For the complete documentation index, see llms.txt. Markdown versions of documentation pages are available by appending .md to the page URL.
Primary navigation

Suggested
API Dashboard
Try ChatGPT
Codex

Codex use case

Build a dashboard that stays up to date

Turn your data into a private dashboard and keep it up to date.

Difficulty Easy
Time horizon 30m

Ask ChatGPT Work to turn your spreadsheets into a private, interactive Site, check the source data on a schedule, and flag the changes that need your attention.

Best for

  • Building an interactive dashboard from spreadsheets or sales exports.
  • Keeping the dashboard current without manually checking the source data.

Contents

    ← All use cases

    Build a dashboard that stays up to date

    Turn your data into a private dashboard and keep it up to date.

    Ask ChatGPT Work to turn your spreadsheets into a private, interactive Site, check the source data on a schedule, and flag the changes that need your attention.

    Easy
    30m

    Ask ChatGPT Work to turn your spreadsheets into a private, interactive Site, check the source data on a schedule, and flag the changes that need your attention.

    Easy
    30m

    Related links

    Sites documentation Scheduled tasks Plugins

    Best for

    • Building an interactive dashboard from spreadsheets or sales exports.
    • Keeping the dashboard current without manually checking the source data.

    Skills & Plugins

    • Sites
      Build and preview a private, interactive dashboard.
    • Google Drive
      Read the approved spreadsheets and source files behind the dashboard.
    • Spreadsheets
      Check source data, calculate changes, and verify the dashboard.
    Skill Why use it
    Sites Build and preview a private, interactive dashboard.
    Google Drive Read the approved spreadsheets and source files behind the dashboard.
    Spreadsheets Check source data, calculate changes, and verify the dashboard.

    Starter prompt

    Use @Sites and @google-drive to turn my latest sales data into a private, interactive dashboard. Use the spreadsheets or CSVs I attach, or the exact Google Drive or Google Sheets URL I paste into this chat. If I have not attached a file or provided a source URL, ask me for one instead of guessing. Show revenue, customer segments, changes over time, and anything unusual. Include clear charts, date and segment filters, when the source was last updated, and the calculations behind the results. Check for missing rows, unmatched records, and inconsistent dates, and explain anything that could change the answer. Check the approved source every weekday morning. Update the dashboard when the data changes, and notify me only when there is a meaningful change, a data-quality problem, or something I need to review. If nothing important has changed, do not send an update. Show me the dashboard for review. Keep it private, and do not publish it, share it, change its permissions, or contact anyone without my approval.
    Use @Sites and @google-drive to turn my latest sales data into a private, interactive dashboard. Use the spreadsheets or CSVs I attach, or the exact Google Drive or Google Sheets URL I paste into this chat. If I have not attached a file or provided a source URL, ask me for one instead of guessing. Show revenue, customer segments, changes over time, and anything unusual. Include clear charts, date and segment filters, when the source was last updated, and the calculations behind the results. Check for missing rows, unmatched records, and inconsistent dates, and explain anything that could change the answer. Check the approved source every weekday morning. Update the dashboard when the data changes, and notify me only when there is a meaningful change, a data-quality problem, or something I need to review. If nothing important has changed, do not send an update. Show me the dashboard for review. Keep it private, and do not publish it, share it, change its permissions, or contact anyone without my approval.

    Before you start

    Attach a CSV or spreadsheet, or connect Google Drive and paste the exact Google Drive or Google Sheets URL into the chat. Sites can turn those sources into a private, interactive dashboard without publishing it or making your data public.

    You can build the dashboard in ChatGPT Work in the browser or desktop app. For a scheduled check that continues when your laptop is off, start the task in the browser. A desktop-based task requires your computer to be on and the desktop app to be running.

    What to expect

    ChatGPT checks the source data, creates a dashboard, and shows the numbers behind the charts. This example uses fictional quarterly sales exports, a customer-segment map, and a representative dashboard preview. It distinguishes the largest dollar change from the largest percentage change and flags an order that cannot be matched to a customer segment.

    ChatGPT Work

    Example dashboard

    Customer segmentQ1 revenueQ2 revenueChange
    Enterprise$3,000$2,450-$550 (-18.3%)
    Mid-market$1,000$1,170+$170 (+17%)
    SMB$400$520+$120 (+30%)

    Enterprise had the largest dollar change, and SMB had the largest percentage change. One Q2 order worth $160 did not match the customer-segment map and was excluded from the segment totals. The private dashboard includes a comparison chart, segment and date filters, source freshness, and the underlying calculations.

    When asked to check the source every weekday morning, ChatGPT updates the dashboard when the approved data changes and flags material changes or missing records. It does not publish or share the dashboard without approval.

    How it works

    • Connect the source: attach a sales export or spreadsheet, or paste the exact link to an approved Google Sheet or Google Drive file. ChatGPT checks the columns, dates, and customer records before drawing conclusions.
    • Build the dashboard: Sites turns the results into a private, interactive dashboard with charts, filters, source freshness, and supporting calculations.
    • Keep it current: a scheduled ChatGPT Work task checks the approved source each weekday and updates the dashboard when the data changes. The site does not run the schedule itself.
    • Only surface what matters: ask ChatGPT to flag unusual changes, missing records, or decisions that need review. If nothing important changes, it should stay quiet.
    • Review before sharing: inspect the dashboard first. Ask ChatGPT to share it with specific people only after you approve the access change.

    Share the dashboard

    After reviewing the dashboard, ask ChatGPT to share it with specific people or make it available to your workspace. You can also manage access directly in Sites. Ask ChatGPT to show the current sharing settings and wait for your approval before inviting anyone, publishing the dashboard, or changing its visibility.

    Share this dashboard with [name or email]. Show me the current access settings, who will be able to view it, and the dashboard link first. Wait for my approval before changing access or sending an invitation.

    See the Sites documentation for sharing options and workspace access.

    Take it further

    Change what the dashboard tracks

    Update this dashboard to show revenue by customer segment and region. Include the change from the previous period, the source freshness, a filter for each region, and any records that could not be matched. Keep the dashboard private.

    Set a more useful alert

    When you refresh the dashboard, notify me only if a customer segment changes by more than 15%, a source has stopped updating, or records cannot be matched. Show the change, link it to the source, and tell me what needs review. Do not message me if nothing meets those conditions.

    Prepare a weekly update

    Every Friday, prepare a short update using the latest dashboard. Include what changed, the most useful chart, any data-quality caveats, and the decisions that need attention. Save it for my review without sending it to anyone.

    Related use cases

    Plan a dashboard and monitoring workflow

    Give ChatGPT a strategy brief, workflow context, metric definitions, source exports...

    Data Automation

    Analyze product feedback across tools

    Give ChatGPT Work feedback from Slack, surveys, issue trackers, support, or research notes

    Data Integrations

    Prepare a leadership reporting pack

    Give ChatGPT the prior pack, progress outline, initiative trackers, KPI and forecast inputs...

    Data Integrations