What's a dashboard?
A dashboard is a live page in your Cowork sidebar that pulls real data from your apps automatically, so instead of logging into 4 tools to get the picture, you open one page and it's already there.
How it works: Claude connects to your apps (QuickBooks, HubSpot, Gmail, Calendar, etc.) and builds a custom page around your questions, not what the app's default reports show. Every time you open the dashboard, it fetches fresh data. No manual updates needed.
Bank Balance
$18,420
↑ $2,100 from last week
Revenue: June
$9,840
↑ 14% vs May
Expenses: June
$3,210
On track
Overdue Invoices
$4,500
3 invoices past due
Revenue: last 6 months
Top revenue sources
Consulting retainers$5,200
One-time projects$2,640
Product sales$1,400
Workshops$600
💡 What this gives you
The "am I okay right now?" answer: at a glance, without logging into QuickBooks or your bank. You see your real balance, whether revenue is up or down from last month, what's driving it, and who still owes you money. Opens every time with fresh numbers.
🔗 QuickBooks
🔗 PayPal / Stripe
🔗 Bank (via QBO)
Pipeline Value
$62,000
Across 8 deals
Likely to close
$28,500
3 deals near close
Avg deal size
$7,750
↑ from $6,200
Gone cold
3 leads
30+ days silent
Deals by stage
New lead
4
Proposal sent
2
Negotiating
1
Closing
1
⚠️ Follow up today
Acme Corp: proposal sent 18 days ago, no reply
Rivera LLC: said "call me next week" 12 days ago
Jordan Studio: discovery call done, no next steps set
💡 What this gives you
The "where is money going to come from?" answer: how many deals are in progress, what they're worth, which ones are close, and who you need to follow up with today before they go cold. All pulled from your CRM automatically.
🔗 HubSpot
🔗 Gmail (last contact date)
Total Outstanding
$11,200
7 open invoices
Overdue
$4,500
3 invoices past due
Due this week
$2,800
2 invoices
Paid this month
$9,840
5 invoices cleared
Open invoices
| Client | Amount | Due date | Status |
|---|---|---|---|
| Acme Corp | $2,500 | May 15 | 20 days overdue |
| Rivera LLC | $1,200 | May 25 | 10 days overdue |
| Jordan Studio | $800 | May 30 | 5 days overdue |
| Park Solutions | $1,600 | Jun 5 | Due in 1 day |
| Brooks & Co | $1,200 | Jun 10 | Due in 6 days |
💡 What this gives you
The "who owes me money?" answer: every open invoice ranked by urgency, color-coded by how overdue it is. Claude can also draft the follow-up emails for each overdue invoice automatically, so you're not writing the same awkward "just checking in" message over and over.
🔗 QuickBooks
🔗 PayPal
🔗 Stripe
Last Week Revenue
$3,840
↑ 22% vs prior week
New Clients
2
Signed last week
Unread Emails
11
3 need reply
Open Tasks
7
2 overdue
📆 This week's calendar
Mon 10am
Team standup
RecurringTue 2pm
Discovery call: new prospect
SalesWed 11am
Client delivery: Brooks & Co
DeadlineFri 3pm
End of week review
Internal🎯 Top 3 priorities this week
Chase 3 overdue invoices: $4,500 sitting unpaid, oldest is 20 days
Follow up with Acme Corp: proposal went quiet 18 days ago
Deliver Brooks & Co project: due Wednesday
Revenue: last 8 weeks
💡 What this gives you
Your Monday morning in one page: revenue from last week, what's on the calendar, who needs a reply, and the 3 things that actually matter this week. Claude assembles this from all your connected tools automatically. You open it with your coffee and you're oriented for the day.
🔗 QuickBooks
🔗 Google Calendar
🔗 Gmail
🔗 HubSpot
Carrie Explains AI
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AI explained for people
who aren't tech people.
who aren't tech people.