30 Claude Prompts That Build Spreadsheet Dashboards
Fill [PLACEHOLDERS] and Claude returns a spreadsheet-style KPI dashboard as one self-contained HTML file that looks and behaves like Sheets or Excel: clickable cells, tabs, a formula bar, and sample rows. You also get the column map so you can rebuild the grid in a real workbook. Not a chart-card screen, and not a paste-only formula list.
In short: This page contains 30 copy-paste ready prompts, organized into 6 categories with a description and pro tip for each. The first 5 prompts are free instantly, no signup needed. Hand-curated and tested by the AI Academy team.
Sheets KPI
5 promptsWeekly KPI Grid
1/30โจ What it does
Claude builds a Sheets-style weekly KPI grid for [TEAM NAME] with frozen headers, sparkline cells, and a formula bar as a working screen you can click in the chat. Click a KPI cell, then paste your real rows into the data tab.
You are a spreadsheet dashboard designer who builds Google Sheets-style KPI boards as clickable HTML. <context> I need a weekly KPI dashboard that looks and behaves like Google Sheets, not a chart-card analytics screen. Build one self-contained HTML file with inline CSS and vanilla JS that I can click in the chat. Seed realistic sample rows. Also write the sheet structure so I can rebuild it in a real workbook. </context> <inputs> - Team or company name: [TEAM NAME] - Week ending date: [WEEK ENDING] - KPIs to track: [KPI LIST] - Targets for each KPI: [TARGETS] - Owners: [OWNERS] </inputs> <task> Build a Sheets-style workbook with: 1. Chrome: column letters, row numbers, an fx formula bar that shows the selected cell address and formula, and sheet tabs named Scorecard, Data, and Targets. 2. A frozen header on Scorecard: KPI, owner, this week, last week, vs last week, vs target, RAG, 8-week sparkline. 3. Click-to-select cells so the formula bar updates. Tabs switch views. 4. Computed columns from the Data tab arrays (percent change, RAG from editable thresholds). 5. In-cell sparklines (tiny SVG or a CDN helper) driven by the same arrays. Then write the sheet structure: tab names, column letters, and the exact formulas (percent change, RAG IF) I would paste into Google Sheets. </task> <constraints> - One self-contained HTML file. CDN only for sparklines if needed. - All sample rows live in labeled JS constants at the top. - Looks like Sheets (gray fx bar, blue selection, tabs at the bottom), not a BI card layout. - Accessible contrast. The grid can scroll on a phone. </constraints> <format> Return the full HTML as an artifact. Then list the column map, formulas, and which JS array I replace when I paste real rows. </format>
Pro tip: Give last week's real figures as the sample so the RAG colors and sparklines open at your scale, not at round demo numbers.
Monthly Sparkline Scorecard
2/30โจ What it does
Claude builds a monthly sparkline scorecard for [KPI LIST] as a Sheets-style grid with an fx bar you can click in the chat. Click a sparkline cell, then paste your real rows into the month columns.
You are a Sheets dashboard designer who puts trends inside cells, not in a separate chart pane. <context> I need a 12-month KPI scorecard that looks like Google Sheets. One self-contained HTML file with inline CSS and vanilla JS. Clickable cells. Sample rows. Also the column map for a real Sheet. </context> <inputs> - Scorecard title: [SCORECARD TITLE] - KPIs as rows: [KPI LIST] - Months to show: [MONTHS] - Unit per KPI: [UNITS] - Good direction per KPI: [HIGHER OR LOWER IS BETTER] </inputs> <task> Build a Sheets-style grid: KPI names in column A, one column per month, a YTD total, a vs-prior-year cell if I supplied last year, and a sparkline cell at the end of each row. Frozen first column and header. fx bar updates on click. A Data tab holds the raw month values in labeled JS arrays. Compute YTD and the direction-aware variance. Then write the Google Sheets formulas (SUM of month range, sparkline SPARKLINE function, IF for direction). </task> <constraints> - One self-contained HTML file. SVG sparklines are fine. - Sample data in labeled JS constants at the top. - Sheets chrome: fx bar, column letters, row numbers, bottom tabs. - Empty months show a blank, not zero, unless I said the value is zero. </constraints> <format> Return the full HTML as an artifact. Then the column map, SPARKLINE and SUM formulas, and which array I replace when I paste real rows. </format>
Pro tip: Name the months you already have, even if it is only three, so the sparkline scale matches your year instead of a flat invented curve.
Headline KPI Pack
3/30โจ What it does
Claude builds a headline KPI pack for [HEADLINE METRIC] with supporting cells and a Sheets tab bar as a working screen you can click in the chat. Click the headline cell, then paste your real rows over the sample.
You are a Sheets dashboard designer who leads with one headline cell and a small supporting grid. <context> I need a one-screen Sheets-style pack around one headline metric, plus supporting KPIs in cells (not giant cards). One self-contained HTML file I can click. Sample rows. Also the workbook structure. </context> <inputs> - Company or product: [COMPANY] - Headline metric: [HEADLINE METRIC] - Headline target: [HEADLINE TARGET] - Supporting KPIs: [SUPPORTING KPIS] - Period: [PERIOD] </inputs> <task> Build a Sheets-style file with tabs Headline and Inputs. The Headline tab has a large computed cell for [HEADLINE METRIC] (value, target, percent to target, vs prior period) and a compact grid of supporting KPIs with owner and RAG. Clicking the headline cell shows its formula in the fx bar. Inputs holds the raw rows. Compute status from value versus [HEADLINE TARGET]. Then write the Sheets formulas for percent to target and RAG. </task> <constraints> - One self-contained HTML file. No BI card layout. - Sample rows in labeled JS constants. - Sheets chrome: fx bar, letters, numbers, tabs, frozen header on the supporting grid. - Status is computed, not hardcoded. </constraints> <format> Return the full HTML as an artifact. Then the column map, formulas, and which JS array I replace when I paste real rows. </format>
Pro tip: Set a real target on the headline metric so the pack can mark on track or off track from the first cell you click.
Target Versus Actual RAG Sheet
4/30โจ What it does
Claude builds a target versus actual RAG sheet for [KPI LIST] with green, amber, and red cells as a working screen you can click in the chat. Click a red cell, then paste your real rows into the actuals column.
You are a Sheets dashboard designer who builds target-versus-actual RAG grids operators can scan in five seconds. <context> I need a RAG sheet that looks like Google Sheets. Clickable cells, frozen headers, an fx bar. One self-contained HTML file. Sample rows. Also the formulas for a real Sheet. </context> <inputs> - Team: [TEAM NAME] - KPIs: [KPI LIST] - Target per KPI: [TARGETS] - Actuals I have: [ACTUALS OR INVENT] - RAG rules: [E.G. GREEN AT OR ABOVE 95% OF TARGET, AMBER 80-95, RED BELOW 80] </inputs> <task> Build tabs Scorecard and Inputs. Scorecard columns: KPI, target, actual, variance, percent of target, RAG label, owner. Color the RAG cell from the rule constants. Click a cell to see the IF/percent formula in the fx bar. Inputs holds the raw actuals. Then write the Google Sheets formulas and the conditional-format steps for the RAG column. </task> <constraints> - One self-contained HTML file. - RAG computed from constants, not painted by hand. - Sheets chrome. Accessible text on every RAG color. - Sample rows in labeled JS constants at the top. </constraints> <format> Return the full HTML as an artifact. Then the column map, RAG formulas, format steps, and which array I replace when I paste real rows. </format>
Pro tip: Write explicit green, amber, and red cutoffs. If you skip them, every row looks fine and the sheet stops being useful.
Multi-Team KPI Rollup
5/30โจ What it does
Claude builds a multi-team KPI rollup for [TEAM NAMES] with per-team tabs and a company grid as a working screen you can click in the chat. Click a team tab, then paste your real rows into that team's sheet.
You are a Sheets dashboard designer who rolls team grids into one company sheet. <context> I need a multi-team KPI workbook that looks like Google Sheets: one tab per team plus a Rollup tab. One self-contained HTML file I can click. Sample rows. Also the structure for a real workbook. </context> <inputs> - Company name: [COMPANY] - Teams: [TEAM NAMES] - Shared KPI list: [KPI LIST] - Period: [PERIOD] - Rollup method: [SUM / AVERAGE / WEIGHTED] </inputs> <task> Build a tab per team in [TEAM NAMES] plus a Rollup tab. Each team tab is a small grid (KPI, actual, target, RAG). Rollup sums or averages the same KPI across teams and shows a company RAG. Clicking a Rollup cell shows the SUMIF-style formula in the fx bar. Switching tabs changes the grid. Seed sample rows per team in labeled JS objects. Then write the Google Sheets formulas that pull each team tab into Rollup. </task> <constraints> - One self-contained HTML file. - Same column order on every team tab. - Sheets chrome: fx bar, letters, numbers, bottom tabs. - Rollup values are computed from the team arrays, not hardcoded. </constraints> <format> Return the full HTML as an artifact. Then the per-tab column map, rollup formulas, and which arrays I replace when I paste real rows. </format>
Pro tip: Use the same KPI names on every team tab so the company rollup can SUMIF without messy aliases.
Excel Style
5 promptsFrozen Pane Excel Dashboard
6/30โจ What it does
Claude builds a frozen-pane Excel-style dashboard for [DEPARTMENT] with a Name Box and locked header as a working screen you can click in the chat. Click a frozen header, then paste your real rows under it.
You are an Excel dashboard designer who builds workbooks that freeze the title and header while the data scrolls. <context> I need an Excel-style dashboard (green formula bar, Name Box, sheet tabs, gridlines), not a web analytics layout. One self-contained HTML file I can click. Sample rows. Also the Excel structure (freeze panes, named ranges, formulas). </context> <inputs> - Department: [DEPARTMENT] - Title rows to freeze: [FREEZE ROWS] - KPIs or line items: [LINE ITEMS] - Period columns: [PERIODS] - Currency or unit: [UNIT] </inputs> <task> Build an Excel-looking workbook: ribbon-thin top bar, Name Box, formula bar, column letters, row numbers, gridlines, and tabs Dashboard and Data. Freeze the title and header so they stay put while the body scrolls. Click a cell to fill the Name Box and formula bar. Dashboard shows line items by period with totals and a variance column computed from the Data array. Then write the Excel freeze-pane steps, named ranges, and formulas. </task> <constraints> - One self-contained HTML file. - Excel chrome, not Sheets chrome, not BI cards. - Sample rows in labeled JS constants. - Frozen header must stay visible while the body scrolls. </constraints> <format> Return the full HTML as an artifact. Then freeze-pane steps, named ranges, formulas, and which array I replace when I paste real rows. </format>
Pro tip: Say how many header rows to freeze. A two-row title plus a filter row is the usual Excel dashboard lock.
Formula Bar Workbook
7/30โจ What it does
Claude builds an Excel-style workbook for [WORKBOOK NAME] whose formula bar shows every selected cell as a working screen you can click in the chat. Click the formula bar, then paste your real rows into the named range.
You are an Excel specialist who teaches people to trust a dashboard by reading the formula bar. <context> I need an Excel-style workbook where every computed cell has a visible formula I can click and read. One self-contained HTML file. Sample rows. Also a Name Manager list I can rebuild in Excel. </context> <inputs> - Workbook name: [WORKBOOK NAME] - Input block fields: [INPUT FIELDS] - Calculated KPIs: [CALCULATED KPIS] - Sheet tabs: [TAB NAMES] </inputs> <task> Build Excel chrome (Name Box, formula bar, gridlines, bottom tabs). Inputs sit in a labeled block with names. Calculated KPIs reference those names. Clicking a KPI shows the named formula in the formula bar (for example =GrossMargin). Seed sample inputs in JS constants and compute the KPIs live. Then write the Excel Name Manager list and the exact formulas. </task> <constraints> - One self-contained HTML file. - No hardcoded totals. Every KPI is computed from the input constants. - Excel look: green formula bar, Name Box, A1-style addresses. - Accessible contrast. </constraints> <format> Return the full HTML as an artifact. Then the Name Manager list, formulas, and which constants I replace when I paste real rows. </format>
Pro tip: Ask Claude to put every total in a named cell so the formula bar reads =TotalRevenue instead of a buried range.
Pivot-Feel Summary Sheet
8/30โจ What it does
Claude builds a pivot-feel summary sheet for [SOURCE FIELDS] with filter cells and subtotals as a working screen you can click in the chat. Click a subtotal, then paste your real rows into the source tab.
You are an Excel dashboard designer who fakes a lightweight pivot with formulas so the grid still looks like a sheet. <context> I need a pivot-feel summary (filters, row labels, values, subtotals) that still looks like Excel, not a PivotTable screenshot. One self-contained HTML file I can click. Sample source rows. Also the SUMIFS layout for a real workbook. </context> <inputs> - Workbook name: [WORKBOOK NAME] - Source fields: [SOURCE FIELDS] - Rows to group by: [ROW FIELD] - Values to sum or count: [VALUE FIELD] - Filter field: [FILTER FIELD] </inputs> <task> Build tabs Summary and Source. Source is a table of sample rows from [SOURCE FIELDS]. Summary has a filter dropdown (or data-validation lookalike), row groups, value columns, and subtotals that recompute when the filter changes. Click a subtotal to show the SUMIFS-style formula in the formula bar. Then write the Excel SUMIFS/COUNTIFS formulas and the filter setup. </task> <constraints> - One self-contained HTML file. Vanilla JS filter against the source array. - Excel chrome. No chart-first layout. - Subtotals computed from Source, not hardcoded. </constraints> <format> Return the full HTML as an artifact. Then the source column map, SUMIFS formulas, and which array I replace when I paste real rows. </format>
Pro tip: Keep one source table. The summary should read that table, not a second copy of the same numbers.
Named Range Scorecard
9/30โจ What it does
Claude builds a named-range Excel scorecard for [KPI LIST] with a Name Box you can click in the chat. Click a named cell, then paste your real rows into the input block.
You are an Excel modeler who builds scorecards on named ranges so every formula reads in English. <context> I need an Excel-style scorecard driven by named ranges. One self-contained HTML file I can click. Sample rows. Also a Name Manager export I can type into Excel. </context> <inputs> - Scorecard name: [SCORECARD NAME] - KPIs: [KPI LIST] - Input cells to name: [INPUT NAMES] - Period: [PERIOD] </inputs> <task> Build Excel chrome with a Name Box that shows the defined name when I click a cell. Inputs on the left, computed scorecard on the right (value, target, percent, RAG). Formulas in the bar use names, not raw addresses. Seed sample inputs in labeled JS constants mapped to those names. Then write the Excel names, the formulas, and a short Name Manager setup list. </task> <constraints> - One self-contained HTML file. - Name Box and formula bar must stay in sync with the selection. - Excel look, not Sheets look. - Sample data in labeled JS constants. </constraints> <format> Return the full HTML as an artifact. Then the name list, formulas, and which constants I replace when I paste real rows. </format>
Pro tip: Name inputs like Target_MRR, not Cell_B4, so a teammate can read the scorecard without hunting.
Print Layout Dashboard Tab
10/30โจ What it does
Claude builds a print-layout Excel dashboard tab for [REPORT NAME] with a print area and page breaks as a working screen you can click in the chat. Click the print area, then paste your real rows before you export.
You are an Excel dashboard designer who builds a print-ready dashboard tab for a weekly packet. <context> I need an Excel-style dashboard that is also a print layout: visible print area, page-break marks, header and footer. One self-contained HTML file I can click. Sample rows. Also the Excel print-setup steps. </context> <inputs> - Report name: [REPORT NAME] - Audience: [AUDIENCE] - KPIs and tables to fit on one page: [PAGE CONTENTS] - Paper and orientation: [E.G. LANDSCAPE LETTER] - Footer text: [FOOTER] </inputs> <task> Build an Excel-looking Dashboard tab inside a print rectangle (dashed page edge). Include a title, date, KPI grid, one small table, and a footer with [FOOTER]. Clicking inside the print area selects cells and fills the formula bar. A Data tab holds the sample rows. Mark anything that would overflow the page. Then write Excel print-area, margins, and page-setup steps plus the formulas. </task> <constraints> - One self-contained HTML file. - Must look like Excel print preview of a sheet, not a designed poster. - Sample rows in labeled JS constants. - Fit the stated page size on a desktop viewport. </constraints> <format> Return the full HTML as an artifact. Then print-setup steps, formulas, and which array I replace when I paste real rows. </format>
Pro tip: Say landscape and one page if this is a Monday packet. Extra columns that spill to page two will get cut in the room.
Ops Tracker
5 promptsSLA Ops Grid
11/30โจ What it does
Claude builds an SLA ops grid for [QUEUE NAME] with breach flags and owner cells as a working screen you can click in the chat. Click a breach row, then paste your real rows into the ticket log.
You are an operations analyst who builds SLA tracker sheets that look like Google Sheets. <context> I need an SLA ops dashboard as a clickable spreadsheet, not a helpdesk chart wall. One self-contained HTML file. Sample ticket rows. Also the column map and formulas for a real Sheet. </context> <inputs> - Queue name: [QUEUE NAME] - SLA target: [E.G. FIRST RESPONSE IN 4 HOURS] - Columns I log: [TICKET FIELDS] - Agents: [AGENT NAMES] - Period: [PERIOD] </inputs> <task> Build tabs Queue and Scorecard. Queue is a ticket grid (id, opened, first response, resolved, agent, status, age, SLA flag). Scorecard cells: open count, breach count, median first response, tickets per agent. Click a breach flag to see the age-versus-target formula in the fx bar. Compute breaches from the SLA constant. Then write the Sheets formulas and the conditional-format rule for breached rows. </task> <constraints> - One self-contained HTML file. Sheets chrome. - Sample tickets in a labeled JS array. - Breach logic computed, not hardcoded. - Sort or filter by status if you can do it in vanilla JS. </constraints> <format> Return the full HTML as an artifact. Then the column map, SLA formulas, and which array I replace when I paste real rows. </format>
Pro tip: Put your real first-response target in one cell so the breach flag matches the SLA you already promised customers.
Stock and Reorder Sheet
12/30โจ What it does
Claude builds a stock and reorder sheet for [SKU LIST] with on-hand, reorder point, and flag cells as a working screen you can click in the chat. Click a flagged SKU, then paste your real rows into the stock tab.
You are an ops analyst who builds inventory sheets that look and behave like Excel or Sheets. <context> I need a stock and reorder dashboard as a clickable spreadsheet. One self-contained HTML file. Sample SKU rows. Also the formulas for a real workbook. </context> <inputs> - SKUs to track: [SKU LIST] - Fields: [SKU, NAME, ON HAND, REORDER POINT, UNIT COST, SUPPLIER] - Currency: [CURRENCY] - Lead time notes: [LEAD TIME] </inputs> <task> Build tabs Stock and Summary. Stock is a grid with computed inventory value, margin if I gave price, and a reorder flag when on hand is at or below the point. Summary cells: total value, SKUs to reorder, value at risk. Click a flag to see the IF formula in the formula bar. Frozen header. Then write the workbook formulas and the reorder filter. </task> <constraints> - One self-contained HTML file. Spreadsheet chrome (letters, numbers, formula bar, tabs). - Sample SKUs in a labeled JS array, at least one below reorder. - Flags computed from on hand versus reorder point. </constraints> <format> Return the full HTML as an artifact. Then the column map, formulas, and which array I replace when I paste real rows. </format>
Pro tip: Set reorder points from lead time, not from a guess, or the flag fires after you are already out.
Fulfillment Board Sheet
13/30โจ What it does
Claude builds a fulfillment board sheet for [CHANNEL LIST] with pick, pack, and ship columns as a working screen you can click in the chat. Click an order row, then paste your real rows into the orders tab.
You are an ops designer who builds fulfillment boards as spreadsheet dashboards, not kanban cards. <context> I need a pick / pack / ship board that looks like a sheet: rows are orders, columns are timestamps and statuses. One self-contained HTML file I can click. Sample orders. Also the structure for Sheets or Excel. </context> <inputs> - Channels: [CHANNEL LIST] - Statuses: [E.G. PICK, PACK, SHIP, HOLD] - Order fields: [ORDER FIELDS] - SLA for ship-by: [SHIP BY RULE] </inputs> <task> Build tabs Orders and Board. Orders is the raw grid. Board is a spreadsheet view with count cells per status, late-to-ship flags, and a channel breakdown. Click a late flag to see the ship-by formula. Frozen header. Then write COUNTIF/SUMIF formulas and the late rule. </task> <constraints> - One self-contained HTML file. Spreadsheet chrome, not a kanban. - Sample orders in a labeled JS array across statuses and channels. - Late logic computed from [SHIP BY RULE]. </constraints> <format> Return the full HTML as an artifact. Then the column map, formulas, and which array I replace when I paste real rows. </format>
Pro tip: Use the same status words your warehouse already shouts. A pretty synonym will not match the floor.
Incident Queue Sheet
14/30โจ What it does
Claude builds an incident queue sheet for [TEAM NAME] with severity, age, and status cells as a working screen you can click in the chat. Click an open incident, then paste your real rows into the log.
You are an incident-ops analyst who builds on-call sheets that look like Google Sheets. <context> I need an incident queue dashboard as a clickable spreadsheet. One self-contained HTML file. Sample incidents. Also the column map for a real Sheet. </context> <inputs> - Team name: [TEAM NAME] - Severity levels: [SEVERITY LEVELS] - Statuses: [STATUSES] - Fields: [INCIDENT FIELDS] - Age warn after: [AGE THRESHOLD] </inputs> <task> Build tabs Log and Board. Log is the incident grid (id, opened, severity, status, owner, age, customer impact). Board cells: open by severity, oldest open, count past [AGE THRESHOLD]. Click an age cell to see the now-minus-opened formula. Color severity with accessible badges inside cells. Then write the Sheets formulas and a sort-by-severity note. </task> <constraints> - One self-contained HTML file. Sheets chrome. - Sample incidents in a labeled JS array. - Age and counts computed, not hardcoded. </constraints> <format> Return the full HTML as an artifact. Then the column map, formulas, and which array I replace when I paste real rows. </format>
Pro tip: List the severity words you already use (SEV1, SEV2) so the top of the sheet matches standup language.
Capacity Versus Load Grid
15/30โจ What it does
Claude builds a capacity versus load grid for [TEAM NAMES] with hours planned against hours available as a working screen you can click in the chat. Click an overloaded cell, then paste your real rows into the capacity tab.
You are an ops planner who builds capacity-versus-load sheets for weekly staffing. <context> I need a capacity grid that looks like Excel or Sheets: people as rows, weeks as columns, load versus hours. One self-contained HTML file I can click. Sample assignments. Also the formulas for a real workbook. </context> <inputs> - Teams or people: [TEAM NAMES] - Hours available per person per week: [CAPACITY HOURS] - Work items or projects: [WORK ITEMS] - Weeks to show: [WEEKS] - Overload rule: [E.G. RED ABOVE 100%] </inputs> <task> Build tabs Assignments and Grid. Assignments lists work item, person, week, hours. Grid is a person-by-week matrix of load, capacity, and percent, with overload flags. Click a percent cell to see hours-over-capacity in the formula bar. Then write SUMIFS formulas and the overload format rule. </task> <constraints> - One self-contained HTML file. Spreadsheet chrome. Frozen first column and header. - Sample assignments in a labeled JS array. - Percents computed from load and [CAPACITY HOURS]. </constraints> <format> Return the full HTML as an artifact. Then the column map, SUMIFS formulas, and which array I replace when I paste real rows. </format>
Pro tip: Put weekly hours in one input cell per person. Inflated capacity is how these grids lie.
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Budget Sheet
5 promptsDepartment Budget Versus Actual
16/30โจ What it does
Claude builds a department budget versus actual sheet for [DEPARTMENT] with variance cells and a formula bar as a working screen you can click in the chat. Click a variance cell, then paste your real rows into the actuals tab.
You are a finance-ops analyst who builds budget-versus-actual sheets that look like Excel. <context> I need a department BvA dashboard as a clickable spreadsheet, not a finance chart wall. One self-contained HTML file. Sample rows. Also the Excel/Sheets formulas. </context> <inputs> - Department: [DEPARTMENT] - Budget categories: [CATEGORIES] - Period: [PERIOD] - Total budget: [TOTAL BUDGET] - Currency: [CURRENCY] </inputs> <task> Build tabs Actuals and BvA. Actuals is category, budget, actual, notes. BvA adds variance, percent used, and a RAG on overspend, plus a total row and a small month-to-date used cell. Click a variance cell to see actual-minus-budget in the formula bar. Excel-style chrome is preferred. Then write the formulas and the overspend format rule. </task> <constraints> - One self-contained HTML file. Spreadsheet chrome. - Variance and percent used computed from the Actuals array. - Sample rows in labeled JS constants. Currency formatted consistently. </constraints> <format> Return the full HTML as an artifact. Then the column map, formulas, and which array I replace when I paste real rows. </format>
Pro tip: Use the category names on last month's ledger so the variance column matches the lines you already defend.
Cash Runway Sheet
17/30โจ What it does
Claude builds a cash runway sheet for [BUSINESS NAME] with burn, balance, and months-left cells as a working screen you can click in the chat. Click the runway cell, then paste your real rows into the cash log.
You are a small-business finance builder who puts runway in a spreadsheet, not a runway gauge graphic. <context> I need a cash runway dashboard that looks like a sheet: monthly inflows, outflows, ending balance, months of runway. One self-contained HTML file I can click. Sample months. Also the formulas for a real workbook. </context> <inputs> - Business name: [BUSINESS NAME] - Starting cash: [STARTING CASH] - Inflow lines: [INFLOWS] - Outflow lines: [OUTFLOWS] - Months to project: [MONTHS] </inputs> <task> Build tabs CashLog and Runway. CashLog is month rows with inflow columns, outflow columns, net, and ending balance carried forward from [STARTING CASH]. Runway cells: latest balance, average burn, months left, lowest month. Click months-left to see balance-over-burn in the formula bar. Then write the carry-forward and runway formulas. </task> <constraints> - One self-contained HTML file. Spreadsheet chrome. - Ending balance and runway computed, not hardcoded. - Sample months in a labeled JS array. Negative balances flagged. </constraints> <format> Return the full HTML as an artifact. Then the column map, formulas, and which array I replace when I paste real rows. </format>
Pro tip: Give a real starting balance. A made-up bank line makes the months-left cell theater.
Project Budget Grid
18/30โจ What it does
Claude builds a project budget grid for [PROJECT NAME] with committed, spent, and remaining cells as a working screen you can click in the chat. Click a remaining cell, then paste your real rows into the spend tab.
You are a project controller who builds project budget sheets with committed, spent, and remaining columns. <context> I need a project budget dashboard as a clickable spreadsheet. One self-contained HTML file. Sample spend rows. Also the structure for Sheets or Excel. </context> <inputs> - Project name: [PROJECT NAME] - Cost codes or workstreams: [COST CODES] - Approved budget: [APPROVED BUDGET] - Currency: [CURRENCY] </inputs> <task> Build tabs Spend and Control. Spend logs date, cost code, committed, spent, vendor, notes. Control is a grid by cost code with budget, committed, spent, remaining, and percent used, plus a project total. Click remaining to see budget-minus-committed in the formula bar. Then write the SUMIF formulas. </task> <constraints> - One self-contained HTML file. Spreadsheet chrome. Frozen header. - Remaining computed from budget and committed, not from spent only. - Sample rows in a labeled JS array. </constraints> <format> Return the full HTML as an artifact. Then the column map, formulas, and which array I replace when I paste real rows. </format>
Pro tip: Split committed from spent. A single actuals column hides money you already promised.
Headcount and Opex Sheet
19/30โจ What it does
Claude builds a headcount and opex sheet for [DEPARTMENT] with FTE, salary, and tool-cost cells as a working screen you can click in the chat. Click a cost cell, then paste your real rows into the people tab.
You are a finance-ops analyst who builds headcount and opex sheets for department reviews. <context> I need a people-and-tools cost dashboard as a clickable spreadsheet. One self-contained HTML file. Sample people and tool rows. Also the formulas for a real workbook. </context> <inputs> - Department: [DEPARTMENT] - People fields: [NAME, ROLE, FTE, LOADED COST] - Tool or vendor costs: [TOOLS] - Period: [PERIOD] </inputs> <task> Build tabs People, Tools, and Opex. People and Tools are input grids. Opex rolls FTE, loaded people cost, tool cost, cost per FTE, and versus last period if I gave it. Click cost-per-FTE to see the divide formula. Then write the SUM and cost-per-FTE formulas. </task> <constraints> - One self-contained HTML file. Spreadsheet chrome. - Totals computed from the People and Tools arrays. - Sample rows in labeled JS constants. Guard divide-by-zero. </constraints> <format> Return the full HTML as an artifact. Then the column maps, formulas, and which arrays I replace when I paste real rows. </format>
Pro tip: Include fully loaded cost if you have it. Salary-only opex understates the sheet every time.
Vendor Spend Sheet
20/30โจ What it does
Claude builds a vendor spend sheet for [VENDOR LIST] with annual cost, renewal, and score cells as a working screen you can click in the chat. Click a renewal row, then paste your real rows into the vendor tab.
You are a procurement analyst who builds vendor-spend dashboards as spreadsheet grids. <context> I need a vendor spend sheet I can click: annual cost, category, renewal, a simple score. One self-contained HTML file. Sample vendors. Also the formulas for a real workbook. </context> <inputs> - Vendors: [VENDOR LIST] - Categories: [CATEGORIES] - Renewal warning window: [E.G. 30 DAYS] - Score fields: [E.G. PRICE, RELIABILITY 1-5] - Currency: [CURRENCY] </inputs> <task> Build tabs Vendors and Spend. Vendors is the grid (name, category, annual cost, renewal date, scores, average score, days to renewal, due flag). Spend cells: total annual, spend by category, count due inside the window. Click a due flag to see the date math in the formula bar. Then write AVERAGE, SUMIF, and date-flag formulas. </task> <constraints> - One self-contained HTML file. Spreadsheet chrome. - Due flag computed from today versus renewal and [E.G. 30 DAYS]. - Sample vendors in a labeled JS array with mixed renewal dates. </constraints> <format> Return the full HTML as an artifact. Then the column map, formulas, and which array I replace when I paste real rows. </format>
Pro tip: Add the renewal date you already have in email. The due list is only useful if those dates are real.
CRM Sheet
5 promptsPipeline Weighted Sheet
21/30โจ What it does
Claude builds a weighted pipeline sheet for [STAGE LIST] with probability and forecast cells as a working screen you can click in the chat. Click a deal row, then paste your real rows into the deals tab.
You are a RevOps builder who puts pipeline in a spreadsheet dashboard, not a funnel chart. <context> I need a weighted pipeline sheet that looks like Sheets or Excel. One self-contained HTML file I can click. Sample deals. Also the VLOOKUP and SUMIF structure for a real workbook. </context> <inputs> - Stages and win odds: [STAGE LIST] - Deal fields: [COMPANY, OWNER, VALUE, STAGE, CLOSE DATE] - Reps: [REP NAMES] - Currency: [CURRENCY] - Period: [PERIOD] </inputs> <task> Build tabs Deals, Stages, and Forecast. Stages is the probability lookup. Deals has a probability column filled from stage and a weighted value (value times probability). Forecast cells: total pipeline, weighted forecast, by stage, by rep, closing this month. Click a weighted cell to see the lookup formula. Then write VLOOKUP/XLOOKUP and SUMIF formulas. </task> <constraints> - One self-contained HTML file. Spreadsheet chrome. Frozen header on Deals. - Probability comes from the Stages table, not typed per deal. - Sample deals in a labeled JS array across stages. </constraints> <format> Return the full HTML as an artifact. Then the column map, lookup formulas, and which array I replace when I paste real rows. </format>
Pro tip: Keep stage-to-probability in its own two-column table so one edit updates every weighted cell.
Account Health Grid
22/30โจ What it does
Claude builds an account health grid for [SEGMENT LIST] with score, MRR, and risk cells as a working screen you can click in the chat. Click an at-risk account, then paste your real rows into the accounts tab.
You are a customer-success ops builder who scores accounts in a spreadsheet, not a heat-map poster. <context> I need an account health dashboard as a clickable sheet. One self-contained HTML file. Sample accounts. Also the score formula for a real workbook. </context> <inputs> - Segments: [SEGMENT LIST] - Health signals and weights: [SIGNALS] - At-risk cutoff: [CUTOFF] - Account fields: [ACCOUNT FIELDS] </inputs> <task> Build tabs Accounts and Health. Accounts holds name, segment, MRR, and raw signals. Health adds a weighted score, RAG, and an at-risk flag below [CUTOFF], plus summary cells (count healthy, at risk, MRR at risk). Click a score to see the weighted formula. Then write the Excel/Sheets score formula and the cutoff flag. </task> <constraints> - One self-contained HTML file. Spreadsheet chrome. - Score computed from [SIGNALS] weights in an editable constant. - Sample accounts in a labeled JS array, including at least one below [CUTOFF]. </constraints> <format> Return the full HTML as an artifact. Then the column map, score formula, and which array I replace when I paste real rows. </format>
Pro tip: Weight the one signal that actually predicts your churn. A flat average hides the accounts you should call.
Lead Source Sheet
23/30โจ What it does
Claude builds a lead source sheet for [SOURCE LIST] with spend, leads, and CPA cells as a working screen you can click in the chat. Click a source total, then paste your real rows into the leads tab.
You are a demand-gen analyst who builds lead-source dashboards as spreadsheet grids. <context> I need a lead source sheet: spend, leads, MQL, SQL, CPA, conversion. Clickable spreadsheet, not a stacked-area marketing dashboard. One self-contained HTML file. Sample rows. Also the formulas. </context> <inputs> - Sources: [SOURCE LIST] - Stages: [E.G. LEAD, MQL, SQL] - Spend per source if known: [SPEND] - Period: [PERIOD] </inputs> <task> Build tabs Leads and Sources. Leads is row-level sample data (date, source, stage, amount if any). Sources is a SUMIF grid: leads, MQL, SQL, spend, CPA, conversion rates, with a best and worst source flag. Click CPA to see spend-over-leads in the formula bar. Then write the SUMIF and IFERROR formulas. </task> <constraints> - One self-contained HTML file. Spreadsheet chrome. - Rates guarded with IFERROR. - Sample leads in a labeled JS array across [SOURCE LIST]. </constraints> <format> Return the full HTML as an artifact. Then the column map, formulas, and which array I replace when I paste real rows. </format>
Pro tip: Paste real spend per source. CPA without spend is just a lead count wearing a finance hat.
Renewal Watchlist Sheet
24/30โจ What it does
Claude builds a renewal watchlist sheet for [RENEWAL WINDOW] with days-to-renew and risk cells as a working screen you can click in the chat. Click a due row, then paste your real rows into the renewals tab.
You are a CS ops builder who keeps renewals in a spreadsheet watchlist. <context> I need a renewal dashboard as a clickable sheet: days to renew, ARR, risk, owner. One self-contained HTML file. Sample contracts. Also the date formulas for a real workbook. </context> <inputs> - Renewal window: [RENEWAL WINDOW] - Account fields: [ACCOUNT, ARR, END DATE, OWNER, RISK] - Risk words: [E.G. HEALTHY, WATCH, SAVE] - Currency: [CURRENCY] </inputs> <task> Build tabs Renewals and Watch. Renewals is the contract grid with a days-to-renew column and a due-in-window flag. Watch cells: ARR due in window, count by risk, overdue (end date before today and still open). Click days-to-renew to see the date formula. Then write the date math and SUMIF by risk. </task> <constraints> - One self-contained HTML file. Spreadsheet chrome. Frozen header. - Days and flags computed from end date and [RENEWAL WINDOW]. - Sample contracts in a labeled JS array with mixed dates. </constraints> <format> Return the full HTML as an artifact. Then the column map, formulas, and which array I replace when I paste real rows. </format>
Pro tip: Put the contract end date you have, not the last invoice date, or the watchlist will chase the wrong week.
Rep Activity Scorecard
25/30โจ What it does
Claude builds a rep activity scorecard for [REP NAMES] with calls, meetings, and win-rate cells as a working screen you can click in the chat. Click a rep row, then paste your real rows into the activity tab.
You are a sales-ops builder who scores reps in a spreadsheet, not a quota-ring graphic. <context> I need a rep activity scorecard as a clickable sheet. One self-contained HTML file. Sample activity and outcomes. Also the formulas for a real workbook. </context> <inputs> - Reps: [REP NAMES] - Activity fields: [E.G. CALLS, EMAILS, MEETINGS] - Outcome fields: [E.G. DEALS WON, REVENUE] - Period: [PERIOD] - Quota if any: [QUOTA] </inputs> <task> Build tabs Activity and Scorecard. Activity is rep, week, activity counts, outcomes. Scorecard is one row per rep: totals, win rate, meetings per deal, quota percent if given, vs team average. Click win rate to see won-over-closed in the formula bar. Then write SUMIF and ratio formulas. </task> <constraints> - One self-contained HTML file. Spreadsheet chrome. - Ratios computed and guarded against zero closes. - Sample rows in a labeled JS array for every rep in [REP NAMES]. </constraints> <format> Return the full HTML as an artifact. Then the column map, formulas, and which array I replace when I paste real rows. </format>
Pro tip: Add an activity-to-outcome ratio so the sheet rewards meetings that become deals, not raw dial count.
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Live Feeling
5 promptsTicking KPI Sheet
26/30โจ What it does
Claude builds a ticking KPI sheet for [LIVE METRICS] that updates cells on a timer as a working screen you can click in the chat. Click a ticking cell, then paste your real rows into the feed array.
You are a front-end spreadsheet designer who makes a KPI grid feel live without a backend. <context> I need a Sheets-style KPI grid whose cells tick on a timer, like a live workbook. One self-contained HTML file I can click. Simulated rows that stay bounded. Also the column map and where to paste real rows later. </context> <inputs> - Sheet title: [SHEET TITLE] - Live metrics: [LIVE METRICS] - Update cadence: [E.G. EVERY 2 SECONDS] - Bounds so numbers cannot run away: [MIN MAX] </inputs> <task> Build a Sheets-style grid with an fx bar and a Live tab. Each metric is a cell that updates on setInterval within [MIN MAX]. A short history column or sparkline cell records the last 20 ticks. Include a Pause control. Click a ticking cell to see it is bound to the feed array. Then write the sheet structure and explain which array a real poll would replace. </task> <constraints> - One self-contained HTML file. Spreadsheet chrome, not a control-room poster. - Updates bounded. Pause works. - Feed data in a labeled JS array at the top. </constraints> <format> Return the full HTML as an artifact. Then the column map and which feed array I replace when I paste real rows or wire a fetch. </format>
Pro tip: Keep the tick function in one place so swapping the timer for a real fetch is a one-line change.
Live Sales Board
27/30โจ What it does
Claude builds a live sales board for [TEAM NAME] whose deal cells refresh like a trading sheet as a working screen you can click in the chat. Click a live deal, then paste your real rows into the deals feed.
You are a RevOps front-end builder who makes a deal sheet feel like a live trading blotter while staying a spreadsheet. <context> I need a live sales board that still looks like Excel or Sheets: deal rows, stage, value, last update. Cells refresh on a timer. One self-contained HTML file I can click. Also the column map. </context> <inputs> - Team name: [TEAM NAME] - Stages: [STAGE LIST] - Reps: [REP NAMES] - Cadence: [E.G. EVERY 3 SECONDS] - Currency: [CURRENCY] </inputs> <task> Build tabs Board and Feed. Board is a deal grid plus total and weighted cells that recompute as the feed mutates (new row, stage change, value nudge) inside bounds. Frozen header. Click a deal value to see the formula. Pause control. Then write the static sheet formulas and say which feed array a webhook would replace. </task> <constraints> - One self-contained HTML file. Spreadsheet chrome. - Mutations bounded. Totals recompute from the array. - Sample deals in a labeled JS array. </constraints> <format> Return the full HTML as an artifact. Then the column map, formulas, and which feed array I replace when I paste real rows. </format>
Pro tip: Ask for a pause switch. A board that never sits still is hard to read in standup.
Live Ops Queue
28/30โจ What it does
Claude builds a live ops queue sheet for [QUEUE NAME] with arriving and clearing rows as a working screen you can click in the chat. Click a live ticket, then paste your real rows into the queue feed.
You are an ops engineer who simulates a live ticket sheet in HTML that still looks like Google Sheets. <context> I need a live ops queue: rows arrive and clear on a timer, counts update, SLA flags stay correct. One self-contained HTML file I can click. Also the column map for a real Sheet. </context> <inputs> - Queue name: [QUEUE NAME] - Ticket fields: [TICKET FIELDS] - SLA target: [SLA TARGET] - Cadence: [CADENCE] - Agents: [AGENT NAMES] </inputs> <task> Build a Sheets-style Queue tab. A timer prepends or resolves sample tickets from a feed array. Cells for open, arrived last minute, breaches update live. Click a new row. Pause control. Then write the static formulas (open count, breach IF) and name the feed array I would replace with real rows or a poll. </task> <constraints> - One self-contained HTML file. Sheets chrome. Frozen header. - Queue length stays bounded. - Sample tickets in a labeled JS array. </constraints> <format> Return the full HTML as an artifact. Then the column map, formulas, and which feed array I replace when I paste real rows. </format>
Pro tip: Cap how many rows can appear per tick so the sheet stays readable instead of flooding.
Refreshing Cash Position
29/30โจ What it does
Claude builds a refreshing cash position sheet for [BUSINESS NAME] whose balance cells tick as a working screen you can click in the chat. Click the balance cell, then paste your real rows into the cash feed.
You are a finance front-end builder who makes a cash sheet feel live while it still looks like Excel. <context> I need a cash position workbook whose balance and last-movement cells tick on a timer. Spreadsheet chrome, not a gauge. One self-contained HTML file I can click. Also the ledger structure. </context> <inputs> - Business name: [BUSINESS NAME] - Starting balance: [STARTING CASH] - Movement types: [E.G. INVOICE, PAYROLL, TAX] - Cadence: [CADENCE] - Currency: [CURRENCY] </inputs> <task> Build tabs Ledger and Position. Ledger appends simulated movements from a feed array. Position cells (balance, last inflow, last outflow, net today) recompute each tick. Click the balance cell to see the running-sum formula. Pause control. Then write the carry-forward formulas and name the feed array to replace with real rows. </task> <constraints> - One self-contained HTML file. Excel-style chrome preferred. - Balance always equals starting cash plus the ledger array. - Movements bounded so cash cannot explode. </constraints> <format> Return the full HTML as an artifact. Then the column map, formulas, and which feed array I replace when I paste real rows. </format>
Pro tip: Keep inflows and outflows as separate feed rows so the ticking balance still ties out like a ledger.
Weekly Close Ticker
30/30โจ What it does
Claude builds a weekly close ticker sheet for [CLOSE CHECKLIST] with cells that flip as items land as a working screen you can click in the chat. Click a close item, then paste your real rows into the checklist tab.
You are a finance-ops designer who builds a weekly close checklist that feels live inside a spreadsheet. <context> I need a close ticker sheet: checklist rows flip from open to done on a timer (or as I click), and percent-close and blockers update. One self-contained HTML file I can click. Also the checklist structure for a real workbook. </context> <inputs> - Close checklist items: [CLOSE CHECKLIST] - Owners: [OWNERS] - Close day: [CLOSE DAY] - Blocker rule: [E.G. RED IF STILL OPEN AFTER NOON] </inputs> <task> Build tabs Checklist and Close. Checklist is item, owner, status, timestamp, blocker flag. A timer can flip sample items to done, and I can also click a status cell to toggle. Close cells: percent done, remaining, blockers. Click percent done to see COUNTIF in the formula bar. Then write the COUNTIF formulas and the blocker rule. </task> <constraints> - One self-contained HTML file. Spreadsheet chrome. - Percent and blockers computed from the checklist array. - Sample items from [CLOSE CHECKLIST] in a labeled JS array. </constraints> <format> Return the full HTML as an artifact. Then the column map, formulas, and which array I replace when I paste real rows. </format>
Pro tip: List the close items in the order your accountant already runs them. A pretty order will fight the real Friday.
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