B2B dashboard PRD template
B2B dashboard PRD template
Generate a build-ready B2B dashboard spec in minutes. Multi-tenant roles, data model, API endpoints, and a full feature list — ready to paste into your AI coding tool.
Overview
B2B dashboards have a short list of decisions that trip up every build: how many roles share the same UI, which columns live per-tenant vs shared, and where the line is between read-only viewers and admins who can actually change things. Skip those decisions at the spec stage and your AI coding tool will invent them — usually wrong.
Draftlytic asks the right questions up front, then generates an editable spec that names the call: role hierarchy, per-tenant data isolation, the screens and API endpoints behind each one, and an explicit non-goals list so the AI tool you hand it to doesn't build a feature you never wanted.
What Draftlytic figures out for your B2B dashboard
Most B2B dashboards share the same structural pressure points — multi-tenancy, role-based access, and data that needs to look different depending on who's logged in. Draftlytic's spec covers all of them out of the box.
After you describe your idea, it produces a typed data model (entities, fields, types) that reflects the tenant/account boundary your dashboard actually needs — not a generic User table. It maps every screen to the API endpoints behind it, so your AI coding tool knows what's a read, what's a write, and which routes are admin-only. Auth methods, notification triggers, and per-feature tier assignments (who can see what on which plan) are included in the same spec. You can edit any part via AI chat, run an AI Scan to catch gaps before you export, and push the finished spec directly to a connected GitHub repo.
Role hierarchy and access control, already decided
The thing that makes B2B dashboards genuinely hard to spec is that 'the user' is really three or four different actors: the account owner, an admin, a read-only team member, maybe a billing contact. Leaving this vague produces a spec your AI coding tool can't execute without guessing.
Draftlytic surfaces this early. The feature list comes back with must-have / nice-to-have / future tags and optional acceptance criteria at Detailed depth — so 'admin can invite team members' and 'viewer can export reports' are two separate line items with their own testable criteria, not one fuzzy bullet. The constraints section includes a non-goals list you can populate with things like 'no SSO in v1' or 'no per-row permissions' — stopping scope creep before your coding tool adds it anyway. Export as Markdown, PDF, or ZIP, or push straight to GitHub when you're ready to build.
FAQ
What does a Draftlytic B2B dashboard spec actually include?
It includes a prioritized feature list (must-have through future), a typed data model, a navigation map with screen-to-endpoint mappings, role and auth method definitions, design tokens, and a constraints section with an explicit non-goals list. At Detailed depth, each feature gets up to four short acceptance criteria. The whole thing is editable and exportable as Markdown, PDF, ZIP, or a direct GitHub push.
How is this different from a generic PRD template?
A generic template gives you headings to fill in. Draftlytic asks you questions specific to your product — including multi-tenancy setup, role hierarchy, and per-plan feature access — then generates the spec for you. You edit from a structured starting point rather than a blank page, which means your AI coding tool gets a brief it can actually execute without improvising the architecture.