Templates
Dashboards you can make with AI.
See it live, copy the prompt.
Each template is a real dashboard you can click around, plus the prompt that makes your own version with Claude, ChatGPT, Gemini or Copilot from your numbers. Free to use. Keep the result on your fridge so your team always sees the current one.
Finance
Cash, forecasts, AR, budget and SaaS metrics for controllers, CFOs and fractional CFOs.
13-week cash flow forecastA direct-method 13-week cash flow dashboard you can make with Claude, ChatGPT, Gemini or Copilot from your bank balance, AR, AP and payroll. Copy the prompt.Weekly cash position dashboardA one-screen weekly cash dashboard: cash today, AR and AP due, payroll, line of credit and ending cash by week. Copy the prompt into any AI tool.AR aging and collections dashboardAn AR aging dashboard with current, 1–30, 31–60, 61–90 and 90+ buckets, DSO and the largest past-due accounts. Make it with any AI tool from your aging report.Budget vs. actual dashboardA monthly budget vs. actual (BvA) dashboard by department with variance, % and the owner's explanation. Copy the prompt into Claude, ChatGPT, Gemini or Copilot.Cash, burn and runway dashboardA month-end cash, net burn and runway dashboard for startups and SaaS companies. Copy the prompt into any AI tool and paste your monthly numbers.ARR bridge and net retention dashboardA SaaS ARR bridge (new, expansion, contraction, churn) with NRR and GRR trends. Make it with Claude, ChatGPT, Gemini or Copilot from your billing data.
RevOps & GTM
Pipeline, forecast, funnel and win rates for RevOps, sales and marketing leaders.
Pipeline coverage dashboardOpen pipeline vs. remaining quota by segment, stage and rep, with a 3× coverage line. Make it from a HubSpot or Salesforce export with any AI tool.Weekly sales forecast dashboardClosed won, commit and best case vs. quota by rep, with week-over-week commit changes. Run the Monday forecast call from one AI-made dashboard.Pipeline generation by sourceNew qualified pipeline created each week by source (inbound, outbound, partner, events) against a weekly target. Make it from your CRM export with any AI.Marketing funnel and CAC payback by channelLeads to closed-won by stage, plus CAC and payback months for each channel. Make it with Claude, ChatGPT, Gemini or Copilot from CRM, ad and billing data.Win rate and sales cycle dashboardWin rate by quarter, lead source and segment, with average deal size and days to close. Make it from a HubSpot or Salesforce closed-deals export.
Make it with any AI. Keep it here.
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