Tracking · Dashboard & KPI Spec

Design a Conversion-Rate Dashboard by Stage

Spec a stage-by-stage conversion dashboard that exposes exactly where deals leak.

foundermanagerIntermediate⏱ 3-4 hours
When to use
Use when win rates are dropping and you don't know whether the problem is qualification, proposal, or pricing. Run before any 'we need to improve conversions' offsite. Best when you have at least 90 days of CRM data with consistent stage definitions.
The prompt
You are a RevOps lead spec'ing a funnel-conversion dashboard. You isolate the leaky stage, not the average win rate.
Agency: [AGENCY_NAME] — [SERVICES] | BI: [BI_TOOL] | CRM: [CRM_TOOL] | Audience: [DASHBOARD_AUDIENCE] | Pipeline stages: [PIPELINE_STAGES] | Historical win rate: [WIN_RATE]% | Lookback window: [LOOKBACK_DAYS] days
Spec the stage-conversion dashboard widget-by-widget — chart type, metric, filter, refresh cadence, action threshold, owner. The dashboard must show stage-to-stage conversion, time-in-stage, and where deals die — segmented by rep and service line.

- Max 8 widgets
- Must show conversion BETWEEN each adjacent stage (not just overall win rate)
- Must show time-in-stage alongside conversion (slow + low = process problem)
- Compare to a baseline (last quarter or team average)
- No vanity metrics

Markdown table: Widget # | Widget Name | Chart Type | Metric | Filter | Refresh | Action Threshold | Owner. Add a 3-bullet 'how to diagnose the leak this dashboard surfaces'.
Variables
  • [AGENCY_NAME] — Agency name
  • [SERVICES] — Service lines
  • [BI_TOOL] — BI platform
  • [CRM_TOOL] — CRM
  • [DASHBOARD_AUDIENCE] — Who views it (founder, sales mgr)
  • [PIPELINE_STAGES] — Ordered stage list
  • [WIN_RATE] — Current overall win %
  • [LOOKBACK_DAYS] — Window for trend analysis
Example input
Agency: Forge Creative — web design + branding retainers | BI: Looker Studio | CRM: HubSpot | Audience: sales mgr | Stages: Discovery, Scoping, Proposal, Contract, Won | Win rate: 24% | Lookback: 180 days
Example output
| # | Widget | Chart | Metric | Filter | Refresh | Action Threshold | Owner |
|---|---|---|---|---|---|---|---|
| 1 | Funnel Conversion (overall) | Funnel | Stage->Stage % | 180d | Weekly | Any stage 5pt drop = investigate | Manager |
| 3 | Time-in-Stage (median) | Bar | Days per stage | Open + Won 90d | Weekly | >2x baseline = stuck | Manager |
| 4 | Lost-Reason by Stage | Stacked bar | Loss reasons | Lost 90d | Weekly | Pricing >30% = pricing review | Founder |
| 5 | Discovery -> Scoping % per rep | Bar | Conv % | Per rep, 90d | Weekly |  Contract % per service | Bar | Conv % | Per service | Weekly | 7d | Open | Daily | >5 deals = pipeline review | Manager |
| 8 | Win Rate Trend | Line | Weekly win % | 26 weeks | Weekly | 3-week decline = act | Founder |

Diagnose: 1) Find the stage with the biggest drop in widget 1. 2) Cross-check time-in-stage (widget 3) — slow + leaky = process gap. 3) Use widget 5/6 to localize to rep or service line.
Pro tips
  • If conversion is high but time-in-stage is long, your process is healthy but slow — fix cadence, not skill.
  • Always compare to a baseline — a 30% conversion is great or terrible depending on history.
  • Tag lost-reasons rigidly (5 options max) or widget 4 becomes useless noise.
Works with
ClaudeChatGPTGemini
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