THE ACCIDENTAL ANALYST Claude Dashboard Daily ↗
FREE INTERACTIVE REFERENCE

The 7 Rules for
Confident Claude Dashboards.

Build faster with Claude. Trust the result because you know what to check. Built on the Seven C's from The Accidental Analyst. Follow my dashboard builds at Claude Dashboard Daily ↗

○ AI suggests. ✕ You provide the judgment.

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Start with the rule that matters most to your dashboard.

Your seven confidence checks

Choose a status for each rule

  1. 01

    CHOOSE

    Start with the Decision

    Know who needs to decide what, and why. Build for a business question, not a collection of charts.

    Tell Claude “Who the audience is, what decision(s) they need to make.”

  2. 02

    COLLECT

    Know Your Data

    Understand sources, definitions, time periods, row-level detail, coverage, and what might be missing.

    Tell Claude “Summarize these sources: row counts, date ranges, fields, data grain, possible gaps, and possible duplicates.”

  3. 03

    CHECK

    Verify Before You Trust

    Reconcile totals. Check duplicates, missing data, unexpected joins, outliers, and inconsistent dates.

    Tell Claude “Show the source totals and all data quality issues you can check for. Prove joins do not incorrectly multiply rows or costs, etc.”

  4. 04

    CLEAN & CALCULATE

    Define What the Numbers Mean

    Specify formulas, denominators, filters, exclusions, and assumptions. Don't let AI silently define your metrics.

    Tell Claude “Explain metric definitions and assumptions you calculated. If there are common alternatives, tell me how they would change the values.”

  5. 05

    CHART

    Make Important Patterns Visible

    Use comparisons, trends, distributions, and exceptions. Make denominators, units, and time periods clear.

    Tell Claude “Which simple visuals would best reveal the patterns, trends and anomalies that might alter the decision, tradeoffs, and uncertainty? Show them and the best 2 alternatives for each data display we create. Ask me to pick one.”

  6. 06

    CUSTOMIZE

    Design for Action

    Fit the dashboard to strategic, tactical, or operational users. Add useful targets, thresholds, and drilldowns.

    Tell Claude “Improve clarity. Make it immediately clear what needs attention and what action follows. Best 2-3 filters or clickable filters in the dashboard that will maximize utility.”

  7. 07

    COMMUNICATE

    Communicate the Decision

    Explain what matters, the evidence, what's still uncertain, what to do next, and what to watch.

    Tell Claude “Write a 30-second decision brief: finding in 2-3 latest time periods or top categories, level of evidence, uncertainty and possible actions. Potential supplemental analysis I could build next to verify/validate/confirm.”

0 of 7 complete Your choices update the URL automatically

Start with the rule that matters most to your dashboard.