Build an AI-Powered Customer Insights Dashboard (No Code Required)
31mIntermediate2025-06-24
Authors

Joshua Rischin
Company Director of Axium Solutions
Course details
In this hands-on course, Joshua Rischin, an expert in business insights and AI applications, teaches you how to build a customer insights dashboard using Claude from Anthropic. Discover how to transform raw transaction data into actionable insights without the need to write a single line of code. Analyze customer behavior using data from a fictitious coffee shop and observe firsthand how AI can quickly uncover trends and patterns. Delve into Claude's capabilities to create dynamic visualizations and interactive dashboards focused on product analysis, weather impact, and location comparison. Stay informed with predictions about future trends through AI's predictive modeling tools. By the end of the course, you'll be able to confidently interpret AI-generated insights and communicate findings to stakeholders, opening new avenues for professional growth.
Learning objectives
Explain the benefits of no-code GenAI tools for business professionals.
Describe what a customer insights dashboard is and identify the types of information it can display.
Identify how to source and format customer data for use with GenAI tools like Claude and ChatGPT.
Identify useful metrics, KPIs, and forecast indicators to be included in a customer insights dashboard
Describe the steps involved in formatting a dashboard, such as changing layout and color to improve readability.
Explain how to iterate versions of an AI-powered dashboard by refining prompts.
Learning objectives
Explain the benefits of no-code GenAI tools for business professionals.
Describe what a customer insights dashboard is and identify the types of information it can display.
Identify how to source and format customer data for use with GenAI tools like Claude and ChatGPT.
Identify useful metrics, KPIs, and forecast indicators to be included in a customer insights dashboard
Describe the steps involved in formatting a dashboard, such as changing layout and color to improve readability.
Explain how to iterate versions of an AI-powered dashboard by refining prompts.
Skills covered
Power BIAI for Business FoundationsChatGPTOpenAIBusiness AnalyticsBusiness IntelligenceAI Productivity ToolsArtificial Intelligence for BusinessData AnalysisData ScienceBusiness Analysis and StrategyBusiness Software and ToolsMicrosoftOne-Off
Concepts
0. Introduction
- 01 - Getting started with AI and no-code tools
- 02 - What you should know
1. Designing Your Product
- 03 - Defining the customer insights dashboard
- 04 - Working with real-world data
2. Building and Iterating Your Dashboard
- 05 - Structuring AI output for visuals
- 06 - Creating a no-code dashboard
- 07 - Metrics, KPIs, and iteration
3. Finalizing, Sharing, and Beyond
- 08 - The big picture
- 09 - Publishing and sharing your work
Conclusion
- 10 - Where to continue your learning
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