Executive Explorer Dashboard

Skip the slide deck when a live, clickable view will do. This workflow has Claude assemble a multi-tile Explorer dashboard directly from a plain-English brief — no manual chart building required — and hand you back a link you can share or bookmark.

Tools used in this workflow

Tool	Required?	Notes
Scrunch MCP	Required	Uses `create_explorer_dashboard`, which writes a saved dashboard to your Scrunch organization

This workflow uses a write operation. Your AI agent will confirm the tile list before saving the dashboard.

For [brand name] in Scrunch, build an executive Explorer dashboard covering the last [30/90] days.

Step 1 — Propose the tiles:
Put together a dashboard with 5-6 tiles mixing headline numbers and trend charts:
1. A card tile: current overall presence rate
2. A line chart: presence rate over time, with [top competitor] overlaid for comparison
3. A card tile: current share of voice rank among tracked competitors
4. A line chart: sentiment breakdown (positive/mixed/negative) over time
5. A bar chart: citations broken down by owner (brand, competitor, third-party)
6. A line chart: position (top/middle/bottom) over time

Show me the proposed tile list before saving anything.

Step 2 — Save it:
Once I confirm, create the dashboard named "[brand name] Executive Overview — [month/year]" with those tiles and give me the link.

Step 3 — Summarize:
In 2-3 sentences, tell me what the dashboard shows at a glance right now — is the overall picture improving, flat, or declining?

What you get: A saved, shareable Explorer dashboard link plus a short plain-English read on what it currently shows — refresh the link any time rather than rebuilding a deck from scratch.

Tips

Building this for a client vs. for internal use

For a client-facing dashboard, keep the tile count to 5-6 and favor card tiles for headline numbers — clients want a fast read, not a data exploration surface. For an internal team dashboard, add more granular breakdowns (per-platform, per-tag) since the audience is more likely to dig in.

Updating an existing dashboard vs. creating a new one

create_explorer_dashboard always creates a new saved dashboard rather than editing one in place. If you’re refreshing a recurring dashboard, either keep using the same link (dashboards reflect live data automatically, so tiles update without a rebuild) or explicitly ask for a new dashboard only when the tile mix itself needs to change.

Pairing this with generate_explorer_chart

If you just want to sanity-check one chart before committing to a full dashboard, ask Claude to generate a single Explorer chart first. Once you like how a metric looks, fold it into the dashboard tile list in Step 1.

Using the link in other workflows

Drop the dashboard link into a QBR deck appendix, a stakeholder email, or a Slack pin — it’s a live view, so anyone with the link always sees current data without needing you to re-run anything.

Tips

Auto-Build a QBR Deck

Monthly Client Report, Built Automatically

​Tips

Auto-Build a QBR Deck

Monthly Client Report, Built Automatically

Tips