{"product_id":"dashboard-builder-skills-kit-for-claude","title":"Dashboard Builder Skills Kit for Claude","description":"\u003cdiv style=\"max-width:1200px;margin:0 auto;padding:0 10px;color:#152b4f;font-family:Arial,sans-serif;font-size:16px;line-height:1.7;box-sizing:border-box;overflow-wrap:break-word;\"\u003e\n\u003csection style=\"padding:22px 20px;margin:22px 0;border:1px solid #d4e2f5;border-radius:14px;background:#f2f7ff;border-top:4px solid #2864f0;\"\u003e\u003ch2 style=\"font-size:28px;line-height:1.25;margin:0 0 14px;\"\u003eAnswer the brief. Let Claude build around your data.\u003c\/h2\u003e\n\u003cp\u003eA useful dashboard starts with a clear decision, the right definitions and reliable source data. This kit gives Claude a connected set of twelve skills to guide that process, from the first questions to an editable dashboard and its review.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eOne coordinated agent. Twelve focused responsibilities.\u003c\/strong\u003e Dashboard Orchestrator leads the conversation while the companion skills handle requirements, data structure, KPI definitions, layout, charts, filters, commentary and checks. You supply the context, confirm the plan and review the result.\u003c\/p\u003e\u003c\/section\u003e\n\u003ch2 style=\"font-size:25px;margin:28px 0 12px;\"\u003eWhat is inside the ZIP\u003c\/h2\u003e\n\u003cul style=\"padding-left:23px;margin:0 0 20px;\"\u003e\n\u003cli\u003e\n\u003cstrong\u003e12 editable SKILL.md files\u003c\/strong\u003e with instructions, handoffs and practical quality gates.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eA starting prompt and routing guide\u003c\/strong\u003e so you can begin with one conversation.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eReusable planning templates\u003c\/strong\u003e for the brief, KPI definitions, source audit and acceptance review.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eA fictional source dataset and worked case\u003c\/strong\u003e that show the connection between rows, calculations and dashboard selections.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eA self-contained interactive HTML example\u003c\/strong\u003e with region and period controls, four KPI cards, two charts and a source-linked table.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eExpected results for 18 filter combinations\u003c\/strong\u003e to help you inspect the supplied example.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eA browser-readable README.html\u003c\/strong\u003e with local links, setup choices and the order to follow.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cimg alt=\"Twelve Dashboard Builder Skills in four stages: Scope, Plan, Build and Check.\" height=\"1024\" loading=\"lazy\" src=\"https:\/\/cdn.shopify.com\/s\/files\/1\/0522\/6191\/2762\/files\/dashboard-builder-skills-for-claude-inside.png?v=1794572547\" style=\"display:block;width:100%;height:auto;margin:22px 0;border:1px solid #d4e2f5;border-radius:14px;\" width=\"1536\"\u003e\n\u003ch2 style=\"font-size:25px;margin:28px 0 12px;\"\u003eHow the connected skills work\u003c\/h2\u003e\n\u003cp\u003e\u003cstrong\u003eScope:\u003c\/strong\u003e Claude asks about the audience, management question, reporting period and files. It profiles the data and raises questions that would materially change the result.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003ePlan:\u003c\/strong\u003e the workflow defines each KPI, the data grain, the aggregation rules and the layout. Weighted ratios and period-end balances receive explicit treatment before the visuals are built.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eBuild:\u003c\/strong\u003e the specialist instructions guide chart choice, filter behavior and data-grounded commentary. The intended output is an editable HTML dashboard unless you agree a different supported format.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eCheck:\u003c\/strong\u003e Claude is instructed to reconcile the results to the source, exercise the filters, inspect the layout, prepare the output files and apply your feedback. It must distinguish checks it actually executed from checks that remain open.\u003c\/p\u003e\n\u003cimg alt=\"Illustrative workflow: answer the brief, provide a CSV, let Claude build, then review and refine the dashboard.\" height=\"1024\" loading=\"lazy\" src=\"https:\/\/cdn.shopify.com\/s\/files\/1\/0522\/6191\/2762\/files\/dashboard-builder-skills-for-claude-workflow.png?v=1794572547\" style=\"display:block;width:100%;height:auto;margin:22px 0;border:1px solid #d4e2f5;border-radius:14px;\" width=\"1536\"\u003e\u003cp id=\"workflow-note\" style=\"font-size:14px;color:#476080;margin:8px 0 24px;\"\u003eIllustrative workflow: answer the brief, build from the supplied files, and review the result.\u003c\/p\u003e\n\u003ch2 style=\"font-size:25px;margin:28px 0 12px;\"\u003eA worked example you can inspect\u003c\/h2\u003e\n\u003cp\u003eThe example uses May–October 2026 finance data for two regions. Its full-period revenue is $1,470,000, gross profit is $559,500 and weighted gross margin is 38.1%. October closing cash is $360,000. The cash rule uses the final selected month, rather than adding monthly balances together.\u003c\/p\u003e\n\u003cp\u003eOpen the supplied HTML and switch the region or reporting end month. The KPI cards, both charts, the commentary and the monthly table follow the same selection. The CSV, schema and expected-results file let you trace what should change. Use this example to understand and review the workflow before providing your own files.\u003c\/p\u003e\n\u003csection style=\"padding:22px 20px;margin:22px 0;border:1px solid #d4e2f5;border-radius:14px;background:#f2f7ff;\"\u003e\u003ch2 style=\"font-size:25px;margin:0 0 12px;\"\u003eWho this is for, and where to begin\u003c\/h2\u003e\n\u003cp\u003eThis kit is for analysts, FP\u0026amp;A teams, finance leaders and operators who want Claude to turn an agreed brief and supplied data into a dashboard they can review and refine. The skill responsibilities are general enough to adapt to other business datasets; the included demonstration happens to use finance data.\u003c\/p\u003e\n\u003cp\u003eExtract the ZIP, open README.html and start with Dashboard Orchestrator. Answer the initial questions, attach the relevant source files and approve the definitions before the build. Keep the supporting resources available to Claude.\u003c\/p\u003e\u003c\/section\u003e\n\u003ch2 style=\"font-size:25px;margin:28px 0 12px;\"\u003eSetup and boundaries\u003c\/h2\u003e\n\u003cp\u003eYou can use the instructions as chat context or install the self-contained folders as native Claude skills. For native upload, package one skill folder at a time and enable it in Claude. The master ZIP is the complete resource collection, not an automatic twelve-skill installer.\u003c\/p\u003e\n\u003cp\u003eCreating files and running checks require the corresponding tools in your Claude environment. The kit does not include a live accounting connector, a hosted app, an API subscription or automatic publishing. It also does not guarantee a particular result from every model run. Review your source data, assumptions and final dashboard before relying on it.\u003c\/p\u003e\n\u003cp style=\"font-size:14px;color:#476080;margin-top:22px;\"\u003eIndependent resource for use with Claude, not an Anthropic product or endorsement. All example data is fictional.\u003c\/p\u003e\n\u003c\/div\u003e","brand":"FinancialModelsLab","offers":[{"title":"Default Title","offer_id":69108107477235,"sku":"dashboard-builder-skills-kit-for-claude","price":0.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0522\/6191\/2762\/files\/dashboard-builder-skills-for-claude-cover.png?v=1794572548","url":"https:\/\/financialmodelslab.com\/products\/dashboard-builder-skills-kit-for-claude","provider":"Financial Models Lab Templates","version":"1.0","type":"link"}