7 dashboard skills for Claude

Install

1. Download the pack and unzip it once. You get seven .zip files. Do not unzip those; Claude needs them as .zip. Only want one skill? Download it on its own below.
2. In Claude, open Settings → Capabilities and turn on Code execution and file creation. Skills need it.
3. In the Skills section, click Upload skill and upload one .zip at a time. In some app versions this lives under Customize → Skills.
4. Check that each skill is switched on.

Custom skills are available on paid Claude plans (Pro, Max, Team, Enterprise). Official guide: Using Skills in Claude.

Use

1. Start a new chat in Claude and attach your CSV or Excel file.
2. Copy the prompt from a skill card below, or just ask in plain words, like “build a sales dashboard from this file”.
3. Claude reads your columns, maps them to what the skill needs, and gives you one HTML dashboard file plus three insights.

Your column names can be different; Claude will map them. Money is shown in rupiah (Rp, with K, M and B). Dashboard labels are in English.

The seven skills

Each preview was built by the skill itself from its bundled sample data.

1.Sales Dashboard

/sales-dashboard

Revenue, orders, average order value, monthly trend vs last year, and the top 5 products.

Good for order, invoice, POS or marketplace transaction exports.

Columns it needs:

• order_date
• order_id
• product
• revenue

or quantity × unit_price instead of revenue

Use the sales-dashboard skill to build a sales dashboard from my attached file. Walk me through the headline numbers and the three insights, then suggest one action I should take.Run the sales-dashboard skill on its sample data. Say clearly that it is sample data, then walk me through the result.

Copy promptDownload skill (118 KB)

2.Finance P&L

/finance-pnl

A P&L waterfall from revenue to net profit, plus monthly gross and net margin.

Good for general ledger, journal or trial balance exports.

Columns it needs:

• month
• account
• account_group
• amount

account_group: Revenue, COGS, Operating expense, Depreciation, Interest, Tax

Use the finance-pnl skill to build a profit and loss dashboard from my attached GL export. Walk me through the margins, the biggest cost and the three insights.Run the finance-pnl skill on its sample data. Say clearly that it is sample data, then walk me through the result.

Copy promptDownload skill (16 KB)

3.HR People

/hr-people

Headcount, attrition, average tenure, headcount by department, and monthly hires vs exits.

Good for employee master lists or HRIS exports.

Columns it needs:

• employee_id
• department
• hire_date
• exit_date

leave exit_date blank if the person is still employed

Use the hr-people skill to build a people dashboard from my attached employee list. Walk me through headcount, attrition, the department losing people fastest and the three insights.Run the hr-people skill on its sample data. Say clearly that it is sample data, then walk me through the result.

Copy promptDownload skill (18 KB)

4.Ops Downtime

/ops-downtime

Fleet availability vs a 90% target, total downtime, MTBF, a Pareto of downtime causes, and the worst units.

Good for heavy equipment, plant machine or logistics fleet breakdown data.

Columns it needs:

• date
• unit_id
• scheduled_hours
• downtime_hours
• cause

leave cause blank when there was no downtime

Use the ops-downtime skill to build a downtime dashboard from my attached unit data. Walk me through availability, the biggest causes, which units to fix first and the three insights.Run the ops-downtime skill on its sample data. Say clearly that it is sample data, then walk me through the result.

Copy promptDownload skill (22 KB)

5.Inventory ABC

/inventory-abc

ABC analysis, stock value, an ABC curve, and a “reorder now” list based on lead time.

Good for warehouse stock or spare-parts data.

Columns it needs:

• sku
• item_name
• unit_cost
• annual_usage_qty
• on_hand_qty
• avg_daily_usage
• lead_time_days

avg_daily_usage can be annual_usage_qty / 365

Use the inventory-abc skill to run an ABC analysis on my attached stock file. Which items should I reorder now? Walk me through the result and the three insights.Run the inventory-abc skill on its sample data. Say clearly that it is sample data, then walk me through the result.

Copy promptDownload skill (19 KB)

6.Marketing Funnel

/marketing-funnel

The funnel from impressions to customers with step conversion, ROAS by paid channel, and CAC.

Good for Meta Ads, Google Ads, TikTok Ads or email exports.

Columns it needs:

• date
• channel
• impressions
• clicks
• leads
• customers
• spend
• revenue

spend is 0 for organic channels

Use the marketing-funnel skill to build a funnel dashboard from my attached ads data. Which channel pays off best, and where do I lose the most people? Walk me through it.Run the marketing-funnel skill on its sample data. Say clearly that it is sample data, then walk me through the result.

Copy promptDownload skill (22 KB)

7.Exec Summary

/exec-summary

A one-page summary for management: one headline number, a sparkline and one takeaway per division.

Good for monthly business reviews and board or CEO reports.

Columns it needs:any mix of the six files above, with the same column names

Use the exec-summary skill to build a one-page executive summary from all the files I attached. Walk me through the key finding for each division, then list three things management should discuss.Run the exec-summary skill on its six sample files. Say clearly that it is sample data, then walk me through the result.

Copy promptDownload skill (144 KB)

Made by Dhany Indraswara. Find more on Instagram at @dhanyindraswara.