B/B2C/SERVICE/PRODUCT/ETC.] - Key objectives: [MAIN BUSINESS GOALS] - Current tracking methods: [EXISTING SYSTEMS OR PROCESSES] - Technical resources: [AVAILABLE TOOLS/TEAM CAPABILITIES] - Dashboard users: [WHO WILL USE THIS DASHBOARD] Please provide guidance on: 1. METRIC SELECTION * Essential KPIs (5-7 core metrics) specific to my business type * Departmental metrics (finance, marketing, operations, etc.) * Leading indicators that predict future performance * Lagging indicators that show historical results * Measurement frequency for each metric 2. DASHBOARD DESIGN * Logical organization and layout * Most effective visualization types for each metric * Threshold indicators and alerts * Comparative elements (targets, historical, benchmarks) * Mobile vs. desktop considerations 3. IMPLEMENTATION STRATEGY * Tool recommendations based on my technical capabilities * Data integration approach * Step-by-step setup process * Resource requirements * Potential challenges and solutions 4. PERFORMANCE REVIEW FRAMEWORK * Regular dashboard review process * Analysis questions for each key metric * Action planning based on dashboard insights * Continuous improvement methodology Please tailor your recommendations to my specific business type and needs. Focus on simplicity, actionability, and metrics that directly tie to business outcomes rather than vanity metrics. I want a dashboard that helps drive decisions, not just display interesting data.

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