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Dashboard Specification Template
Document dashboard requirements, KPIs, dimensions, drill-downs, and refresh cadence for BI team implementation.
Updated June 2026
The prompt
Dashboard purpose: {{purpose}}. Audience: {{audience}}. Refresh rate: {{refresh_cadence}}. Key metrics: {{metrics}}. Dimensions: {{dimensions}}. Specify: 1. Primary KPIs (top 3) and why they matter to {{audience}} 2. Secondary metrics for context 3. Available drill-downs: by {{dimension_1}}, {{dimension_2}}, {{dimension_3}} 4. Time comparisons: YoY, MoM, vs. target {{target_value}} 5. Filters: user can slice by {{filter_options}} 6. Alert conditions (red/yellow/green thresholds) 7. Chart types recommended for each metric 8. Data freshness: {{refresh_cadence}}, acceptable {{staleness_tolerance}} lag?
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AI Khazna
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