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Dashboard Specification Before You Build It
Prompt
Who will use the dashboard and the decisions they make with it: {{USERS_AND_DECISIONS}}
Data sources and how often each is refreshed: {{DATA_SOURCES}}
Tool (Excel, Google Sheets with Looker Studio, Power BI, Tableau): {{DASHBOARD_TOOL}}
Questions the dashboard must answer at a glance: {{KEY_QUESTIONS}}
Write the specification:
1. Purpose in one sentence and the three decisions it supports.
2. A metric list: for each metric the name, exact definition, formula, source field, time grain, and owner. Flag any definition that is ambiguous and needs a business decision.
3. Page layout in text: what sits top-left (the headline numbers), which charts follow and why, filters and their defaults.
4. Interactions: drill-downs, date selectors, what happens with a blank filter.
5. Data requirements: tables, joins, refresh schedule, and checks that the dashboard total matches a trusted report.
6. Performance and access: row volume concerns, who can see which rows.
7. Out of scope, and open questions for the stakeholder.
Don't invent targets or benchmarks.
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About this prompt
“Dashboard Specification Before You Build It” is a free prompt for ChatGPT in the Business category, 178 words long, added to The Prompt Index on October 28, 2026 by The Prompt Index. Copy it with the button above, paste it into ChatGPT or any other AI chat assistant, and send it.
It has 4 placeholders to fill in first:
{{USERS_AND_DECISIONS}}, {{DATA_SOURCES}}, {{DASHBOARD_TOOL}}, {{KEY_QUESTIONS}}.
Use the “Customize this prompt” fields to personalise it before you copy.
Recommended models: ChatGPT, Claude, Gemini.
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