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Performance Dashboard

Produce a channel-level dashboard that surfaces KPIs the marketing director cares about and allows slicing by campaign…

2heights
4tasks
2roles do it
See the prompt↓More report workflows

The same job, four heights

do it · improve it · decide · become
AExecute — “help me do it”Produce a channel-level dashboard that surfaces KPIs the marketing director cares about and…+
Produce a channel-level dashboard that surfaces KPIs the marketing director cares about and allows slicing by campaign and date: build a PivotTable with channel rows, KPI columns, and add a date timeline and campaign slicer on the dashboard sheet.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.
BImprove — “do it better”Before presenting to Martin, make the dashboard decision-ready: prioritize KPIs at the top…+
Before presenting to Martin, make the dashboard decision-ready: prioritize KPIs at the top (Spend, CPA, ROAS), add slicers for campaign and a timeline for date range, show KPI trend sparklines per channel, and include a short guidance box explaining any sampled data or late-arriving metrics that would cause him to hesitate.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.

The real tasks

2 of them
Produce a channel-level dashboard that surfaces the KPIs the marketing director cares about and lets them slice by campaign and date.
Create a consolidated launch dashboard that pulls sales forecasts, inventory targets and production lead times so the launch team sees risks at a glance.

Who does this

2 roles
Digital Campaign ManagerIndustrial Designer

Questions people ask

honest answers

Because you rarely think 'I want the redaction tool'. You think 'I have to share this without leaking the client's details'. Start from the need, and the feature finds you.

Real. Every job here was drawn from what people in real roles were actually seen doing in Excel — not a feature checklist.

No. Each page gives you a ready prompt you can paste into an AI assistant, plus the plain steps to do it yourself. Start with either — the goal is the finished job, not the tool.