Day 10: Turning your data into a dashboard you can click

What an artifact is

An artifact is a page Claude builds for you that opens next to the conversation. It can be a document, a chart, or a full interactive dashboard with filters, tabs and sliders. You do not write any code. You describe what you want, and you change it the same way.

The word to use is "artifact". Ask for "a dashboard" and you might get a written description of one. Ask Claude to "build this as an interactive artifact" and you get the real thing.

Where to build it

Artifacts work in all three Claudes, and they are interactive in all three. The difference is how much of your business each one can reach, and that decides whether your dashboard stays current or goes stale.

Where	What you get	Best for
Chat	An interactive artifact built from whatever you upload. It shows the data as it was when you gave it.	A one-off look at a single spreadsheet.
Cowork	A live artifact: it pulls fresh data from your connected apps every time you open it, and it is saved in the Artifacts view in your sidebar. Pro, Max, Team and Enterprise plans.	A dashboard you open every day that updates itself from your tools.
Code	A page built from the files in your project folder, including the database from Day 9, published to a link that updates when Claude rebuilds it.	Dashboards over your own data, fully custom.

Why I build mine in Cowork or Code

A chat artifact is only as fresh as the last file you dropped in. Cowork and Code can reach your files and systems, so when the numbers change, the dashboard can change with them. That is the whole point of having one.

The steps

This is the reel, written down.

Start a new session in Cowork or Code
A fresh session, so the dashboard is the only thing Claude is thinking about.
Give it access to the data
Drop in the spreadsheet or export, point it at the folder where the file lives, or switch on the connector for the tool the data sits in (Day 7).

Ask it to create an artifact

Say what the dashboard is for and who it is for. "So I can see how the business is doing at a glance" gets you a better first version than "make a dashboard".

The starter prompt

Build me an interactive artifact that shows how my business
is performing, using the data I've just given you.

It's for me, checking in once a day. Put the three numbers
that matter most at the top, then the detail underneath.

Before you build, tell me which columns you're using and
flag anything in the data that looks wrong or incomplete.

Tell it how you want the information shown
Rows and columns? Pie charts, line charts, bar charts? Sliders you can drag to change a projection? Whatever you want, just ask. The table below helps you pick.
Make it something you can use
```
Make it interactive:
- a line chart of revenue by month
- a bar chart comparing lead sources
- a table I can sort and filter by status
- a slider for monthly growth rate that updates a
  12-month projection as I drag it
```

Make it yours

Once it exists, you can change anything about it. Add your brand colours and your logo so it looks like part of your business, not a template.

Brand it

Restyle the dashboard in my brand colours: [hex codes].
Put my logo (attached) top left. Keep every chart readable,
so if a brand colour is too light for text, use it for
accents only.

Keep it up to date
When new data comes in, either drop the new file in, or tell Claude to pull the information from your system. In Cowork, a live artifact refreshes from your connected apps on its own each time you open it.
Refresh it
```
Here's this month's export. Update the dashboard with it,
keep everything else the same, and tell me what changed
most since the last version.
```

Which chart to ask for

Ask for	When you want to see	Property example
Line chart	How something changes over time	Valuations booked per week this year
Bar chart	A comparison between a few things	Instructions won by each negotiator
Pie chart	Shares of a whole, with five slices or fewer	Where enquiries come from: Rightmove, website, referrals
Table	The detail, row by row, sortable	Every live listing with days on market
Slider	What happens if a number changes	Portfolio yield if rents rise by 0 to 10%
Big number cards	The two or three figures you check first	Sales agreed this month, pipeline value, voids

Five dashboards worth building if you run a property business

Pipeline: every sale from instruction to completion, by stage, with anything stuck for more than 30 days flagged.
Lettings health: voids, arrears and renewals due, filterable by area.
Lead sources: where enquiries come from and which sources actually turn into instructions.
Portfolio review: yield, equity and growth per property, with a slider for rent and interest rate changes.
Offer comparison: every offer on a property side by side, with position, chain and funding status.

Sharing it

From a chat, on Free, Pro or Max: click Publish and you get a public link. Anyone can open and use the dashboard without a Claude account. Your conversation stays private, only the artifact is shared.
On Team or Enterprise: artifacts can only be shared inside your organisation, not published publicly.
From Cowork: share with specific people or your organisation. Each viewer sees data through their own connector access, not yours.
Unpublishing is permanent. Once you unpublish an artifact, that same artifact cannot be published again.

Check the data before you share the link

A public link means anyone who gets it sees everything on the page. Never publish a dashboard with client names, addresses, phone numbers or anything personal in it. Ask Claude to make an anonymised copy for sharing and keep the full version to yourself.

Where this goes

Layer 2 so far: your tools are connected, the numbers come to you every morning, and now you can see them in a form that makes sense at a glance. Day 11 is the one that stops people giving up on Claude Code in the first ten minutes: every file in the folder, explained.

When you would rather not build it yourself

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