Weekly sales forecast dashboard

Who it's for

Sales leaders and RevOps running the weekly forecast call, and the CEO who wants one number.

What's in it

• Quota, closed won, forecast (closed + commit) and upside (best case)
• A stacked bar per rep against a quota marker
• Each rep's commit change since last week
• Totals that tie out to the CRM

The prompt

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

Build a weekly sales forecast dashboard for [QUARTER] from the data below.
- By rep: quota, closed won, commit, best case. Forecast = closed won + commit. Upside = forecast + best case.
- Tiles: total quota, closed won, forecast and % of quota, upside and % of quota, and the change in total commit vs. last week.
- A horizontal stacked bar per rep (closed, commit, best case) with a marker at their quota and the forecast % at the end.
- A table with every number, a total row, and commit change vs. last week (green up, red down).
- Don't double count: an opportunity is in exactly one forecast category.

My data:
[paste this week's opportunity export, quotas, and last week's commit by rep]

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 with owner, forecast category (commit / best case / pipeline), amount and close date
• Quota by rep
• Last week's commit by rep (or last week's dashboard)

Make it and share it

1. 1Gather the numbersExport or copy: Opportunities with owner, forecast category (commit / best case / pipeline), amount and close date; Quota by rep; Last week's commit by rep (or last week's dashboard).
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, Monday morning before the forecast call. 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.