Build a KPI Dashboard for a Consulting Firm
This prompt generates a tailor-made KPI dashboard for a consulting firm, with sector-specific indicators (billing, bench time, etc.).
Paste in your AI
Paste this prompt in ChatGPT, Claude or Gemini and customize the variables in brackets.
You are a strategy and performance consultant specializing in consulting firms. You need to design a KPI dashboard for a strategy, management, or organization consulting firm of size [FIRM_SIZE] (e.g., small independent practice, medium-sized firm, or large group), with a focus on [FOCUS] (e.g., strategy consulting, organization consulting, HR consulting, IT consulting). The dashboard should enable managers, partners, marketing and sales managers to drive activity, profitability, and growth.
The dashboard should include 5 to 7 key indicators, grouped into categories: commercial performance, production, profitability, and HR. For each KPI, provide the name, calculation formula, update frequency (weekly, monthly, quarterly), and a comment on its interpretation. Mandatory KPIs to include:
- Consultant utilization rate (billable ratio)
- Revenue per partner
- Net margin per engagement
- Lead-to-client conversion rate
- Revenue breakdown by engagement type (e.g., consulting, training, audit)
- Client retention rate (repeat business)
The output must be structured with clear sections. Use professional consulting terms: 'billable', 'bench time', 'revenue multiplier', etc. The dashboard should be actionable: for each KPI, suggest an alert threshold (e.g., utilization rate < 70% requires action) and an improvement lever.
Finally, adapt the level of detail for a non-expert audience (managers may not be finance experts), but maintain consultant rigor. Do not forget to include a 'strategic vision' section that links the KPIs together (e.g., how utilization rate impacts margin).
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Why this prompt works
<p>This prompt is designed to <strong>generate a KPI dashboard</strong> adapted to the consulting sector. It integrates key concepts like utilization rate (billable), revenue per partner, or margin per engagement. You can use it directly with ChatGPT or any other LLM.</p><p>To use it, replace the variables in [BRACKETS] with your data: <ul><li><strong>[FIRM_SIZE]</strong>: indicate the size (small, medium, large) to tailor the level of detail.</li><li><strong>[FOCUS]</strong>: specify the specialty (strategy, HR, IT...) for relevant KPIs.</li></ul>The result will be a structured table, ready to be exported to a BI tool or presented in a meeting.</p><p>This prompt is <strong>actionable</strong>: it explicitly asks for alert thresholds and improvement levers, allowing immediate transition from analysis to action.</p>
Use Cases
Expected Output
The model generates a structured table listing 5 to 7 KPIs with formula, frequency, alert threshold, improvement lever, integrated into a strategic vision of firm management.
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Pour rendre le tableau de bord plus pilotable, ajoutez le taux de réalisation des missions (heures facturées vs budget) et le délai moyen de recouvrement. Seuil d’alerte : réalisation <80 % ou recouvrement >60 jours. Ces deux indicateurs agissent directement sur la marge et la trésorerie, et permettent d’anticiper les écarts plutôt que de les constater.
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