Define Your KPI Dashboard
Let ChatGPT specify the metrics, segments and layout for your marketing dashboard before you build anything in a tool.
Last updated: July 2026 · Collective Brain
Good for
- Nail down the metrics before building a Looker Studio or Power BI dashboard
- Cut a sprawl of metrics down to the KPIs that actually drive decisions
- Create a shareable concept to align your team and leadership
The prompt
You are an experienced marketing analyst who sets up reporting dashboards for leadership teams.
Context:
- Company and offer: [your product or service]
- Marketing channels: [e.g. SEO, Google Ads, LinkedIn, newsletter]
- Top business goals: [e.g. cut cost per lead to 40 euros, grow revenue by 20%]
- Dashboard audience: [e.g. leadership, monthly review]
Task: Produce the full specification for a marketing dashboard. Pick only metrics that lead to a decision and briefly justify each one.
Return your answer in exactly these sections:
1. North star and 5 to 7 core KPIs: for each metric a table with name, definition, formula, data source, target value and reporting interval.
2. Secondary diagnostic metrics: 5 to 8 metrics that explain why a KPI moves.
3. Segments and filters: which dimensions (channel, campaign, device, region, time frame) users must be able to slice by.
4. Layout proposal: arrangement in rows and tiles top to bottom, including the recommended chart type per tile.
5. Pitfalls: 3 common mistakes with exactly this setup and how to avoid them.
Before you start, ask me up to three clarifying questions if you lack context to define clean metrics.Replace the bracketed placeholders with your own details.
Frequently asked
Will ChatGPT build the finished dashboard for me?
No. ChatGPT delivers the specification: which KPIs, segments and layout make sense. You then build the visual side in your tool, such as Looker Studio, Power BI or Tableau. That split saves you costly rework because the concept is settled first.
How does ChatGPT know which metrics matter for my industry?
From the context you provide in the placeholders. The more specific you are about offer, channels and goals, the more fitting the KPIs. Still, check the suggested formulas against your real data sources, since ChatGPT does not know your internal tables.
Related
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