Master Claude NEW Dashboards For Finance in Under 11 Minutes (they are insane)

Claude just launched built-in dashboards and this changes how finance teams are going to report to the board. You connect your data. You give it a task in plain English and you receive a dashboard with live numbers that refreshes whenever your data updates. And you can click on every number to see where they come from. At the same time, Claude also launched Motion. It turns a report or dashboard into a short animated video. Both of them are very impressive. And in this video, I will show you how to use them on real finance use cases. My name is Nicolas Boucher, I've taught more than 50 000 finance professionals how to use AI in finance let's get into this video Our goal today is to turn this mostly closed data, sitting in a Google Drive folder, into a live dashboard and a video presentation to the board. It seems like a huge task, but in reality, it isn't anymore. We have all of these different CSV files, P&L, budget, balance sheet, headcount, sales, and I remember spending days and nights working with such data to clean them and to make sure that we have good reporting for the board. But with AI, now you can do that in minutes. Look at this. Our first job is to consolidate everything into one Google spreadsheet. We are saving a lot of tokens and I will explain you why later in this video. What we are going to do is to put all of the data into one place. And here is a small but very important rule. Don't use much branding inside or formatting. Just use raw data. Why? Because the clearer the file is, the easier it is for Claude to read the data and to make your analysis faster and the work faster. Think of it as the foundation for everything we are going to do after. So for this, we open a new chat in Claude. We make sure that the Google Drive connector is Please active and then we type in the following consolidate all of the files inside aqua pure data folder on my google drive into one google sheet with a tab for each file. Don't do anything else and add another tab with formulas proving that the numbers are correct and if they are not please flag it. This is quite a light work for Claude but we are just getting started. So now you see that we have one clean consolidated file with all of the data up to September. And you can see in the edit tab that everything worked. data and the consolidated file together and everything makes sense. At the time of making this video it's already October so the new month's data just landed in our hands. It's a perfect excuse for me to show you how to update the console file in literally just less than a minute because we're going to do it with Claude inside Google Workspace. And by the way, I have a dedicated video on Cloud in Google Workspace on my channel. Check it out if you want to learn the full setup. So I open the Cloud plugin inside Google Sheet and we just write the following. Update the file with the data from the attached file and update the audit tab with any error flag. I don't have much time while Claude is working but this whole video is just the tip of the iceberg when it comes to AI for Finance. To learn how to How to implement AI in your job, live with me, we have a free masterclass. I have a masterclass for you every week on Tuesday. The link is in the description, so I invite you to join me. Okay, let's see what Claude did. The new month is in the file. We see in the audit tab that everything checks out. Perfect. And since this is a repetitive task, let's turn it into a skill, which will give us the same output every time without needing to explain anything again. So we can do that directly in the same chat. We ask Claude to create a skill. from everything we just did, and we named it Data Console Month Close. And you see, you teach Claude once, and next month, it already knows what to do. Now we have the data updated, so it's time to create the dashboard. And this time, instead of opening a new regular Claude Chat, we go to Artifacts tab, where we can see dashboards. Why? Because building a dashboard in a regular chat gives you a dashboard just using a snapshot of your data. But if you go to the dashboard's functionality, it will stay connected to your Google Drive folder and this brings another advantage the numbers are very traceable and I will show you in a second So let's open the dashboard feature and write the following prompt I am a CFO of Aqua Pure and I need a dashboard with live numbers Not hard-coded pulled from the consolidated document inside my aqua pure data folder on Google Drive I need to present it to the board. So use our branding notice what I do here I tell Claude who I am. I tell where the data lives and I say live numbers not hard-coded This is really important, because when testing this feature, and maybe it's because it's still in beta, Claude admitted to hard code the value inside the dashboard So, I recommend spending 5 seconds on improving your prompt to save an hour fixing the dashboard header. And I also tell it who the audience is, board, and that it must use our brand name. And while I hit send, you can hit also the like button if you are enjoying the video so far. And it's done! Let's open the dashboard. And look at this, the first thing you see is the story of the month in one sentence. Like this, everyone in the room immediately knows what how the meeting is going to go. the dashboard is about. And then we have the months on one page, the main six KPIs that every board member is always asking about. And each one has a small trend chart and the budget is shown as a dashed line. Below that, we have actuals versus budgets for every month. And we can filter by revenue, gross profit, EBITDA and cost. Then in the profitability, you have the EBITDA budget against actuals. You have also the waterfall chart on the P&L. Then you have the cash and working capital. Then you have the full year overview and the details on sales and volumes, and also our graphs and analysis on headcounts. This is literally everything your boss and the board could ask in one place. And last but very important, the proof center. Here we can see that the numbers checked against the source files. And if two files don't agree, then Claude is going to flag it. And like this, we need to review. Clean the data, you can use AI to clean the data, before we use them for the dashboard. And talking about data check and auditing if everything is correct, I know that one thing that a lot of you are always wondering, they feel that this is a black box. But that's why I want to show you this new functionality. Look at the top right. There is this database button. And when I hover, This mini database button, it's written, see where numbers come from. When I click on it, you can see that I have all of the details when I click and I see what type of data was used. So this is actually... Replacing what I was always suggesting to do is to create a noted document which explains how the dashboard is working and how the HTML behind is working. Here you can see that let's imagine I want to go to the operating KPIs. I will go to query and it sees that okay it's getting the data from the spreadsheet. Then I go and click transform and this is basically here the whole code. You might feel here that it's scripted and that you don't understand anything but This is basically where you're going to audit this code to understand how this is made. And then you can see that the result, this is here the data that was used to create all of the KPIs. And my advice, if you don't understand this code, you can copy the code and then you bring it into Claude and you ask Claude to explain what is this code doing. And you can do that in the same chat because the chat knows the context. Like this will direct you exactly to where is the data pulled from which Google spreadsheet. So, this is quite a good new functionality to have this source because it will help more and more to make these dashboards traceable, auditable and give you comfort about how this is built. But now, even with the whole setup being very insightful and quick to build, let's test how it holds up to all of the promises I gave you in the intro. Let's not forget that this is a monthly task, so let's imagine that now November data just arrived. So what I do is I simply open the same Google Sheets file, I open Claude Plugin inside and upload the file. After which, I use the skill we created and then I hit send. Another reason why we consolidated all of the data in the first place. It's going to save us tokens and make this dashboard much more efficient. Because the way the dashboard works is that anytime we open it, instead of showing us the number, it's actually going to pull always the latest numbers. And if you have to do it from different files, then it consumes more tokens, it's more complicated for the AI. And you can see how while I was explaining all of this, Claude proceeded with the same steps as before. Now the data are updated and I can see in the audit tab if there is any problem. So now we have the November data inside the file. if our system works. So we go back to Claude, then artifacts, and then we open our dashboard. And would you look at that? It pulls the new data from the file. The numbers change, the charts change, the story of the month change, and I didn't touch the dashboard. I didn't rebuild anything. So that's the whole workflow. You add the data, you open the dashboard, and you have a consistent dashboard. I know a lot of you had this problem before like Every time you ask, Claude was doing something new even if you were in the same chat or even if your data was the same. This is the way that you make your dashboard consistent and that you have a repeatable workflow that always works the same way. My team used to spend several days every month on this and I'm sure yours too and I'm sure maybe yourself, you are spending your nights on this. This is going to change the way you work because now it takes minutes and it's just a much better reporting than a static PowerPoint. file which becomes obsolete as soon as somebody's asking a question and then you go and need to change the slides and then also it doesn't answer to all of the questions. It's really hard to navigate because you can only go from the beginning to the end. You cannot click anywhere else to go back. This is the new way of working to use this type of dashboard. for your presentations. And you can always export it as a PDF if you want to keep a fixed and static copy. Again, for me, PowerPoint is going to extinct when we see what we can do here. And I promise you one more thing at the beginning of the video, a really cool functionality to make a video presentation for the board. Maybe something you can send in the email, something you can show at the beginning of the meeting to make sure that everybody sees the same story and maybe to give a wow effect to everybody in the room. So we again open artifacts On motion and here we write the following create an interactive and dynamic animated video presentation for the board from this dashboard and then I paste the dashboard link. Claude is cooking, let's see what he's going to build. And it's done, so let's play it. Look, this is so cool. I know like it's maybe just like a gadget and something fun, but I know sometimes people need something fun in their presentations, in their meetings to change a bit the energy. Try this if you want, because look how we went from CSV files to a live dashboard. And now even a video that you can present at the beginning of your meetings without BI team. Without video team, without coding. And if you want to learn more AI use cases for finance, just join my free masterclass by clicking the link in the description below. If this video helped you, hit like and subscribe so you don't miss the next one. And remember, robots are coming, so stay human.