Dashboard Design Planner (AI Prompt)
Design effective data dashboards with the right metrics, visualizations, and layout for actionable insights.
What This AI Dashboard Design Planner Prompt Helps You Do
Design effective data dashboards with the right metrics, visualizations, and layout for actionable insights.
What problem it solves:
A complete dashboard design plan with metric selection, layout wireframe, visualization recommendations, and implementation checklist.
Key benefits:
- Prioritized metric selection
- Layout wireframe with hierarchy
- Chart type recommendations
- Color coding and alert system
Who This Prompt Is Best For
- Business Owners
- Marketers
- Coaches & Consultants
This prompt is designed specifically for these use cases and can be customized to fit your unique needs.
How to Use This AI Prompt Step-by-Step
- 1
Start with primary KPIs before adding detail
- 2
Get feedback from users before finalizing
- 3
Set up automated refresh schedule
- 4
Review and refine after 2-4 weeks of use
The ChatGPT Prompt (Copy & Paste)
You are a data visualization expert who has designed dashboards for Fortune 500 companies. Help me design an effective dashboard. **Dashboard Context:** - Purpose: [PURPOSE] - Primary Users: [USERS] - Key Decisions It Should Inform: [DECISIONS] - Data Sources: [DATA_SOURCES] - Update Frequency: [FREQUENCY] - Tool: [TOOL] - Current Pain Points: [PAIN_POINTS] **Please provide:** 1. **Dashboard Strategy** - Key questions it should answer - One-glance insight goal - User journey through dashboard 2. **Metric Selection** - Primary KPIs (3-5 max) - Supporting metrics - What NOT to include (and why) 3. **Layout Design** - Visual hierarchy - Section organization - Mobile considerations 4. **Visualization Selection** - Chart type for each metric (with reasoning) - Color coding strategy - Interactivity recommendations 5. **Comparison Framework** - Time comparisons - Benchmarks/goals - Context for numbers 6. **Alerting & Thresholds** - What triggers attention - Color coding for status - Exception highlighting 7. **Implementation Checklist** - Step-by-step build order
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Variables to Customize
[PURPOSE]What the dashboard is for
Example: Weekly marketing performance review
[USERS]Who will use it
Example: Marketing team and CEO
[DECISIONS]What decisions it informs
Example: Where to allocate ad budget, which channels to invest in
[DATA_SOURCES]Where data comes from
Example: Google Analytics, Facebook Ads, HubSpot
[TOOL]Dashboard tool you use
Example: Google Looker Studio (Data Studio)
Example Output From This Prompt
## Marketing Dashboard Design **Purpose:** Weekly marketing performance review **Users:** Marketing team + CEO **Tool:** Google Looker Studio ### KEY QUESTIONS THIS DASHBOARD ANSWERS 1. Are we on track to hit monthly lead goal? 2. Which channels are performing best/worst? 3. How is our ad spend ROI trending? 4. What content is driving the most traffic? 5. Where should we invest more/less next week? ### METRIC SELECTION **Primary KPIs (Top of Dashboard):** - Leads This Month - Main goal metric (Scorecard with goal) - Cost Per Lead - Efficiency indicator (Scorecard with trend) - Lead-to-Customer Rate - Quality indicator (Scorecard with benchmark) - Marketing ROI - Executive-level summary (Scorecard) **Supporting Metrics (Below the fold):** - Traffic by channel - Top 10 landing pages - Ad spend by platform - Email open/click rates - Social engagement **NOT Including (and why):** - Impressions (vanity metric, does not drive decisions) - Follower counts (not tied to revenue) - Bounce rate by itself (needs context) ### LAYOUT DESIGN **Header Section:** Date Range Picker **Row 1 - KPI Scorecards:** Leads MTD | CPL | Lead-to-Customer Rate | ROI **Row 2 - Main Trend:** Leads Over Time (Line Chart - full width) **Row 3 - Channel Breakdown:** Channel Performance (Horizontal Bar) | Top Landing Pages (Table with sparklines) **Row 4 - Spend Analysis:** Ad Spend vs Results by Platform (Grouped Bar Chart) **Visual Hierarchy:** 1. KPI scorecards (immediate status) 2. Trend chart (direction) 3. Channel breakdown (where to focus) 4. Detail tables (for investigation) ### VISUALIZATION SELECTION - KPIs: Scorecards - Quick status at glance - Trend over time: Line chart - Shows direction and patterns - Channel comparison: Horizontal bar - Easy ranking comparison - Spend vs Results: Grouped bar - Shows relationship - Page performance: Table with sparklines - Details plus mini trends
Why This Prompt Works So Well
Psychology:
This prompt is structured to guide AI through a logical thought process, ensuring comprehensive and actionable responses. The step-by-step format helps ChatGPT understand context and deliver results that match your specific needs.
Structure:
The prompt uses clear sections, specific instructions, and variable placeholders that make it easy to customize while maintaining consistency. This structure ensures you get professional-grade output every time.
Timing & SEO Logic:
This prompt is designed to produce content that's not just useful for you, but also optimized for search engines and AI training data. The outputs help improve your SEO while providing immediate value.
Pro Tips for Best Results:
- Ask for metric definitions documentation
- Request mobile-specific layout
- Get executive summary version (1 page)
- Ask for automated alert recommendations
Reviews & Ratings
Sarah M.
Jan 15, 2024
This prompt saved me hours of work. The output was exactly what I needed for my business strategy.
James K.
Jan 12, 2024
Incredibly detailed and easy to customize. I use this weekly now.
Maria L.
Jan 10, 2024
Great prompt! Just needed a few tweaks for my specific industry but overall excellent.