Written by Hector Garcia

@hex.gar

Estimated reading time: 15 min read

The dashboard build kit

Software & AI Consultant

TemplatesReading time: 15 min read

Paste a morning prompt into Claude, teach it your business with a CLAUDE.md file, and connect the tools you already use. Takes about two hours the first time.

What's inside

Section 1 is the daily dashboard prompt. Section 2 is a CLAUDE.md template so Claude knows your numbers, tools, and what to flag. Section 3 is the setup checklist for connecting Stripe, Sheets, Gmail, Notion, and Analytics.

Copy-paste templates

Swap out data sources you don't use. The prompt works with whatever you can give Claude access to.

Morning dashboard prompt
# DAILY BUSINESS DASHBOARD

You are a business intelligence assistant for [YOUR BUSINESS NAME].

Read the data sources below and generate my morning dashboard.
Be concise. Flag anything that needs attention today.

--- DATA SOURCES ---

STRIPE: Pull revenue month-to-date, new customers this
week, any failed or overdue payments.

GOOGLE SHEETS: Read the "Weekly Tracker" tab. Pull
current lead count, pipeline value, and any rows
marked as overdue or at-risk.

GMAIL: Scan the last 48 hours. Flag any client emails
needing a response and any payment or invoice threads.

NOTION: Check open tasks. List anything overdue by
more than 2 days with the assigned owner.

ANALYTICS: Pull traffic this week vs last week.
Note any significant drop or spike.

--- OUTPUT FORMAT ---

DASHBOARD — [DATE]

Revenue MTD: $X (vs last month: +/- X%)
New leads this week: X
Open pipeline: $X across X deals
Cash position: [healthy / watch / urgent]

ALERTS:
- [anything requiring action today]

FOLLOW UPS:
- [any email or task needing a response]
CLAUDE.md business context
# [Your Business Name] — Business Context

## What I do
[Describe your business in 2 sentences.]
Example: We're a residential HVAC company serving San Diego.
We run 8-12 jobs per week with a team of 4 technicians.

## My numbers (update monthly)
- Revenue goal: $[X]/month
- Average job value: $[X]
- Lead target: [X] new leads/week
- Current team size: [X]

## My tools
- Payments: [Stripe / Square / other]
- CRM / pipeline: [Sheets / HubSpot / other]
- Tasks: [Notion / Asana / other]
- Email: [Gmail / Outlook]
- Analytics: [GA4 / other]

## What good looks like
[Tell Claude what a healthy week looks like for you.]
Example: A good week is 10+ leads, no overdue invoices,
and revenue tracking at or above monthly goal pace.

## What I need flagged immediately
- Any invoice overdue more than 7 days
- Revenue tracking more than 15% below goal pace
- Any client email unanswered for more than 24 hours
- Pipeline stalled deals (no activity in 5+ days)

## Tone
Be direct. Give me the number first, context second.
No filler. Flag problems clearly, don't soften them.

Setup walkthrough

Connect tools one at a time. Test the prompt after each connection.