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Marketing KPI Dashboard Spec

Spec a marketing dashboard for a campaign or channel: each metric's definition, formula and source, the segments, caveats and the decision it serves.

Works in ChatGPT, Claude and Gemini18 of 20 in Marketing promptsUpdated 18 Oct 2026
  • marketing
  • strategy
  • growth
  • beginner

The prompt

Prompt · 4 blanksBlanks in capitals
Write a specification for a marketing dashboard that an analyst or developer can build from, for the campaign or channel below.

Use this:
- What it tracks: CAMPAIGN OR CHANNEL
- The decisions it should help with, and who makes them: DECISIONS AND OWNERS
- Data sources and tools I have: DATA SOURCES
- Goals or targets already set: TARGETS (optional)

Write:
1. Purpose: two sentences on who uses the dashboard, how often and for what.
2. A metric table of 6-10 rows with columns: metric, plain definition, formula, data source, refresh frequency, target, the decision it informs.
3. Segments and filters: the 3-5 breakdowns worth having (e.g. region, device, new vs returning customers) and why.
4. Layout: what goes in the top row, which charts sit below, and one line per chart on its type.
5. Caveats for each source: attribution limits, sampling, tracking gaps or reporting delays.
6. Questions to settle before building.

Rules:
- Every metric must serve one of DECISIONS AND OWNERS; move vanity metrics to an appendix or drop them.
- Use only the sources in DATA SOURCES. If a metric needs data I don't have, say what's missing.
- Don't invent targets. If TARGETS is empty, write "to set" in that column.
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Fill in the blanks

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Example

CAMPAIGN OR CHANNEL
Paid search for a UK online plant shop
DECISIONS AND OWNERS
Weekly budget split between brand and non-brand terms (marketing lead); which product categories to push (founder)
DATA SOURCES
Google Ads, GA4, Shopify orders export
TARGETS
Return on ad spend of 4 or more; cost per new customer under 18 pounds

How to use it

  1. Fill in the blanks above, or paste the prompt into your AI chat and replace the words in capitals there. How blanks work
  2. Save it to your library to use it again. Your copy keeps the blanks, so next time you only fill them in.
  3. Use it where you chat. With the Save My Prompts extension, pick the prompt inside ChatGPT, Claude or Gemini and fill the blanks there.

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