For RevOps and GTM
One pipeline number everyone trusts.
No BI tool, no data team.
Sound like your Monday?
Three versions of the forecast
The sales leader's spreadsheet, the CRM report and the board deck each say something different. The Monday call starts with which number is right.
The Monday screenshot
The pipeline review gets screenshotted into Slack. Nobody can click into it, and it's stale by Tuesday.
Questions your CRM can't answer
CAC payback needs ad spend and billing data. Win rate by source needs clean history. CRM reports stop at the CRM, so the good analysis lives in someone's AI chat.
What goes on the RevOps fridge
Five dashboards that run a go-to-market team
Each one is live: click in to see it, then copy the prompt and build yours from your CRM export with any AI tool.
The Monday refresh
Same link every week. New numbers every Monday.
Set it up once and the pipeline review runs from one link. Every week is kept as a version, so you can see what the forecast said before any call. The full walkthrough is in run your Monday pipeline review from one dashboard.
- Export from your CRMOpen deals, quotas and forecast categories from HubSpot or Salesforce, as a CSV.
- Your AI rebuilds the dashboardSame prompt every week. Claude, ChatGPT, Gemini or Copilot, whichever your team uses.
- It lands on the fridgeSent straight from the chat with the Dashfridge connector, as a new version of the same dashboard.
- RevOps certifies itEveryone from the CEO to the SDR team knows which number is the official one.
Where should the pipeline dashboard live?
| CRM reports | A BI tool | AI + Dashfridge | |
|---|---|---|---|
| Data from outside the CRM (ad spend, billing) | Hard | Yes, once it's modeled | Yes, whatever you give your AI |
| Who builds it | RevOps, inside CRM limits | Analysts | RevOps, with AI, in minutes |
| Finance and the board can see it | Only with CRM access | With a BI license each | Yes, with a company email |
| An official, certified version | No | Sometimes | Yes |
| Cost for a 40-person company | Included in CRM seats | Hundreds to thousands a month | One flat price |
Questions from RevOps
Can AI build a sales forecast or pipeline dashboard from HubSpot or Salesforce?
Yes. Export open opportunities and quotas as a CSV, paste them into Claude, ChatGPT, Gemini or Copilot with one of the prompts on this page, and you get an interactive dashboard in a few minutes. Check the totals against the CRM once before you share it.
Does Dashfridge connect to our CRM?
Not directly, on purpose. Your AI tool does the analysis from an export or its own CRM connector, and sends the finished dashboard to Dashfridge. Dashboards on the fridge can't call out to the internet, so CRM data never leaves the file it's in.
Who sees the pipeline numbers?
Only people in your workspace. Everyone signs in with their company email, and you can keep comp plans or board numbers on a private magnet only certain people can open.
How is this different from a BI tool?
BI tools model your data and let analysts explore it, and they cost thousands a year plus people to run them. Dashfridge assumes your AI already built the dashboard and gives it a home: one link, certified by RevOps, refreshed every week, every version kept.
Want your pipeline review set up with you?
Founding teams get the Team plan free through March, and we build the Monday refresh together.
Not ready? Get new RevOps templates and guides.
One pipeline number. One link.
Free for your first 3 dashboards. Your whole go-to-market team joins with their company email.
Start free with your work email