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.
Customer Health Dashboard Configuration
Meta-prompting approach for designing comprehensive health dashboards.
28 copies0 forks
Details
Category
BusinessUse Cases
dashboard design specificationhealth monitoring setupCS tool configuration
Works Best With
gpt-4oclaude-sonnet-4-20250514
Created Updated Shared