📊 Claude's New Dashboards are Amazing! Build Data-Connected Charts in Just 5 Minutes

You're my business intelligence consultant. I want to build a Claude dashboard that helps me make better marketing decisions.

My business context:
- Business: [Describe your business]
- Marketing channels: [List your channels]
- Main challenge: [Describe your current problem]
- Available data sources: [List your connected apps or files]
- Reporting frequency: [Daily, weekly, or monthly]

Your task:
1. Review my business context and identify up to three decisions this dashboard could support.
2. Evaluate each decision based on its business impact, urgency, and data availability.
3. Recommend the single most valuable decision to prioritize.
4. Ask me one question at a time to clarify missing information before finalizing the objective.
5. Summarize the approved objective in one sentence, including the decision, reporting period, and intended user.

Important rules:
- Don't build the dashboard yet.
- Don't invent missing business information.
- Challenge goals that are too broad or difficult to measure.
- Wait for my approval before moving to KPI selection.

Final output: Create a short "Dashboard Goal Brief" that we can reuse in the next step.

Using the approved Dashboard Goal Brief from our previous step, help me select the metrics for this dashboard.

Your task:
1. Recommend 5 to 10 KPIs that directly support our approved business decision.
2. For each KPI, explain its business purpose, calculation formula, required data, and recommended reporting period.
3. Suggest an appropriate visualization, such as a KPI card, line chart, or comparison table.
4. Rank the metrics by importance and identify any that provide overlapping information.
5. Flag metrics that may be misleading or impossible to calculate with my available data.

Output requirements:
- Present your recommendations in a table.
- Label each metric as Essential or Optional.
- Explain any important trade-offs before recommending the final KPI list.
- Preserve our approved dashboard objective without expanding its scope.

Before finishing:
- Ask me to approve or revise the KPI list.
- Once approved, save the final selection as a "Dashboard Metrics Brief" containing metric definitions, formulas, data requirements, reporting periods, and visualization choices.
- Don't connect data sources or build the dashboard yet.

Using our approved Dashboard Goal Brief and Dashboard Metrics Brief, prepare and validate the data for GlowMetrics.

We agreed to use synthetic data for this demonstration.

Your tasks:

1. Review both briefs and identify the exact data fields required for our seven approved KPIs.

2. Generate realistic synthetic data covering the most recent 30 complete days for:
   - Shopify orders and new customers
   - Google Ads
   - Meta Ads
   - TikTok Ads

3. Ensure the data follows our approved assumptions:
   - Total monthly advertising budget: $30,000
   - Maximum budget adjustment: ±20% per channel
   - Average order value: $45
   - Gross margin: 65%
   - Target CAC: $18
   - First-order CAC ceiling: $22.60

4. Assign each new customer to exactly one acquisition channel or mark them as Unattributed.

5. Validate all seven KPIs using the formulas approved in our Dashboard Metrics Brief.

6. Check for:
   - Missing or duplicate records
   - Incorrect calculations
   - Inconsistent reporting periods
   - Attribution conflicts
   - Differences between channel totals and overall totals

7. Create a Data Validation Report showing:
   - Data sources and fields
   - Reporting period
   - KPI calculation results
   - Validation checks and findings
   - Any remaining limitations or assumptions

Important:
- Clearly label all generated data as synthetic.
- Preserve our approved KPI definitions and business rules.
- Don't invent actual business performance.
- Fix any validation errors before presenting the report.
- Don't build or design the dashboard yet.

Complete this step without asking additional questions unless a critical requirement is missing.

Using our approved Dashboard Goal Brief, Dashboard Metrics Brief, and validated synthetic dataset, help me design the GlowMetrics dashboard.

We've completed data validation. Now I want to finalize the visual design before building the working dashboard.

Your tasks:

1. Review our seven approved KPIs and their recommended visualizations.

2. Create three distinct dashboard layout concepts in Claude Artifacts:
   - Executive Overview: Focus on quick budget decisions.
   - Performance Analysis: Focus on comparing marketing channels.
   - Decision Center: Focus on recommended budget changes and their financial impact.

3. For each concept:
   - Place the most important KPIs prominently.
   - Show CAC thresholds and channel profitability clearly.
   - Include a section for increase, hold, or reduce recommendations.
   - Use readable charts with minimal scrolling.
   - Clearly distinguish synthetic data from real business results.

4. Use a clean, modern visual style with consistent typography, spacing, and colors.

5. Show the three design concepts using our validated sample data, without changing the underlying figures or KPI formulas.

6. Compare the concepts based on readability, decision usefulness, and layout efficiency.

Important:
- Keep our seven approved KPIs unchanged.
- Preserve the $30,000 budget and ±20% adjustment constraints.
- Do not add unnecessary metrics or features.
- Treat these as design previews, not the final working dashboard.
- Wait for me to choose a design before building the final version.

Final output:
Present three visual concepts in Claude Artifacts and recommend the one best suited for monthly marketing budget decisions.

Using our approved Dashboard Goal Brief, Dashboard Metrics Brief, validated synthetic dataset, and selected design from Step 4, build the final GlowMetrics dashboard.

Your tasks:

1. Build an interactive dashboard in Claude Artifacts using our selected layout.

2. Load the validated synthetic data from Step 3 without generating replacement figures.

3. Display all seven approved KPIs using their original formulas and reporting periods.

4. For Google Ads, Meta Ads, and TikTok Ads, show:
   - Customer acquisition cost
   - First-order profitability
   - Performance against approved CAC thresholds
   - Recommended budget action: Increase, Hold, or Reduce
   - A short explanation supporting each recommendation

5. Create an interactive budget allocation section that:
   - Starts with our approved $30,000 monthly budget
   - Keeps the total budget fixed at $30,000
   - Limits each channel's budget adjustment to ±20%
   - Shows the financial impact of proposed changes
   - Clearly labels estimates and assumptions

6. Add useful interactions:
   - Reporting period filters
   - Channel comparisons
   - KPI definitions
   - Access to supporting data and calculations

7. Validate the finished dashboard against the Data Validation Report.

8. Clearly display "Synthetic Demo Data" so viewers don't mistake these numbers for real business performance.

9. Prepare the dashboard for sharing through Claude Artifacts.

Important:
- Do not change approved KPI formulas or business constraints.
- Do not fabricate live connections to Shopify or advertising platforms.
- Use the validated synthetic dataset for this demonstration.
- Do not describe projected budget outcomes as guaranteed results.
- Report any unsupported feature instead of pretending it works.

Final output:
Deliver the completed interactive GlowMetrics dashboard, verify its calculations, and explain how I can share it with my team.