Pipeline generation by source

Who it's for

Marketing ops, demand gen and RevOps teams accountable for creating next quarter's pipeline.

What's in it

• Pipeline created quarter to date, pace vs. target and projected quarter
• Weekly stacked bars by source with a target line
• SQLs, opportunities, SQL-to-opp conversion and average opportunity by source

The prompt

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

Build a pipeline generation dashboard for [QUARTER] from the export below.
- Group new opportunities by the week they were created (weeks start Monday) and by source: [inbound, outbound, partner, events].
- Stacked weekly bars by source with a dashed line at our weekly target of [$ AMOUNT].
- Tiles: pipeline created quarter to date, pace vs. target, opportunities created, and the quarter total at the current pace.
- A table by source: SQLs, opportunities created, SQL → opp conversion, pipeline $, average opportunity, share of total.

My data:
[paste opportunities created and SQLs by source]

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

• Opportunities created this quarter with source, created date and amount
• SQLs by source
• Your weekly pipeline target

Make it and share it

1. 1Gather the numbersExport or copy: Opportunities created this quarter with source, created date and amount; SQLs by source; Your weekly pipeline target.
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. 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.