销售仪表板

场景

You're a sales manager at a mid-size SaaS company. It's the end of H1 and you need a quick overview for the team meeting: how revenue trended month by month, which product lines are carrying the load, where deals are closing geographically, and how much is coming through each sales channel.

Instead of opening a spreadsheet and building charts manually, you paste the data into Claude and ask for a dashboard. ChartPane renders all four charts in one response.

仪表板

数据

This example uses fictional H1 numbers for a B2B SaaS company. In practice, you'd paste real data from your CRM export, a CSV, or just describe the numbers from memory.

Monthly Revenue (Jan–Jun): $420K, $385K, $510K, $475K, $550K, $610K
Products: Platform ($1.8M), API ($680K), Support ($320K), Training ($150K)
Regions: North America 52%, Europe 28%, APAC 15%, LATAM 5%
Channels: Direct 45%, Partner 30%, Self-serve 25%

提示词

You can be as brief or as detailed as you like. Here's a prompt that produces the dashboard above:

Create a sales dashboard with 4 charts:

1. Monthly revenue trend (line chart): Jan $420K, Feb $385K, Mar $510K, Apr $475K, May $550K, Jun $610K
2. Revenue by product (bar chart): Platform $1.8M, API $680K, Support $320K, Training $150K
3. Revenue by region (doughnut): NA 52%, Europe 28%, APAC 15%, LATAM 5%
4. Sales by channel (stacked bar, Q1 vs Q2): Direct $580K/$720K, Partner $380K/$510K, Self-serve $290K/$370K

可尝试的变体

• Add a target line: "Add a $500K target line to the revenue chart"
• Compare periods: "Show H1 2025 vs H1 2024 as grouped bars"
• Drill into a region: "Break down APAC revenue by country"
• Switch chart types: "Show the channel mix as a pie chart instead"

使用的图表类型

创建您自己的销售仪表板

将数据粘贴到 Claude 中，描述您想要的图表。ChartPane 处理其余一切。