Build a dashboard: how to do it with AI
Last checked 2026-10-15
IntermediateBot with human review 📊 Data analysis
Turn data into a dashboard or interactive artifact.
1. Bot automation level
Bot with human review The bot does the work, but facts, numbers or code should be checked.
2. Before you hand it to the bot
- Gather inputs: files, data samples, links and any templates.
- Access: make sure you can use the chosen bot/plan (see limits below).
- Context: tell the bot audience, purpose, constraints and examples of good output.
- Privacy check: remove personal, confidential or regulated data unless your plan/workspace is approved for it.
- Success criteria: write down what 'done' looks like (length, format, tests passing, fields filled).
3. Copy-paste prompts
Main prompt
Create a dashboard of monthly revenue by product from this file.
Beginner-friendly
Create a dashboard of monthly revenue by product from this file. I'm new to this: explain each step in plain words and ask me for anything you need before starting.
Check-your-work
Create a dashboard of monthly revenue by product from this file. When you finish, list any assumptions you made, anything you're unsure about, and what I should double-check before using the result.
Free tiers that can handle this (verified): Claude (incl. Claude Code), ChatGPT (incl. Work & Codex). Others: check plan.
4. Step-by-step
- Decide 3–5 metrics and the audience.
- Upload the data and ask for a dashboard (Perplexity Deep Research/Pro Search can output dashboards; Claude Artifacts or Dashboards beta; ChatGPT interactive charts).
- Check each chart's calculation against the source.
- Iterate on layout and labels.
- Export or share, noting the data date.
5. Which bots and plans can do it
| Tool | What's different here | Plan limits | Source |
|---|---|---|---|
| Perplexity (incl. Comet) | Pro Search/Deep Research can create dashboards and spreadsheets. | Pricing not verified — check official site for Deep Research limits. | www.perplexity.ai/comet/ |
| Claude (incl. Claude Code) | Artifacts; Claude Dashboards (beta) on Pro and higher per pricing page. | Claude Code and Research need Pro or higher; computer use is Pro/Max only (research preview). | code.claude.com/docs/en/desktop |
| ChatGPT (incl. Work & Codex) | Interactive tables and charts on Plus and Pro. | Free tier has limited deep research, Codex and Work; scheduled tasks need Go or higher (per chatgpt.com/pricing). | help.openai.com/en/articles/20001275-chatgpt-work-and-codex |
Free or paid?
- Perplexity (incl. Comet): Free plan: yes. search with citations, limited daily use. Paid: the lowest price we could verify on the official pricing page is $17/month (other plans may exist). For this task, check the plan.
- Claude (incl. Claude Code): Free plan: yes. chat, web search, files & code execution, Artifacts, connectors. Claude Code and Research need Pro. Paid: the lowest price we could verify on the official pricing page is $20/month (other plans may exist). Its free tier can handle this task.
- ChatGPT (incl. Work & Codex): Free plan: yes. unlimited text chats; limited uploads, images, voice, deep research and Codex. Paid: price not verified, so check the official site. Its free tier can handle this task.
6. Risks and what to double-check
- Generated dashboards are snapshots unless connected to live data.
- Check numbers before sharing with stakeholders.
- Spot-check numbers against the source file; check formulas and filters.
- AI can hallucinate facts — verify anything that matters.
- Don't share secrets or other people's personal data.