Pipeline coverage dashboard

Who it's for

RevOps leads and sales leaders who need to know, every Monday, whether there's enough pipeline to hit the quarter.

What's in it

• Remaining quota, open pipeline, coverage ratio and weighted forecast
• Coverage by segment against your target (3× is common)
• Pipeline by stage
• A rep table with coverage and an on-track / watch / needs-pipe flag

The prompt

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

Build a pipeline coverage dashboard for [QUARTER] from the CRM export below.
- Remaining quota = quota − closed won to date, by rep and in total.
- Coverage = open pipeline closing this quarter ÷ remaining quota. Our target is [3.0]×.
- Tiles: remaining quota, open pipeline, coverage, weighted forecast (use these stage probabilities: [STAGE: %]).
- A bar chart of coverage by segment with a dashed line at the target.
- Pipeline by stage as a funnel.
- A rep table: remaining quota, open pipeline, coverage, and a flag (on track ≥ target, watch within 0.5×, needs pipe below that).
- Only count opportunities with a close date in [QUARTER]. Tell me how many you excluded and why.

My data:
[paste the opportunity export and quotas]

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

• Open opportunities: owner, segment, stage, amount, close date (CRM export)
• Quota by rep for the quarter
• Closed-won to date by rep

Make it and share it

1. 1Gather the numbersExport or copy: Open opportunities: owner, segment, stage, amount, close date (CRM export); Quota by rep for the quarter; Closed-won to date by rep.
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: Weekly, before the Monday pipeline review. 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.