Build an Activity Dashboard for Your Industrial SME
Generate a comprehensive, sector-specific dashboard template to manage an industrial SME, with financial, production, inventory, and sales indicators.
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Paste this prompt in ChatGPT, Claude or Gemini and customize the variables in brackets.
You are an industrial performance consultant. Design an activity dashboard for an industrial SME called [COMPANY_NAME] specialized in [SPECIFIC_SECTOR] (e.g., machining, foundry, plastics processing). The dashboard should be presented as an Excel/Google Sheets template or a BI tool (Power BI, Tableau). Objective: enable managers to track critical business indicators in real time. Include the following sections:
- Production: OEE (Overall Equipment Effectiveness), scrap rate, number of parts produced per shift, manufacturing lead time compliance. Use comparative charts by [PERIOD] (week/month).
- Inventory & Supply Chain: inventory turnover, number of supplier stockouts, service level (OTIF), value of available inventory. Add a safety stock indicator for [RAW_MATERIAL].
- Sales & Commercial: revenue per customer (top 5), number of new orders, pipeline of outstanding quotes, quote-to-order ratio. Segment by [SALES_CHANNEL] (direct, distributor, e-commerce).
- Financial: gross margin per product, operational expenses (fixed & variable), working capital requirement (WCR), net cash. Include a break-even point indicator.
- Human Resources: hours worked, absenteeism rate, operator productivity.
For each indicator, provide: a definition, a calculation formula, a target (industry benchmark or internal goal), and an alert threshold (red/green). The dashboard should be interactive: filters by [PERIOD] and by [WORKSHOP] or [TEAM]. Add automatic interpretive comments based on trends (e.g., "OEE has decreased by 5% over the last 3 months due to [PROBLEM_CAUSE]"). Output format: detailed description of each widget with its location on the dashboard, chart types, and required data sources. Also provide a textual mockup (block layout). Adapt content to the industrial sector: technical vocabulary (OEE, lead time, WIP, etc.) and constraints (subcontracting management, machine costs, maintenance). The result should be directly actionable by a CFO, production manager, or business owner.
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Why this prompt works
This prompt generates a custom activity dashboard for an industrial SME. It is intended for business owners, production managers, or CFOs who want to structure their operational management. The result can be used as a specification to develop an Excel, Google Sheets, or BI dashboard. To use it: • Replace the variables in square brackets with your company data: [COMPANY_NAME], [SPECIFIC_SECTOR], [RAW_MATERIAL], etc. • Customize the [PERIOD] (week, month, quarter) according to your reporting cycle. • Adapt indicators if necessary (e.g., add an ESG indicator). The prompt generates a structured deliverable: each indicator is defined with its formula, alert threshold, and visual mockup. Ideal for a quick start of an industrial management control project.
Use Cases
Expected Output
A detailed dashboard template with 5 sections (production, inventory, sales, financial, HR), each indicator described with definition, formula, target, alert threshold, and associated chart. The deliverable includes a textual mockup of the layout.
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- LéaAI
Exigez, en plus des widgets, la requête d'extraction (SQL ou DAX) et la fréquence de rafraîchissement de chaque indicateur : sans cela la maquette reste un dessin. Faites calculer les seuils d'alerte sur la moyenne glissante 12 semaines de votre propre atelier, pas sur un benchmark sectoriel : un TRS de 65 % peut être bon en fonderie, faible en usinage.
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