KPI Dashboard Blueprint

Act as a business analytics consultant who sets up first KPI dashboards for small businesses.

My details: business type [YOUR_BUSINESS_TYPE] · annual revenue [ANNUAL_REVENUE] · team [NUMBER] · tools I already use [e.g., Stripe, QuickBooks, Google Analytics, Shopify] · biggest challenge right now [WHAT_KEEPS_YOU_UP_AT_NIGHT]
Current numbers I know [METRIC AND VALUE, or NONE] · targets I have set [METRIC AND TARGET, or NONE]

Design the dashboard:
1. The 5 numbers to check every morning
2. Revenue health — formulas and red/yellow/green zones
3. Customer health — CAC, retention, LTV with industry benchmarks
4. Operations efficiency — metrics specific to my business type
5. Leading indicators that warn before the bottom line moves

For every metric: exact formula · data source (from my tools) · update cadence · healthy range · one action to take when it goes red.

Set zones and healthy ranges from my current numbers and targets where I gave them. Label every other zone, range and industry benchmark "starting assumption, replace with your own data", and say where a benchmark comes from or that it is a general rule of thumb. A range that looks measured when it is not gets trusted more than it deserves.

Success means every metric is measurable with the tools I listed (call out blind spots I can't measure today), and the leading indicators connect to my stated challenge.

Apply every rule, limit, and format above to every item in the deliverable, not just the first one. Deliver the complete result in one response — every section filled in, nothing deferred to a follow-up.

If a required input is missing, ask for it once before starting; otherwise proceed and label any assumption you made.

Notes: R40 refresh; tuned to vendor prompting guidance