KPI Dashboard Data Prep

Transform raw data into KPI summaries with trends, targets, and RAG status indicators

🧪 Tested by a human Intermediate 👤 Manager 👤 Executive 👤 Finance
Using this data, create a KPI dashboard summary. For each metric: (1) Current value, (2) Target value, (3) Variance from target as a percentage, (4) RAG status (Red if >10% below target, Amber if 5-10% below, Green if on or above target), (5) Trend direction compared to last period (↑ improving, → stable, ↓ declining). Present as a clean table. Then provide a narrative summary of the top 3 areas needing attention and top 3 areas performing well.

Works on

⭐ M365 Copilot (Best) 🟢 ChatGPT 🟠 Claude

Copy & Open in

🟢 ChatGPT 🟠 Claude

Prompt is copied to your clipboard when you click

Tips for Best Results

  • In Excel, Copilot can create charts and conditional formatting directly
  • Include both current period and prior period data for trend analysis
  • Adjust the RAG thresholds to match your organisation’s standards
  • Follow up with “Create a PowerPoint slide with these KPIs” for presentations

📎 More Prompts

Budget Variance Analysis

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Analyse this budget data comparing actual spend versus budgeted amounts. For each line item: (1) Calculate the variance (actual minus budget) and variance percentage, (2) Flag any variances greater than 10% as significant, (3) Categorise variances as Favourable or Unfavourable, (4) Suggest possible reasons for the top 5 largest variances, (5) Provide a summary with total budget utilisation percentage. Format as a table with colour-coded indicators.
⭐ M365 🟢 GPT 🔵 Gemini

Correlation Finder

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Analyse for correlations between [VARIABLES]. For each significant one: (1) State the relationship, (2) Strength, (3) Direction, (4) Possible explanations, (5) Caveats. Create a correlation matrix.
⭐ M365 🟢 GPT

Dashboard Metrics Design

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Define metrics for a [PURPOSE] dashboard. For each metric: name, definition, data source, calculation, target, frequency, owner, and why it matters. Limit to 8-10 KPIs.
⭐ M365 🟢 GPT 🟠 Claude
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