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Dashboard Insight Generator

Executive reporting and KPI tracking

The prompt
Create an executive dashboard from this data including: 1) Top 5 KPIs with current value, trend (↑↓), and vs. target, 2) Alert indicators for metrics off-track (red/yellow/green), 3) Summary of performance by category/region/product, 4) Key drivers of performance (what's working/not working), 5) Recommended focus areas for next period, 6) Visual layout optimized for at-a-glance understanding. Use conditional formatting and charts for easy interpretation.

How to use it

  1. 1Select Copy the prompt above.
  2. 2Paste it into Microsoft 365 Copilot.
  3. 3Replace anything in brackets with your own detail, then send it.

Copilot gathers and drafts. You verify and decide. Check every figure, name and date against the system it came from before you act on it.

Written for

Business Analyst, Data Analyst, Manager, Executive, Operations Manager

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From the source collection in awesome-microsoft-copilot-prompts, licensed CC BY-SA 4.0.