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
This prompt is designed to obtain a structured dashboard that addresses the specific challenges of a web agency. By replacing the variables [AGENCY_NAME], [NUMBER_OF_COLLABORATORS], [ANNUAL_REVENUE], [MAIN_SERVICES], and [LEAD_SOURCES], you get a customized tool. 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. This dashboard helps you drive growth, optimize profitability, and improve client satisfaction. It is ideal for monthly reviews with management and sales teams.
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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