---
title: "Win rate and sales cycle dashboard template — make it with AI | Dashfridge"
description: "Win rate by quarter, lead source and segment, with average deal size and days to close. Make it from a HubSpot or Salesforce closed-deals export."
url: https://dashfridge.com/templates/win-rate-dashboard
site: Dashfridge (https://dashfridge.com)
---

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

# Win rate and sales cycle dashboard

Win rate by quarter, lead source and segment, with average deal size and days to close. Make it from a HubSpot or Salesforce closed-deals export. 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

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.

Copy this prompt

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. **Gather the numbers** Export or copy: Closed opportunities (won and lost) for the last 4 quarters with segment, source, amount, created and closed dates.
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:** 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](https://dashfridge.com/guides/scheduled-refresh).

## Common questions

**What's a good B2B win rate?**

It depends on how you count: win rates from first meeting or SQL are much lower than from late-stage opportunities. Pick one definition, keep it fixed, and watch the trend and the differences by source and segment.

## 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) [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.](https://dashfridge.com/templates/pipeline-generation-dashboard)