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Setup

Your First Claude Dashboard

Turn your business numbers into live charts by asking a question in a chat. Written for people who have never used it. In beta, on Pro, Max, Team and Enterprise plans.

  • Dashboards
  • Claude
  • Business
Download the guide

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Open claude.ai

Stuck on a step? Ask in the community

Answering "how did this month go?" usually means exporting numbers and building a chart in a spreadsheet, every time. Claude Dashboards is a new feature from Anthropic: you connect the place where your numbers live, ask a question in plain words, and Claude builds a page of charts that answers it — and the charts refresh when the numbers behind them change. This covers the five steps, how to ask for changes, three questions to copy, and the limits to know first: it needs your data connected, it is for exploring rather than your accounts, and it can be wrong. It is honest about its sources too: the facts come from published coverage of the launch, not from hands-on use.

What's inside

  • Which plans have it: Pro, Max and Team yes, Enterprise if switched on, Free no
  • Connecting your data first — what a connector is, and how to switch it off again
  • Check one number yourself: every chart shows the request behind it
  • Three questions to copy, and what to try if your app is not in the list