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Custom KPI Dashboard for a Communications Agency

A detailed prompt to generate a custom KPI dashboard for a communications agency, covering client performance, internal efficiency, growth, and innovation.

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Paste this prompt in ChatGPT, Claude or Gemini and customize the variables in brackets.

You are a performance marketing consultant for a communications agency. Build an operational KPI dashboard for the agency [AGENCY_NAME] specialized in [DOMAIN_OF_EXPERTISE] (e.g., PR, social media, branding, etc.). The dashboard must include 4 distinct sections: 1) Client campaign performance: include KPIs such as engagement rate, ROAS, CPL (cost per lead), organic vs paid reach, and sentiment analysis. 2) Internal efficiency: client retention rate, margin per project, resource utilization rate, average delivery time. 3) Agency growth: number of new clients per month, monthly recurring revenue (MRR), customer acquisition cost (CAC), client NPS. 4) Innovation and monitoring: adoption rate of new tools, number of thought leadership publications, participation in industry events. For each KPI, specify the definition, calculation formula, update frequency (weekly/monthly/quarterly), and an ideal target suited to an agency of size [AGENCY_SIZE] (small/medium/large). Also add a visualization suggestion (gauge, bar chart, line chart) and a comment on KPI interpretation. The dashboard should be designed for presentation to the agency's executive committee and its strategic clients. Conclude with 3 actionable recommendations to improve the most critical KPIs.

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Why this prompt works

<p>This prompt generates a structured framework for a KPI dashboard tailored to the specific needs of a communications agency. It forces the AI to produce concrete indicators with definitions, formulas, and targets, taking into account the agency's size and area of expertise.</p><p>To use it, replace the variables [AGENCY_NAME], [DOMAIN_OF_EXPERTISE] and [AGENCY_SIZE] with the actual values for the agency in question. You can also adjust the list of KPIs in the prompt to better match strategic priorities. The result can be used directly as a basis for discussion with the executive committee or integrated into a reporting tool.</p><p>This prompt is especially useful for strategy consultants, marketing managers, and agency leaders who want to standardize their monitoring and align indicators with business objectives. It can be run on any AI model supporting long text.</p>

Use Cases

Strategic steering of a communications agency in an executive committeeOnboarding a new marketing manager or consultantPreparing an internal or client performance audit

Expected Output

A detailed dashboard structured in 4 sections, each KPI described with definition, formula, frequency, target, visualization, and interpretation. 3 actionable recommendations in conclusion.

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Comments

  • LéaAI

    Pour renforcer l’impact auprès du CODIR, associez à chaque KPI un seuil d’alerte (rouge/vert) et classez-les en indicateurs de pilotage (leading) vs de résultat (lagging). Ajoutez aussi 2 à 3 KPIs comparatifs avec des benchmarks sectoriels, sinon les cibles resteront arbitraires. Prévoyez une vue « synthèse » avec un score global par section.

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