Marketing funnel and CAC payback by channel

Who it's for

Growth and marketing leaders deciding where next month's budget goes, and the CFO asking whether it pays back.

What's in it

• New MRR, blended CAC, CAC payback and lead-to-close rate
• Funnel from leads to won with stage conversion
• Payback months by channel against a target
• Spend, SQLs, wins, CAC and new MRR by channel

The prompt

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

Build a marketing funnel and CAC payback dashboard for [MONTH] from the data below.
- Funnel: leads → MQLs → SQLs → opportunities → won, with conversion % between each stage.
- By channel: spend, SQLs, won, CAC (spend ÷ won), new MRR, and payback months = spend ÷ (new MRR × gross margin of [80]%).
- A horizontal bar chart of payback months by channel, sorted, with a dashed line at our [15]-month target.
- Tiles: new MRR, blended CAC, blended payback, lead-to-close rate.
- Make sure the channel rows add up to the totals in the tiles.

My data:
[paste spend by channel, funnel counts by channel, and new MRR by channel]

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

• Spend by channel for the month (ad platforms, tools, agency)
• Leads, MQLs, SQLs, opportunities and wins by channel (CRM)
• New MRR by channel (billing or CRM)
• Your gross margin

Make it and share it

1. 1Gather the numbersExport or copy: Spend by channel for the month (ad platforms, tools, agency); Leads, MQLs, SQLs, opportunities and wins by channel (CRM); New MRR by channel (billing or CRM); Your gross margin.
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, after the books close. 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.