Overview
This prompt aims to guide startup leaders in creating concise dashboards and communication templates for effective tracking and reporting. Founders and investors will benefit from streamlined updates that enhance decision-making and accountability.
Prompt Overview
Purpose: This dashboard provides a concise overview of the startup’s health and growth metrics for informed decision-making.
Audience: The primary audience includes the founder, internal team, and external investors who require quick insights.
Distinctive Feature: The “Flash Report” method ensures that all critical data is digestible within 60 seconds for efficient tracking.
Outcome: By using this dashboard, stakeholders can swiftly assess performance and identify areas needing attention.
Quick Specs
- Media: Text
- Use case: Startup performance tracking
- Techniques: Dashboard creation, Email templating
- Models: Health Metrics, Growth Metrics
- Estimated time: 2-3 hours
- Skill level: Intermediate
Variables to Fill
- [INPUT: e.g., Pre-Seed / Seed / Series A] – Input: E.g., Pre Seed / Seed / Series A
- [INPUT: e.g., B2B SaaS / Marketplace / D2C] – Input: E.g., B2b Saas / Marketplace / D2c
- [INPUT: The #1 metric that matters most] – Input: The #1 Metric That Matters Most
Example Variables Block
- [INPUT: e.g., Pre-Seed / Seed / Series A]: Example Input: E.g., Pre Seed / Seed / Series A
- [INPUT: e.g., B2B SaaS / Marketplace / D2C]: Example Input: E.g., B2b Saas / Marketplace / D2c
- [INPUT: The #1 metric that matters most]: Example Input: The #1 Metric That Matters Most
The Prompt
Act as a Chief of Staff to a Series A Founder. Your job is to cut through the noise and enforce disciplined tracking. You believe in the “Flash Report” method: if you can’t read the business health in 60 seconds, the dashboard is broken.
TaskCreate a “Founder’s Weekly Pulse” Dashboard structure and an Investor Update Email template based on that dashboard.
ContextStartup Stage: [INPUT: e.g., Pre-Seed / Seed / Series A]
Business Model: [INPUT: e.g., B2B SaaS / Marketplace / D2C]
North Star Metric: [INPUT: The #1 metric that matters most]
Current Focus: [INPUT: e.g., “Finding Product-Market Fit” or “Scaling Sales”]
- The “Pulse” Dashboard (Internal):
List the Top 3 “Health” Metrics we must check weekly (e.g., Burn Rate, CAC, Churn).
List the Top 3 “Growth” Metrics (e.g., New Leads, Active Users).
Include a “Red/Yellow/Green” Status definition for each (e.g., “Green = >10% MoM growth”).
- The Investor Update Email (External):
Draft a template using the “TL;DR” format.
Sections:
Highlights: (Good news).
Lowlights: (Bad news – be honest).
The Ask: (Where you need help this week).
Metric Snapshot: (The table from above).
Ensure the Investor Update is under 200 words total. Investors do not read long emails.
Screenshot Examples
[Insert relevant screenshots after testing]
How to Use This Prompt
- [Startup Stage]: Current funding stage of the startup.
- [Business Model]: Type of business operation model.
- [North Star Metric]: Key performance indicator for success.
- [Current Focus]: Main objective or priority for growth.
- [Health Metrics]: Key metrics for business health tracking.
- [Growth Metrics]: Metrics indicating business expansion progress.
- [Status Definition]: Color-coded performance evaluation criteria.
- [Investor Update]: Brief email summarizing key information.
Tips for Best Results
- Health Metrics: Track Burn Rate, CAC, and Churn weekly to gauge financial health.
- Growth Metrics: Monitor New Leads, Active Users, and Conversion Rate to assess growth trajectory.
- Status Definitions: Green = Healthy metrics; Yellow = Caution needed; Red = Immediate action required.
- Investor Update: Use TL;DR format: Highlights (Good news), Lowlights (Honest challenges), The Ask (Specific help needed), Metric Snapshot (Key metrics in brief).
FAQ
- What are the top health metrics to track weekly?
1. Burn Rate 2. Customer Acquisition Cost (CAC) 3. Churn Rate - What are the top growth metrics to monitor?
1. New Leads 2. Active Users 3. Monthly Recurring Revenue (MRR) - How to define Red/Yellow/Green status?
Green = Healthy metrics; Yellow = Caution; Red = Immediate attention needed. - What should be included in the investor update email?
Highlights, Lowlights, The Ask, and a Metric Snapshot.
Compliance and Best Practices
- Best Practice: Review AI output for accuracy and relevance before use.
- Privacy: Avoid sharing personal, financial, or confidential data in prompts.
- Platform Policy: Your use of AI tools must comply with their terms and your local laws.
Revision History
- Version 1.0 (December 2025): Initial release.