ARR bridge and net retention dashboard

Who it's for

SaaS finance and RevOps teams, and the CFO preparing the board deck.

What's in it

• Starting ARR, new, expansion, contraction, churn and ending ARR as a bridge
• Net and gross revenue retention by quarter
• Logo churn

The prompt

Works in Claude, ChatGPT, Gemini and Copilot. Fill in the [brackets], then paste your data under it.

Build an ARR bridge dashboard for [QUARTER] from the data below.
- A waterfall chart: starting ARR, + new, + expansion, − contraction, − churn, = ending ARR.
- Tiles: ending ARR, net revenue retention, gross revenue retention, logo churn.
- A small chart of NRR and GRR for the last 4 quarters.
- Reconcile the bridge: starting + movements must equal ending. If it doesn't, tell me.

My data:
[paste ARR by customer at start and end, or the movement totals]

Build it as ONE self-contained HTML file:
- Put all the data inside the file. No API calls, no fetch, no external data.
- Use plain HTML, CSS and JavaScript (inline SVG for charts is fine). If you need a chart library, load it from cdn.jsdelivr.net.
- Add a "data as of" date under the title.
- Make it readable on a laptop and print cleanly to one page if possible.

Data you need

• ARR by customer at the start and end of the period (from Stripe, your billing tool or CRM)
• Optional: last 4 quarters for the trend

Make it and share it

1. 1Gather the numbersExport or copy: ARR by customer at the start and end of the period (from Stripe, your billing tool or CRM); Optional: last 4 quarters for the trend.
2. 2Paste the promptCopy the prompt into Claude, ChatGPT, Gemini or Copilot, fill in the brackets and paste your data under it.
3. 3Check itTie the totals back to your source reports before anyone else sees it.
4. 4Put it on the fridgeUpload the HTML file to Dashfridge, or connect your AI and say "put this on the fridge". Publish it and invite your team.

Keep it current

How often: Monthly or quarterly. Update the same dashboard each time instead of sending a new file, so your team keeps one link and every past version is kept. Your AI can do the refresh for you: see dashboards that update every week.