Claude Skills for CFOs, one setup. Consistent dashboards. Forever
Build your dashboards once in 30 seconds with Claude and never format again.
I once watched a CFO build a dashboard.
He opened Excel. Copied numbers into PowerPoint. Adjusted the formatting. Changed the colors. Aligned the charts. Tweaked the fonts.
35 minutes later, he had one slide.
Next month, he’ll do the exact same thing. From scratch.
This is how most finance leaders still work.
Nobody showed them a better way.
But just an hour earlier at the AI CFO insider event. A CFO showed 40 finance leaders how to build CFO Skills inside Claude and build amazing dashboards in 30 seconds.
Let’s dive in.
How to Build CFO Claude Skills
There’s a feature inside Claude that most finance leaders don’t know exists.
It’s Claude Skills.
A Skill is a set of instructions you save inside Claude… your preferred layout, colors, typography, chart styles, and how information should flow. You build it once. Then every dashboard you create from that point forward follows your template automatically.
No more reformatting.
No more design feedback loops.
No more starting from zero every month.
Here’s what this looks like in practice.