Dashboards & Reports
KPI dashboards, management reports and data visualisation design.
3 Prompts
PROMPT 01
KPI Dashboard Design
Design a KPI dashboard in Excel for [department: e.g., Sales / Finance / Operations]. Metrics to track: [list 8-12 KPIs]. For each KPI: recommend the chart type (bar, line, gauge, sparkline), the data source column, the RAG status logic (Red/Amber/Green thresholds), and where to position it on a single-tab dashboard. Also recommend which 3 KPIs to feature 'above the fold'.
KPI Dashboard
Excel Design
PROMPT 02
Dynamic Chart with Slicers
Explain how to build a dynamic chart in Excel that updates based on Slicer selections. Data: [describe table structure]. Chart type: [bar/line/combo]. I want slicers for: [dimension 1] and [dimension 2]. Walk me through: setting up a PivotTable, connecting slicers, creating the chart, and formatting it professionally. Include any formulas needed for custom chart titles.
Pivot Chart
Slicers
Dynamic
PROMPT 03
Management Report Template
Build a monthly management report template in Excel for [business type]. Sections needed: Executive Summary (key metrics table), Revenue & Sales Performance (with variance to budget), Operational Metrics, YTD vs. Budget chart, and a commentary section. Describe the exact structure: sheets, named ranges, formatting rules, and any formulas for the variance calculations.
Management Report
Template
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