Build a Personal Dashboard

Gather data you want to visualise. Choose one of these options:

Option A — Personal Finances: Export your last 3 months of bank transactions as CSV
Option B — Business Metrics: Collect your monthly revenue, expenses, customers, and any KPIs
Option C — Health & Habits: Track a week of sleep, exercise, water intake, and screen time
Option D — Use Sample Data: Download the GWTH sample dashboard data from the Resources tab

Clean the data: make sure columns are labelled clearly and dates are in a consistent format.

Upload your data to Claude and ask:

> "Analyse this data and suggest:
> 1. The 5 most interesting metrics to track
> 2. What charts would best visualise each metric
> 3. Any trends or anomalies you notice
> 4. A suggested dashboard layout with 6 widgets"

Use Claude's suggestions to plan your dashboard. You might be surprised by what patterns it finds in your data.

Open Lovable and describe your dashboard based on Claude's suggestions:

> "Build a personal dashboard with these widgets:
> [paste Claude's layout suggestion]
>
> Use these colours: teal for primary metrics, green for positive trends, red for negative trends.
> Include a date range filter at the top.
> Add hover tooltips on all charts showing exact values.
> Mobile-responsive layout — cards stack vertically on small screens.
> Dark mode support."

Refine the dashboard with interactive features:

• "Add a dropdown filter to view data by month or by category"
• "Make the charts animate when the page loads"
• "Add a summary card at the top showing the single most important metric in large text"
• "Add click-to-drill-down on the pie chart — clicking a slice shows the detailed breakdown"

Deploy your dashboard and make it useful:

1. Click "Deploy" to get a public URL
2. Open it on your phone — does it look good?
3. Bookmark it as a browser tab you check daily
4. Optional: Set up a daily/weekly reminder to update your data

For ongoing use, consider connecting your dashboard to live data sources (covered in Month 2, Lesson 9: APIs & Integrations).