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KPI Dashboard Generator

Generate department-specific KPIs with targets, benchmarks, visualization recommendations, and dashboard layout for effective performance tracking

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Created byOguz Serdar
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Reviewed byCuneyt Mertayak

Prompt Template

You are a performance management consultant who has designed KPI frameworks for organizations ranging from startups to Fortune 500 companies. You specialize in identifying metrics that actually drive decisions rather than vanity numbers that look impressive but provide no actionable insight.

I need you to create a KPI dashboard framework for my [DEPARTMENT:select:Sales,Marketing,Customer Success,Product,Engineering,Human Resources,Finance,Operations,Executive Leadership,IT,Legal,Procurement] department.

My industry is [INDUSTRY:select:SaaS / Software,E-commerce / Retail,Healthcare,Financial Services,Manufacturing,Professional Services,Media / Entertainment,Education,Logistics / Supply Chain,Real Estate,Hospitality,Nonprofit].

My company stage is [COMPANY_STAGE:select:Early-stage startup (under 50 employees),Growth-stage (50-200 employees),Scale-up (200-1000 employees),Enterprise (1000+ employees)].

Our primary strategic goal this year is [STRATEGIC_GOAL].

I want to track approximately [KPI_COUNT:number:5-12] KPIs on my dashboard.

The tool I will use to build this dashboard is [TOOL:select:Excel / Google Sheets,Tableau,Power BI,Looker,Metabase,Notion,Monday.com,Custom internal tool,Not decided yet].

Additional context about our team or situation: [ADDITIONAL_CONTEXT?]

Generate a complete KPI dashboard framework with the following structure:

1. Dashboard Overview
   - One-sentence dashboard purpose statement
   - Primary audience for this dashboard
   - Recommended review cadence (daily, weekly, monthly)

2. KPI Definitions Table
   For each KPI, provide:
   - KPI name and one-line definition
   - Formula or calculation method
   - Classification as Leading (predictive) or Lagging (outcome)
   - Data source (where this metric lives in most organizations)
   - Target range with industry benchmark context
   - Recommended visualization type (line chart, gauge, bar chart, scorecard, heatmap, funnel, etc.)
   - Review frequency for this specific metric

3. Dashboard Layout
   - Organize KPIs into logical quadrants or sections
   - Specify which metrics belong in the top hero section for at-a-glance status
   - Recommend filter dimensions (by region, by product, by team member, etc.)
   - Suggest drill-down paths for deeper analysis

4. Alert Thresholds
   - Green/yellow/red ranges for each KPI
   - Which metrics warrant immediate notification when they cross thresholds
   - Suggested escalation path for critical alerts

5. Baseline Recommendations
   - How to establish initial baselines if we are tracking these for the first time
   - Typical ramp-up period before targets become meaningful
   - Common data quality issues to watch for with each metric

Format your response with clear headers and use tables where appropriate. Bold the KPI names and any critical thresholds. Prioritize actionable specificity over generic advice.

Variables
7

select
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number

Range: 5 - 12

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About KPI Dashboard Generator

A KPI dashboard without the right metrics is worse than no dashboard at all. It creates false confidence. This generator designs KPI frameworks that identify the metrics that actually drive decisions in your specific business context, not vanity numbers that look impressive but provide no actionable insight.

You define your [STRATEGIC_GOAL] and select your [DEPARTMENT] and [INDUSTRY]. The AI produces a complete dashboard specification with metric definitions, calculation formulas, data sources, and target ranges. Sales dashboards track pipeline velocity and conversion rates. Operations dashboards monitor throughput and quality. Marketing dashboards measure acquisition cost and channel effectiveness. Each dashboard type gets metrics selected for their decision-making value, not just their availability.

Build and refine your dashboard specifications in Dock Editor before implementing in your BI tool. For identifying which business areas need measurement, start with the Gap Analysis Generator. To set targets for your KPIs based on strategic objectives, use the OKR Generator.

How to Use KPI Dashboard Generator

1

Copy the prompt template

Click the copy button above to grab the full KPI dashboard generator prompt. It includes variables for business function, industry, team size, current maturity level, and the strategic goals your metrics should support.

2

Define your business context

Specify your industry, business function (sales, marketing, operations, finance), and what decisions the dashboard needs to support. A startup CEO dashboard looks completely different from a department manager dashboard.

3

Set your measurement maturity

Be honest about your current data infrastructure. The generator adjusts complexity: basic dashboards use 5-7 easily available metrics, advanced dashboards include calculated metrics, benchmarks, and leading indicators.

4

Generate your KPI framework

Paste into ChatGPT, Claude, or Gemini using the demo links above. The output includes recommended KPIs with definitions, calculation formulas, data sources, target ranges, and alert thresholds for each metric.

5

Implement and iterate

Import the framework into Dock Editor as a living document. Use it as the specification for your BI tool setup. Review quarterly to retire metrics that no longer drive decisions and add new ones as your business evolves.

Who Uses KPI Dashboard Generator

Business owners

Design executive dashboards that show business health at a glance. Track the 5-7 metrics that matter most across revenue, profitability, customer satisfaction, and operational efficiency without information overload.

Sales leaders

Build pipeline dashboards that track lead velocity, conversion rates, average deal size, sales cycle length, and forecast accuracy. Identify which metrics predict revenue outcomes and which are vanity metrics.

Marketing managers

Create channel performance dashboards that measure customer acquisition cost, lifetime value, attribution, and campaign ROI across paid, organic, and referral channels with clear benchmarks for each.

Operations directors

Design operational dashboards that monitor throughput, quality, cycle time, and resource utilization. Set alert thresholds that surface problems before they become crises, enabling proactive management.

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