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.

How to use this prompt

  1. 1

    Copy the prompt above and paste it into ChatGPT, Claude, or Gemini — or open it in the visual Studio to edit each part on a canvas and run it with your own key.

  2. 2

    Replace any bracketed placeholders with your specifics. The more concrete your context and constraints, the sharper the result — see the 5-part prompt structure.

  3. 3

    Run it, then refine. Ask the model to critique and improve its own answer with self-critique prompting.

Techniques in this prompt

Chain-of-Thought

Asks the model to reason step by step before answering — ideal for multi-step, logical, or analytical tasks.

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Role-Based

Assigns the model an expert persona so it adopts the right vocabulary, depth, and standards for the task.

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Build on this prompt

Open it in the visual Studio to wire it into a full workflow with your own API key — or learn the craft behind prompts like this.

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