Finding your way

• Home shows the departments you can see. If you can see only one, OneSpot opens it straight away.
• A department shows its dashboards first, then its tools. A dashboard opens inside OneSpot; a tool opens in a new tab. A card that says No link yet doesn’t open anything yet.
• Ring or grid: on a wide screen the cards turn on a ring. Use the arrows or the arrow keys, then Open or Launch. Grid view lays them out flat. Phones, and devices set to reduce motion, always show the grid.
• What you see follows your groups. Each tile and dashboard is shared with its department’s visitors, members or admins, and Market Leadership’s members and admins see what’s shared with visitors in every department. So a department can look empty to you, and a colleague can see more than you do.
• A link to a dashboard opens it if it’s shared with you. If it isn’t, OneSpot says so.

Before you start

• Who can publish: a department’s admins, in their own department, and Market Leadership’s members and admins, in any department. Everyone else can view the dashboards they’re allowed to see.
• The OneSpot Dashboard skill has to be on in your claude.ai account. It teaches Claude OneSpot’s look and rules, so the file works the first time. If Claude doesn’t use it when you ask for a OneSpot dashboard, ask Russell Vidal (russell.vidal@ntiva.com) to share it with you.
• Your data: a spreadsheet, a table pasted into the chat, or a description. With no data, Claude uses made-up sample values and says so.

Build it in Claude

Start a new chat in claude.ai and describe what you want. Saying “OneSpot dashboard” is enough for Claude to use the skill. These prompts are a good start; replace the parts in brackets.

Use the OneSpot Dashboard skill. Build a dashboard for [department] showing [what it’s for]. The numbers that matter most are [the key figures]. Here is the data: [attach the spreadsheet or paste it].

Use the OneSpot Dashboard skill. Build a dashboard for [department] showing [what]. It should refresh from a spreadsheet with a sheet named [sheet name] and the columns [column A, column B, column C].

Use the OneSpot Dashboard skill. Build a dashboard for [department] where people can tick [what to tick, such as the services to offer] and add notes for each [client, project], saved in OneSpot so everyone sees them later. Let people filter by [account manager, status] and sort the table.

Convert this dashboard for OneSpot with the OneSpot Dashboard skill. Keep what it shows: the same figures, charts and tables.

Attach the .html file with the last prompt.

Check it in Claude’s preview: the numbers, the charts, the filters. Ask for changes in plain words. When it looks right, download the .html file.

Publish it

1. Go to your department.
2. Choose Publish dashboard, then choose the file.
3. OneSpot checks the file and shows a report.
   • Ready to publish: a live preview appears next to it.
   • Can’t be published yet: choose Copy prompt, paste it into the same Claude chat, and choose the new file Claude gives you.
4. Set the title, description, icon and Who can see. Who can see starts at members and admins: the department’s visitors, and Market Leadership outside its own department, don’t see it unless you choose Visitors, members and admins. For a dashboard people write in, set Who can save too. If you can publish in more than one department, check Department.
5. Choose Publish. The dashboard opens right away and shows as a card in the department.

A department can’t have the same file twice, or two dashboards with the same title. When OneSpot finds one, it offers Open it if you can see that dashboard, and Update it with this file if you manage it. Otherwise choose a different title.

Keep it current

These buttons sit above the dashboard, for the department’s admins and its owner: the person who published it, or took it over. The bar above each dashboard says who owns it.

What you can do follows the groups you’re in today. If you move to a group that can’t publish in that department, its admins look after the dashboards you published there. Move back, and they’re yours to manage again.

Show new numbers in the same layout

Refresh data: choose the spreadsheet, or a report saved as a web page (.html). OneSpot shows what it found and asks before everyone sees it.

Change the layout, charts or wording

New version: choose the updated file from Claude. The link and the card stay the same.

Go back to an earlier version

History: restore any of the last 15 versions, with the data it had. History can’t undo a Refresh data: to correct the numbers, refresh again with the right file.

Rename it, or change its icon, who can see or who can save

Settings, then Save: it changes for everyone at once. You can also move it to another department you publish in.

Say how often its data is refreshed

Settings, Refresh every: a week, a month (unless you change it) or a quarter. A few days after that, a reminder shows above the dashboard for its owner and admins, and it’s flagged in the inventory.

Hand it to someone else

Settings, Hand it over to: enter the address they sign in with, then choose Hand over (Save doesn’t send it). They accept it the next time they open OneSpot, and it’s theirs from then on; they can also decline. They need to be able to publish in that department. Until they accept, nothing changes, and after 30 days the offer lapses.

Take it down

Unpublish: Undo on the message brings it straight back, for about 8 seconds. Later, a department admin can bring it back from Manage deleted in Edit mode. If you published it in a department you don’t run, you can too: from Unpublished, beside Publish dashboard, while you’re in that department.

A new version shows the data inside its own file. If you refreshed the data since the last upload, refresh it again afterwards.

Department admins also have Inventory, beside Help: every tile and dashboard in the departments they run, with who can see it, who owns it and what needs attention, and a download.

Dashboards people write in

A dashboard can let people tick boxes and write notes, such as the services to offer each client and what was discussed. OneSpot saves them centrally, so everyone who can see the dashboard sees them later, on any device.

• Who can save is the publisher’s choice, and can be changed in Settings. It starts at members and admins. Everyone else who can see the dashboard sees what’s saved, read-only.
• Notes belong to whoever wrote them. Only they can change a note. They can delete it, and so can the dashboard’s owner and the department’s admins.
• Ticks are shared. Anyone who can save can change them.
• It saves as people go. A tick saves when it’s ticked and a note when it’s added: there’s no Save button to forget. If someone closes the page while a save is still on its way, OneSpot asks first.
• Every change is recorded: what changed, who changed it and when, kept for a year. The dashboard’s owner, its department’s admins and Market Leadership see it all in Saved entries, beside the dashboard, and can download it as a spreadsheet.
• Typed something by mistake? The dashboard’s owner and its department’s admins can Redact an entry in Saved entries: its words are cleared from every change to it, and who and when stay. If it’s still saved, delete it in the dashboard too.
• They stay with the right row after Refresh data, as long as each row keeps its ID, like a client ID.
• In Claude’s preview, a “Sample mode” notice shows and nothing is kept, and the preview in Publish dashboard saves nothing either. Inside OneSpot, saving is real.

A department’s tiles

A department’s admins look after its tiles, the cards that open a tool in a new tab.

• Edit mode, at the top of the department, puts a pencil and a trash can on each tile, and adds Add tile. Each save goes straight to OneSpot, for everyone. The department’s dashboards show there too, with their own buttons.
• A tile’s fields: Category is the small label under its name; Order sets its place, lowest first; URL is the https:// address it opens, or # while there’s no link yet.
• Who can see works as it does for a dashboard: visitors, members and admins; members and admins; or admins only.
• Deleted one by mistake? Manage deleted brings it back, or removes it for good.
• Backup downloads this department’s tiles as a file, to keep.

When something goes wrong