Win rate and sales cycle dashboard

Who it's for

RevOps and sales leaders setting targets and capacity plans, and founders checking which deals are worth chasing.

What's in it

• Win rate, days to close, average deal size and bookings
• Win rate trend by quarter
• Win rate by lead source
• Won, lost, win rate, deal size and cycle by segment

The prompt

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

Build a win rate and sales cycle dashboard from the closed opportunities below (last 4 quarters).
- Win rate = won ÷ (won + lost). Exclude deals closed as duplicates or disqualified before the first meeting: [YOUR RULE].
- Tiles: win rate, average days to close for won deals, average deal size, total bookings.
- A line chart of win rate by quarter, labeled.
- Horizontal bars of win rate by lead source, sorted, with the deal count next to each.
- A table by segment: won, lost, win rate, average deal size, median days to close.
- Check that won and lost counts add up the same way in every view.

My data:
[paste the closed-deals export]

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

• Closed opportunities (won and lost) for the last 4 quarters with segment, source, amount, created and closed dates

Make it and share it

1. 1Gather the numbersExport or copy: Closed opportunities (won and lost) for the last 4 quarters with segment, source, amount, created and closed dates.
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: Monthly or quarterly. 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.