Portfolio Monitoring Dashboard Specification
Example prompt to use in ChatGPT or Gemini
Updated September 16, 2025
Prompt
Design a portfolio company monitoring dashboard spec for {{portfolio_company}} to be reported {{reporting_frequency}}. Include: 1) a prioritized KPI list (financial & operational) with definitions and calculation formulas, 2) recommended visualizations (trend lines, cohort tables, waterfall charts), 3) data sources and ETL notes, 4) alerting thresholds and how to escalate, 5) sample SQL queries or pseudocode to compute key metrics, and 6) a monthly reporting template that goes to investors and the board.Recommended for: gpt-4o
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