Claude Prompt Library

30 Claude Prompts That Build RevOps Dashboards

30 copy-paste prompts

Describe the revenue engine you run and Claude returns a working RevOps dashboard as one self-contained HTML file with sample funnel, CAC, and quota numbers you can click in the chat. Prompts for funnel, CAC/LTV, quota attainment, forecast accuracy, handoff, and capacity. Not a sales scorecard. This is the ops of revenue.

In short: This page contains 30 copy-paste ready prompts, organized into 6 categories with a description and pro tip for each. The first 5 prompts are free instantly, no signup needed. Hand-curated and tested by the AI Academy team.

Louis Corneloup
By Louis Corneloup ยท Founder, Techpresso
Last updated ยทHand-curated & tested by the AI Academy team

Funnel

5 prompts

Full-Funnel Conversion Board

1/30

โœจ What it does

Claude builds a full-funnel conversion board for [TEAM] with MQL to SQL to won rates as a working screen you can click in the chat. Click a stage bar, then swap the sample numbers for your CRM funnel counts.

You are a revenue-operations analyst who builds company-wide funnel dashboards, not a sales pipeline coverage board. <context> I need a full-funnel conversion dashboard as one self-contained HTML file with inline CSS, vanilla JS, and a CDN chart library, seeded with realistic sample leads so every stage and rate is populated when I open it as a working screen in the chat. </context> <inputs> - Team or company: [TEAM] - Funnel stages in order: [E.G. LEAD, MQL, SQL, SAO, WON] - Period: [E.G. LAST 90 DAYS] - Volume that entered the first stage: [E.G. 800] - Target conversion at each step: [RATES OR "INVENT PLAUSIBLE ONES"] </inputs> <task> Build the dashboard with: a header showing [TEAM] and the period; a KPI row (entered, overall lead-to-won %, median days lead-to-won, largest leak); a horizontal funnel of count and conversion at each step; a conversion table (in-count, out-count, conversion %, versus target); a bar of median days between stages; and a callout of the weakest step. Generate sample stage-flow counts and days in labeled JS arrays and compute every rate from those constants. This is funnel math across the revenue engine, not pipeline dollars versus quota. </task> <constraints> - One self-contained HTML file; only one charting library from a CDN. - All data lives in clearly labeled JS constants near the top so I can swap in my own. - Conversion and days are computed, not hardcoded. The largest leak is flagged. - Responsive grid, accessible contrast, no lorem ipsum. </constraints> <format> Return the full HTML file, then explain the conversion math and which array to replace with a CRM stage-count export. </format>

๐Ÿ’ก

Pro tip: Use the stage names marketing and sales already share. A RevOps funnel that invents new labels will not match either team's export.

Source-to-Close Funnel

2/30

โœจ What it does

Claude builds a source-to-close funnel for [CHANNELS] with conversion and won dollars by origin as a working screen you can click in the chat. Click a source slice, then swap the sample numbers for your lead-source export.

You are a revenue-operations analyst who cuts the funnel by lead source, not by sales stage dollars. <context> I need a source-to-close funnel dashboard as one self-contained HTML file with inline CSS, vanilla JS, and a CDN chart library, seeded with realistic sample leads so conversion and won dollars by origin render when I open it as a working screen in the chat. </context> <inputs> - Sources or channels: [CHANNELS] - Funnel stages: [E.G. LEAD, MQL, SQL, WON] - Period: [E.G. LAST 90 DAYS] - What to sum at won: [E.G. ARR] - Team: [NAME] </inputs> <task> Build the dashboard with: a KPI row (leads, overall win rate, best source by win rate, best source by won dollars); a grouped bar of conversion by source at each stage; a bar of won dollars by source; a table (source, entered, MQL, SQL, won, win rate, won dollars, average won size); and source chips that filter a sample-lead list. Generate sample leads with a source field in labeled JS arrays and compute every count and rate from that field. Clicking a source updates the table highlight and the list. </task> <constraints> - One self-contained HTML file; one CDN charting library only. - Rates and dollars are computed from the lead array, not hardcoded. - Small-n sources marked when entered count is below an editable threshold. - Responsive and accessible; data at the top with comments. </constraints> <format> Return the full HTML file, then explain the source rollup and which array to replace with a lead-source export. </format>

๐Ÿ’ก

Pro tip: Keep source values identical to the CRM picklist. Homegrown channel names will not join next week's export.

Stage Dwell and Leak Board

3/30

โœจ What it does

Claude builds a stage dwell and leak board for [STAGES] with conversion and median days as a working screen you can click in the chat. Click the leak stage, then swap the sample numbers for your stage-history export.

You are a revenue-operations analyst who finds where the company funnel leaks on time and on conversion. <context> I need a stage dwell and leak dashboard as one self-contained HTML file with inline CSS, vanilla JS, and a CDN chart library, seeded with realistic sample stage history so conversion and median days render when I open it as a working screen in the chat. </context> <inputs> - Stages in order: [STAGES] - Target days in each stage: [NUMBERS OR "INVENT PLAUSIBLE ONES"] - Period: [E.G. LAST 90 DAYS] - Team: [NAME] - Volume that entered the first stage: [E.G. 600] </inputs> <task> Build the dashboard with: a KPI row (overall conversion, median cycle days, slowest stage versus target, leak stage by drop-off); a funnel of counts; a bar of median days in stage versus target; a table (in, out, conversion %, median days, days over target); and a callout that names the stage that fails both conversion and dwell. Generate sample stage-flow counts and days in labeled JS arrays and compute rates and over-target flags from those constants. </task> <constraints> - One self-contained HTML file; one CDN charting library only. - Conversion and dwell are computed from the constants, not hardcoded. - Days over target colored amber or red with a text label. - This is company-funnel dwell, not a sales aging watchlist of named deals. - Responsive and accessible; data at the top with comments. </constraints> <format> Return the full HTML file, then explain which leak to fix first and how to paste real stage-entry counts. </format>

๐Ÿ’ก

Pro tip: Measure dwell from first entry to next-stage exit. A last-modified clock will hide leads that sat while someone edited a note.

Motion Mix Funnel

4/30

โœจ What it does

Claude builds an inbound versus outbound funnel mix for [TEAM] with volume and win rate by motion as a working screen you can click in the chat. Click a motion bar, then swap the sample numbers for your motion-tagged deals.

You are a revenue-operations analyst who compares inbound, outbound, and partner motions across one funnel. <context> I need a motion-mix funnel dashboard as one self-contained HTML file with inline CSS, vanilla JS, and a CDN chart library, seeded with realistic sample records so volume, conversion, and win rate by motion render when I open it as a working screen in the chat. </context> <inputs> - Team: [TEAM] - Motions: [E.G. INBOUND, OUTBOUND, PARTNER] - Funnel stages: [E.G. LEAD, MQL, SQL, WON] - Period: [E.G. THIS QUARTER] - Won value field: [E.G. ARR] </inputs> <task> Build the dashboard with: a KPI row (share of SQL by motion, win rate by motion, won dollars by motion, average cycle by motion); a stacked bar of stage volume split by motion; a grouped bar of win rate and average won size; a conversion table per motion; and motion chips that filter a record list. Generate sample records with a motion field in labeled JS arrays and compute every mix percent from that field. </task> <constraints> - One self-contained HTML file; one CDN charting library only. - Mix percents and rates recompute from the records array. - Motion colors stay consistent across every chart. - Do not build a new-versus-expansion sales mix. Motion only. - Responsive and accessible; data at the top with comments. </constraints> <format> Return the full HTML file, then explain the mix math and how to map your CRM motion field onto the array. </format>

๐Ÿ’ก

Pro tip: Tag partner as its own motion. Folding partner into inbound will make paid demand look healthier than it is.

Created-Month Cohort Funnel

5/30

โœจ What it does

Claude builds a created-month cohort funnel for [PERIOD] showing how each month's leads convert as a working screen you can click in the chat. Click a cohort row, then swap the sample numbers for your created-date export.

You are a revenue-operations analyst who builds created-month cohort funnels so RevOps can see if a month's demand converted. <context> I need a created-month cohort funnel as one self-contained HTML file with inline CSS, vanilla JS, and a CDN chart library, seeded with realistic sample leads so each cohort's conversion renders when I open it as a working screen in the chat. </context> <inputs> - Period of created months: [PERIOD] - Stages a cohort can reach: [E.G. MQL, SQL, SAO, WON] - Team: [NAME] - Lead count to invent: [E.G. 200 ACROSS 6 MONTHS] - Won value field: [E.G. ARR] </inputs> <task> Build the dashboard with: a KPI row (cohorts, newest-month conversion so far, best completed month, dollars from the latest fully aged cohort); a heatmap of created month by stage-reached count; a toggle that switches cells to conversion % from created; a table (created month, entered, each stage count, won %, won dollars); and a click on a row that lists sample leads in that cohort. Generate leads with created dates and highest stage reached in a labeled JS array. Compute the heatmap from those fields. </task> <constraints> - One self-contained HTML file; one CDN charting library only. - Cell values are computed from the lead array, not hardcoded. - Heatmap shows the number, not color alone. Incomplete newest months labeled in progress. - Responsive (grid can scroll); data at the top with comments. </constraints> <format> Return the full HTML file, then explain the cohort rule and which array to replace with a created-date export. </format>

๐Ÿ’ก

Pro tip: Cohort on created date, not close date. Close-date cohorts hide whether last month's demand is actually converting.

CAC LTV

5 prompts

CAC by Channel Board

6/30

โœจ What it does

Claude builds a CAC-by-channel board for [CHANNELS] with spend, new customers, and CAC as a working screen you can click in the chat. Click a channel bar, then swap the sample numbers for your spend and customer counts.

You are a revenue-operations analyst who builds CAC-by-channel dashboards finance and demand gen can share. <context> I need a CAC-by-channel dashboard as one self-contained HTML file with inline CSS, vanilla JS, and a CDN chart library, seeded with realistic sample spend and new-customer counts so CAC renders when I open it as a working screen in the chat. </context> <inputs> - Channels: [CHANNELS] - Period: [E.G. LAST QUARTER] - CAC target: [E.G. 1200 USD] - What counts as a new customer: [E.G. FIRST PAID INVOICE IN PERIOD] - Currency: [E.G. USD] </inputs> <task> Build the dashboard with: a KPI row (total spend, new customers, blended CAC, channels over target); a bar of CAC by channel versus the target line; a grouped bar of spend versus new customers; a table (spend, customers, CAC, versus target, share of spend, share of customers); and a click on a channel that highlights the row. Generate spend and customer counts in labeled JS constants. CAC = spend / new customers. Guard divide-by-zero. Show the formula on the page. </task> <constraints> - One self-contained HTML file; one CDN charting library only. - CAC is computed, not hardcoded. Over-target channels flagged with a text label. - Currency formatted consistently. Responsive and accessible. - Do not invent ad-platform APIs. Sample constants plus a note on where a spend export goes. </constraints> <format> Return the full HTML file, then write the CAC formula and which constants to replace with a spend and customer export. </format>

๐Ÿ’ก

Pro tip: Put the same date window on spend and on new customers. Last month's ads against this month's logos will invent a bargain channel.

LTV by Segment Board

7/30

โœจ What it does

Claude builds an LTV-by-segment board for [SEGMENTS] with ARPU, churn, and lifetime value as a working screen you can click in the chat. Click a segment card, then swap the sample numbers for your cohort revenue.

You are a revenue-operations analyst who builds LTV-by-segment dashboards from ARPU and churn, not from a guessed lifetime. <context> I need an LTV-by-segment dashboard as one self-contained HTML file with inline CSS, vanilla JS, and a CDN chart library, seeded with realistic sample segment stats so LTV renders when I open it as a working screen in the chat. </context> <inputs> - Segments: [SEGMENTS] - LTV method: [E.G. ARPU DIVIDED BY LOGO CHURN] - Period the ARPU and churn come from: [E.G. LAST 12 MONTHS] - Gross-margin percent if I want LTV on margin: [E.G. 80 OR SKIP] - Company: [NAME] </inputs> <task> Build the dashboard with: a KPI row (blended LTV, highest segment, lowest segment, customers in the sample); a bar of LTV by segment; a table (customers, ARPU, churn %, implied lifetime months, LTV, optional margin LTV); a small chart of lifetime months; and a formula callout that states the method. Generate per-segment ARPU, churn, and customer counts in labeled JS constants. Compute LTV and lifetime months in JS. If churn is zero, show [VERIFY] instead of infinity. </task> <constraints> - One self-contained HTML file; one CDN charting library only. - LTV is computed from the method I gave, not hardcoded on each row. - Label logo versus revenue churn. Accessible contrast. - This is unit economics, not a sales account-health score. - Data constants at the top with comments. </constraints> <format> Return the full HTML file, then write the LTV formula and which constants to replace with a cohort extract. </format>

๐Ÿ’ก

Pro tip: Name the churn basis (logo or revenue) on the page. Mixing the two will make SMB look safer than it is.

LTV to CAC Ratio Board

8/30

โœจ What it does

Claude builds an LTV-to-CAC ratio board for [COMPANY] with payback months and a target band as a working screen you can click in the chat. Click the ratio chart, then swap the sample numbers for your finance extract.

You are a revenue-operations analyst who builds LTV-to-CAC boards a weekly RevOps review can trust. <context> I need an LTV-to-CAC ratio dashboard as one self-contained HTML file with inline CSS, vanilla JS, and a CDN chart library, seeded with realistic sample channel and segment rows so the ratio and payback render when I open it as a working screen in the chat. </context> <inputs> - Company: [COMPANY] - Cuts to show: [E.G. CHANNEL AND SEGMENT] - Target LTV:CAC band: [E.G. 3X TO 5X] - Monthly gross margin per customer if known: [OR "DERIVE FROM LTV AND LIFETIME"] - Currency: [E.G. USD] </inputs> <task> Build the dashboard with: a KPI row (blended LTV:CAC, channels below the band, segments below the band, blended payback months); a bar of LTV:CAC by channel with a target band; a scatter of CAC versus LTV by segment; a table (LTV, CAC, ratio, versus band, payback months); and chips to switch the bar between channel and segment. Generate LTV and CAC inputs in labeled JS constants. Ratio = LTV / CAC. Payback = CAC / monthly gross margin. Guard divide-by-zero. Show both formulas. </task> <constraints> - One self-contained HTML file; one CDN charting library only. - Ratio and payback are computed, not hardcoded. - Below-band rows flagged with a text label. Currency consistent. - Do not invent a statistical model. Arithmetic only. - Data constants at the top with comments. </constraints> <format> Return the full HTML file, then write the ratio and payback formulas and which constants to replace. </format>

๐Ÿ’ก

Pro tip: Set the target band you actually run (for example 3x). A board without a band just ranks channels and hides the ones that do not pay back.

CAC Payback Period Board

9/30

โœจ What it does

Claude builds a CAC payback board for [CHANNELS] with months to recover spend as a working screen you can click in the chat. Click a payback bar, then swap the sample numbers for your monthly margin and CAC.

You are a revenue-operations analyst who builds CAC payback boards from CAC and monthly contribution margin. <context> I need a CAC payback dashboard as one self-contained HTML file with inline CSS, vanilla JS, and a CDN chart library, seeded with realistic sample channel rows so months-to-recover render when I open it as a working screen in the chat. </context> <inputs> - Channels: [CHANNELS] - Payback target months: [E.G. 12] - CAC and monthly contribution margin per channel: [NUMBERS OR "INVENT PLAUSIBLE"] - Period the CAC was earned in: [E.G. LAST QUARTER] - Company: [NAME] </inputs> <task> Build the dashboard with: a KPI row (blended payback months, channels inside target, channels over target, worst channel); a bar of payback months versus the target line; a table (CAC, monthly margin, payback months, months over target); a simple cumulative-margin sketch for the selected channel (month 1..N until CAC is recovered); and channel chips that switch the sketch. Payback months = CAC / monthly contribution margin. Show the formula. If margin is zero, mark [VERIFY]. </task> <constraints> - One self-contained HTML file; one CDN charting library only. - Payback is computed from CAC and margin, not hardcoded. - Over-target bars flagged. Accessible contrast. - Label this as contribution-margin payback, not cash-in-bank. - Data constants at the top with comments. </constraints> <format> Return the full HTML file, then write the payback formula and which constants to replace with a finance extract. </format>

๐Ÿ’ก

Pro tip: Use contribution margin per customer, not revenue. Payback on top-line cash will look faster than the business can fund.

Blended vs Paid CAC Split

10/30

โœจ What it does

Claude builds a blended versus paid CAC split for [COMPANY] with organic credit and paid-only CAC as a working screen you can click in the chat. Click the split chart, then swap the sample numbers for your acquisition mix.

You are a revenue-operations analyst who splits blended CAC from paid-only CAC so organic logos cannot hide paid cost. <context> I need a blended versus paid CAC dashboard as one self-contained HTML file with inline CSS, vanilla JS, and a CDN chart library, seeded with realistic sample acquisition rows so both CAC views render when I open it as a working screen in the chat. </context> <inputs> - Company: [COMPANY] - Period: [E.G. LAST QUARTER] - Paid spend: [AMOUNT OR "INVENT"] - New customers split: [PAID VERSUS ORGANIC COUNTS] - Organic definition: [E.G. NO PAID TOUCH IN 30 DAYS] </inputs> <task> Build the dashboard with: a KPI row (paid spend, paid new customers, organic new customers, blended CAC, paid CAC); a grouped bar of blended versus paid CAC over the last 6 sample months; a donut of new customers by paid versus organic; a table (month, spend, paid logos, organic logos, blended CAC, paid CAC); and a note that states both formulas. Blended CAC = spend / all new customers. Paid CAC = spend / paid new customers. Organic spend stays zero unless I add it. Compute both from labeled JS constants. </task> <constraints> - One self-contained HTML file; one CDN charting library only. - Both CAC numbers are computed, not hardcoded. - Show the organic definition on the page. - Do not invent a multi-touch model. Two denominators only. - Data constants at the top with comments. </constraints> <format> Return the full HTML file, then write both CAC formulas and which arrays to replace with an acquisition export. </format>

๐Ÿ’ก

Pro tip: Show both denominators on the same page. Blended-only CAC hides how expensive paid actually is once organic logos are removed.

Quota

5 prompts

Org Quota Rollup

11/30

โœจ What it does

Claude builds an org quota rollup for [COMPANY] with region, team, and bookings versus quota as a working screen you can click in the chat. Click a region row, then swap the sample numbers for your quota tree.

You are a revenue-operations analyst who builds hierarchical quota rollups, not a rep attainment race. <context> I need an org quota rollup dashboard as one self-contained HTML file with inline CSS, vanilla JS, and a CDN chart library, seeded with a realistic company-region-team tree so bookings versus quota render when I open it as a working screen in the chat. </context> <inputs> - Company: [COMPANY] - Regions and teams: [E.G. AMER / EMEA, 2 TEAMS EACH] - Period: [E.G. THIS QUARTER] - Bookings field: [E.G. CLOSED WON ARR] - Currency: [E.G. USD] </inputs> <task> Build the dashboard with: a KPI row (company quota, bookings, percent to quota, gap); a stacked bar of bookings versus remaining quota by region; an expandable table (company, region, team) with quota, bookings, percent, gap; a click on a region that expands its teams; and a callout of the weakest region. Generate the tree in a labeled JS structure. Team bookings sum to region, regions sum to company. Percent and gap are computed. This is an ops rollup, not a named-rep leaderboard. </task> <constraints> - One self-contained HTML file; one CDN charting library only. - Totals roll up in JS, not hardcoded at parent rows. - Behind-pace rows flagged with a text label. Currency consistent. - Do not list individual reps as the primary view. - Data constants at the top with comments. </constraints> <format> Return the full HTML file, then explain the rollup math and which structure to replace with a quota-tree export. </format>

๐Ÿ’ก

Pro tip: Roll from team up to company. A flat list of reps is a sales leaderboard, not a RevOps quota tree.

Quota vs Seat Capacity

12/30

โœจ What it does

Claude builds a quota-versus-seat board for [TEAM] showing assigned quota against ramped capacity as a working screen you can click in the chat. Click an over-quota team, then swap the sample numbers for your headcount and quotas.

You are a revenue-operations planner who checks whether assigned quota fits the ramped seats you actually have. <context> I need a quota-versus-seat-capacity dashboard as one self-contained HTML file with inline CSS, vanilla JS, and a CDN chart library, seeded with realistic team headcount so over-assigned quota renders when I open it as a working screen in the chat. </context> <inputs> - Team or org slice: [TEAM] - Teams to compare: [E.G. 4 TEAMS] - Full quota per ramped seat: [AMOUNT] - Ramp plan: [E.G. MONTH 1 25%, MONTH 2 50%, MONTH 3 75%, MONTH 4 100%] - Period: [E.G. THIS QUARTER] </inputs> <task> Build the dashboard with: a KPI row (assigned quota, ramped capacity, over-assigned amount, teams over 100% of capacity); a grouped bar of assigned quota versus ramped capacity by team; a table (seats, ramped seats, capacity dollars, assigned quota, assigned / capacity); and a watchlist of teams whose assigned quota exceeds capacity. Generate people with start dates and team quotas in labeled JS arrays. Ramped capacity = sum of each seat's ramp percent times full quota. Show the formula. </task> <constraints> - One self-contained HTML file; one CDN charting library only. - Capacity is computed from start dates and the ramp plan, not hardcoded. - Over-assigned teams flagged. Currency consistent. - Do not build a per-rep percent-to-quota race. - Data constants at the top with comments. </constraints> <format> Return the full HTML file, then write the capacity formula and which arrays to replace with a roster and quota export. </format>

๐Ÿ’ก

Pro tip: Capacity is ramped productive quota, not heads in the org chart. A team of four with two ramping cannot carry four full numbers.

Ramped vs Unramped Quota Mix

13/30

โœจ What it does

Claude builds a ramped versus unramped quota mix for [TEAM] with expected attainment from seats still ramping as a working screen you can click in the chat. Click a ramp band, then swap the sample numbers for each hire's start date.

You are a revenue-operations planner who shows how much company quota sits on seats that are still ramping. <context> I need a ramped versus unramped quota-mix dashboard as one self-contained HTML file with inline CSS, vanilla JS, and a CDN chart library, seeded with realistic hires so the mix and expected attainment render when I open it as a working screen in the chat. </context> <inputs> - Team: [TEAM] - Ramp plan: [E.G. M1 25, M2 50, M3 75, M4 100] - Full quota at 100%: [AMOUNT] - Hires and start dates: [OR "INVENT 8 PEOPLE, 3 RAMPING"] - Period: [E.G. THIS QUARTER] </inputs> <task> Build the dashboard with: a KPI row (quota on fully ramped seats, quota on ramping seats, mix %, expected bookings if everyone hits ramp plan); a stacked bar of ramped versus unramped quota; a histogram of seats by ramp month; a table (name, start date, ramp month, expected %, assigned quota, expected dollars); and a callout of how much of the company number depends on unfinished ramp. Generate people in a labeled JS array. Compute ramp month from start date and a period-start constant. </task> <constraints> - One self-contained HTML file; one CDN charting library only. - Mix percents and expected dollars are computed from start dates. - This is a quota-mix board, not a new-hire coaching scorecard. - Currency consistent; accessible contrast; data at the top. </constraints> <format> Return the full HTML file, then explain how ramp month is derived and how to add a new hire to the array. </format>

๐Ÿ’ก

Pro tip: Split quota dollars, not headcount. Ten percent of people ramping can still be thirty percent of the number if they hold full quotas.

Quota Change Log Board

14/30

โœจ What it does

Claude builds a mid-year quota change log for [PERIOD] with original quota, edits, and bookings against both as a working screen you can click in the chat. Click a changed team, then swap the sample numbers for your quota-history export.

You are a revenue-operations analyst who audits quota versions so mid-year edits cannot hide the original number. <context> I need a quota change-log dashboard as one self-contained HTML file with inline CSS, vanilla JS, and a CDN chart library, seeded with realistic quota versions so original versus current versus bookings render when I open it as a working screen in the chat. </context> <inputs> - Period: [PERIOD] - Teams: [E.G. 5 TEAMS] - Original quotas and current quotas: [OR "INVENT A FEW CUTS AND RAISES"] - Bookings to date: [AMOUNTS OR "INVENT"] - Company: [NAME] </inputs> <task> Build the dashboard with: a KPI row (original company quota, current company quota, net change, bookings versus original, bookings versus current); a grouped bar of original versus current by team; a change table (team, original, current, delta, reason field, bookings, % vs original, % vs current); a log of sample edits (date, team, old, new, reason); and a flag on any team whose % versus original and % versus current tell a different story. Generate versions and bookings in labeled JS arrays. Compute every percent from those constants. </task> <constraints> - One self-contained HTML file; one CDN charting library only. - Percents versus both quotas are computed, not hardcoded. - Show both denominators. Do not drop the original. - Currency consistent; accessible contrast; data at the top. </constraints> <format> Return the full HTML file, then explain both attainment views and which arrays to replace with a quota-history export. </format>

๐Ÿ’ก

Pro tip: Keep the original number on the page. If you only show the current quota, every mid-year cut will look like a clean beat.

Product Segment Quota Board

15/30

โœจ What it does

Claude builds a product and segment quota board for [PRODUCTS] with assigned quota and attainment by slice as a working screen you can click in the chat. Click a product cell, then swap the sample numbers for your split quotas.

You are a revenue-operations analyst who allocates quota by product and segment, then measures attainment on those slices. <context> I need a product and segment quota dashboard as one self-contained HTML file with inline CSS, vanilla JS, and a CDN chart library, seeded with realistic split quotas and bookings so the slice view renders when I open it as a working screen in the chat. </context> <inputs> - Products or lines: [PRODUCTS] - Segments: [E.G. ENTERPRISE, MID-MARKET, SMB] - Period: [E.G. THIS QUARTER] - Quota per product-segment cell: [OR "INVENT A GRID"] - Bookings per cell: [OR "INVENT"] </inputs> <task> Build the dashboard with: a KPI row (total quota, bookings, percent, farthest-behind slice); a product-by-segment heatmap of percent to quota; a toggle that switches cells to dollars booked or dollars remaining; a table of each slice (quota, bookings, percent, gap); and a click on a cell that lists sample booking rows in that slice. Generate a quota grid and booking rows in labeled JS structures. Compute cell percents from quota and bookings. Empty quota cells stay visible as unassigned. </task> <constraints> - One self-contained HTML file; one CDN charting library only. - Heatmap numbers are computed, not hardcoded. Show the number, not color alone. - This is allocation and attainment by slice, not a win-rate-by-segment sales board. - Currency consistent; responsive (grid can scroll); data at the top. </constraints> <format> Return the full HTML file, then explain the slice math and which structures to replace with a split-quota export. </format>

๐Ÿ’ก

Pro tip: Use the product and segment values that already sit on the opportunity. A new taxonomy here will not match bookings.

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Forecast Accuracy

5 prompts

Snapshot vs Close Accuracy

16/30

โœจ What it does

Claude builds a snapshot-versus-close accuracy board for [PERIOD] with week-N calls versus actual as a working screen you can click in the chat. Click a snapshot week, then swap the sample numbers for your forecast archive.

You are a revenue-operations analyst who scores forecast snapshots against the close, not a live commit stack. <context> I need a snapshot-versus-close accuracy dashboard as one self-contained HTML file with inline CSS, vanilla JS, and a CDN chart library, seeded with realistic weekly locked calls and a final actual so week-N accuracy renders when I open it as a working screen in the chat. </context> <inputs> - Period: [PERIOD] - Snapshot weeks to keep: [E.G. W1, W4, W8, W12] - What was locked each snapshot: [COMMIT DOLLARS OR "INVENT A PATH"] - Final actual closed: [AMOUNT] - Team: [NAME] </inputs> <task> Build the dashboard with: a KPI row (final actual, best snapshot by absolute miss %, worst snapshot, average absolute miss); a grouped bar of each snapshot versus the final actual; a line of miss % by snapshot week; a table (snapshot, locked call, actual, miss $, miss %, over or under); and a callout of the first week the call was inside an editable tolerance. Generate snapshot pairs in labeled JS arrays. Miss and absolute miss are computed from locked versus actual. This is an archive board, not a what-if deal mover. </task> <constraints> - One self-contained HTML file; one CDN charting library only. - Miss and bias are computed from the snapshot constants, not hardcoded. - Over-forecast and under-forecast colored differently with a text label. - Currency consistent; accessible contrast; data at the top. </constraints> <format> Return the full HTML file, then explain the miss formula and how to paste a locked-forecast archive. </format>

๐Ÿ’ก

Pro tip: Archive the call you submitted that week, not the one you wish you had submitted. Accuracy only coaches the snapshot you actually locked.

Commit Accuracy by Manager

17/30

โœจ What it does

Claude builds a commit-accuracy board for [MANAGERS] with hit rate, miss dollars, and bias as a working screen you can click in the chat. Click a manager card, then swap the sample numbers for each manager's weekly calls.

You are a revenue-operations analyst who scores each manager's commit call against what that team actually closed. <context> I need a commit-accuracy-by-manager dashboard as one self-contained HTML file with inline CSS, vanilla JS, and a CDN chart library, seeded with realistic weekly manager calls so hit rate, miss, and bias render when I open it as a working screen in the chat. </context> <inputs> - Managers: [MANAGERS] - Period: [E.G. LAST QUARTER BY WEEK] - Hit rule: [E.G. ABSOLUTE MISS UNDER 10%] - Sample weeks: [E.G. 13] - Team: [NAME] </inputs> <task> Build the dashboard with: a KPI row (managers, weeks scored, company hit rate, company bias over or under); a grouped bar of forecast versus actual by manager for the selected week; a table (manager, weeks hit, hit rate, average miss %, bias, miss dollars); a week slider or chips; and a click on a manager that draws that manager's miss % line. Generate weekly forecast and actual pairs per manager in labeled JS arrays. Hit = absolute miss under the rule. Bias = average (forecast minus actual) / actual. </task> <constraints> - One self-contained HTML file; one CDN charting library only. - Hit rate and bias are computed from the pairs, not hardcoded. - Show the hit rule on the page. Guard divide-by-zero on zero actual. - This is process accuracy, not a rep coaching flag board. - Data constants at the top with comments. </constraints> <format> Return the full HTML file, then write the hit and bias formulas and which arrays to replace with a manager-call log. </format>

๐Ÿ’ก

Pro tip: Score the manager call, not the rollup of hopeful reps. If a manager pads every week, the company snapshot will lie even when one rep is honest.

Forecast Bias Trend

18/30

โœจ What it does

Claude builds a multi-quarter forecast-bias trend for [TEAM] showing systematic over or under calls as a working screen you can click in the chat. Click a quarter bar, then swap the sample numbers for last year's weekly logs.

You are a revenue-operations analyst who charts forecast bias across quarters so a systematic over-call is visible. <context> I need a forecast-bias trend dashboard as one self-contained HTML file with inline CSS, vanilla JS, and a CDN chart library, seeded with realistic quarterly and weekly errors so over-call versus under-call renders when I open it as a working screen in the chat. </context> <inputs> - Team: [TEAM] - Quarters to show: [E.G. LAST 4] - Weekly signed error inside each quarter: [OR "INVENT A SLIGHT OVER-FORECAST"] - Bias formula: [E.G. AVERAGE OF (FORECAST MINUS ACTUAL) / ACTUAL] - Tolerance band: [E.G. PLUS OR MINUS 5%] </inputs> <task> Build the dashboard with: a KPI row (latest-quarter bias, streak of over or under quarters, weeks inside the band, weeks outside); a bar of bias by quarter; a line of weekly signed error with the band drawn; a table (quarter, weeks, bias, absolute miss, over-weeks, under-weeks); and a callout that names whether the team systematically over or under calls. Generate weekly pairs in labeled JS arrays and compute bias from the formula I gave. </task> <constraints> - One self-contained HTML file; one CDN charting library only. - Bias and streak are computed from the weekly pairs. - Over and under use different colors plus a text label. - Do not rebuild a live commit-versus-quota stack. - Data constants at the top with comments. </constraints> <format> Return the full HTML file, then write the bias formula and how to paste a weekly forecast log. </format>

๐Ÿ’ก

Pro tip: Bias is the signed error, not the absolute miss. A team that is always 8 percent high has a process problem, not bad luck.

Commit Slippage Autopsy

19/30

โœจ What it does

Claude builds a commit-slippage autopsy for [TEAM] on deals that left commit before close as a working screen you can click in the chat. Click a slipped deal, then swap the sample numbers for your category-history export.

You are a revenue-operations analyst who autopsies deals that exited commit between a locked snapshot and the close. <context> I need a commit-slippage autopsy as one self-contained HTML file with inline CSS, vanilla JS, and a CDN chart library, seeded with realistic snapshot-versus-outcome rows so slipped commit dollars render when I open it as a working screen in the chat. </context> <inputs> - Team: [TEAM] - Snapshot to judge: [E.G. WEEK 8 LOCK] - Outcomes that count as slip: [E.G. CLOSED LOST, PUSHED NEXT PERIOD, DEMOTED FROM COMMIT] - Reason codes: [E.G. CHAMPION LEFT, PRICE, NO DECISION, TIMING] - Period: [E.G. LAST QUARTER] </inputs> <task> Build the dashboard with: a KPI row (commit dollars at snapshot, dollars that held through close, slipped dollars, slip rate); a bar of slipped dollars by outcome; a reason mix for the slipped subset; a sortable autopsy table (deal, snapshot amount, snapshot category, final outcome, reason, owner, days from snapshot to change); and a held list for contrast. Generate snapshot rows with a later outcome in a labeled JS array. Slip flags are computed from snapshot category versus final outcome. </task> <constraints> - One self-contained HTML file; one CDN charting library only. - Slip flags and dollars are computed, not hardcoded. - Table is the main object; charts support it. - This is forecast-process quality, not a late-stage sales risk haircut. - Data constants at the top with comments. </constraints> <format> Return the full HTML file, then explain the slip rule and which array to replace with a category-history export. </format>

๐Ÿ’ก

Pro tip: Compare the snapshot category to the close outcome. A deal that was commit at week 8 and closed lost is the row RevOps should read, not every open deal.

Forecast Submission Completeness

20/30

โœจ What it does

Claude builds a forecast-submission completeness board for [TEAM] with late calls, missing categories, and coverage as a working screen you can click in the chat. Click a late submitter, then swap the sample numbers for your submission log.

You are a revenue-operations analyst who audits whether the forecast process was completed, not whether the call was right. <context> I need a forecast-submission completeness dashboard as one self-contained HTML file with inline CSS, vanilla JS, and a CDN chart library, seeded with realistic submission rows so late calls and missing categories render when I open it as a working screen in the chat. </context> <inputs> - Team: [TEAM] - Submit deadline: [E.G. TUESDAY 14:00 LOCAL] - Owners who must submit: [NAMES] - Late-stage deals that must have a category: [COUNT OR "INVENT 40"] - Period: [E.G. THIS QUARTER, WEEKLY] </inputs> <task> Build the dashboard with: a KPI row (expected submitters, on-time %, late count, late-stage dollars missing a category); a bar of on-time versus late by week; a table of owners (last submitted at, on-time flag, deals missing category, missing dollars); a watchlist of this week's late or incomplete owners; and chips for late / missing category. Generate submissions and deal-category rows in labeled JS arrays. Late = submitted-at after the deadline. Missing = late-stage deal with a blank category. Include a now and timezone constant. </task> <constraints> - One self-contained HTML file; one CDN charting library only. - Late and missing flags are computed from timestamps and category fields. - Do not score whether commit was correct. Completeness only. - Show the deadline on the page. Accessible contrast. - Data constants at the top with comments. </constraints> <format> Return the full HTML file, then explain the late and missing rules and which arrays to replace with a submission log. </format>

๐Ÿ’ก

Pro tip: Completeness is whether the call arrived on time with every late-stage deal categorized. Accuracy is a different board. Do not mix them.

Handoff

5 prompts

MQL Accept Board

21/30

โœจ What it does

Claude builds an MQL-accept board for [SDR TEAM] with accept rate, reject reasons, and SLA as a working screen you can click in the chat. Click a reject reason, then swap the sample numbers for your MQL export.

You are a revenue-operations analyst who measures whether SDRs accept marketing-qualified leads on time. <context> I need an MQL-accept dashboard as one self-contained HTML file with inline CSS, vanilla JS, and a CDN chart library, seeded with realistic sample MQLs so accept rate, reject reasons, and SLA render when I open it as a working screen in the chat. </context> <inputs> - SDR team: [SDR TEAM] - Accept SLA: [E.G. 24 BUSINESS HOURS] - Reject reasons: [E.G. BAD FIT, DUPLICATE, NOT READY, CANNOT REACH] - Period: [E.G. LAST 30 DAYS] - MQL count: [E.G. 80] </inputs> <task> Build the dashboard with: a KPI row (MQLs, accept rate, reject rate, percent inside SLA, median hours to first disposition); a funnel of MQL to accepted to SQL; a bar of reject reasons; a line of daily accept rate; a watchlist of open MQLs past SLA; and chips for accepted / rejected / waiting. Generate MQL rows with created-at and disposition-at in a labeled JS array. Hours to disposition and SLA flags are computed from those timestamps and a now constant. </task> <constraints> - One self-contained HTML file; one CDN charting library only. - Rates and SLA flags are computed from the MQL array, not hardcoded. - Past-SLA rows flagged with a text label. - Do not build an outbound activity scoreboard. - Data constants at the top with comments. </constraints> <format> Return the full HTML file, then explain the SLA clock and which array to replace with an MQL export. </format>

๐Ÿ’ก

Pro tip: Count a reject only after the SLA clock starts. MQLs sitting unworked are a speed problem, not a quality problem.

SDR to AE Handoff SLA

22/30

โœจ What it does

Claude builds an SDR-to-AE handoff SLA board for [TEAMS] with wait time, accept lag, and bounced SQLs as a working screen you can click in the chat. Click a bounced row, then swap the sample numbers for your SQL handoff log.

You are a revenue-operations analyst who measures the SDR-to-AE handoff clock and bounce-backs. <context> I need an SDR-to-AE handoff SLA dashboard as one self-contained HTML file with inline CSS, vanilla JS, and a CDN chart library, seeded with realistic SQL handoff rows so wait time, accept lag, and bounces render when I open it as a working screen in the chat. </context> <inputs> - Teams: [TEAMS] - Handoff SLA: [E.G. AE ACCEPTS WITHIN 8 BUSINESS HOURS] - Bounce rule: [E.G. RETURNED TO SDR WITHIN 7 DAYS] - Period: [E.G. LAST 30 DAYS] - SQL count: [E.G. 40] </inputs> <task> Build the dashboard with: a KPI row (SQLs handed, accepted inside SLA, median hours to AE accept, bounce rate); a bar of accept lag by AE; a funnel of SQL to accepted to first meeting set; a bounce table (SQL, SDR, AE, hours to accept, bounced, bounce reason); and chips for on-time / late / bounced. Generate handoff rows with SQL-at, accepted-at, and bounce flags in a labeled JS array. Compute lag and SLA from those timestamps. </task> <constraints> - One self-contained HTML file; one CDN charting library only. - Lag, SLA, and bounce rate are computed, not hardcoded. - Show the SLA and bounce rules on the page. - This is a handoff clock, not a meeting-funnel sales board. - Data constants at the top with comments. </constraints> <format> Return the full HTML file, then explain the clock and which array to replace with a SQL handoff export. </format>

๐Ÿ’ก

Pro tip: Start the clock when the SDR marks SQL, not when the AE first opens the record. Opening is not accepting.

AE to CS Handoff Completeness

23/30

โœจ What it does

Claude builds an AE-to-CS handoff completeness board for [FIELDS] with missing kickoff fields and delayed starts as a working screen you can click in the chat. Click a thin handoff, then swap the sample numbers for your won-deal checklist.

You are a revenue-operations analyst who checks whether a closed-won deal arrived to CS with the fields a kickoff needs. <context> I need an AE-to-CS handoff completeness dashboard as one self-contained HTML file with inline CSS, vanilla JS, and a CDN chart library, seeded with realistic won deals so missing kickoff fields and delayed starts render when I open it as a working screen in the chat. </context> <inputs> - Required handoff fields: [FIELDS] - Example if needed: [USE CASE, CHAMPION, GO-LIVE DATE, SUCCESS METRIC, SEATS] - Kickoff SLA days after close: [E.G. 10] - Won deal count: [E.G. 18] - Team: [NAME] </inputs> <task> Build the dashboard with: a KPI row (won deals, complete handoffs, missing-field count, kickoffs past SLA); a bar of blank rate by required field; a table of deals with a pass/fail chip per field, close date, kickoff date, days to kickoff; a watchlist of thin or late handoffs; and chips for missing field / late kickoff. Generate won deals with field flags and dates in a labeled JS array. Complete = every required field filled. Late = kickoff minus close greater than the SLA, or kickoff blank and days since close over the SLA. </task> <constraints> - One self-contained HTML file; one CDN charting library only. - Completeness and late flags are computed from the field map and dates. - Show the required-field list on the page so I can edit it. - Do not build a CS account-health score. - Data constants at the top with comments. </constraints> <format> Return the full HTML file, then list each required field in plain English and which array to replace with a won-deal export. </format>

๐Ÿ’ก

Pro tip: Require the fields CS actually needs to start (use case, champion, go-live). A fifty-field form will be skipped and the board will stay red.

Recycle and Reject Mix

24/30

โœจ What it does

Claude builds a recycle and reject mix for [REASONS] with volume, re-entry rate, and time-to-recycle as a working screen you can click in the chat. Click a reason bar, then swap the sample numbers for your recycle codes.

You are a revenue-operations analyst who measures recycle and reject loops so the same lead is not quietly re-entering. <context> I need a recycle and reject mix dashboard as one self-contained HTML file with inline CSS, vanilla JS, and a CDN chart library, seeded with realistic reject and recycle events so volume, re-entry, and time-to-recycle render when I open it as a working screen in the chat. </context> <inputs> - Reason codes: [REASONS] - Recycle window that counts as re-entry: [E.G. 45 DAYS] - Period: [E.G. LAST 90 DAYS] - Event count: [E.G. 60] - Team: [NAME] </inputs> <task> Build the dashboard with: a KPI row (rejects, recycles, re-entry rate inside the window, median days to recycle); a bar of volume by reason; a stacked bar of first-time versus re-entry; a table (reason, count, re-entries, re-entry %, median days); and a list of sample leads that re-entered with both event dates. Generate events with lead id, reason, and timestamp in a labeled JS array. Re-entry = same lead id gets a new MQL or recycle inside the window after a reject. </task> <constraints> - One self-contained HTML file; one CDN charting library only. - Re-entry flags and rates are computed from lead ids and dates. - Show the re-entry window on the page. - Do not invent a nurture sequence. Counts and dates only. - Data constants at the top with comments. </constraints> <format> Return the full HTML file, then explain the re-entry rule and which array to replace with a recycle-code export. </format>

๐Ÿ’ก

Pro tip: Track re-entry. A reject reason that comes back as an MQL in 20 days is a routing bug, not a bad lead.

Handoff Aging Watchlist

25/30

โœจ What it does

Claude builds a handoff aging watchlist for [SLA HOURS] with stuck MQLs and SQLs waiting on the next owner as a working screen you can click in the chat. Click the oldest row, then swap the sample numbers for your open-handoff export.

You are a revenue-operations analyst who builds open-handoff aging boards a Monday standup can chase. <context> I need a handoff aging watchlist as one self-contained HTML file with inline CSS, vanilla JS, and a CDN chart library, seeded with realistic open handoffs so stuck MQLs and SQLs render when I open it as a working screen in the chat. </context> <inputs> - SLA hours by handoff type: [SLA HOURS] - Handoff types: [E.G. MQL TO SDR, SQL TO AE, WON TO CS] - Age buckets: [E.G. 0-8H, 8-24H, 24-72H, 72H+] - Owners: [NAMES OR ROLES] - Open handoff count: [E.G. 28] </inputs> <task> Build the dashboard with: a KPI row (open handoffs, past SLA, oldest hours waiting, dollars on stuck SQLs); a stacked bar of count by age bucket and type; a type-by-bucket table; a chase list sorted oldest first (record, type, from owner, to owner, hours waiting, SLA, past-SLA flag); and chips for type and past-SLA only. Generate open handoffs with a handed-at timestamp in a labeled JS array. Hours waiting and bucket assignment are computed from handed-at versus a now constant. </task> <constraints> - One self-contained HTML file; one CDN charting library only. - Age and SLA flags are computed from timestamps, not hardcoded. - Past-SLA rows flagged with a text label. Filters must hide rows. - This is open work waiting on a handoff, not a stale-deal sales aging board. - Data constants at the top with comments. </constraints> <format> Return the full HTML file, then explain the age formula and which array to replace with an open-handoff export. </format>

๐Ÿ’ก

Pro tip: Age from the handoff timestamp, not from last activity. A note on the record should not reset the clock the next owner has not started.

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Capacity

5 prompts

Inbound vs SDR Capacity

26/30

โœจ What it does

Claude builds an inbound-versus-SDR capacity board for [SDR TEAM] with leads per seat and overflow weeks as a working screen you can click in the chat. Click an overflow week, then swap the sample numbers for your lead and roster counts.

You are a revenue-operations planner who matches inbound volume to the SDR seats that can actually work it. <context> I need an inbound-versus-SDR capacity dashboard as one self-contained HTML file with inline CSS, vanilla JS, and a CDN chart library, seeded with realistic weekly leads and roster rows so overflow weeks render when I open it as a working screen in the chat. </context> <inputs> - SDR team: [SDR TEAM] - Horizon: [E.G. LAST 8 WEEKS PLUS NEXT 4] - Leads one productive SDR can work per week: [E.G. 40] - Seats by week with PTO: [OR "INVENT 6 SDRS"] - Inbound volume by week: [OR "INVENT A SPIKE"] </inputs> <task> Build the dashboard with: a KPI row (this-week inbound, productive seats, capacity leads, overflow or slack); a grouped bar of inbound versus capacity by week; a table (week, inbound, seats, capacity, utilization, overflow); a callout of the first week over 100%; and a people strip that shows who is out. Capacity = productive seats times leads-per-seat. Utilization = inbound / capacity. Generate weekly volume and roster in labeled JS constants. Week chips filter the people strip. </task> <constraints> - One self-contained HTML file; one CDN charting library only. - Capacity and overflow are computed, not hardcoded. - Over 100% red, 80-100% amber, with a text label. - This is RevOps seat math, not a warehouse shift board. - Data constants at the top with comments. </constraints> <format> Return the full HTML file, then write the capacity formula and which constants to replace with a lead and roster export. </format>

๐Ÿ’ก

Pro tip: Count only SDRs who are taking new inbound that week. A ramping or outbound-only seat in the denominator will hide overflow.

Pipeline per Ramped Seat

27/30

โœจ What it does

Claude builds a pipeline-per-ramped-seat board for [TEAM] with open dollars per productive AE as a working screen you can click in the chat. Click a thin seat, then swap the sample numbers for your ramped roster and pipeline.

You are a revenue-operations planner who measures open pipeline per ramped AE seat, not per name on the org chart. <context> I need a pipeline-per-ramped-seat dashboard as one self-contained HTML file with inline CSS, vanilla JS, and a CDN chart library, seeded with realistic AE roster and open deals so dollars per productive seat render when I open it as a working screen in the chat. </context> <inputs> - Team: [TEAM] - Full quota per ramped AE: [AMOUNT] - Coverage target: [E.G. 3X QUOTA] - Ramp rule for who counts as productive: [E.G. MONTH 3+] - Open pipeline deals: [OR "INVENT 30"] </inputs> <task> Build the dashboard with: a KPI row (open pipeline, ramped seats, dollars per ramped seat, coverage versus target); a bar of pipeline per seat by team or region; a table (team, ramped seats, open dollars, dollars per seat, quota, coverage multiple); a watchlist of teams below the coverage target; and a note that unramped seats are excluded from the denominator. Generate people with start dates and open deals in labeled JS arrays. Ramped = ramp month at or above the rule. Coverage = open dollars / (ramped seats times quota). </task> <constraints> - One self-contained HTML file; one CDN charting library only. - Dollars per seat and coverage are computed from roster and deals. - Below-target teams flagged. Currency consistent. - Do not build a pipeline-coverage-versus-quota sales board of named deals as the primary view. - Data constants at the top with comments. </constraints> <format> Return the full HTML file, then write the ramped-seat and coverage formulas and which arrays to replace. </format>

๐Ÿ’ก

Pro tip: Divide by ramped AEs only. Putting every head in the denominator makes a thin book look covered.

Hire Trigger vs Quota

28/30

โœจ What it does

Claude builds a hire-trigger board for [HORIZON] showing when assigned quota outruns ramped seats as a working screen you can click in the chat. Click the trigger week, then swap the sample numbers for your hiring plan and quotas.

You are a revenue-operations planner who shows the week assigned quota outruns ramped seats so a founder can hire or cut the number. <context> I need a hire-trigger dashboard as one self-contained HTML file with inline CSS, vanilla JS, and a CDN chart library, seeded with a realistic hiring plan and quota path so the trigger week renders when I open it as a working screen in the chat. </context> <inputs> - Horizon: [HORIZON] - Current ramped seats and full quota per seat: [NUMBERS] - Planned start dates: [OR "INVENT 3 HIRES"] - Assigned quota by week or month: [OR "FLAT THEN A STEP UP"] - Trigger rule: [E.G. 3 WEEKS OVER 100% OF RAMPED CAPACITY] </inputs> <task> Build the dashboard with: KPI cards (ramped capacity now, assigned quota now, first week over 100%, weeks that meet the trigger); a line of capacity versus assigned quota across [HORIZON]; a table by week (seats, ramp-adjusted capacity, assigned quota, utilization, hire-or-hold); a hire strip of planned starts; and a marked trigger week. Compute capacity from current seats plus planned starts using the same ramp plan. Label this as a simple seat projection, not a statistical model. </task> <constraints> - One self-contained HTML file; one CDN charting library only. - Trigger week is computed from the rule, not hardcoded. - Show the trigger rule and ramp plan on the page. - Do not invent salary cost or finance advice. Seat math only. - Data constants at the top with comments. </constraints> <format> Return the full HTML file, then write the projection and trigger rules and which constants to replace with a hiring-plan export. </format>

๐Ÿ’ก

Pro tip: Put the week the team crosses 100 percent of ramped capacity on the page. A forecast that cannot show a hire trigger is only a chart.

Territory Load Balance

29/30

โœจ What it does

Claude builds a territory load-balance board for [TERRITORIES] with accounts, pipeline, and quota per seat as a working screen you can click in the chat. Click an overloaded territory, then swap the sample numbers for your assignment file.

You are a revenue-operations planner who balances territory load so one seat is not carrying two territories of work. <context> I need a territory load-balance dashboard as one self-contained HTML file with inline CSS, vanilla JS, and a CDN chart library, seeded with realistic territories so accounts, pipeline, and quota per seat render when I open it as a working screen in the chat. </context> <inputs> - Territories: [TERRITORIES] - Load weights: [E.G. ACCOUNTS 30, OPEN PIPELINE 40, QUOTA 30] - Target load band: [E.G. 80-120 INDEX] - Seats per territory: [USUALLY 1] - Account and pipeline sample: [OR "INVENT"] </inputs> <task> Build the dashboard with: a KPI row (territories, seats, territories over the band, territories under the band); a bar of load index by territory; a table (territory, seats, accounts, open pipeline, quota, load index, versus band); a scatter of pipeline versus quota; and a click on a territory that lists its sample accounts. Generate territories, seats, and accounts in labeled JS structures. Load index = weighted mix of the three inputs, normalized so the median territory is 100. Show the weights. </task> <constraints> - One self-contained HTML file; one CDN charting library only. - Load index is computed from the weights, not hardcoded. - Over and under band flagged with a text label. - This is seat load, not a CRM territory-coverage hygiene grid. - Data constants at the top with comments. </constraints> <format> Return the full HTML file, then write the load-index formula and which arrays to replace with an assignment export. </format>

๐Ÿ’ก

Pro tip: Load is accounts plus open pipeline plus quota, not account count alone. A small named list can still be overweight if every account is enterprise.

Overlay Capacity Board

30/30

โœจ What it does

Claude builds an overlay capacity board for [SE AND CSM] with deal load, QBR load, and a gap week as a working screen you can click in the chat. Click an overloaded person, then swap the sample numbers for your overlay roster.

You are a revenue-operations planner who measures SE and CSM overlay load against a cap, not against a feeling. <context> I need an overlay capacity dashboard as one self-contained HTML file with inline CSS, vanilla JS, and a CDN chart library, seeded with realistic SE deals and CSM books so load versus cap renders when I open it as a working screen in the chat. </context> <inputs> - Overlay roles: [SE AND CSM] - SE cap: [E.G. 8 ACTIVE LATE-STAGE DEALS] - CSM cap: [E.G. 25 CUSTOMERS OR 6 QBRS PER MONTH] - People: [NAMES OR "INVENT 4 SE AND 4 CSM"] - Horizon: [E.G. THIS MONTH] </inputs> <task> Build the dashboard with: role tabs for SE and CSM; KPI cards (people, over cap, median load, first week a role is over); a bar of load versus cap by person; a table (person, role, load, cap, utilization, next-30-day incoming); a gap-week callout; and a click on a person that lists the deals or customers in their load. Generate people, deals, customers, and QBR dates in labeled JS arrays. SE load = count of late-stage deals assigned. CSM load = customers and QBRs in the month. Utilization = load / cap. </task> <constraints> - One self-contained HTML file; one CDN charting library only. - Load and utilization are computed from the assignments, not hardcoded. - Over-cap people flagged with a text label. - Do not invent hiring cost. Show the gap and the week it hits. - Data constants at the top with comments. </constraints> <format> Return the full HTML file, then write each load formula and which arrays to replace with an overlay roster export. </format>

๐Ÿ’ก

Pro tip: Cap SEs on active late-stage deals and CSMs on customers plus QBRs. Headcount without a cap will never show a gap.

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Frequently Asked Questions

Yes. Each prompt asks Claude to return one self-contained HTML file with inline CSS, vanilla JS, and a charting library from a CDN, pre-seeded with realistic sample funnel, CAC, quota, or handoff rows. It opens as a working screen you can click in the chat, with KPI cards, charts, and watchlists already populated.
Every prompt tells Claude to keep sample data in labeled JS constants near the top of the file. Click through the sample first so you know which control matters, then replace those arrays with a funnel export, spend file, quota tree, forecast archive, or handoff log. Rates, CAC, LTV, and accuracy recompute from the same formulas.
Sales dashboards are a revenue scorecard: pipeline coverage, activity, commit stacks, rep leaderboards, and win/loss. This page is the ops of revenue: company funnel math, CAC and LTV, quota versus seat capacity, forecast-process accuracy, handoffs, and overlay load. Use sales dashboards to run the number. Use this page to run the system that produces the number.
The sample numbers are invented so the screen renders. The formulas are real and written on the page or in the closing note: conversion, CAC, LTV, LTV:CAC, payback, ramped capacity, snapshot miss, bias, SLA hours. Read that note, then swap the constants. If a churn rate or margin is missing, the prompt tells Claude to mark [VERIFY] instead of guessing.
Because it is a single HTML file, you can copy it out of the chat, save it as dashboard.html, and open it in any browser or drop it on a static host. For a live ops screen, follow Claude's closing note on swapping the sample arrays for a CSV or a fetch. Keep secrets out of the file.

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