BEGINNER GUIDE

Ask your company's data a question.

Claude Dashboards turns a plain-English question into a chart that stays current. It's in beta on paid plans.

Who has it: Pro, Max, Team and Enterprise, in beta. On Enterprise an owner turns it on first.

What it connects to

Data platforms like BigQuery, Databricks and Snowflake (Amazon Redshift and ClickHouse work too), and apps you've already connected to Claude, like Salesforce. Ask for a dashboard in any chat, or start from a Dashboards template in the Artifacts tab.

Three good first questions

Show me new customers by week for the last 12 weeks, with a line for the average.

Build a dashboard of our open deals by stage and owner, biggest first.

Which five products had the biggest drop in orders this month compared with last month?

Trust it, then check it

Click any number to see the query behind it, or ask Claude to explain it. Each chart shows when its data was last refreshed. If it isn't counting what you meant, tell Claude what to change.

Before you connect anything

Ask your data team who owns each metric and which tables are the real source. A dashboard is only as right as the definition behind it. Dashboards start private to you; you choose when to share one. On Enterprise it's off until an owner turns it on in Organization settings → Artifacts. It also counts toward your plan's usage limits.

When to move to your BI tool

Dashboards are made for quick, exploratory questions. When a question needs deeper analysis, send the dashboard to the analytics tool your team already uses, like Hex, Sigma or Mixpanel, and keep going there.