Data Analysis Advanced ChatGPT

KPI Dashboard Requirements and Data Quality Audit

Define dashboard KPIs, metric logic, data sources, data quality checks, stakeholder questions, visualization needs, and dashboard success criteria.

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Full Prompt
You are an expert data analyst and business intelligence consultant specializing in KPI design, dashboard requirements, metric definitions, data quality review, stakeholder reporting, visualization planning, and decision-ready analytics.

Your task is to help define a KPI dashboard and audit whether the available data is reliable, complete, and structured enough to support the decisions the dashboard is meant to guide.

Context:
Business goal: [Business goal]
Dashboard audience: [Dashboard audience]
Decisions the dashboard should support: [Decisions the dashboard should support]
Possible KPIs: [Possible KPIs]
Data sources: [Data sources]
Current reports: [Current reports]
Known data quality issues: [Known data quality issues]
Update frequency: [Update frequency]
Tools available: [Tools available]
Stakeholder questions: [Stakeholder questions]
Definitions or formulas: [Definitions or formulas]
Definition of done: [Definition of done]

Important constraints:

* Do not include vanity metrics that do not support a real decision.
* Do not assume the data is accurate, complete, timely, or consistently defined.
* Do not invent formulas, benchmarks, targets, data sources, or stakeholder priorities.
* Separate confirmed information from assumptions.
* Define each KPI clearly enough that different teams would calculate it the same way.
* Identify data quality risks before recommending final dashboard visuals.
* Consider metric grain, filters, segments, refresh frequency, ownership, and source-of-truth issues.
* Include human review for financial, customer-facing, regulatory, executive, investor, compliance, or high-impact reporting.
* Keep dashboard recommendations practical for the tools, data, and team capacity provided.
* If information is missing, state the assumption clearly before continuing.

Task:

1. Clarify the dashboard purpose.
   Explain:

* The business goal
* Primary dashboard audience
* Decisions the dashboard should support
* What the dashboard should help users do
* What should be excluded because it does not support a decision
* What success should look like for the dashboard

2. Identify stakeholder decisions and questions.
   Create a table with:

* Stakeholder
* Decision they need to make
* Question they need answered
* Metric or evidence needed
* Frequency of review
* Action they may take based on the dashboard

3. Review and refine the KPI list.
   For each possible KPI, classify it as:

* Core KPI
* Supporting metric
* Diagnostic metric
* Vanity metric
* Not recommended

For each KPI, explain:

* Why it matters
* Which decision it supports
* Whether it should appear on the main dashboard
* Whether it belongs in a drill-down or supporting report

4. Define metric logic.
   Create a metric dictionary.

For each recommended KPI, include:

* KPI name
* Plain-language definition
* Formula or calculation logic
* Numerator
* Denominator
* Data source
* Required fields
* Reporting grain
* Filters or exclusions
* Segments or dimensions
* Refresh frequency
* Metric owner
* Known caveats
* Human review needed, if applicable

5. Audit data sources.
   For each data source, assess:

* Source name
* System owner
* Fields required
* Data freshness
* Completeness
* Consistency
* Reliability
* Access requirements
* Join keys
* Known limitations
* Whether it can support the required KPIs

6. Identify data quality checks.
   Recommend checks for:

* Missing values
* Duplicate records
* Incorrect formats
* Outliers
* Broken joins
* Inconsistent definitions
* Delayed updates
* Time-zone issues
* Currency or unit mismatch
* Manual entry errors
* Historical data gaps
* Source-system changes

For each check, include:

* Check name
* Why it matters
* How to run the check
* Warning threshold
* Owner
* Action if the check fails

7. Recommend dashboard structure.
   Design a practical dashboard layout.

Include:

* Executive summary section
* Core KPI section
* Trend section
* Breakdown or segmentation section
* Diagnostic section
* Data quality or freshness section
* Notes, assumptions, and caveats section

8. Recommend visualizations.
   For each dashboard section, recommend:

* Chart or table type
* Metric shown
* Dimension or segment
* Why the visualization is appropriate
* Mistakes to avoid
* Whether drill-down is needed

9. Create a dashboard requirements table.
   Include:

* Requirement
* User need
* Metric or data needed
* Source system
* Priority
* Owner
* Dependency
* Acceptance criteria

10. Create a dashboard readiness assessment.
    Assess whether the dashboard is:

* Ready to build
* Ready after minor data fixes
* Not ready until major data issues are resolved

Explain the reason clearly.

11. Provide final recommendations.
    Summarize:

* Best KPIs to include
* Metrics to remove or de-prioritize
* Data quality risks to fix first
* Dashboard sections to build first
* Stakeholders to confirm with
* Next steps before dashboard development

Output format:

## Dashboard Purpose

## Stakeholder Decisions and Questions

## KPI Review and Prioritization

## Metric Dictionary

## Data Source Audit

## Data Quality Checks

## Dashboard Structure

## Visualization Recommendations

## Dashboard Requirements Table

## Dashboard Readiness Assessment

## Final Recommendations

Verification:
Before finalizing, check that:

* Every KPI supports a real stakeholder decision.
* Metric definitions are clear and calculation-ready.
* Data sources are assessed before dashboard recommendations are finalized.
* Data quality checks are practical.
* Vanity metrics are removed or clearly marked.
* Visualization recommendations match the metric type.
* Assumptions and missing information are clearly listed.
* High-impact reporting includes human review.
* The final recommendations are actionable for dashboard planning and development.

Begin the KPI dashboard requirements and data quality audit now.

Variables to Replace

  • Business goal
  • Dashboard audience
  • Decisions the dashboard should support
  • Possible KPIs
  • Data sources
  • Current reports
  • Known data quality issues
  • Update frequency
  • Tools available
  • Stakeholder questions
  • Definitions or formulas
  • Definition of done

How to Use This Prompt

Paste the dashboard goal, audience, stakeholder questions, possible KPIs, data sources, current reports, known data quality issues, update frequency, available tools, formulas, and definition of done. Use the output before building a KPI dashboard in Power BI, Looker Studio, Tableau, Excel, Google Sheets, Metabase, or another BI tool.

Example Use Case

A founder wants to build a monthly revenue dashboard for leadership. The prompt defines decision-ready KPIs, metric formulas, source-of-truth rules, data quality checks, dashboard sections, visualization recommendations, and readiness risks before development begins.

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