Dashboard Requirements Document

A complete dashboard requirements doc that gives data engineers and analysts everything needed to build without a back-and-forth.

Prompt Template

Write a dashboard requirements document for a [DASHBOARD_NAME] dashboard to be built for [PRIMARY_AUDIENCE — e.g., the executive team / the growth marketing team]. The dashboard's purpose: [DASHBOARD_PURPOSE]. Include the following sections: (1) Business objective — the specific decision this dashboard enables (not just "visibility"), (2) Primary users and their questions — for each user type: [USER_TYPES], list the top 3 questions they need this dashboard to answer, (3) Metrics and KPIs — for each metric: name, definition (exact calculation formula), data source, refresh frequency, and desired visualization type, (4) Filters and dimensions — list all filter controls users need (date range, region, segment, etc.) with default values, (5) Layout sketch — describe the grid layout in words (e.g., "KPI scorecard row at top, two charts side by side below, full-width table at bottom"), (6) Data sources — list all tables or APIs needed: [DATA_SOURCES], (7) Access control — who can view, who can edit, (8) Success criteria — how will you know the dashboard is actually being used and useful?

How to use this prompt

Copy the prompt template using the button above.
Paste it into your preferred AI assistant (ChatGPT, Claude, Gemini, etc.).
Replace all bracketed placeholders like [TOPIC] with your specific details.
Send the prompt and refine the output as needed.