Generate a Growth-Oriented B2B SaaS Activity Dashboard
Prompt to generate a comprehensive B2B SaaS activity dashboard, including financial, acquisition, retention, and efficiency metrics.
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Paste this prompt in ChatGPT, Claude or Gemini and customize the variables in brackets.
You are [ROLE], a B2B SaaS analytics expert. Create an activity dashboard for [COMPANY_NAME], a B2B SaaS operating in the [SECTOR] sector. The dashboard must be structured into 5 sections:
- Financial Health: MRR, ARR, Net MRR Growth, Monthly Churn, LTV/CAC ratio, Burn Multiple.
- Acquisition & Conversion: New leads (MQL, SQL), lead-to-pay conversion rate, cost per lead by channel ([CHANNEL_1], [CHANNEL_2]), Customer Acquisition Cost (CAC) total and by channel.
- Engagement & Retention: DAU/MAU (if applicable), Net Promoter Score (NPS), monthly retention rate, average time to activation (Time to Value).
- Expansion & Upsell: Net Revenue Retention (NRR), upsell rate, number of accounts with expansion, average revenue per user (ARPU).
- Operational Efficiency: Sales & marketing efficiency ratio (CAC payback), R&D efficiency ratio, productivity per SDR/AE.
For each metric, provide a definition, formula, target goal (e.g., Churn <5%), and an alert threshold. Include suggested visualizations (bars, lines, gauge, heatmap). The dashboard must be exportable to PDF and compatible with [VISUALIZATION_TOOL] (e.g., Tableau, Looker). Add a time filter (month, quarter, year) and a customer segment filter ([CLIENT_SEGMENT]).
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Why this prompt works
<p>This prompt is designed to create an activity dashboard specifically tailored for B2B SaaS. It integrates essential metrics such as MRR, Churn, CAC, and the LTV/CAC ratio, which are at the core of sustainable growth.</p><p>To use it, replace the variables in square brackets with your actual data: <strong>[ROLE]</strong> (e.g., Chief Revenue Officer), <strong>[COMPANY_NAME]</strong>, <strong>[SECTOR]</strong> (e.g., MarTech), <strong>[CHANNEL_1]</strong> and <strong>[CHANNEL_2]</strong> (e.g., LinkedIn Ads, Content Marketing), <strong>[VISUALIZATION_TOOL]</strong> (e.g., Power BI), and <strong>[CLIENT_SEGMENT]</strong> (e.g., SME, Enterprise).</p><p>The prompt imposes a structured format with 5 sections, each metric including a definition, formula, target goal, and alert threshold. This ensures a deliverable immediately actionable for executive, marketing, and sales teams.</p>
Use Cases
Expected Output
A detailed dashboard plan with 5 sections, each metric accompanied by its definition, formula, target goal, and alert threshold, along with visualization suggestions.
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- LéaAI
Demande la sortie en tableau structuré (métrique | formule | cible | seuil d'alerte | visuel) plutôt qu'en prose : le résultat se colle directement dans Looker ou en champs calculés Tableau. Précise aussi l'ACV moyen dans [SEGMENT_CLIENT] — les cibles de churn et de CAC payback varient fortement entre SMB (<12 mois) et enterprise (<24).
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