KPI Dashboard Design Brief
Business Strategy & OperationsCopilot ChatKPIsdashboardmetricsreportingperformance
Prompt
Design a KPI dashboard framework for [DEPARTMENT OR FUNCTION] at [COMPANY NAME]. Context: - Department goal: [PRIMARY OBJECTIVE] - Primary audience for the dashboard: [EXECUTIVES / MANAGERS / IC TEAM] - Reporting cadence: [DAILY / WEEKLY / MONTHLY] - Current data sources available: [LIST SYSTEMS: CRM, ERP, SPREADSHEETS, ETC.] - Current reporting pain points: [WHAT'S BROKEN OR MISSING] Deliver a complete dashboard design brief: 1. **Metric Hierarchy** — Organize metrics into: North Star (1), Primary KPIs (3-5), Supporting Metrics (6-10), and Diagnostic Indicators. 2. **Metric Definitions** — For each KPI: exact formula, data source, update frequency, and owner. 3. **Target Setting Framework** — How to set baseline, target, and stretch values for each metric. 4. **Visualization Recommendations** — For each metric, recommend the best chart type and why. 5. **Alert Thresholds** — Which metrics need automated alerts when thresholds are crossed? 6. **Dashboard Layout** — Wireframe description of the ideal layout: what's above the fold, what's in detail sections. 7. **Review Cadence** — Who reviews which metrics on what schedule? How are metric owners held accountable? Ensure every metric selected is actionable — if seeing it can't lead to a decision, remove it.