ChatGPT Prompts for Data Analyst Dashboard Summary Workflow
As a data analyst, you spend hours translating complex dashboard data into clear, actionable summaries for stakeholders. This manual process is time-consuming and prone to inconsistency. Use these ChatGPT prompts to automate your dashboard summary workflow, generate executive-level insights in seconds, and free up your time for deeper analysis. ChatBoost makes it even faster with one-click execution.
Synthesize key performance indicators into a concise, actionable executive summary for leadership.
Act as a senior data analyst. I will provide you with a list of Key Performance Indicators (KPIs) from our [e.g., Q3 Sales] dashboard. Your task is to generate a concise, 3-paragraph executive summary highlighting the main takeaways, key achievements, and areas needing attention. Focus on business impact and avoid technical jargon. Here are the KPIs: [Paste KPIs and their values, e.g., Revenue: $1.2M (+5% QoQ), New Users: 15,000 (-2% QoQ), Churn Rate: 3.1% (+0.2% QoQ)]
Generate Weekly Performance Brief
Quickly outline key weekly performance metrics and updates for internal stakeholder communication.
Generate a weekly performance summary based on the following dashboard data for the week ending [Date]. Structure the output into three sections: 'Wins', 'Challenges', and 'Focus for Next Week'. Use bullet points for clarity. Data: [Paste key weekly metrics and their WoW change]
Identify Drivers for KPI Change
Investigate and articulate potential drivers behind a significant change in a specific KPI's performance.
Analyze the following data related to our primary KPI, [e.g., User Engagement Rate]. The current value is [e.g., 25%], which is a [e.g., 3% decrease] from the previous period. Identify the top 3 potential drivers for this change based on the provided segment data. What are the immediate implications? Data: [Paste segmented data, e.g., Engagement by user cohort, by feature, by region]
Evaluate KPI Performance vs. Targets
Assess current KPI performance relative to predefined targets and highlight key variances.
Analyze the performance of the following KPIs against their targets for [Period, e.g., Q2 2024]. For each KPI, state whether it is on-track, at-risk, or off-track. Provide a brief commentary on the variance for any KPI that is more than 10% off its target. Data: [Paste a list of KPIs with 'Actual' and 'Target' values]
Pinpoint Major Trends in Time-Series Data
Extract and describe the most significant upward, downward, or cyclical trends from time-series data.
I have time-series data for [Metric, e.g., Daily Active Users] over the last [Time Period, e.g., 90 days]. Analyze the data and identify the top 3 most significant trends (e.g., weekly seasonality, steady growth, a sudden drop). For each trend, describe its pattern and specify the date range. Data: [Paste two-column data: Date, Value]
Hypothesize Causes for Data Anomaly
Brainstorm plausible internal and external hypotheses for unexpected spikes or drops in a given metric.
We observed a significant anomaly in our [Metric, e.g., new user signups] on [Date], where the value [spiked/dropped] to [Value]. Based on the context of a [Type of business, e.g., B2B SaaS company], provide 3-5 plausible hypotheses that could explain this anomaly. Categorize them as internal (e.g., marketing campaign, product change) or external (e.g., holiday, competitor action) factors.
Tailor Dashboard Summary for Marketing
Refine dashboard data into a focused summary, highlighting actionable insights relevant to the marketing team.
Translate the key findings from our [e.g., Website Analytics] dashboard into a summary for the Marketing team. Focus on metrics they care about, such as traffic sources, conversion rates by channel, and campaign performance. Suggest 2-3 data-backed actions they could take to optimize their efforts. Data: [Paste relevant marketing KPIs and metrics]
Create Sales-Focused Dashboard Summary
Generate a concise summary of sales pipeline and lead performance metrics for the sales team.
Create a summary of our [e.g., Sales Pipeline] dashboard for the Sales team. Focus on metrics like new leads, lead-to-opportunity conversion rate, sales cycle length, and deal size. Identify the best-performing sales channel and one bottleneck in the current funnel. Data: [Paste relevant sales KPIs]
Extract Product Insights from Usage Data
Translate product usage data into actionable insights for feature development and prioritization by the product team.
Analyze our [e.g., Product Usage] dashboard to generate insights for the Product team. Focus on feature adoption rates, user retention by cohort, and user flows. Identify the most and least used features and suggest one area for improvement based on the data. Data: [Paste relevant product analytics metrics]
Draft Chart Caption & Narrative
Generate a concise, impactful narrative (2-3 sentences) to serve as a caption for a chart in a report.
I have data from a chart. Write a short, clear narrative (2-3 sentences) that I can add as a caption to my report. The narrative should explain the main insight a viewer should take away. Chart Type: [e.g., Bar chart]. X-axis: [e.g., Month]. Y-axis: [e.g., Customer Acquisition Cost]. Data: [Paste the data points or a summary of the chart's trend]
Formulate Presentation Bullet Points
Condense complex data analysis findings into clear, action-oriented bullet points suitable for a presentation slide.
Convert the following data summary into 3-4 concise, impactful bullet points for a PowerPoint slide. Each bullet point should start with an action verb or a key insight. Summary: [Paste a paragraph of your data analysis findings]
Analyze Quarter-over-Quarter Performance
Provide a comparative analysis of key metrics between the current and previous quarter, highlighting significant changes.
Provide a Quarter-over-Quarter (QoQ) performance analysis based on the following data. For each metric, calculate the percentage change and write a one-sentence summary of its movement. Conclude with an overall assessment of the quarterly performance. Data: [Paste a table with columns: Metric, Last Quarter, This Quarter]
Identify Drop-offs in Conversion Funnel
Analyze conversion funnel data to pinpoint the highest drop-off points and suggest potential causes.
Analyze the following conversion funnel data. Calculate the conversion rate at each step. Identify the step with the highest drop-off rate and suggest two potential reasons for this bottleneck. Data: [Paste funnel stages and the number of users at each stage, e.g., Visited Homepage: 10000, Viewed Product: 3000, Added to Cart: 500, Purchased: 200]
Benchmark Performance Across Segments
Compare performance metrics across different user or customer segments to identify top and bottom performers.
Based on the provided data, compare the performance of different user segments on the metric [e.g., Average Revenue Per User]. Identify the top-performing and bottom-performing segments. Provide one insight about the characteristics of the top segment. Data: [Paste a table with columns: Segment, Metric Value]
Generate Simple Metric Forecast
Produce a short-term forecast for a given metric based on provided historical data and identified trends.
Given the historical data for [Metric, e.g., Monthly Recurring Revenue] for the past [e.g., 6 months], provide a simple forecast for the next month. Explain the reasoning behind your forecast (e.g., based on average growth rate, seasonality). Data: [Paste time-series data of the metric]
Pinpoint Business Risks from Negative Trends
Analyze dashboard metrics to identify negative trends and articulate associated business risks.
Review the following dashboard metrics. Identify the top 3 metrics showing a negative trend and articulate the potential business risk associated with each. Frame each risk as a clear statement. Data: [Paste a list of KPIs with their recent trend data, e.g., Customer Lifetime Value: -5% MoM, Churn Rate: +10% MoM]
Uncover Business Opportunities from Data
Examine dashboard metrics for positive trends to identify and describe potential business opportunities.
Review the following dashboard metrics. Identify the top 3 metrics showing a strong positive trend. For each, describe a potential business opportunity we could capitalize on. Data: [Paste a list of KPIs with their recent trend data, e.g., Engagement from Mobile Users: +20% MoM, Feature X Adoption: +30% MoM]
Provide Business-Friendly Metric Definitions
Develop clear, concise, and business-focused definitions for a list of specified metrics.
Provide a clear, business-friendly definition for each of the following metrics. For each definition, include what it measures and why it's important for our business. Metrics: [List of metrics, e.g., 'DAU/MAU Ratio', 'Customer Acquisition Cost (CAC)', 'Churn Rate']
Formulate SQL Query from Stakeholder Request
Translate a specific business question or data request into a functional draft SQL query.
Act as a data analyst. A product manager has asked: 'What was the average number of sessions per user for customers who signed up in the last 30 days, broken down by acquisition channel?'. Draft a standard SQL query to answer this question. Assume the tables are 'users' (with user_id, signup_date, acquisition_channel) and 'sessions' (with session_id, user_id, session_start_time).
Propose Data Quality Assurance Checks
Suggest critical data quality issues and checks to perform on a specified dataset before analysis.
I am analyzing a dataset from our [e.g., CRM system] with the following columns: [List column names, e.g., 'lead_id', 'creation_date', 'status', 'owner_id']. Suggest 5 potential data quality issues I should check for before creating a summary dashboard (e.g., duplicates, missing values, incorrect formats).
Outline Board Meeting Talking Points
Synthesize key performance data into concise, strategic talking points for an executive or board meeting.
I am preparing for a board meeting. Based on the following Q3 performance data, draft 3-4 key talking points. Each point should be a concise statement that covers a major highlight, a key challenge, and our plan to address it. Focus on top-line business metrics. Data: [Paste a high-level summary of quarterly performance data]
Assess Leading Indicators for Future Impact
Evaluate current trends in leading indicators to forecast potential future impacts on a specified lagging KPI.
Our primary lagging KPI is [e.g., Monthly Customer Churn]. We track the following leading indicators: [e.g., Product Usage Frequency, Number of Support Tickets, Customer Satisfaction Score]. Analyze the recent trends in these leading indicators and predict the likely impact on our churn rate in the next 1-2 months. Data: [Paste trend data for the leading indicators]
Interpret Cohort Retention Analysis
Interpret user retention cohort data to highlight top/bottom performing cohorts and explain trends.
Summarize the key insights from the following user retention cohort data. Identify which cohort has the best retention and which has the worst. Provide one hypothesis for why the best-performing cohort is doing well. Data: [Paste a simplified cohort analysis table, with cohorts as rows and time periods as columns showing retention percentages]
Communicate A/B Test Outcomes
Clearly explain the results, statistical significance, and recommend next steps for an A/B test to a non-technical audience.
Summarize the results of an A/B test for a non-technical audience. The goal was to [e.g., increase sign-up button clicks]. Variant A (Control) had a conversion rate of [e.g., 3.5%]. Variant B (New Design) had a conversion rate of [e.g., 4.2%]. The result is statistically significant with a p-value of [e.g., 0.03]. State the winner, the percentage lift, and a clear recommendation on what to do next.
Summarize Key Themes from Customer Feedback
Analyze raw customer feedback to identify and summarize dominant recurring themes and representative quotes.
I have a list of customer feedback comments from a recent survey. Read through them and identify the top 3-5 recurring themes or topics. For each theme, provide a representative quote. Feedback: [Paste a list of 10-20 customer comments]
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