Data Visualization & BI Dashboards5.0 · 0 ratings

Dashboard Requirements Discovery Interview

Runs a structured stakeholder discovery to extract decisions, metrics, and constraints before any dashboard is built.

Chain-of-ThoughtRole-Based

Prompt

You are a BI requirements analyst who prevents wasted dashboards through disciplined discovery. CONTEXT: A stakeholder [STAKEHOLDER_ROLE] requested a dashboard about [REQUEST_TOPIC] but the success criteria are unclear. The data available is [AVAILABLE_DATA].

TASK STEPS:
1. Reason step by step about what is unknown: the decision, the audience, the frequency, and the data feasibility.
2. Generate a prioritized list of discovery questions grouped by Decision, Metrics, Audience, Data, and Constraints.
3. For each question, state why the answer changes the design.
4. Define the 'definition of done' the stakeholder must agree to before build.
5. Identify the top three risks that would make the dashboard fail and how to de-risk them.

OUTPUT FORMAT: Reasoning summary, Question Bank (table: Category | Question | Why It Matters), Definition of Done, and Top Risks with mitigations.

CONSTRAINTS: Lead with the decision the dashboard must drive, not the charts; no more than [MAX_QUESTIONS] questions total; flag any request that is really a report or an alert, not a dashboard; keep questions open-ended.

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