Besides individual answers and analyses, you can also have Claude create a dashboard: a separate, interactive overview next to your conversation that you save and reopen. Handy for figures you want to see more often, such as outstanding items, cash flow or margin. You ask for it in plain language and Claude builds it for you.
From answer to dashboard
A single question or analysis gives you an answer within the conversation. A dashboard goes a step further: Claude turns it into a separate, interactive overview that you can save, reopen and refresh, without asking the whole question again. Ideal for figures you want to see more often, such as your outstanding items, your cash flow or your margin per product group.
This article is specifically about Claude. If you work in a different AI assistant, the options may differ.
Chat versus Cowork
You can create a dashboard in two places in Claude, and the difference determines how you use it afterwards. In short: a dashboard in a regular conversation belongs to that chat, while a dashboard in Cowork lives on its own and refreshes itself.
In a regular conversation
A dashboard you create in a regular chat appears next to that conversation and belongs to that chat. It is a snapshot: if you want fresh figures, you ask Claude to fetch the overview again. Handy for quickly viewing or trying something out.
In CoworkRecommended
In Cowork your dashboard ends up as a live artifact in your Artifacts screen, separate from any conversation. You open and view it whenever you want, without being in a chat, and each time you open it, it refreshes automatically with your current figures. If you want to change something, you simply start a conversation from there. Because you can access it separately, this is the nicest way for dashboards you consult more often.
Good to know: live artifacts in Cowork work in the Claude desktop app and on a paid Claude subscription (Pro, Max, Team or Enterprise). They do not appear on web and mobile.
How to create a dashboard
You do not need to set anything up or write any code. You describe in plain language what you want to see, then fine-tune it until it is right.
1Ask for it in plain language. For example: "Create a dashboard of my outstanding receivables, broken down by age and by country."
2Claude builds the dashboard. In a conversation it appears next to your chat; in Cowork it ends up in your Artifacts screen.
3Fine-tune in plain language. "Add a chart", "add a filter by country" or "show only items older than 30 days". Claude adjusts the dashboard right away.
4Reopen it whenever you want. In Cowork your dashboard is ready in your Artifacts screen and refreshes automatically when you open it. In a conversation you ask for fresh figures.
What a dashboard looks like
To illustrate: you ask for it in the conversation and Claude places the dashboard next to it as an artifact. It refreshes automatically with your current figures as soon as you open it.
Example with fictional figures.
Conversation
Create a dashboard of my outstanding receivables, broken down by age and by country.
Done. Your dashboard is next to this and refreshes automatically with your current figures as soon as you open it.
✓ Source: fetched live from Exact Online
Outstanding receivables
↻ Refresh
Period: this year ▾Country: all ▾
Total outstanding
€ 70,000
Overdue
€ 27,900
By age category
Not yet due€ 42,100
1 to 30 days€ 12,400
31 to 60 days€ 6,800
90 days or older€ 5,500
Largest items
De Vries Techniek BV€ 8,90074 days
Bakker Metaal€ 6,20041 days
Janssen & Co€ 4,75012 days
What you can have built
A few dashboards that work well. You ask for them in plain language and adjust them to your own periods, countries or product groups.
Outstanding items
Your outstanding receivables broken down by age or by country, so you can see at a glance where the payment risk sits.
Example: "Create a dashboard of my outstanding receivables, broken down by age and by country."
Cash flow overview
Your expected incoming and outgoing cash flows per month in view, so you quickly see where things might get tight.
Example: "Create a dashboard with my expected cash flow per month based on outstanding receivables and payables."
Margin per product group
Your gross margin per product group in one overview, so you quickly see which groups are performing strongly and which are lagging behind.
Example: "Create a dashboard with my gross margin per product group for this year."
A dashboard that can also do something
A dashboard is not just to look at. From the same overview you can ask Claude to update or create something in Exact Online. You can read exactly how that creating and approving works in creating and editing data in Claude. A few examples from a receivables overview:
→"Prepare a payment reminder for the three oldest outstanding items."
→"Update the payment term of De Vries Techniek to 14 days."
→"Block Bakker Metaal from new orders until the outstanding invoices are paid."
Such actions are not carried out just like that. Claude prepares them as a
.png){kind=icon}
.png?width=46&height=46&name=vecteezy_artificial-intelligence-ai-processor-chip-vector-icon-symbol_6662139%20(1).png){kind=icon}
