Create intermediate Works with: Any AI

Marketing Reporting Dashboard Spec and Monthly Review

Structured brief Has example

Define a marketing dashboard with metrics, definitions, data sources and a monthly review agenda that leads to decisions.

The Open buttons send the prompt text as currently shown below to that site only when you click. Fill in the placeholders first.

[VERIFY] is an editorial flag, not a blank to fill. Wherever the prompt shows [VERIFY], check that item against a reliable source before you use it.

Help me specify a marketing dashboard and monthly review. Goals of the business this quarter: [BUSINESS_GOALS]. Channels and tools in use: [CHANNELS_AND_TOOLS]. Audience for the report: [REPORT_AUDIENCE]. Current reporting pain points: [REPORTING_PAIN]. Data owner: [DATA_OWNER].

Produce a metric dictionary as a table with the columns Metric, Definition, Formula, Source, Refresh, Owner, Good direction, Caveat. Include no more than 12 metrics grouped as Reach, Engagement, Leads, Pipeline and Efficiency, and show formula examples such as cost per lead with the arithmetic. Add a dashboard layout described in words, with the three numbers a busy executive reads first and a section for notes. Add a data quality checklist (duplicate tracking, time zones, currency, definitions of a lead) and a monthly review agenda of 45 minutes with time boxes.

Add a decision log template with the columns Observation, Decision, Owner, Due date, Expected effect. End with five questions the review should always ask, such as what we should stop doing.

Tool features for dashboards, connectors and scheduled reports depend on your plan and tools; flag them [VERIFY]. Do not invent benchmarks or targets; leave placeholders for my own targets. Warn against reading too much into small movements.

Add a worked example with invented figures: spend 5,000, 250 leads, 40 sales-qualified leads, 8 customers, and compute cost per lead, cost per qualified lead and cost per customer.

Fill in before use

Optional: type your details and the prompt above updates. Nothing is saved or sent.

Replace each bracketed placeholder with your own details, then paste into Any AI or another assistant.

Invented figures.
Cost per lead = 5,000 / 250 = 20.00.
Cost per sales-qualified lead = 5,000 / 40 = 125.00.
Cost per customer = 5,000 / 8 = 625.00.
Lead to qualified rate = 40 / 250 = 16 percent. Qualified to customer = 8 / 40 = 20 percent.

Metric row example:
Metric: Cost per qualified lead | Formula: spend / sales-qualified leads | Source: ad platform spend plus CRM | Refresh: weekly | Owner: demand lead | Good direction: down | Caveat: depends on a consistent definition of qualified, which sales must confirm.

First numbers for an executive: spend, qualified leads, cost per customer.

• dashboard
• template