---
title: "Marketing funnel and CAC payback by channel template — make it with AI | Dashfridge"
description: "Leads 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."
url: https://dashfridge.com/templates/funnel-cac-payback-dashboard
site: Dashfridge (https://dashfridge.com)
---

[Templates](https://dashfridge.com/templates) · [RevOps & GTM](https://dashfridge.com/revops)

# Marketing funnel and CAC payback by channel

Leads 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. Below: the live dashboard, the prompt to make yours, and how to keep it current.

The Dashfridge team · Updated November 11, 2026

 Live sample with made-up numbers · runs locked down, like every dashboard on Dashfridge

## 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.

Copy this prompt

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. **Gather the numbers** Export 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. **Paste the prompt** Copy the prompt into Claude, ChatGPT, Gemini or Copilot, fill in the brackets and paste your data under it.
3. **Check it** Tie the totals back to your source reports before anyone else sees it.
4. **Put it on the fridge** Upload 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](https://dashfridge.com/guides/scheduled-refresh).

## Common questions

**How do you calculate CAC payback?**

Sales and marketing spend to win customers, divided by the new monthly recurring revenue they bring times gross margin. The result is how many months of gross profit it takes to earn the spend back.

## Get new RevOps and GTM templates

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## Make it with any AI. Keep it here.

Your team signs in with their company email and always sees the current, certified version. Free for your first 3 dashboards.

[ Start free with your work email](https://dashfridge.com/sign-up)

## More templates

[Pipeline coverage dashboard Open 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.](https://dashfridge.com/templates/pipeline-coverage-dashboard) [Weekly sales forecast dashboard Closed 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.](https://dashfridge.com/templates/sales-forecast-dashboard) [Pipeline generation by source New qualified pipeline created each week by source (inbound, outbound, partner, events) against a weekly target. Make it from your CRM export with any AI.](https://dashfridge.com/templates/pipeline-generation-dashboard)