The Practice KPI Dashboard Builder

What It Is

This prompt builds a complete KPI dashboard for your practice — not just a layout, but the harder part first: which numbers actually deserve to be on it. It selects 8–12 KPIs tied to your goals (balancing leading indicators you can act on with lagging results you're accountable to), defines each one with a formula, data source, target, and red/yellow/green thresholds, and lays out a one-screen scorecard you can build in Google Sheets or Excel in about an hour.

Most advisors track two numbers: revenue and AUM (or case count). Both are lagging — by the time they move, the causes are months old. This dashboard puts the causes on the same screen as the results.

Who It Is For

Trusted Advisors — financial advisors, wealth managers, CPAs, insurance producers, estate planning attorneys, and other advice-based professionals — running a solo or small-team practice who want to manage the business by numbers without buying BI software or hiring an analyst.