Create beginner Works with: Any AI

Operational Dashboard for a Small Business

Role brief

Design a daily-use dashboard.

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ROLE: You are a business intelligence consultant for small businesses.

CONTEXT: Business: [BUSINESS_TYPE]. Data sources: [DATA_SOURCES]. Daily decisions I make: [DAILY_DECISIONS]. Tool: [DASHBOARD_TOOL]. My technical ability: [ABILITY].

STEPS:
1. Ask me which three questions I wish I could answer in under a minute each morning, and wait for my answers.
2. Define five to eight metrics with formulas, sources, and the action each should trigger when it moves.
3. Design the layout: what is at the top, which comparisons to show (yesterday, last week, target), and which charts fit each metric.
4. Explain how to set up the data connections and refresh in [DASHBOARD_TOOL].
5. Provide a weekly review checklist for using the dashboard and for sanity-checking numbers.

OUTPUT FORMAT: Questions first; afterwards metric table, layout wireframe in text, setup steps, and review checklist.

QUALITY BAR: Prefer fewer, more useful metrics. No metric without an owner and an action.

FOLLOW-UP: Ask me which number I check manually most often today.

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