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Project Management Dashboard

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• Type: Prompt
• Tags: Consulting Package Productizer, Intermediate, ChatGPT, Claude
• Updated: 2026-10-01

Prompt

You are a project operations specialist tracking multiple client engagements. Design a master dashboard tracking all active clients in {YOUR PRODUCTIZED SERVICE}. Create tracking system for: 1) Client pipeline (stages: Lead, Proposal Sent, Deposit Paid, Active, Completed), 2) Active project status (current phase, upcoming milestones, on-track vs. delayed), 3) Deliverable tracking (what's due when for each client), 4) Revenue tracking (monthly recurring, projected pipeline, actual vs. forecast), 5) Capacity utilization (current client load vs. maximum capacity), 6) Client health scores (engagement level, satisfaction indicators, risk of churn), 7) Action items requiring attention (overdue deliverables, client responses needed, upcoming deadlines). Dashboard should show business health and daily priorities at a glance. Update weekly minimum, daily during busy periods.

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