Business Intelligence
Professional Roles • Data & Analytics
Design a dashboard for [purpose/audience]: Purpose: [goal of dashboard] Audience: [users and their needs] Decisions supported: [what they'll do] Data sources: [available data] Update frequency: [real-time, daily, weekly] Platform: [BI tool] Dashboard design: - Key questions dashboard answers - Information hierarchy - 5-8 primary metrics/KPIs - Visualization type for each metric - Filter and drill-down capabilities - Layout and grouping - Color scheme and design standards - Interactivity elements - Mobile responsiveness - Performance optimization - Default view - Export capabilities - User testing plan
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Note: ChatGPT and Perplexity will open with the prompt pre-filled. For Claude and Gemini, you'll need to paste the prompt manually.
Select the right metrics for [business objective]: Objective: [what you want to achieve] Stakeholders: [who will use metrics] Current metrics: [existing measures] Data availability: [what you can measure] Decision frequency: [how often reviewed] Metric framework: - North Star metric - Leading indicators (3-5) - Lagging indicators (3-5) - Input vs output metrics - Counter-metrics (unintended consequences) - Metric definitions (clear and unambiguous) - Calculation methodology - Target/threshold values - Comparison periods - Segmentation dimensions - Ownership assignments - Review cadence - Metric hierarchy/relationship
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Note: ChatGPT and Perplexity will open with the prompt pre-filled. For Claude and Gemini, you'll need to paste the prompt manually.
Create a data story for [insight/finding]: Finding: [key insight] Data: [supporting evidence] Audience: [decision makers] Context: [business situation] Desired outcome: [action you want] Story structure: - Compelling title - Executive summary (3 sentences) - Setup: Why this matters now - Context: Current situation with data - Conflict: Problem or opportunity revealed - Resolution: Insight and recommendation - Call-to-action: Specific next steps - Supporting evidence - Visualizations (specify types) - Narrative flow - Emotional connection - Credibility elements - Memorable conclusion
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Note: ChatGPT and Perplexity will open with the prompt pre-filled. For Claude and Gemini, you'll need to paste the prompt manually.
Design an executive report for [business area]: Business area: [department/function] Cadence: [weekly, monthly, quarterly] Executive audience: [titles] Decisions driven: [what they'll do with it] Page limit: [constraint] Report structure: - Executive summary page - Performance highlights (3-5 metrics) - Trend analysis - Performance vs targets - Segment/category breakdown - Key insights and interpretations - Risks and opportunities - Recommended actions - Appendix with details - Visual design approach - Distribution method - Supplementary data packet - Review and approval process
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Note: ChatGPT and Perplexity will open with the prompt pre-filled. For Claude and Gemini, you'll need to paste the prompt manually.
Design a drill-down analysis for [metric]: Metric: [top-level metric] Anomaly/change: [what triggered analysis] Available dimensions: [how you can slice data] Business context: [relevant background] Urgency: [timeline for analysis] Drill-down approach: - Analysis question hierarchy - Dimension breakdown order - Segmentation logic - Comparative analysis points - Statistical significance testing - Root cause hypotheses - Data exploration path - Visualization sequence - Pattern identification - Outlier investigation - Actionable insights - Recommendations - Further analysis needs - Communication format
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Note: ChatGPT and Perplexity will open with the prompt pre-filled. For Claude and Gemini, you'll need to paste the prompt manually.
Recommend visualizations for [data/insight]: Data type: [what you're showing] Message: [key point to convey] Audience: [technical level] Context: [dashboard, report, presentation] Complexity: [amount of data] Visualization recommendations: - Chart type selection and rationale - Data encoding (color, size, position) - Comparison facilitation - Hierarchy and emphasis - Color scheme (accessible) - Annotation strategy - Title and labels - Legend placement - Interactivity elements - Common pitfalls to avoid - Accessibility considerations - Mobile adaptation - Alternative views - Tools/libraries to use
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Note: ChatGPT and Perplexity will open with the prompt pre-filled. For Claude and Gemini, you'll need to paste the prompt manually.
Plan a stakeholder presentation for [analysis/project]: Topic: [what you're presenting] Audience: [stakeholders and knowledge level] Duration: [time available] Goal: [decision/approval/information] Complexity: [technical depth] Presentation plan: - Opening hook (first 30 seconds) - Agenda and structure - Context and why it matters - Methodology (right amount of detail) - Key findings (3-5 insights) - Supporting evidence - Implications and recommendations - Q&A anticipation - Slides sequence - Visual emphasis points - Pacing and timing - Backup slides - Handout materials - Follow-up plan
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Note: ChatGPT and Perplexity will open with the prompt pre-filled. For Claude and Gemini, you'll need to paste the prompt manually.
Establish data governance for [BI program/initiative]: Scope: [what data and systems] Current state: [existing governance] Challenges: [data quality, access, consistency] Stakeholders: [data owners and users] Compliance requirements: [regulations] Governance framework: - Data ownership model - Data quality standards - Data dictionary/catalog - Naming conventions - Metric definitions (single source of truth) - Access and security policies - Change management process - Data lineage documentation - Quality monitoring - Issue resolution workflow - Training and onboarding - Governance committee structure - Review and audit procedures - Tool stack
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Note: ChatGPT and Perplexity will open with the prompt pre-filled. For Claude and Gemini, you'll need to paste the prompt manually.
