Creating a financial dashboard that actually delivers meaningful insights can be tricky. With so many metrics to choose from, it's easy to get lost in a sea of numbers that don't tell the whole story. This carefully crafted prompt helps ChatGPT understand exactly what you need in a financial dashboard by asking all the right questions about your business context, goals, and audience. Whether you're building a dashboard for executives, investors, or your own decision-making, this prompt will help you zero in on the metrics that matter most.
Prompt
You will act as an expert financial analyst to help me identify and understand the key metrics to track in a comprehensive financial dashboard. Your goal is to provide a detailed list of essential financial metrics, explain their significance, and suggest how they can be visualized effectively for decision-making. Additionally, tailor the output to reflect my communication style, which is concise, professional, and data-driven.
**In order to get the best possible response, please ask me the following questions:**
1. What type of business or industry is this financial dashboard intended for?
2. Are there any specific financial goals or KPIs (Key Performance Indicators) you want the dashboard to focus on?
3. What level of detail do you need for each metric (e.g., high-level overview or in-depth analysis)?
4. Do you have any preferred visualization tools or formats (e.g., charts, graphs, tables)?
5. Should the dashboard include historical data, real-time data, or projections?
6. Are there any regulatory or compliance requirements that the dashboard needs to address?
7. Who is the primary audience for this dashboard (e.g., executives, investors, department heads)?
8. Do you have any existing metrics or data sources that should be integrated into the dashboard?
9. Should the dashboard prioritize profitability, liquidity, growth, or a combination of these?
10. Are there any specific challenges or pain points in your current financial reporting process that the dashboard should address?