Build Your Own Digital Proposal Webpage
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Starter Prompt · Interactive Proposal Builder
Turn your proposal
into a live dashboard
A ready-to-use prompt that turns your numbers into an interactive, presentation-ready dashboard — no spreadsheet required. Fill in your figures, paste it into Claude, and refine.
How to use it
Three steps, about ten minutes.
Gather your numbers
Pull together your pricing, costs, volume targets, timeline, and any one-time or startup costs. The reference below shows exactly what to have on hand.
Replace the bracketed placeholders
Anything in [square brackets] is a placeholder. Swap in your real figures — leave the structure of the prompt alone so the request stays clear.
Paste into Claude and refine
Drop the finished prompt into Claude. It returns a shareable, interactive dashboard you can publish as a link or embed on your website. Then just ask it to adjust anything.
Before you paste: what to have ready
The prompt asks for each of these. Rough numbers are fine — you can refine live once you're looking at it.
Your prompt
Copy it whole. The bracketed values are placeholders — edit them to yours before you paste it in.
Role & context:
You're helping me, [YOUR NAME], [YOUR ROLE] at [YOUR COMPANY / ORGANIZATION]. I'm preparing a proposal for [WHAT YOU'RE PROPOSING — e.g. a new service, a pricing change, a program, a partnership]. I need an interactive financial dashboard to present it to [WHO YOU'RE PRESENTING TO — e.g. my board, a client, leadership, investors].
Goal:
Build a single-file, self-contained, interactive HTML dashboard (as an artifact) that models this proposal's finances across several scenarios. It must be clean, visual, and presentation-ready — something a non-financial reader can click through and understand in a couple of minutes. No spreadsheets.
My assumptions (edit these before running):
- Price per unit: low [$__] / middle [$__] / high [$__]
- Volume scenarios (units per period): [__], [__], [__], [__]
- Direct cost per unit: labor [$__], materials/delivery [$__], other [$__]
- Fixed or overhead cost per period: [$__]
- Timeline / cadence scenarios (rough counts are fine):
Phase 1 — [describe]: about [__] periods
Phase 2 — [describe]: about [__] periods
Phase 3 — [describe]: about [__] periods
- One-time startup costs: setup [$__], equipment/supplies [$__], marketing [$__], other [$__]
- Discount or offset (optional): [__% of costs] or [$__ per period]
The dashboard must:
1. Let me switch between the phase/timeline scenarios and the volume levels (tabs or dropdowns).
2. For the selected scenario, show revenue, direct cost, overhead, and net margin — per period, per month, and per year.
3. Calculate and clearly display a BREAK-EVEN point: how much volume (and/or how many periods) are needed to cover costs, including recouping the one-time startup costs.
4. Show a GO / NO-GO threshold: the minimum volume below which the proposal loses money, highlighted visually.
5. Include a high / middle / low view comparing the three price points side by side.
6. Include at least one simple chart — e.g. revenue vs. cost as volume grows, or net margin as it scales.
7. If I enter a discount or offset, show its effect on the bottom line.
8. Let me edit the key assumptions in the dashboard itself (input fields) and see every number update instantly, so I can answer "what if" questions live in the meeting.
Design:
- Clean, professional, presentation-ready — assume it will be projected for a group and also opened on phones.
- Use [YOUR ACCENT COLOR, e.g. #F3BE17] as an accent with a clean, neutral palette.
- Clarity over decoration: large, legible numbers and plain labels a non-financial reader understands (say "Monthly net," not "EBITDA").
Output:
- Deliver it as a single interactive artifact I can publish and share as a link, or embed on our website.
- After building it, give me a 3-sentence, plain-language summary of what the numbers say, and flag the one assumption that most affects whether this proposal is financially viable.
Tip: Once Claude builds it, keep going in plain English — "make the break-even bigger," "add a column for [scenario]," "show me the annual view first." You're the decision-maker; it's your analyst.
Tips for various proposal types
The prompt above works as-is, but a few tweaks per proposal type make the dashboard land harder. Tap or hover a card to flip it.
Service proposal
Service proposal
- Model price per hour, project, or seat — not just one number
- Ask for a utilization or capacity ceiling, so the dashboard flags when you're maxed out
- Show margin after your own time is costed in, not just hard costs
Product / pricing proposal
Product / pricing proposal
- Model unit economics separately from fixed overhead so margin-at-scale is visible
- Add a units-sold slider instead of fixed scenarios, if volume is genuinely uncertain
- Include COGS and any marketplace or payment-processing fees as their own line
Program / nonprofit proposal
Program / nonprofit proposal
- Separate earned revenue from grants, donations, or sponsorship so both are visible on their own
- Model participant volume conservatively — low/mid/high, not just one target
- Ask for a "mission vs. margin" note: what's the smallest version that still breaks even?
Partnership proposal
Partnership proposal
- Model both parties' costs and upside, so the dashboard reads as fair, not one-sided
- Add a revenue-split input so you can move it live during the conversation
- Show a "walk-away" threshold — the split or volume below which it's not worth doing
Retainer / ongoing engagement
Retainer / ongoing engagement
- Model cumulative value over the contract term, not just one period
- Add a churn or renewal-rate input so lifetime value isn't overstated
- Compare the retainer against a one-off/project-rate alternative side by side
Internal / leadership proposal
Internal / leadership proposal
- Model cost-of-inaction alongside cost-of-doing — what does waiting cost?
- Add a payback-period calculation, since leadership usually asks "how fast"
- Keep language in outcomes ("hours saved," "risk reduced"), not internal jargon
Want a second set of eyes?
Book a working session and we'll build the dashboard together, pressure-test your numbers, and get your proposal presentation-ready.
Book a call with Elisa
Sovereign+
