Source: https://hiatt-co.com/workflows/custom-data-dashboard/

FREE BUSINESS WORKFLOW · AI AS AN ASSISTANT

# Create a dashboard by describing what you need

Explore business metrics with plain-language requests and follow-up questions.

Data access / File creation · No sign-up

## When to use it

When you want to explore business metrics and check where each figure comes from.

## What you’ll get

An interactive dashboard with traceable metrics.

## Work through the steps

Before you start

An approved agent with dashboard creation and read-only data access, metric definitions, and a reporting period.

Step 01

### Describe the question

Plan a dashboard for \[business question\], \[period\], \[metrics\], and \[audience\]. Clarify definitions; do not query data or build yet.

Step 02

### Find approved data

Confirm sources before querying.

Use existing reports first, then approved analytics datasets. Propose new queries only if necessary; obtain review before execution. Preserve access restrictions.

Step 03

### Inspect the dashboard

Compare with source records.

Build the dashboard from verified results. Show source references, units, date range, filters, and freshness. Flag missing data; do not fabricate values.

Step 04

### Refine the view

Change one thing at a time.

Add a breakdown by \[dimension\] and adjust \[chart\]. Preserve metric definitions and explain any change in totals.

### Step 05 · Review before use

-   Reconcile totals with approved reports.
-   Test filters and date boundaries.
-   Confirm sharing permissions before publishing.

**If you get stuck:** Without governed data access, use an approved export. Label it as a snapshot rather than live data.

Inspired by [ChatPRD’s natural-language dashboard workflow](https://www.chatprd.ai/how-i-ai/workflows/how-to-create-a-custom-data-dashboard-on-the-fly-with-a-natural-language-ai-agent). Prompts above are original Hiatt Co practice material.

### Want your team to use this on your own work?

In a Hiatt Co workshop, we can adapt this process to your team’s work, tools, and review rules.

[Related training: AI as an Assistant](https://hiatt-co.com/programs/#assistant)

[Plan a workshop](https://hiatt-co.com/plan/?workflow=custom-data-dashboard)

[Back to free workflows](https://hiatt-co.com/workflows/#custom-data-dashboard)