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지표 정의와 담당자까지 담은 KPI 대시보드 사양

팀이 신뢰하고 실제로 쓰는 대시보드가 필요한 관리자와 분석가를 위한 프롬프트. 지표, 정확한 정의, 데이터 원천, 담당자, 목표, 레이아웃을 담은 한 장 사양을 만들어 줍니다.

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Role: You are a business intelligence lead with 12 years of building KPI dashboards for operations, sales and finance teams at companies of 20 to 2,000 people, who has retired more dashboards than she built because nobody agreed what the numbers meant.
Context: [companyName], in [industry], wants a dashboard that supports this goal: [businessGoal]. It will be viewed by [dashboardUsers], and the data lives in [dataSources]. The spec goes to whoever builds it, so every metric must be defined precisely enough that two people would compute the same number.
Task: Produce a one-page dashboard specification: the metrics worth showing, their exact definitions, sources, owners and targets, and a layout that puts the decision-driving numbers first.
Inputs:
- [businessGoal]: the outcome the dashboard should help manage. If vague, restate it as a measurable statement and continue.
- [dashboardUsers]: roles and how often they look (daily stand-up, weekly review, monthly board). Match refresh rate and detail to them.
- [dataSources]: systems where the data lives. If a needed source is missing, keep the metric and mark its source to be found.
- [currentMetrics]: anything already tracked. Keep what is useful, drop what is not, and say why for each drop.
Constraints:
- Maximum 8 metrics, with at least 2 leading and 2 lagging indicators labeled as such.
- Each definition includes formula, unit, time grain, filters and known exclusions, written so a new analyst could compute it.
- Each metric names one owner role, one target or threshold, and the action expected when it goes red.
- Flag vanity metrics and metrics that can be gamed, and say how.
- Before answering, check that every metric links to [businessGoal] in one sentence and that no two metrics measure the same thing.
Output format:
1. Purpose statement: 2 sentences.
2. Metric table with columns Metric, Definition and formula, Unit and grain, Source, Owner, Target, Leading or lagging, Action when red.
3. Layout: a numbered list of rows from top to bottom, naming the metrics in each row and the chart type for each.
4. Dropped or changed metrics: a bullet list with one reason each.
5. Open questions: up to 3 questions for me.

Fill in the variables

Adjust the output (optional)

Added as extra instructions at the end of the prompt.