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Create a Weekly KPI Dashboard Report

Workflows SaaS intermediate Notion AI

How to use

  1. Copy the prompt below
  2. Paste it into Notion AI
  3. Review the output and follow up with refinements
Prompt
Build a weekly KPI dashboard report template for [product name], a [one-sentence product description] at [stage, e.g. "pre-seed with 200 users" or "Series A with $30K MRR"]. This report will be generated every Monday and shared with [audience, e.g. "the founding team" or "investors and advisors"].

The report should have these sections:

**1. Snapshot header**
A single-line summary of the week: "[Week of MM/DD] — [one sentence takeaway, e.g. 'Signups up 18%, churn stable, NPS trending down']"

**2. North Star metric**
- Metric name: [your north star, e.g. "weekly active users" or "transactions processed"]
- This week's value: [X]
- Last week's value: [Y]
- % change: calculated automatically
- 4-week trend: show as a simple spark line or arrow indicators (up/down/flat)
- One sentence explaining the movement

**3. Growth metrics table**
Create a table with these rows (customize as needed):
| Metric | This week | Last week | % Change | 4-week avg | Status |
- New signups
- Activation rate (% who complete [key action] within 48 hours)
- Free-to-paid conversion rate
- MRR (monthly recurring revenue)
- Net revenue retention

Status column should use: [on-track], [watch], or [action-needed] based on whether the metric is above, near, or below target.

**4. Engagement metrics**
- DAU/WAU ratio
- Average session duration
- Feature adoption: top 3 features used this week + any features with declining usage
- Support ticket volume and median response time

**5. Churn & retention**
- Customers lost this week (count + MRR impact)
- Top 2 churn reasons (from exit surveys or support tickets)
- Customers at risk: list accounts with declining usage or open complaints
- One specific action item to reduce churn this week

**6. Wins & lowlights**
- 3 wins from the week (new customers, milestones, positive feedback)
- 2 lowlights or risks (honest assessment, not sugarcoated)

**7. Next week focus**
- Top 3 priorities for the coming week
- Any experiments launching
- Key meetings or deadlines

Formatting rules:
- Use color coding: green for on-track, yellow for watch, red for action-needed
- Keep the entire report to one page when printed or screenshotted
- Write commentary in plain English — no jargon, no filler
- Every metric should have a "so what" — a one-line interpretation
- Include [data-source] placeholders where numbers should be pulled from analytics tools

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