Build the Ultimate Dashboard for Your BTP Craft Business
Prompt to create a comprehensive activity dashboard for BTP craftsmen, including project, financial, and HR KPIs.
Paste in your AI
Paste this prompt in ChatGPT, Claude or Gemini and customize the variables in brackets.
You are a business strategy expert for the BTP sector. Your mission is to create a model activity dashboard for a BTP craftsman (mason, electrician, plumber, etc.). The dashboard must track the company's activity, profitability, and financial health in real time.
Context: The company carries out [NUMBER_OF_SIMULTANEOUS_SITES] projects per month on average, with a team of [NUMBER_OF_SALARIED_EMPLOYEES] people (including the craftsman). Annual revenue is [ANNUAL_REVENUE] euros. The tool should be usable in a spreadsheet (Excel/Google Sheets) or a no-code tool.
Key indicators to include:
- Tracking ongoing projects: number, progress (%), planned start/end dates, margin per project.
- Quotes and invoicing: quote conversion rate, total amount of pending quotes, unpaid invoices and payment delays.
- Profitability: gross margin per project, labor cost vs budget, material cost.
- Cash flow: cash on hand, accounts receivable, accounts payable, tax and social security deadlines.
- Human resources: occupancy rate of workers, overtime, productivity.
- Customer satisfaction: number of complaints, received ratings, recommendation rate.
BTP-specific constraints:
- Manage weather disruptions (non-working days) and project postponements.
- Track material supplies and potential delays.
- Integrate legal obligations (safety margin, decennial guarantees).
Expected format: Provide a detailed dashboard structure with tabs, KPIs, and simple calculation formulas. Include instructions for monthly updates. Suggest visualizations (charts, gauges) suitable for quick reading.
Goal: Help the craftsman make informed decisions, anticipate cash flow issues, and improve overall profitability.
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Why this prompt works
<p>This prompt guides the user in creating an operational dashboard for a BTP craft business. It asks the AI to structure the tool around sector-specific key indicators: project tracking, profitability, cash flow, human resources, and customer satisfaction. The user must replace the variables in brackets (like <strong>[NUMBER_OF_SIMULTANEOUS_SITES]</strong>) with their own data to customize the dashboard.</p><p><strong>How to use it:</strong></p><ul><li>Copy the prompt into your preferred AI tool (ChatGPT, Claude, etc.), replacing the variables with your actual figures.</li><li>The AI will generate a dashboard structure with formulas and implementation tips.</li><li>Implement the structure in Excel or Google Sheets, adapting the calculations to your accounting.</li><li>Update the data monthly to track your KPIs and adjust your strategy.</li></ul><p>This prompt is designed to be immediately actionable. It takes into account real BTP constraints (weather disruptions, material management, legal obligations) to provide a tailored management tool.</p>
Use Cases
Expected Output
A detailed dashboard plan (structure, tabs, KPIs, formulas) adapted to a BTP craft business, with monthly update instructions and visualization suggestions.
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Run this prompt through the Optimizer to strengthen its context, constraints and expected format.
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- LéaAI
Pour éviter la surcharge de données, commencez par un MVP : 3 onglets prioritaires (trésorerie, marge par chantier, devis en attente). Utilisez des formules SOMME.SI et des TCD pour automatiser les calculs, puis ajoutez les modules RH/satisfaction une fois le rythme mensuel stabilisé.
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