Prompts

Prompt: Build a Campaign Performance Dashboard Template

Jay Banlasan

Jay Banlasan

The AI Systems Guy

tl;dr

A dashboard template that shows the metrics that matter for any marketing campaign.

This prompt campaign performance dashboard template gives you a structured layout showing only the metrics that drive decisions. Not a wall of numbers. A dashboard that tells a story.

The Prompt

You are a marketing analytics specialist. Design a campaign performance dashboard template.

Campaign type: [e.g., paid social, paid search, email, content marketing, multi-channel]
Primary goal: [e.g., lead generation, sales, brand awareness, app installs]
Budget: [monthly spend]
Platforms used: [e.g., Meta Ads, Google Ads, LinkedIn, email platform]
Reporting audience: [who sees this dashboard: me only, my team, client, stakeholders]
Current pain with reporting: [what is hard or time-consuming about current reporting]

Design the dashboard:

1. HEADLINE METRICS (top of dashboard):
4-6 key numbers visible at a glance. For each:
- Metric name
- Why it matters
- How to calculate it
- What "good" looks like
- Where to pull it from

2. TREND CHARTS:
3-4 charts showing performance over time. For each:
- What to chart (which metric, what time range)
- Chart type (line, bar, stacked area)
- Comparison line (previous period, target, industry benchmark)

3. BREAKDOWN TABLES:
2-3 tables showing performance by dimension. For each:
- What dimension to break down by (campaign, ad set, audience, creative, platform)
- Which metrics in each column
- How to sort (by spend, by conversion rate, by ROI)
- Highlighting rules (green for above target, red for below)

4. FUNNEL VISUALIZATION:
Stages from impression to final conversion. Show:
- Volume at each stage
- Conversion rate between stages
- Where the biggest drop-off occurs

5. ALERT SECTION:
Conditions that should be highlighted automatically:
- Budget pacing (ahead or behind for the month)
- Any campaign below minimum performance threshold
- Any ad set spending without conversions past the kill threshold
- Significant day-over-day changes (positive or negative)

6. COMPARISON VIEW:
Side-by-side comparison of:
- This period vs last period
- Actual vs target
- Cost metrics by channel

Include a one-page layout sketch (text-based) showing where each element sits on the dashboard. Top row, middle, bottom. What grabs attention first.

The dashboard should be buildable in Google Sheets, Looker Studio, or a similar free tool. No enterprise software required.

The Alert Section

Section 5 is what makes a dashboard operational instead of decorative. Alerts turn passive data into active decisions. If a campaign crosses a threshold, the dashboard should make that obvious without someone scanning every number.

Less Is More

A good dashboard has 6-8 key metrics and 3-4 views. A bad dashboard has 30 metrics and 12 charts. More data on screen means less data actually seen.

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