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CRM Executive and Sales Dashboard

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The prompt

Design an operational CRM dashboard for: BUSINESS: [description] USERS: [CEO, sales head, agents, marketing] CRM: [platform] FUNNEL STAGES AND DEFINITIONS: [paste] TARGETS: [monthly/quarterly] AVAILABLE FIELDS: [list] Begin with four questions: 1. Is lead generation healthy? 2. Where is the funnel bottleneck? 3. What changed versus the prior period? 4. What action should each owner take? Specify dashboard sections, exact metrics, formulas, filters and required CRM fields. Include source-to-qualified-lead rate, speed-to-lead, stage conversion, aging, follow-up compliance, loss reasons, sales cycle, forecast coverage, campaign CAC and revenue attribution where data permits. For each widget state: - Decision it supports - Formula and denominator - Refresh frequency - Alert threshold - Owner and expected action Flag duplicate leads, missing source data, reopened opportunities and stage leakage. Do not combine incompatible time windows or present correlation as attribution. End with a phased implementation plan.

Why this prompt

• Hand-picked, editorially reviewed prompt
• Written for Gemini, GPT-5.6, Claude

Source & licence

• Original source: github.com ↗
• Author / dataset: Uploaded
• Licence: MIT
• Adapted: Imported unmodified.
• Imported: 2026-09

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