AI CFO Office

AI CFO Office

Claude just launched Claude Dashboards. CFOs can now build live storytelling dashboards

When CFOs read about Anthropic’s Claude Dashboards… You’d think, why do I wait two weeks for a BI change? It’s a fair question. It’s also the wrong one.

AI CFO Office's avatar
AI CFO Office
Oct 11, 2026
∙ Paid

If anyone can build a dashboard in minutes, whose number goes in the board pack?

I tried the new Claude Dashboards and Claude Motion.

Here’s what it does, what I built with it, and where an enterprise CFO should slow down. Claude Dashboards turns a plain-language question into a live dashboard.

Once you have the dashboard, Claude Motion can create videos. All of it built in minutes and tweaked by chatting.

Demo video below.

You can connect to a data platform such as Amazon Redshift, BigQuery, ClickHouse, Databricks, or Snowflake. You ask a question. Claude writes the queries, builds the charts, and keeps them current as the data changes.

It also works with other connectors, so a dashboard of Salesforce opportunities is fair game.

It’s in beta on paid plans: Pro, Max, Team, and Enterprise, per the Claude Help Center.

Let’s dive in.


How to use Claude Dashboards as a CFO

I’ll share all the prompts and files so you can replicate this instantly.

I opened with this prompt; it connects live with my ERP:

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