Build a Custom Dashboard With ThoughtMetric Data in Claude

Alex Fusco
Alex Fusco
July 31, 2026
Last Updated:
ThoughtMetric offers an easy-to-use custom reports builder inside of the app, and it’s the best option for your attribution reports. You can pick the metrics and chart type, filter by various dimensions, and even create custom metrics. Once a report is set up, save it and return to it whenever you need current numbers.
A dashboard in Claude is an option for teams who want their attribution data sitting alongside data from the other tools they have connected to Claude.


Setting Up the Connection

Before you start, you need a ThoughtMetric account, a Claude account, and the ThoughtMetric connector turned on in Claude (instructions). 


Pulling the Data You Want

In Claude, start by describing the dashboard you’d like to create. Set the metrics, time frame, and other specifics such as visual presentation (ex: number, chart, table). 

Here are some examples of metrics you can pull:
  • Total sales
  • Orders
  • Spend
  • ROAS
  • MER
  • Net profit
  • AOV
  • New customer orders
  • Returning customer orders

You are not limited to this list. If the answer exists in ThoughtMetric, Claude can access it.

Here are some examples of dimensions you can group by:
  • Channel
  • Campaign name
  • Product name
  • SKU
  • Country


Building the Dashboard

Ask for the dashboard in the same prompt that pulls the data. Claude runs the query and renders the view in one step.

"Pull ROAS by channel for the last 30 days from ThoughtMetric and build it into a dashboard. Total sales, spend, MER, and AOV as cards across the top. Bar chart of ROAS by channel below that. Table of total sales by SKU at the bottom."

The dashboard pulls live data. Hit Reload and it queries ThoughtMetric again for current numbers, with a timestamp showing when the data was last updated.

Adding Your Other Tools

The dashboard is not limited to ThoughtMetric data; you can include data from other tools you’ve connected, such as your email tool. Ask Claude to pull channel revenue from ThoughtMetric and campaign performance from your email platform, then build both into one view. 

If your numbers live in multiple tools, it is very easy to combine them into one view using Claude.

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