Free guides

Make Your First Claude Dashboard

Turn a practice spreadsheet into a dashboard with totals, charts and clickable filters. Guide, sample data and answer key.

  • 8 pages
  • Practice data

Free

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Enter your email at checkout and the file is yours. No card needed.

About Make Your First Claude Dashboard

Turn a small practice spreadsheet into a dashboard with totals, charts and clickable filters. This free pack follows the Claude Unlocked BUILD tutorial, using a pretend shop's orders so you can learn without sharing private business information.

What you get

  • An eight-page, step-by-step PDF guide
  • The sample spreadsheet and complete copy-and-paste build prompt
  • A working HTML dashboard you can open in your browser
  • Five checking and repair prompts, an independent answer key and a start-here file

How to use the pack

  • Download and unzip the practice pack. The PDF is also provided separately for easy reading.
  • Start a new Claude chat, attach the sample spreadsheet and paste the complete prompt.
  • Open the result in Preview, try the filters and compare the numbers with the answer key.
  • Ask for a change, check again and download a separate copy.

The guide also covers stock summaries, booking overviews and content trackers.

You need access to Claude to build your own version. No connector, API key or paid toolkit is required for this exercise. This is a fictional teaching example, not a live business connection or accounting system. Keep your original data and check every result.

Independent educational guide by Janelle at claude.unlocked. Not affiliated with or endorsed by Anthropic.

The details

Format
8-page PDF + practice pack
Opens on
Any device that opens a PDF
Use with
Claude (free or paid plan; paid-only features are flagged)
Delivery
Instant download after checkout, plus a link in your receipt email
Price
Free (email needed at checkout)
Get it free