AI PROMPT

Using our 3-year marketing dataset, build an interactive executive tool showing program performance across channels with a lookback summary and a forward projection model based on budget shift scenarios.

3-YEAR LOOKBACK

2026 PROJECTIONS

PROGRAM PERFORMANCE · 2023 TO 2025 · ALL CHANNELS DATASET LOADED

TOTAL REVENUE

$6.27M

+21% vs 2024

CLOSED WON

663

+17% vs 2024

OPPORTUNITIES

1,554

+34% vs 2024

AVG CLOSE RATE

43%

+3pts vs 2024

REVENUE BY CHANNEL

2023

2024

2025

ALL

2023 2024 2025

AI INSIGHTS · 2023 TO 2025

GROWTH DRIVER

Referral grew from $1.06M to $1.75M on under 600 leads. Highest efficiency channel by far.

MOST IMPROVED

Email close rate improved from 45% to 50% while revenue grew 67%.

BUDGET MISMATCH

Paid Search closes at only 36% on 1,500 leads. Spend does not match return.

NEW CHANNELS

Partnerships launched in 2025 with a 50% close rate. Early signal is strong.

2026 PROJECTION MODEL · ADJUST CHANNELS AND SPEND BELOW INTERACTIVE

PROGRAM GROWTH

Lead Volume Growth +15%

0%+40%

Close Rate Improvement +3pts

0pts+15pts

PAID CHANNEL SPEND

Paid Search$776K

-80%+80%

Paid Social$504K

-80%+80%

Influencer$432K

-80%+80%

EXPERIMENTAL CHANNELS

Podcast Sponsorship

38% close · $120K budget

Community / Slack Groups

44% close · $60K budget

YouTube / Video Content

32% close · $90K budget

Partner Co-Marketing

52% close · $75K budget

PROJECTED REVENUE

2025: $6.27M

PROJECTED OPPORTUNITIES

2025: 1,554

PROJECTED CLOSED WON

2025: 663

EXPERIMENTAL CHANNEL PROJECTIONS

PROJECTED REVENUE BY CHANNEL · 2026