Combine many spreadsheet tabs into one KPI dashboard
Michael Crist at ShineOn had a marketing tracker with 12 tabs, one per team member, and up to 47 columns. He uploaded it to Claude Cowork and asked for a colour coded KPI dashboard. Cowork read the tabs, picked the key metrics, asked for browser access and built it in a new tab of the live sheet. It took 20 minutes against an estimated 4 to 6 hours by hand, but he does not say how the figures were checked.
Done with Claude CoworkModerate
What was done
Michael Crist at ShineOn had a marketing tracker with 12 tabs, one per team member, and up to 47 columns. He uploaded it to Claude Cowork and asked for a colour coded KPI dashboard. Cowork read the tabs, picked the key metrics, asked for browser access and built it in a new tab of the live sheet. It took 20 minutes against an estimated 4 to 6 hours by hand, but he does not say how the figures were checked.
How to do it
- Paste the prompt into the tool, and replace the text in brackets with your own.
- Read the answer through. Do not send, delete or publish anything until you have seen it yourself.
- Check the original before you trust a figure, a name or a date.
Try it with Claude Cowork
Read every tab in [spreadsheet]. Each tab holds one person's numbers, and the layouts differ. Find the key metrics for each person and propose shared KPIs with [targets]. Show me the proposal before you build. Then add a new tab with a colour coded dashboard, weekly trends and status against targets. Do not change the other tabs. You are done when the dashboard updates as the numbers in the tabs change.
Replace text in brackets with your own.
michaelcrist.substack.com ·