Build a management dashboard with Claude

Create an interactive management dashboard that pulls your key metrics directly from your data sources and keeps itself up to date.

This guide works for any kind of business and any metrics. The principle is always the same: connect a data source, let Claude read and verify it, build a Live Artifact (a persistent, interactive dashboard) and, if you want, set up automatic refreshes.

As an example we use Google Sheets via the Google Drive connector, but the exact same approach works with any other connected source.

The Google Drive connector reads not only Google Docs, but also Google Sheets, Slides, PDFs, and Office files. If your data lives in another system (a CRM, e‑commerce platform, accounting tool, or project tracker), look for the matching connector — the same principle applies.

Start with one clear data source.

For example, a table:

The same example table also carries an Orders column and a New customers column.

Choose metrics that fit your business — sales, projects, customer support, inventory, or anything else. The clearer your column names and the more consistent the structure, the more reliably Claude will understand the data.

In Claude, open:

Customize → Connectors

Choose the connector you need (Google Drive in this example), sign in, and grant access only to the files or data you want to use.

Claude will then be able to access your data directly through the connector, so you will not need to upload the file manually every time. Claude only sees the sources you connect, and you can disconnect any of them at any time.

For this scenario, we recommend using Claude Desktop → Cowork rather than a standard Claude chat.

This lets you create a Live Artifact — a persistent, interactive dashboard that uses your connectors and refreshes with the latest data.

Do not build the dashboard immediately. First, ask Claude to check what it can actually see in the data source. This is the most important step — it prevents wrong numbers.

Only after you have verified what Claude actually read should you create a visualisation.

Large files or tables may not be read in full through a connector. So if there is a lot of data, do not assume Claude has analysed the entire file simply because it found it.

Check:

If Claude cannot access the full dataset, a more reliable path is:

Source → download as CSV/XLSX → Claude Cowork → Python analysis.

Download the full data as CSV or XLSX and save it in a folder that Claude Cowork is allowed to access.

Then use a prompt like this:

This ensures the full file is analysed rather than only a partial extract.

Once the data is verified, ask Claude to build the dashboard. Be specific — which metrics, which time period, which layout you want.

The dashboard is not a one-off. You refine it by simply chatting, and you see the result immediately: “add a section X”, “show this metric differently”, “fix calculation Y”. After each change, it is worth asking Claude to check its work: “verify the numbers are correct and the dashboard opens without errors”.

There are two main options.

If the Live Artifact uses a connector, opening the dashboard can trigger a fresh request to the connected source and show the latest data. This is the simplest option.

If you want Claude to do recurring work — for example, check the metrics every morning or every Monday and refresh the dashboard — add a Scheduled Task. You can choose the cadence freely (hourly, several times a day, weekly).

Good to know:

This guide follows Anthropic’s own documentation. It carries the newest and fullest version of everything below:

• Use Google Workspace connectors
• Use live artifacts in Claude Cowork
• Schedule recurring tasks in Claude Cowork