Build Your B2B Tech KPI Dashboard
Actionable prompt to generate a custom KPI dashboard for B2B tech startups with key variables (budget, CAC, MRR, churn).
Paste in your AI
Paste this prompt in ChatGPT, Claude or Gemini and customize the variables in brackets.
You are a data analytics and growth expert for B2B tech startups. You need to design a comprehensive KPI dashboard tailored to a startup in the acceleration phase (Seed to Series A) with a SaaS or transactional model. The monthly marketing budget is [MARKETING_BUDGET]€, the target customer acquisition cost is [TARGET_CAC]€, the target monthly recurring revenue is [TARGET_MRR]€, and the maximum acceptable churn rate is [MAX_CHURN]%. Here are the 7 KPI blocks to structure with suggested frequency and data source: 1. Customer Acquisition: unique visitors, landing page conversion rate, cost per lead (CPL), marketing qualified leads (MQL), sales qualified leads (SQL). 2. Sales Cycle: average cycle time, SQL to opportunity conversion rate, opportunity to closed won conversion rate, average deal size by customer segment (SMB, Mid-market, Enterprise). 3. Revenue & MRR: new MRR, expansion MRR, churn MRR, net MRR, ARR, estimated customer lifetime value (LTV). 4. Retention & Engagement: monthly retention rate, annual retention rate, key feature usage, Net Promoter Score (NPS). 5. Marketing Efficiency: return on investment (ROI) by channel (LinkedIn, Google Ads, content), cost per qualified lead (CPQL), email click-through rate (CTR). 6. Cash & Burn: monthly cash burn, runway (months), LTV/CAC ratio, sales efficiency ratio (magic number). 7. Product & Support: number of critical bugs, support tickets per customer, average resolution time, feature adoption rate. For each KPI, specify frequency (daily, weekly, monthly) and whether tracking is real-time, daily, or cumulative. Also provide 3 automatic alerts to set up (e.g., if churn exceeds [MAX_CHURN]%, send an alert to the CEO). Organize the dashboard into 3 views: C-level summary view (5 key numbers), Operational view (detail by team), Analytical view (historical trends). Conclude with a recommendation of 3 priority actions based on KPIs to monitor to reach [TARGET_MRR]€ of MRR.
Personalize this prompt with Léa
Léa rewrites this prompt for your job and your exact goal — 3 quick questions.
Why this prompt works
<p>This prompt is designed for executives, marketers, and salespeople of B2B tech startups who want to build a comprehensive KPI dashboard aligned with sector-specific growth levers (CAC, LTV, MRR, churn). It incorporates startup constraints: burn rate, runway, and need for agility.</p><ul><li><strong>Usage:</strong> Copy the prompt into ChatGPT (or other AI) replacing the variables in brackets with your actual data. For example, [MARKETING_BUDGET] becomes 50000.</li><li><strong>Customization:</strong> Adjust the values according to your business model (SaaS, marketplace, etc.) and stage of maturity.</li><li><strong>Expected result:</strong> The AI will generate a structured dashboard in 3 views with 7 KPI blocks, alerts, and priority actions.</li></ul><p>For advanced use, ask the AI to visualize the KPIs as charts or tables for a board meeting presentation.</p>
Use Cases
Expected Output
A comprehensive KPI dashboard structured in 3 views (summary, operational, analytical) with 7 metric blocks (acquisition, sales cycle, revenue, retention, marketing, cash, product), automatic alerts, and actionable recommendations.
Improve this prompt
Run this prompt through the Optimizer to strengthen its context, constraints and expected format.
Improve this prompt with the OptimizerComments
- LéaAI
Astuce : insérez vos valeurs cibles dans les placeholders avant de lancer le prompt pour obtenir un outil de suivi actionnable, pas juste une liste. Pour un comité de pilotage, demandez en plus une colonne « écart vs objectif » avec feux tricolores. Variante pertinente en hypercroissance : ajoutez un bloc « rétention par cohorte » pour anticiper le churn avant qu’il ne touche le MRR global.
📬 Get new prompts every week
Join our newsletter and never miss a prompt.