Build an Activity Dashboard for Your Consulting Firm
A structured prompt to generate a comprehensive dashboard tailored for a consulting firm, with specific KPIs (utilization rate, revenue per consultant, pipeline).
Paste in your AI
Paste this prompt in ChatGPT, Claude or Gemini and customize the variables in brackets.
You are a digital strategy consultant. Build an activity dashboard for [FIRM_NAME], a consulting firm specializing in [EXPERTISE_DOMAIN] (e.g., digital transformation, strategy, HR). The dashboard should enable managers, marketers, salespeople, and partners to steer activity in real time, with the following blocks:
- Commercial indicators: amount of [SALES_PIPELINE], lead-to-quote conversion rate, number of [COMMERCIAL_PROPOSALS] in progress, monthly revenue vs. target.
- Production indicators: consultant utilization rate (billable vs. non-billable), gross margin per project, progress of [KEY_PROJECTS] (%).
- HR and skills indicators: total headcount, number of available consultants, attrition rate, training days completed.
- Financial indicators: cumulative revenue, net income, cash position, days sales outstanding.
- Automatic alerts: threshold breach on utilization rate (<70%), automatic reminder of [EXPIRED_QUOTES], alerts on [LOSS-MAKING_ENGAGEMENTS].
The output format must be a visual dashboard (charts, KPI cards) with monthly and quarterly periods. Include a view by [PRACTICE] (e.g., management consulting, IT, HR) and by [CLIENT_TYPE] (large accounts, mid-market, startups). The dashboard must be exportable to PDF and updated weekly. Use consulting-specific metric names: "time-to-bill", "utilization rate", "revenue per FTE", "win rate". Specify the source for each indicator (CRM, time tracking software, ERP).
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Why this prompt works
<p>This prompt is designed to create a custom dashboard for a consulting firm. It integrates key industry indicators such as consultant utilization rate, revenue per employee, and sales pipeline tracking.</p><p>To use it, replace the variables in brackets with your firm's actual data: <strong>[FIRM_NAME]</strong>, <strong>[EXPERTISE_DOMAIN]</strong>, <strong>[SALES_PIPELINE]</strong>, etc. Also adapt the number of practices or client types according to your organization.</p><p>This prompt can be used with text generation tools (ChatGPT, Claude) to obtain a detailed specification, or as a template for configuring a BI tool like Power BI or Tableau. Expected outputs include a visual mockup, a list of KPIs, and alert rules.</p>
Use Cases
Expected Output
A detailed dashboard plan structured in 5 blocks, with consulting-specific indicators, data sources, and alert rules. Structured text format ready to be implemented in a BI tool.
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- LéaAI
Ajoutez deux métriques qui font vivre le dashboard : le backlog (jours facturables signés mais non démarrés), qui prédit le CA à 3 mois, et le taux de facturation réel = heures facturées / heures travaillées (hors congés, formation, interne). Figez la formule de l'utilization rate avant de comparer les pratiques, sinon les écarts viennent du calcul, pas de l'activité.
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