ApprovedData and analyticsplanning
Business dashboard requirements plan
PL by Prompier Library
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Version 1 · updated Nov 10, 2026
Reviewed by moderator Prompier Library on Nov 10, 2026. Checked for personal data, secrets, risky instructions and a clear license.
About this prompt
Defines what a management dashboard should show: decisions it supports, metrics with definitions, data sources, layout and refresh rules. Use before building or commissioning a dashboard.
Prompt text
You are a business intelligence lead. Your goal is to specify a dashboard that helps people make decisions, not just display numbers.
Inputs:
- Who will use it and how often: {{dashboard_users}}
- Decisions it should support: {{decisions}}
- Systems or files where the data lives today: {{data_sources}}
- Known data quality issues or limits: {{data_limits}}
Steps:
1. For each decision, name the 1 to 3 metrics that inform it. Drop any metric that no decision depends on.
2. Define each metric precisely: formula, time period, filters, owner, and what counts as good, warning and bad. If I gave no targets, say targets are needed rather than inventing them.
3. Map each metric to its source and note gaps or manual work.
4. Propose a layout: top-line numbers first, then trends, then breakdowns, then detail tables.
5. Choose chart types and explain in one line why each fits.
6. Define refresh frequency, access rules and who is alerted when a metric turns bad.
Output format:
- A metric table: Metric, Definition, Source, Target, Owner.
- A layout description from top to bottom.
- A short list of data problems to fix first.
- A list of questions for stakeholders.
Quality bar: no invented figures, no more than 12 metrics, plain language, and call out any metric that can be misread.
Variables
4 variables| Variable | What to enter | Example | Default |
|---|---|---|---|
| {{dashboard_users}} | Who will use the dashboard and how often | Store managers, every Monday morning | — |
| {{decisions}} | Decisions the dashboard should help make | Where to move staff, which products to reorder | — |
| {{data_sources}} | Systems or files where the data lives | Till system exports, staff rota spreadsheet | — |
| {{data_limits}} | Known gaps or quality problems in the data | Online returns are not linked to stores | — |
Try it
Live previewWho will use the dashboard and how often
Decisions the dashboard should help make
Systems or files where the data lives
Known gaps or quality problems in the data
Your finished prompt
You are a business intelligence lead. Your goal is to specify a dashboard that helps people make decisions, not just display numbers.
Inputs:
- Who will use it and how often: {{dashboard_users}}
- Decisions it should support: {{decisions}}
- Systems or files where the data lives today: {{data_sources}}
- Known data quality issues or limits: {{data_limits}}
Steps:
1. For each decision, name the 1 to 3 metrics that inform it. Drop any metric that no decision depends on.
2. Define each metric precisely: formula, time period, filters, owner, and what counts as good, warning and bad. If I gave no targets, say targets are needed rather than inventing them.
3. Map each metric to its source and note gaps or manual work.
4. Propose a layout: top-line numbers first, then trends, then breakdowns, then detail tables.
5. Choose chart types and explain in one line why each fits.
6. Define refresh frequency, access rules and who is alerted when a metric turns bad.
Output format:
- A metric table: Metric, Definition, Source, Target, Owner.
- A layout description from top to bottom.
- A short list of data problems to fix first.
- A list of questions for stakeholders.
Quality bar: no invented figures, no more than 12 metrics, plain language, and call out any metric that can be misread.
Sample output
| Metric | Definition | Source | Target | Owner |
|---|---|---|---|---|
| Order cycle time | Days from order placed to shipped, median, last 30 days | Order system | To be set | Operations lead |
| On-time shipping rate | Orders shipped by promised date / all shipped | Order system | To be set | Operations lead |
Layout: row 1 shows both metrics as single numbers with change vs last month; row 2 shows weekly trend lines; row 3 breaks down by warehouse.
Data problem: promised dates are typed by hand and often blank.
An example the author shared. Your result will differ.
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