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How to use Claude Dashboards on your own data

Claude Dashboards went into beta on October 8, 2026. Connect your data, ask in plain English, and Claude builds a live dashboard. Plans, setup and prompts.

The full walkthrough.

Take it with you. The whole thing as a PDF — no sign-up, no email required.

Download the free PDF Free dashboard prompt pack (PDF)

WHAT THIS ADDSMost coverage treats this as a data-team feature. For a small business the useful part is simpler: the question you would normally answer by exporting a spreadsheet, like how this week's signups or deals compare with last month's, becomes one sentence. And because every chart shows the query behind it, you can check what Claude actually counted before you trust a number.

What changed

On October 8, 2026 Anthropic announced Claude Dashboards and Claude Motion, both in beta. Dashboards turns a question about your company's data into a dashboard: you connect a data source, ask in plain language, and Claude writes a query for each chart, runs it, and builds the dashboard. Anthropic says the dashboard stays current as the data changes.

Each chart shows the query behind it and when its data was last refreshed. Dashboards are saved in the Artifacts tab.

Who gets it

FeaturePlansStatus
Claude DashboardsPro, Max, Team, EnterpriseBeta
Claude MotionTeam, EnterpriseBeta
Docs, Slides, DesignEvery plan, including FreeOut of beta
  • On Enterprise, Dashboards and Motion are off by default. An owner turns them on in Organization settings > Artifacts.
  • Dashboards count toward your plan's usage limits, like the rest of your work with Claude.

How to use it

  1. Connect your data. Either a data warehouse (Anthropic lists Amazon Redshift, BigQuery, ClickHouse, Databricks and Snowflake) or another app you have connected to Claude, such as Salesforce.
  2. Ask in any chat. For example: "Show weekly signups for the last six months, split by plan." You can also pick Output in the message box and choose Dashboards, or start from a Dashboards template in the Artifacts tab.
  3. Refine it. Ask for changes in the chat, like "Add a filter for region" or "Change this to a weekly view."
  4. Check the numbers. Click any number to see the query behind it, or ask Claude to explain it. If it is not counting what you meant, tell Claude what to change.
  5. Share it. Dashboards start private. Open one and click Share.

Anthropic's tip: say what you want to know, not just what to chart, and name the table or app if you know where the data lives.

Prompts to try

You want to knowAsk Claude
Revenue by areaBuild a dashboard of this quarter's revenue by region.
GrowthShow weekly signups for the last six months, split by plan.
Your pipelineMake a dashboard of my open Salesforce opportunities by stage and owner.
This week vs last monthHow do this month's signups by channel compare with last month's?
Where deals stallWhich stage do most of my open opportunities sit in, and for how long?

The first four are Anthropic's own examples. The last one is ours; what you get back depends on the data you connect.

When to use something else

Anthropic positions Dashboards for quick, exploratory questions. When a question needs deeper analysis, you can send the dashboard to Amplitude, Grafana, Hex, Mixpanel, Omni, Perplexity, PostHog or Sigma and continue there. Looker, monday.com and Tableau are listed as coming soon.

Bonus: Claude Motion

Claude Motion turns a report, a chart or a product walkthrough into a short animation that plays like a video. You can edit it in the editor or ask Claude to change it, then download it as an MP4. Claude writes code that animates your text, charts, shapes and images, so any word, number or timing can be changed. Anthropic says it does not use a video generation model, so there is no generated footage and no AI-generated people. Motion is in beta on Team and Enterprise.

DO THISOn a paid Claude plan, connect one data source (a warehouse like BigQuery or Snowflake, or an app like Salesforce), then ask one question you would normally answer with a spreadsheet. Click the numbers to check the query before you share the dashboard.

Questions people also ask

What is Claude Dashboards?

A beta feature from Anthropic, announced October 8, 2026. You connect your data, ask a question in plain language, and Claude writes the queries and builds a dashboard that stays current as the data changes.

Is Claude Dashboards free?

No. It is in beta on the paid Pro, Max, Team and Enterprise plans, and it counts toward your plan's usage limits. On Enterprise an owner has to turn it on first.

What data can Claude Dashboards connect to?

Data platforms such as Amazon Redshift, BigQuery, ClickHouse, Databricks and Snowflake, plus other apps you have connected to Claude, such as Salesforce.

How do I know the numbers are right?

Each chart shows the SQL query behind it and when its data was last refreshed. Click any number to see the query, or ask Claude to explain it.

What is Claude Motion?

A beta feature on Team and Enterprise that turns a report, chart or walkthrough into a short animation you can edit and download as an MP4. It animates your own content with code and does not generate footage or AI people.

Sources

What Fynl.io is, and where it fits

Fynl.io is one portal a small business runs itself on, instead of five subscriptions that do not talk to each other.

✓A CRM and pipeline that shows every lead and where it stopped
✓A calendar clients can book straight into
✓Quotes, contracts and invoices, with deposits taken up front
✓A website and form builder, so the enquiry lands in the same place
✓Your Gmail connected, so the whole thread sits on the contact
✓Automations for the follow-up you keep forgetting to send

The AI runs on your own Claude or ChatGPT API key. You keep the key, you pay the model provider directly, and there is no markup on top of it. There is no SMS or phone calling yet, and we would rather say so than let you find out later.

When a Claude dashboard tells you which leads or deals need attention, Fynl.io is where you act on them: the CRM, calendar, quotes and invoices in one portal, with AI that runs on your own Claude or ChatGPT API key and no markup.

See pricing $49/month per business · $149 Agency · we move your contacts over for you