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How I used ChatGPT Agent to build an interactive Board Dashboard in 10 minutes

How I used ChatGPT Agent to build an interactive Board Dashboard in 10 minutes

Let ChatGPT Agent prepare you for your next board meeting with storytelling dashboards.

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AI CFO Office
Aug 07, 2025
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How I used ChatGPT Agent to build an interactive Board Dashboard in 10 minutes
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Financial storytelling is changing.

Dry reports with numbers aren’t enough.

You must present interactive dashboards for your next board meeting, built in 10 minutes, fully autonomously using ChatGPT Agent.

All you need are 2 things:

  1. Financials

  2. Meeting transcripts

ChatGPT Agent will help analyze, structure, and narrate.

But you’ll still decide what story is worth telling.

The AI will handle analytics. While you handle storytelling using AI.

AI + Analyst = What happened
Analyst = Why did it happen
AI = The story

Your role as a CFO isn’t producing numbers.

It’s providing meaning.

Spreadsheets won't disappear.

But they’ve already stopped being enough.

The truth is: Finance is great at analysis but bad at translation.

That is the gap. And storytelling with AI is how you close it.

So I went ahead and built a full interactive dashboard for the next board meeting as a working, production-grade website in 10 minutes with financial storytelling using ChatGPT Agent.

You can see the full dashboard here

You can copy-paste prompts and build your own interactive dashboard for your next board meeting and impress your CEO and the Board by mastering AI.

Let’s dive in.


How To Use ChatGPT Agent To Build Interactive Dashboards For Your Next Board Meeting

ChatGPT Agent - Prompt

Before we get to the prompt, here’s what the ChatGPT Agent actually built:

  • Metric selector for dynamic exploration.

  • Sales forecast and EBITDA margin target.

  • An interactive dashboard for a board meeting.

  • Self-tested and deployed as a working website.

  • A full narrative flow covering performance, risks, actions, and outlook.

ChatGPT and the ChatGPT agent are not the same.

You can ask ChatGPT to code. But you’ll have to hand-hold every step. You can tell the ChatGPT Agent what outcome you want and it builds the full flow.

When I gave it a prompt, the Agent did the analysis.

Then it paused.

And asked me 5 strategic business questions. Why?

Because it knew it couldn’t write a good story without good context.

Once I answered, it refined the output.

Then, on its own, it:

  • Built every chart, page, and paragraph.

  • Tested the site before delivering it to me.

  • Deployed the site as a one-time-use dashboard.

  • Verified that filters worked, links didn’t break, and the charts didn’t crash.

No rewriting prompts 10 times.

That’s the real breakthrough.

ChatGPT Agent proves the data collection and analysis game is over.

What matters is your ability to tell the strategic story using AI.

COPY-PASTE PROMPT To Build Interactive Dashboards For Your Next Board Meeting

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