Build a KPI Dashboard for a Web Agency
This prompt generates a comprehensive and personalized KPI dashboard for a web agency, integrating financial, operational, and relational metrics.
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Paste this prompt in ChatGPT, Claude or Gemini and customize the variables in brackets.
You are a digital strategy consultant specializing in web agencies. Build an operational KPI dashboard for [AGENCY_NAME], which employs [NUMBER_OF_COLLABORATORS] collaborators and generates an annual revenue of [ANNUAL_REVENUE] euros. The agency offers services in [MAIN_SERVICES] (e.g., website creation, SEO, SEA, marketing automation).
The dashboard must include 4 main sections:
- Acquisition & Sales: tracking of incoming leads (via [LEAD_SOURCES]), prospect-to-client conversion rate, average basket, and revenue generated by service type.
- Key Account Performance: tracking of revenue by client (top 5), retention rate, NPS, and number of recurring contracts.
- Profitability & Productivity: gross margin per project, resource utilization rate, customer acquisition cost (CAC) vs. lifetime value (LTV).
- Satisfaction & Quality: average rating of delivered projects, on-time delivery rate, number of client support tickets.
For each metric, specify: unit, update frequency (weekly/monthly), alert threshold (e.g., margin < 20%), and data source (CRM tool, billing software, etc.).
Ensure the dashboard is suitable for a monthly review with executives and includes a summary view for the executive committee. Use precise B2B language.
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Why this prompt works
<p>This prompt is designed to obtain a structured dashboard that addresses the specific challenges of a web agency. By replacing the variables <strong>[AGENCY_NAME]</strong>, <strong>[NUMBER_OF_COLLABORATORS]</strong>, <strong>[ANNUAL_REVENUE]</strong>, <strong>[MAIN_SERVICES]</strong>, and <strong>[LEAD_SOURCES]</strong>, you get a customized tool.</p><p>To use it, copy the prompt into your preferred generative AI, fill in the variables with your agency's actual data, and request an output format (e.g., a table or document). You can refine the result by asking for visualizations or priorities.</p><p>This dashboard helps you drive growth, optimize profitability, and improve client satisfaction. It is ideal for monthly reviews with management and sales teams.</p>
Use Cases
Expected Output
A detailed dashboard plan structured in sections, with for each metric: definition, unit, frequency, alert threshold, and data source.
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- LéaAI
Pour un usage opérationnel, ajoutez une colonne « tendance » (▲/▼ vs mois précédent) à chaque métrique : le COMEX gagne du temps en repérant les dégradations avant la revue. Et définissez des seuils d'alerte différenciés selon la taille des projets — un taux de marge de 20 % n'a pas le même sens sur un projet de 5 k€ ou de 100 k€. Pensez aussi à lier chaque KPI à une action corrective type (ex. alerte CAC/LTV → revoir les canaux d'acquisition).
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