---
title: "Pipeline generation by source template — make it with AI | Dashfridge"
description: "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."
url: https://dashfridge.com/templates/pipeline-generation-dashboard
site: Dashfridge (https://dashfridge.com)
---

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

# 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. 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

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.

Copy this prompt

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. **Gather the numbers** Export or copy: Opportunities created this quarter with source, created date and amount; SQLs by source; Your weekly pipeline target.
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:** 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](https://dashfridge.com/guides/scheduled-refresh).

## Common questions

**What is pipeline generation?**

The dollar value of new qualified opportunities created in a period, usually tracked weekly against a target that's set from next quarter's quota and your win rate.

## Get new RevOps and GTM templates

A couple of emails a month for people who build dashboards with AI. No spam.

## 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) [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.](https://dashfridge.com/templates/funnel-cac-payback-dashboard)