Besides individual answers and analyses, you can also have Claude create a dashboard: a separate, interactive overview alongside 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 one step further. Claude turns it into a separate, interactive overview that you can save, reopen and refresh, without having to ask 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 normal conversation belongs to that chat, while a dashboard in Cowork stands on its own and refreshes itself.
In a normal conversation
A dashboard you create in a normal chat appears next to that conversation and belongs to that chat. It is a snapshot. If you want fresh figures, you ask Claude to retrieve the overview again. Handy for quickly viewing or trying something out.
In CoworkRecommended
In Cowork your dashboard lands 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 every time you open it, it automatically refreshes 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 to handle 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 have to set up or program anything. You describe in plain language what you want to see, and then fine-tune it until it is right.
1Ask in plain language. For example: "Create a dashboard of my outstanding receivables, sorted by age and by country."
2Claude builds the dashboard. In a conversation it appears next to your chat; in Cowork it shows up in your Artifacts screen.
3Adjust in plain language. "Add a chart", "add a filter per country" or "show only entries older than 30 days". Claude updates the dashboard right away.
4Open it again whenever you want. In Cowork your dashboard is ready in your Artifacts screen and refreshes automatically when you open it. In a conversation you simply ask for fresh figures.
This is what a dashboard looks like
As an illustration: you ask for it in the conversation and Claude places the dashboard as an artifact alongside it. 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, split by age and by country.
Done. Your dashboard is shown next to this and refreshes automatically with your current figures as soon as you open it.
✓ Source: retrieved live from Exact Online
Outstanding receivables
↻ Refresh
Period: this year ▾Country: all ▾
Total outstanding
€ 70,000
Overdue
€ 27,900
By age category
Not 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 made
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 lies.
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 can 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 a single overview, so you can quickly see which groups perform well and which lag behind.
Example: "Create a dashboard with my gross margin per product group over this year."
A dashboard that can also take action
A dashboard is not just there to look at. From the same overview you can ask Claude to update or create something in Exact Online. To learn exactly how that creating and approving works, read creating and editing data in Claude. A few examples from an accounts receivable 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."
Actions like these are not carried out right away. Claude prepares them as a draft and you approve them before anything changes in your administration.
Good to know: a dashboard reads only your figures by default. An action that updates or creates something always comes first as a draft that you approve.
No Exact AI Connect yet?
Connect your Exact Online administration to your AI assistant and ask your first question within a few minutes. You stay in control of every action yourself.
A dashboard in a normal conversation belongs to that chat and is a snapshot. A dashboard in Cowork appears as a live artifact in your Artifacts screen, exists separately from any conversation and refreshes automatically with your current figures the moment you open it. That makes Cowork more convenient for dashboards you consult more often.
In a normal conversation you ask Claude to pull the overview again for fresh figures. A live artifact in Cowork refreshes itself: every time you open it, it retrieves the latest figures from your administration.
Yes. 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 or mobile.
No. You describe in plain language what you want to see and Claude builds the dashboard. You adjust it simply by asking, for example an extra column, a different period or a chart.
Only if you approve it. A dashboard reads only your figures by default. If you attach an action to it that changes something, that first appears as a draft which you approve before it is recorded.
This article is specifically about Claude, where dashboards appear as an artifact and in Cowork as a live artifact. In other AI assistants the options may differ. Individual questions and analyses do work in every connected assistant.
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