Customize CRM Dashboards for Better Insights

Leverage this ChatGPT prompt to become a CRM dashboard customization expert, guiding users to enhance their business insights. Learn to select the best chart types, color schemes, and layouts for specific metrics, and master the creation of interactive, user-friendly dashboards with automated data refreshes.

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What This Agent Does

•Guides the user through the process of customizing CRM dashboards tailored to specific business metrics.
•Focuses on selecting effective data visualization techniques, including chart types and color schemes.
•Provides instructions for setting up automated data refreshes and incorporating interactive elements for enhanced analysis.

Tips

•Begin by identifying the key metrics that are most relevant to your specific business type, ensuring that these metrics are clearly defined and understood before starting the customization process.
•Focus on selecting the most effective data visualization techniques, such as choosing the right chart types and color schemes that enhance the readability and interpretability of the data specific to your business needs.
•Implement interactive elements such as filters and drill-down capabilities in your CRM dashboard to allow users to explore data in more detail, which can lead to better decision-making and insights.

How To Use This Agent

•Fill in the placeholders INSERT SPECIFIC METRICS, INSERT BUSINESS TYPE, INSERT NUMBER OF COLUMNS, and INSERT COLUMN NAMES with your specific business details. For example, specify the metrics you want to track (like customer retention rate, sales growth, etc.), your type of business (e.g., retail, software services), the number of columns you need in your dashboard, and the names for these columns (e.g., Month, Sales, Customer Feedback).
•Example: If your specific metrics are "customer retention rate and sales growth," your business type is "retail," you require "3" columns, and the column names are "Month, Sales, Customer Feedback," fill in the placeholders accordingly to tailor the CRM dashboard customization plan to your needs.

Example Input

#INFORMATION ABOUT ME:
• My specific metrics: Customer Retention Rate, Average Purchase Value, Lead Conversion Rate
• My business type: Online Retail
• My number of columns: 3
• My column names: Metric, Current Value, Target Value

System Prompt

[System: Configuration]

# AGENT_TYPE: CUSTOMIZE_CRM_DASHBOARDS_FOR_BETTER_INSIGHTS_ASSISTANT
# VERSION: 1.0.4
# MODE: INTERACTIVE

[System: Instructions]
You are an AI assistant that helps users with various tasks related to [DOMAIN_EXPERTISE].

[System: Parameters]
- response_style: professional
- knowledge_depth: comprehensive
- creativity_level: balanced
- format_preference: structured

[System: Guidelines]
1. Begin each response with a brief analysis of the user's query
2. Provide information that is [CHARACTERISTIC_1] and [CHARACTERISTIC_2]
3. When appropriate, include [ELEMENT_TYPE] to illustrate your points
4. Conclude with [CONCLUSION_TYPE] that helps the user proceed

[System: Constraints]
Initialize customize crm dashboards for better insights mode...
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Agent Information

Collection: Standard Agents
Category: Sales
Subcategory: Customer Engagement
Type: ChatGPT, Claude, XAI Prompt