Product-led growth funnel dashboard with live CRM data
Build a PLG (product-led growth) funnel dashboard for the sales/marketing team, showing free-product sign-ups, demo requests, and downstream sales pipeline sourced from free-product motions tracked in a CRM. Set it up as two HTTP routes, both private to the space: A data API route that queries the CRM live (read-only) and returns one aggregated JSON payload covering: sign-ups by product, demo request counts, mid-funnel opportunity sourcing/influence, and monthly sign-ups broken out by UTM source/medium per product. Support a months query parameter (and optionally activation/conversion window parameters) to control the lookback window. A dashboard webpage that renders immediately and then fetches the data route client-side (e.g. via a 3/6/12/24-month toggle), rendering charts/cards for each metric. No data should be persisted — every page load re-queries the CRM fresh. Bake in these funnel definitions (adjust field/campaign identifiers to whatever the builder's CRM setup uses): Free sign-ups = campaign membership count on each product's sign-up campaign. Demo requests = campaign membership count on a demo-request campaign, filtered to a specific UTM source. Mid-funnel opportunities = opportunities at a specific pipeline stage, split into "sourced" (lead source is the free-product campaign) and "influenced" (a contact on the opportunity is also a campaign member, but lead source isn't the free-product campaign). Monthly sign-ups by UTM = campaign membership grouped by created month and UTM source/medium, per product campaign; exclude untagged rows from channel breakouts and collapse long-tail values outside the top N per month into "Other". Use a CRM connector — I used Salesforce, but swap in your team's CRM (HubSpot, Dynamics, etc.) — configured read-only, and run its native query language (SOQL for Salesforce) against campaign membership, opportunity, and opportunity-contact-role objects. This workflow is entirely read-only reporting with no side effects; keep both routes restricted to space members only. Tools used: Salesforce
What this prompt builds
A live, self-service dashboard that visualizes the entire product-led growth funnel by querying CRM data on demand. It surfaces free product sign-ups, demo requests, and downstream pipeline influence segmented by UTM source and product, with no data persistence. Built for sales and marketing teams who need customizable, real-time visibility into how free-product motions convert to revenue.
The problem
Sales and marketing teams running product-led growth motions struggle to see the full funnel—from free sign-ups and demo requests to influenced pipeline—in one place, especially when they need to slice the data by UTM source, product, or time window without waiting on engineering or BI. This workflow builds a live, customizable dashboard that queries the CRM on every page load and renders sign-up counts, demo request volumes, mid-funnel opportunity sourcing (both attributed and influenced), and monthly sign-up trends by UTM channel. It gives RevOps and growth teams instant, self-service visibility into how free-product motions drive pipeline, with flexible lookback windows and no stale data.
Solution and impact
The workflow delivers a two-part system: a private data API route that runs read-only CRM queries (SOQL for Salesforce, adaptable to HubSpot or Dynamics) to aggregate funnel metrics, and a dashboard webpage that fetches and renders charts client-side with toggles for 3-, 6-, 12-, or 24-month views. Nothing is persisted—every page load pulls fresh CRM data—so teams always see current sign-up counts, demo volumes, sourced versus influenced opportunities, and UTM-level breakouts. It eliminates the need for custom BI reports or static spreadsheets, empowering non-technical users to explore their PLG funnel on demand and make faster, data-informed decisions about channel investment and product adoption.