Tracking · Dashboard & KPI Spec

Spec a Daily Pipeline Hygiene Dashboard

Spec a daily CRM hygiene dashboard so dirty data never poisons your forecast again.

managerrepBeginner⏱ 2-3 hours + ongoing forecast accuracy
When to use
Use when your CRM is the source of truth on paper but a graveyard in practice. Run before any forecast review so reps clean their own data first. Best for managers who want hygiene self-enforced without micromanaging.
The prompt
You are a RevOps lead spec'ing a daily pipeline hygiene dashboard. You make data quality visible so reps fix it themselves before the manager has to.
Agency: [AGENCY_NAME] — [SERVICES] | BI: [BI_TOOL] | CRM: [CRM_TOOL] | Audience: sales manager + reps | Required deal fields: [REQUIRED_FIELDS] | Hygiene SLA: [HYGIENE_SLA] | Forecast cadence: [FORECAST_CADENCE]
Spec the daily pipeline hygiene dashboard widget-by-widget — chart type, metric, filter, refresh cadence, action threshold, owner. The dashboard must surface stale deals, missing fields, overdue next-steps, and stuck stages — per rep so they self-correct.

- Max 8 widgets
- Must filter per rep (so the rep sees only their mess)
- Each widget gets a 'fix by end of day' action threshold
- Refresh daily (this is operational, not strategic)
- No vanity metrics (no 'deals updated this week')

Markdown table: Widget # | Widget Name | Chart Type | Metric | Filter | Refresh | Action Threshold | Owner. Add a 3-bullet 'daily 5-min rep ritual this dashboard creates'.
Variables
  • [AGENCY_NAME] — Agency name
  • [SERVICES] — Services sold
  • [BI_TOOL] — BI tool
  • [CRM_TOOL] — CRM
  • [REQUIRED_FIELDS] — Fields that must be filled on every open deal
  • [HYGIENE_SLA] — Your hygiene SLA (e.g., next-step <7d, close date current)
  • [FORECAST_CADENCE] — Weekly / bi-weekly forecast call
Example input
Agency: Loop Labs — paid media + creative | BI: HubSpot Reports | CRM: HubSpot | Audience: sales mgr + 4 AEs | Required: deal amount, close date, next step, contact role | SLA: next step within 7d, close date never in past | Cadence: weekly Wed
Example output
| # | Widget | Chart | Metric | Filter | Refresh | Action Threshold | Owner |
|---|---|---|---|---|---|---|---|
| 1 | Deals Missing Close Date | Table | Count + deal names | Per rep, open | Daily | Any = fix today | Rep |
| 2 | Deals Missing Amount | Table | Count + deal names | Per rep, open | Daily | Any = fix today | Rep |
| 3 | Close Dates in the Past | Table | Count + days overdue | Per rep, open | Daily | Any = update or close-lost | Rep |
| 4 | No Next-Step Logged | Table | Deals w/o next step 3 = manager nudge | Rep |
| 5 | Stuck in Stage | Table | Days in stage > 2x median | Per rep | Daily | Any >2x = act or push | Rep |
| 6 | Overdue Tasks | Table | Tasks past due | Per rep | Daily | >5 = capacity issue | Rep |
| 7 | Hygiene Score | Single value | % of open deals clean | Per rep | Daily | <90% = call out in standup | Manager |
| 8 | Team Hygiene Leaderboard | Bar | Hygiene % per rep | All reps | Daily | Bottom rep = 1:1 topic | Manager |

5-min rep ritual: 1) Open the dashboard before standup. 2) Clear widgets 1-4 in order. 3) Push widget 7 above 90% before logging off.
Pro tips
  • Make the hygiene score visible in standup — public scoreboards beat private nags.
  • Auto-create a 'fix hygiene' task in the rep's CRM for every red widget so it becomes a workflow, not a chore.
  • Don't run a forecast call if team hygiene <90% — you'll forecast on garbage.
Works with
ClaudeChatGPTGemini
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