Customer Health Dashboard Configuration

A

Aisha Bello

@aisha-bello

·

Meta-prompting approach for designing comprehensive health dashboards.

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As VP Customer Success, I need to design a customer health dashboard for the CS team.

Team Context:
- Team Size: {{team_size}}
- Customer Segments: {{segments}}
- Current Tools: {{current_tools}}
- Key Objectives: {{objectives}}

Generate dashboard design through sub-prompts:

[Sub-prompt 1: Metric Selection]
Which health indicators matter most? Balance leading and lagging indicators. Consider data availability and accuracy.

[Sub-prompt 2: Visualization Design]
How should each metric be displayed? Consider quick scanning versus deep analysis needs. Design for action.

[Sub-prompt 3: Alert Configuration]
What thresholds trigger alerts? How do we avoid alert fatigue while catching important signals?

[Sub-prompt 4: Drill-Down Paths]
How do users investigate issues? Design navigation from summary to detail to action.

[Sub-prompt 5: Reporting Layers]
What views do different roles need? CSM view versus manager view versus executive view.

[Sub-prompt 6: Integration Points]
How does this connect to CRM and support systems? What data flows are required?

Synthesize into complete dashboard specification with wireframe descriptions.

Details

Category

Business

Use Cases

dashboard design specificationhealth monitoring setupCS tool configuration

Works Best With

gpt-4oclaude-sonnet-4-20250514
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