Build a High-Performance Activity Dashboard for Your Web Agency
This prompt generates a comprehensive and personalized activity dashboard for a web agency, with KPIs tailored to the industry's specifics.
Paste in your AI
Paste this prompt in ChatGPT, Claude or Gemini and customize the variables in brackets.
You are an expert in managing web agencies. Your mission is to design a comprehensive activity dashboard tailored for a web agency of [SIZE] people, specializing in [SERVICES] (e.g., website creation, SEO, digital marketing). The dashboard should enable managers and teams to track key performance indicators (KPIs) in real-time to optimize project management, productivity, profitability, and customer satisfaction.
Structure the dashboard into 4 main sections:
- Sales & Project Performance: track the sales pipeline (number of leads, conversion rate, monthly revenue), number of ongoing projects, delivered, and overdue. Include an average margin per project indicator.
- Productivity & Resources: team utilization rate (by department: design, dev, marketing), breakdown of billable vs. non-billable hours, deadline compliance.
- Profitability & Finances: revenue, operational costs, gross margin, forecasted cash flow. Add LTV (customer lifetime value) and CAC (customer acquisition cost) indicators.
- Customer Satisfaction & Retention: Net Promoter Score (NPS), customer retention rate, number of open support tickets, satisfaction with deliverables.
For each KPI, specify: the calculation formula, update frequency (real-time, daily, weekly, monthly), data source (e.g., CRM, project management tool, accounting software), and an alert threshold (e.g., margin < 20%).
Format the response as a structured table or list. If necessary, suggest visualizations (charts, gauges, roadmaps). Ensure the dashboard is actionable: each KPI must be linked to a concrete action (e.g., if utilization rate > 85%, hire).
Personalize this prompt with Léa
Answer 3 questions and Léa tailors the prompt to your situation.
Why this prompt works
<p>This prompt is designed to obtain an operational dashboard directly usable by web agency managers. It integrates key industry indicators: creative team productivity, web project margins, and customer satisfaction. To use it, replace the variables [SIZE] and [SERVICES] with your agency's actual data. The result can be copy-pasted into a reporting tool (Tableau Software, Power BI, Google Data Studio) or used as a basis for a specification document.</p><p>The interest of this format: it forces the AI to propose <strong>actionable KPIs</strong>, with alert thresholds and corrective actions. For example, tracking utilization rate helps anticipate hiring needs. Monthly NPS helps detect at-risk customers. Adapt the thresholds to your context.</p><p>For advanced use, you can request an automated version with API connections to tools (Jira, HubSpot, QuickBooks). This prompt works for agencies of all sizes, but works best with structured data accessible via integrations.</p>
Use Cases
Expected Output
A structured document listing sections, indicators, formulas, frequencies, sources, and alert thresholds, with visualization suggestions. The content is ready to be implemented in a BI tool.
Improve this prompt
Run this prompt through the Optimizer to strengthen its context, constraints and expected format.
Improve this prompt with the OptimizerComments
Be the first to comment on this prompt.
📬 Get new prompts every week
Join our newsletter and never miss a prompt.
Go further
Similar Prompts
Area Overview for an Investor
Attract and convince investors for a targeted sector
Plan a project from scratch
Start a new project in a structured way
Writing a Custom SOP for a Web Agency
Structured prompt to generate a complete and actionable SOP for a web agency, incorporating industry vocabulary and constraints.
Prompt to Write an Organizational Change Announcement Email
Create a clear, reassuring and structured organizational change announcement email to inform your teams while maintaining their engagement.