PlaybookPrompts

Scope a dashboard from a stakeholder ask

Data & Analysis dashboardsanalyticsscoping

Stakeholders ask for 'a dashboard'. This prompt extracts what they actually need, so you build it once.

Prompt 
A stakeholder asked for a dashboard. Help me scope it before I build.

Stakeholder ask (verbatim): {{ASK}}
Who they are (role): {{ROLE}}
My guess at what they actually want: {{MY_HYPOTHESIS}}

Produce:
1. The decision this dashboard is meant to support, in one sentence. (If unclear, list the 3 most likely candidates.)
2. The 3-5 metrics that actually matter for that decision. For each: definition, freshness needed, grain, and the action a high or low value would prompt.
3. The metrics they probably want that you should push back on (vanity metrics, redundant, or unstable). For each, the polite pushback line.
4. The minimum viable v1 (max 3 charts) — what's in it and why.
5. The 5 questions to send the stakeholder before building anything.
Variables to fill in
  • {{ASK}}
  • {{ROLE}}
  • {{MY_HYPOTHESIS}}

How to use this prompt

  1. Copy the prompt above (Copy button on the top-right).
  2. Replace each {{VAR}} with your own value. Variables: {{ASK}}{{ROLE}}{{MY_HYPOTHESIS}}.
  3. Paste it into one of the recommended tools below.
  4. Iterate: tighten constraints in the prompt if the output is generic.

Why this prompt is structured this way

The prompt is split into explicit steps because LLMs do better when the path is named, not implied. Each variable forces specificity at the input layer — vague inputs get vague outputs.

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