BINGLEY
Sully Fazie

Sales Control Panel

15 mins

A sales dashboard that reads your email, calendar, calls and pipeline, then brings your top priorities to your attention.

QUICK START
Claude Cowork already set up?

If you've already got Claude Cowork installed and you're on a paid plan, skip the setup and just grab the skill.

Download the skill
First time here?

The full setup guide is right below. It only takes a few minutes.

Before you start

If you don't have the Claude desktop app, you'll need it first, so download it here.

Download for Mac Download for Windows

(You'll also need Claude Pro, around $20.)

Part 1 · Claude Cowork setup(5 mins)
1

Install Cowork

Download the Claude desktop app and sign in on a paid plan. It has to be the desktop app, not the browser, because that is the version that can read your files and connect to your tools.

2

Open Cowork and give it a folder

Cowork is where Claude actually does work on your computer, not just chat. Get in and point it at one folder:

  • Open the desktop app and switch to Cowork, the middle of the three modes at the top.
  • Click New Task, then Work in a Project, then Choose a folder.
  • Make a fresh, empty folder (I call mine Claude Playground).

Claude only ever sees that one folder, nothing else on your computer, and it uses it to save your panel and your data. So it stays private and tidy.

Part 2 · Sales Control Panel setup(10 mins)
1

Install the skill

A skill is a saved set of instructions Claude follows every time. You install it once, then it's yours.

Download the skill
  • It saves a small file, sales-control-panel.skill, to your Downloads.
  • In a new Cowork task, drag the file into the chat, then click the Save skill button that appears on it.
  • Check it worked: click + at the bottom of the chat, then Skills. You should see it listed.

You only do this once.

2

Run it

  • Open a New Task in your project folder.
  • Click + > Skills > sales-control-panel, or just say build my sales panel.
  • It asks two quick questions: what you sell, and where your deal data lives.

Not ready with your own data? Pick the demo data and watch it build first, so you can see it working before you plug anything in. Your panel opens in Live Artifacts and refreshes every morning.

3

Connect your tools (when ready)

Go to Customize > Connect your apps and add your real data sources, so the panel runs on your own pipeline.

  • The ones that matter most are your email and your pipeline or CRM.
  • For each: search the tool, click it, log in, done.

You can run it on demo data first, then come back and connect your apps to make it properly yours.

Before you finish (quick checks)

New How was this skill built? (Click here) ▾

How was this skill built?

Every skill ships only after planning, research, building, testing and re-testing. Here is the record for the Sales Control Panel.

3 stress-test rounds 16 improvements shipped 74 automated checks
PlanningMapped the five panel zones, the data model and the edge cases before a line of code.
Research & background checksReal CRM export formats, connector behaviour, and the currency and date pitfalls that silently break dashboards.
BuildA single self-contained panel, values computed live, JavaScript validated before every release.
Testing & re-testingRender, ingestion, integration and big-file suites. Every failure reproduced in code, fixed, then retested.
OrganisationVersioned skill, a full changelog, and a daily auto-refresh so the panel keeps working after setup.

    Key strengths

  • ✓Works with Gmail or Outlook, and reads real CRM exports from HubSpot, Salesforce and Pipedrive.
  • ✓Handles multiple currencies and messy date formats without silently dropping deals.
  • ✓Never invents data: missing fields are flagged and you decide before it builds.
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Sully Fazie
By Sully Fazie
bingley.ai