> ## Documentation Index
> Fetch the complete documentation index at: https://developers.scrunch.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Executive Explorer Dashboard

> Assemble a saved Scrunch Explorer dashboard covering presence, position, sentiment, and citations in one conversation, and get a shareable link back.

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.

<Info>
  **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.
</Info>

***

```text theme={null}
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

<AccordionGroup>
  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>
</AccordionGroup>

***

<CardGroup cols={2}>
  <Card title="Auto-Build a QBR Deck" icon="file-chart-column" href="/mcp/workflows/qbr-deck-builder">
    Use this dashboard link as a live companion to a static QBR deck.
  </Card>

  <Card title="Monthly Client Report, Built Automatically" icon="file-lines" href="/mcp/workflows/monthly-client-report">
    For a written narrative report instead of a live clickable dashboard.
  </Card>
</CardGroup>