Build Your Own Digital Proposal Webpage

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YC

YourCompany

[Your one-line positioning]

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.

1

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.

2

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.

3

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.

Price per unit

Your low / middle / high price point

Volume scenarios

Units, clients, or customers per period you want to model

Direct costs

Labor, materials, or delivery cost per unit

Timeline / cadence

How often this runs and over what period

Phase or tier counts

How many stages or service levels you're proposing

Overhead per period

Fixed costs, tools, or other recurring expenses

One-time / startup costs

Setup, equipment, marketing, or other launch costs

Discount or offset (optional)

Any promo, grant, or partner offset to model

Your prompt

Copy it whole. The bracketed values are placeholders — edit them to yours before you paste it in.

Proposal · Dashboard Prompt Copy prompt

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.

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YC

YourCompany

[Your Name]
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