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Dashboards in Claude

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Step by step

Pictures from our Claude account (Free plan), on the web, 27 Oct 2026. Your screen may look different on another plan or device, or after an update.

  1. Attach the sales file and type the request.

    Make a dashboard: revenue by month, by region and by product. Prices in US dollars only.

    Claude message box with a sales file and dashboard request.

  2. Press Enter and wait.

    Claude chat showing file activity and a Creating a file status.

    You see a Creating a file status.

  3. Wait for the dashboard to appear.

    Claude sales dashboard with a revenue total and three bar charts.

    You see a revenue total and charts by month, region and product.

Click a picture to see it full size.

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