30 Claude Prompts That Build KPIs & Dashboards

You are a SaaS growth analyst who designs metric frameworks for software companies. <context> I need a complete KPI framework anchored on a single North-Star metric, delivered as a self-contained, filled-in reference document I can hand to my team. </context> <inputs> - Product (one line): [WHAT IT DOES] - Business model: [SELF-SERVE / SALES-LED / HYBRID] - Stage and rough scale: [E.G. SEED, 200 PAYING ACCOUNTS] - The moment users get real value: [ACTIVATION EVENT] - Monetization: [SUBSCRIPTION / USAGE / SEATS] </inputs> <task> Propose one North-Star metric with a one-line rationale, then build a KPI tree of 8-10 supporting metrics grouped into acquisition, activation, engagement, revenue, and retention. For each KPI give a plain-English definition, the exact formula, a realistic target or benchmark for my stage, the data source, and the review cadence. </task> <constraints> - Formulas must be exact and computable from data I already have. - Targets tied to my stage, not generic vanity numbers; no filler metrics. - Flag any KPI that is a vanity metric and say what to track instead. </constraints> <format> Return a Markdown table (KPI | Definition | Formula | Target | Data source | Cadence) as an artifact, then a short note on which two KPIs to watch weekly. </format>

You are a revenue-operations analyst and front-end developer who builds recurring-revenue dashboards. <context> Build a self-contained HTML KPI dashboard for my subscription revenue, with inline CSS and CSS/SVG charts, previewable instantly as an artifact. </context> <inputs> - Current MRR and last-month MRR: [NUMBERS] - New, expansion, contraction, churned MRR this month: [NUMBERS] - Active accounts and average revenue per account: [NUMBERS] - Trailing 6 months of MRR: [SIX NUMBERS OR "MAKE PLAUSIBLE"] - Currency and brand color: [E.G. USD, INDIGO] </inputs> <task> Build a dashboard with a top row of KPI cards (MRR, ARR, net new MRR, MoM growth %, ARPA), an MRR movement waterfall (new / expansion / contraction / churn), a 6-month MRR trend line chart, and a small quick-ratio callout. Compute every derived figure from the inputs and label each card with its formula in a tooltip or caption. </task> <constraints> - One self-contained responsive HTML file; no libraries, charts drawn with inline SVG or CSS. - All math correct and consistent (ARR = MRR x 12); accessible contrast and semantic markup. - Use clear up/down deltas with color and an arrow, not just numbers. </constraints> <format> Return the full HTML as an artifact, then explain where to paste live numbers and how to swap the sample series for real data. </format>

You are a SaaS retention analyst who defines churn and expansion metrics precisely. <context> I need an unambiguous, filled-in definition set for every churn and retention KPI so my team stops calculating them differently. </context> <inputs> - Contract types: [MONTHLY / ANNUAL / MIXED] - Segments I care about: [E.G. SMB VS ENTERPRISE] - What counts as a churn event: [CANCELLATION / NON-RENEWAL / DOWNGRADE] - Current rough numbers if known: [ACCOUNTS, MRR, LOSSES] </inputs> <task> Define gross revenue churn, net revenue retention, logo churn, gross retention, expansion rate, and quick ratio. For each: a plain definition, the exact formula with the numerator and denominator spelled out, the window it is measured over, a healthy benchmark for my model, and the most common way people miscalculate it. </task> <constraints> - Be explicit about monthly vs annual normalization and cohort vs snapshot methods. - Call out the classic traps (e.g. including new logos in the retention denominator). - No hand-waving; every formula must be reproducible in a spreadsheet. </constraints> <format> Return a Markdown table (Metric | Definition | Formula | Window | Benchmark | Common mistake) as an artifact, then a worked numeric example for NRR. </format>

You are a SaaS finance analyst and developer who builds unit-economics scorecards. <context> Build a self-contained HTML scorecard for my unit economics with inline CSS, previewable instantly as an artifact. </context> <inputs> - Blended CAC (fully loaded): [NUMBER] - Average revenue per account per month: [NUMBER] - Gross margin %: [NUMBER] - Average customer lifetime in months (or monthly churn %): [NUMBER] - Sales and marketing spend last period: [NUMBER] </inputs> <task> Build a scorecard showing CAC, LTV, LTV:CAC ratio, CAC payback period (months), and gross margin, each as a KPI card with the computed value, its formula, and a color-coded health badge against standard benchmarks (e.g. LTV:CAC above 3, payback under 12 months). Add a one-line verdict per metric explaining whether it is healthy and why. </task> <constraints> - One self-contained responsive HTML file; no libraries. - Use margin-adjusted LTV, and show the formula on each card; math must be internally consistent. - Green/amber/red badges based on the stated thresholds, with accessible contrast. </constraints> <format> Return the full HTML as an artifact, then explain the benchmark thresholds you used and which lever moves each metric most. </format>

You are a product-led-growth analyst who defines self-serve funnel and activation KPIs. <context> I need a filled-in metric set for my PLG funnel so I can instrument activation and expansion, delivered as a structured reference document. </context> <inputs> - Signup-to-value path: [KEY STEPS FROM SIGNUP TO AHA MOMENT] - What "activated" means for us: [THE CORE ACTION] - Free-to-paid model: [FREEMIUM / FREE TRIAL / REVERSE TRIAL] - Definition of a PQL: [PRODUCT-QUALIFIED-LEAD SIGNAL] </inputs> <task> Define the PLG funnel KPIs: signup rate, activation rate, time-to-value, PQL conversion, free-to-paid conversion, feature adoption breadth, and net expansion. For each give the definition, the exact formula, where in the funnel it sits, a target for a healthy self-serve product, and the event(s) needed to measure it. </task> <constraints> - Tie each KPI to a specific product event so it is instrumentable, not aspirational. - Distinguish activation (first value) from habit (repeat value) clearly. - No vanity metrics; if signups look good but activation is the real gate, say so. </constraints> <format> Return a Markdown table (KPI | Definition | Formula | Funnel stage | Target | Required event) as an artifact, then a short note on the one activation metric to obsess over first. </format>

You are a marketing analytics lead who builds full-funnel measurement frameworks. <context> I need a complete, filled-in marketing KPI framework spanning the whole funnel so every channel reports on the same definitions. </context> <inputs> - Business type: [B2B SAAS / ECOMMERCE / SERVICES] - Primary channels: [E.G. SEO, PAID, EMAIL, SOCIAL] - Conversion goal: [DEMO / SIGNUP / PURCHASE] - Average deal size or order value: [NUMBER] - Sales cycle length: [DAYS OR "SELF-SERVE"] </inputs> <task> Build a KPI framework across awareness, acquisition, conversion, and retention stages. For each stage list 2-3 KPIs with a plain definition, the exact formula, a benchmark for my business type, the source system, and the owner. Include the connective metrics that link marketing to revenue (MQL-to-SQL rate, pipeline contribution, marketing-sourced revenue). </task> <constraints> - Every KPI must map to a stage and to a revenue outcome, no orphan vanity metrics. - Formulas computable from standard analytics and CRM data. - Distinguish leading indicators from lagging ones explicitly. </constraints> <format> Return a Markdown table (Stage | KPI | Definition | Formula | Benchmark | Source | Owner) as an artifact, then note the three KPIs to put on the leadership dashboard. </format>

You are a performance-marketing analyst and developer who builds paid-media dashboards. <context> Build a self-contained HTML dashboard for my paid acquisition performance, with inline CSS and CSS/SVG charts, previewable instantly as an artifact. </context> <inputs> - Channels and spend each: [E.G. GOOGLE 8K, META 5K] - Clicks, leads, and conversions per channel: [NUMBERS] - Revenue or pipeline attributed per channel: [NUMBERS] - Target CAC or CPA: [NUMBER] - Brand color and currency: [E.G. TEAL, USD] </inputs> <task> Build a dashboard with KPI cards for blended CAC, ROAS, CPL, CPC, and conversion rate, a per-channel comparison bar chart of spend vs revenue, a small table ranking channels by ROAS, and a target-vs-actual CAC gauge. Compute every derived metric from the inputs and color channels above/below the CAC target. </task> <constraints> - One self-contained responsive HTML file; charts drawn with inline SVG or CSS, no libraries. - All math correct (ROAS = revenue / spend, CAC = spend / conversions); accessible contrast. - Clearly flag channels beating vs missing the target CAC with color. </constraints> <format> Return the full HTML as an artifact, then explain the attribution assumption you made and how to plug in a live ad-platform export. </format>

You are an SEO and content analyst who defines organic-performance metrics. <context> I need a filled-in KPI set for content and SEO so I can prove organic ROI, delivered as a structured reference document. </context> <inputs> - Site type and goal: [BLOG / SAAS / STORE, GOAL] - What a conversion is: [SIGNUP / LEAD / SALE] - Tools I use: [E.G. GA4, SEARCH CONSOLE, AHREFS] - Content cadence: [POSTS PER MONTH] </inputs> <task> Define the core content and SEO KPIs: organic sessions, keyword rankings and share of voice, organic conversion rate, content-assisted conversions, backlink growth and referring domains, and content efficiency (conversions per published piece). For each give the definition, formula, a realistic benchmark, the source tool, and whether it is a leading or lagging indicator. </task> <constraints> - Separate traffic-quality metrics from raw volume so a spike in low-intent traffic is not mistaken for success. - Formulas must be computable from the named tools. - Include one metric that ties content directly to revenue. </constraints> <format> Return a Markdown table (KPI | Definition | Formula | Benchmark | Source | Leading/Lagging) as an artifact, then a short note on how to attribute conversions to content fairly. </format>

You are an email-marketing analyst and developer who builds campaign dashboards. <context> Build a self-contained HTML dashboard for my email program, with inline CSS and CSS/SVG charts, previewable instantly as an artifact. </context> <inputs> - List size and net new subscribers this month: [NUMBERS] - Sends, opens, clicks, unsubscribes last campaign: [NUMBERS] - Conversions and revenue from email: [NUMBERS] - Trailing 6 months of open rate: [SIX NUMBERS OR "MAKE PLAUSIBLE"] - Brand color: [E.G. AMBER] </inputs> <task> Build a dashboard with KPI cards for open rate, click-through rate, click-to-open rate, unsubscribe rate, list growth rate, and revenue per email, a trend line of open rate over 6 months, and a funnel bar (delivered to opened to clicked to converted). Compute every rate from the inputs and label each card with its formula. </task> <constraints> - One self-contained responsive HTML file; charts inline SVG or CSS, no libraries. - All rates computed correctly against the right denominator (opens vs delivered, clicks vs delivered). - Accessible contrast and clear positive/negative deltas. </constraints> <format> Return the full HTML as an artifact, then explain the denominator choices and how to feed it a live export from my ESP. </format>

You are a demand-generation strategist who defines pipeline and brand KPIs. <context> I need a filled-in scorecard of demand-gen and brand KPIs so marketing can be measured on pipeline, not just leads, delivered as a structured reference document. </context> <inputs> - Motion: [INBOUND / OUTBOUND / ABM / MIX] - Funnel stages we use: [E.G. LEAD, MQL, SQL, OPPORTUNITY] - Average deal size and win rate: [NUMBERS] - Brand signals I can track: [E.G. BRANDED SEARCH, DIRECT TRAFFIC, SHARE OF VOICE] </inputs> <task> Define demand KPIs (MQLs, SQL conversion rate, opportunities created, pipeline generated, marketing-sourced and marketing-influenced revenue, cost per opportunity) and brand KPIs (branded search volume, share of voice, direct traffic, brand-lift proxy). For each give a definition, formula, benchmark, source, and cadence. </task> <constraints> - Separate sourced from influenced revenue and define each precisely. - Include one efficiency metric (cost per opportunity or per pipeline dollar). - No vanity metrics; every KPI must inform a budget or targeting decision. </constraints> <format> Return a Markdown table (KPI | Type | Definition | Formula | Benchmark | Source | Cadence) as an artifact, then note which brand KPI best predicts future pipeline. </format>

You are a sales-operations analyst who defines pipeline and forecasting metrics. <context> I need a filled-in KPI framework for pipeline health so my team reads the same signals, delivered as a structured reference document. </context> <inputs> - Sales motion: [INBOUND / OUTBOUND / MIX] - Pipeline stages: [LIST YOUR STAGES] - Quota per rep and number of reps: [NUMBERS] - Average deal size and sales cycle length: [NUMBERS] </inputs> <task> Define pipeline-health KPIs: pipeline coverage ratio, pipeline velocity, win rate by stage, average deal size, sales cycle length, stage conversion rates, and slippage. For each give a definition, the exact formula, a healthy benchmark, the data source, and how often to review it. Explain how the metrics combine into a forecast. </task> <constraints> - Pipeline velocity formula must be spelled out (deals x win rate x deal size / cycle length). - Distinguish created, open, and weighted pipeline explicitly. - Flag which metrics are leading (activity, coverage) vs lagging (win rate, revenue). </constraints> <format> Return a Markdown table (KPI | Definition | Formula | Benchmark | Source | Cadence) as an artifact, then a worked pipeline-velocity example using my numbers. </format>

You are a sales-ops analyst and developer who builds rep-performance dashboards. <context> Build a self-contained HTML dashboard comparing my sales reps, with inline CSS and CSS/SVG charts, previewable instantly as an artifact. </context> <inputs> - Reps and their quota: [NAMES + QUOTA EACH] - Closed-won revenue per rep this quarter: [NUMBERS] - Deals worked and deals won per rep: [NUMBERS] - Activities (calls/meetings) per rep: [NUMBERS OR "MAKE PLAUSIBLE"] - Brand color: [E.G. BLUE] </inputs> <task> Build a dashboard with a team KPI summary row (total attainment %, average win rate, total revenue), a per-rep table with quota attainment, win rate, average deal size, and activities, a horizontal bar chart of quota attainment by rep with a 100% target line, and highlight over- and under-performers. Compute every metric from the inputs. </task> <constraints> - One self-contained responsive HTML file; charts inline SVG or CSS, no libraries. - Sort reps by attainment and color code against quota; math internally consistent. - Accessible contrast, sortable-looking table, clear target line on the chart. </constraints> <format> Return the full HTML as an artifact, then explain the attainment calculation and how to paste a live CRM export in place of the sample rows. </format>

You are a revenue-operations analyst and developer who builds forecast dashboards. <context> Build a self-contained HTML forecast dashboard from my weighted pipeline, with inline CSS and CSS/SVG charts, previewable instantly as an artifact. </context> <inputs> - Quarter target: [NUMBER] - Closed-won so far this quarter: [NUMBER] - Open deals by stage with value and win probability: [LIST] - Best-case and commit adjustments if any: [OPTIONAL] - Brand color and currency: [E.G. GREEN, USD] </inputs> <task> Build a dashboard with KPI cards for target, closed-won, weighted pipeline, forecast (closed + weighted), and gap-to-target, a stacked bar showing committed vs best-case vs pipeline, and a stage-by-stage table with value, probability, and weighted value. Compute the weighted forecast and gap from the inputs. </task> <constraints> - One self-contained responsive HTML file; charts inline SVG or CSS, no libraries. - Weighted value = deal value x probability, summed correctly; forecast vs target clearly signed. - Show the gap as positive (surplus) or negative (shortfall) with color; accessible contrast. </constraints> <format> Return the full HTML as an artifact, then explain the forecast method and how to update probabilities as deals progress. </format>

You are a sales-analytics specialist who defines funnel-conversion and cycle metrics. <context> I need a filled-in metric set for how deals move through my funnel so I can find the leakiest stage, delivered as a structured reference document. </context> <inputs> - Pipeline stages in order: [LIST] - Rough deal counts entering each stage last quarter: [NUMBERS] - Average time spent per stage if known: [DAYS] - Average deal size: [NUMBER] </inputs> <task> Define stage-to-stage conversion rate, overall lead-to-close rate, average sales cycle length, average time-in-stage, deal-size distribution, and win/loss ratio. For each give a definition, the exact formula, a benchmark, the source, and what a bad reading tells you to fix. Identify which stage conversion most limits total throughput. </task> <constraints> - Conversion formulas must use consistent numerators/denominators across stages. - Separate cycle length for won vs lost deals if the data allows. - Point to the single stage with the biggest leverage on overall conversion. </constraints> <format> Return a Markdown table (Metric | Definition | Formula | Benchmark | Source | Fix if low) as an artifact, then a short note naming the bottleneck stage from my numbers. </format>

You are a sales-development analyst who defines outbound activity and pipeline-contribution KPIs. <context> I need a filled-in scorecard for my SDR/BDR team that ties daily activity to pipeline, delivered as a structured reference document. </context> <inputs> - Team size and channels: [E.G. 4 SDRS, EMAIL + CALLS + LINKEDIN] - Monthly meeting/SQL target per rep: [NUMBER] - Typical activity volumes: [DIALS, EMAILS, CONNECTS OR "MAKE PLAUSIBLE"] - Meeting-to-opportunity conversion: [PERCENT IF KNOWN] </inputs> <task> Define outbound KPIs: activities per rep per day, connect rate, positive-reply rate, meetings booked, meeting-held rate, SQL conversion, opportunities sourced, and pipeline generated per rep. For each give a definition, formula, a healthy benchmark, the source, and whether it is an effort or outcome metric. Show the activity math needed to hit the meeting target. </task> <constraints> - Separate effort metrics (dials, emails) from outcome metrics (meetings, SQLs, pipeline). - Reverse-engineer the daily activity needed from the meeting target and conversion rates. - No vanity metrics; every KPI must inform coaching or capacity planning. </constraints> <format> Return a Markdown table (KPI | Type | Definition | Formula | Benchmark | Source) as an artifact, then a worked example of daily activity required to hit quota. </format>