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Training 2026-03-31 · Kyle Bartlett public

AI Dashboard Building Workshop: Creating Sales Dashboards with MOPA for Retail Data (Staples, Walmart, Lowe's)

Original: AI Power Hour (Morning Session): Bigger. Stronger. Faster.

Kyle Bartlett led a hands-on morning training session walking Heather Bartz and Michael Falvo through building sales dashboards using MOPA. The session covered the full workflow from receiving weekly retail sales reports to creating auto-updating dashboards with graphs, category breakouts, and partner comparisons. Key techniques demonstrated included Google Drive folder sync for automatic updates, built-in menu buttons for one-click refresh, screenshot-based layout design, and natural language prompting. The session specifically addressed Heather's need to replicate her manager Ray's Staples dashboard for other retailers, and Michael's need to dashboard B2B reseller data. No terminal knowledge required - everything done through GUI.

MOPA sales-dashboard Google-Drive-sync retail-data Staples B2B-reseller auto-update no-terminal GUI data-visualization weekly-reporting multi-retailer dashboard-replication natural-language-prompting screenshot-reference

Chapters

6
1

Introductions & Session Format Discussion

00:00:00 – 00:06:30

Kyle, Heather, and Michael introduce themselves and their locations (Houston, Green Bay, Chicago). They discuss the flexible session format - Q&A driven rather than fixed lesson plan. Heather shares she's going on maternity leave after this session.

Kyle Bartlett · Heather Bartz · Michael Falvo
2

Identifying Dashboard Needs & Use Cases

00:06:30 – 00:14:00

Heather explains she wants to learn dashboard creation to reduce team workload. She's seen her manager Ray's Staples sales dashboard and wants to replicate it for other retailers. Michael wants to create dashboards for B2B reseller/distribution data (open quotes, sales out reports) updated weekly.

Heather Bartz · Michael Falvo · Kyle Bartlett
3

Dashboard Update Methods: Folder Sync vs Button Trigger

00:14:00 – 00:22:00

Kyle demonstrates his own CPFR dashboard and shows two update methods: (1) Google Drive folder sync where dropping a file auto-updates the dashboard, and (2) a built-in menu button that triggers a complete update. Both methods avoid manual reformatting.

Kyle Bartlett · Heather Bartz · Michael Falvo
4

Building a New Dashboard from Scratch in MOPA

00:22:00 – 00:42:00

Kyle walks through the MOPA interface, showing how to start a new project. Key tips: switch from Chinese to English via 'open in browser', use natural language prompts like talking to a coworker, include screenshots of desired layout, specify data dimensions (SKU, partner, location, category, timeline). Heather asks about planning data structure upfront vs. iterating.

Kyle Bartlett · Heather Bartz
5

Multi-Retailer Data Consolidation & Collaboration

00:42:00 – 00:55:00

Discussion of handling multiple retailers with different data formats in one dashboard. Kyle shows how to share project links for multi-user collaboration, explaining that link access persists long-term. They discuss how to replicate dashboards for different accounts (Staples → Walmart → Lowe's) by either modifying existing projects or creating new ones.

Kyle Bartlett · Heather Bartz · Michael Falvo
6

Tips for Data Structure Planning & Avoiding Rework

00:55:00 – 01:00:55

Michael emphasizes the importance of planning data structure upfront (header positions, dynamic fields) to reduce adjustment costs later. Kyle agrees and adds that spending extra time planning with the AI agent upfront makes everything easier downstream.

Michael Falvo · Kyle Bartlett

Key Takeaways

  • Use MOPA to create sales dashboards by describing what you want in plain English - no coding or terminal needed
  • Connect Google Drive folders to dashboards for automatic weekly updates when new data files are dropped in
  • Take screenshots of existing dashboards or desired layouts and upload them as reference when prompting
  • Plan your data structure upfront (headers, dimensions, dynamic fields) to avoid costly rework later
  • Share project links for multi-user collaboration - access persists long-term after first visit
  • Same dashboard template can be replicated across retailers (Staples → Walmart → Lowe's) by modifying the project
  • Switch MOPA interface from Chinese to English by clicking 'Open in Browser'

FAQ

Do I need to use terminal to create dashboards?

No. Kyle confirmed that terminal is not required. Everything can be done through the graphical interface (GUI). Terminal is only for advanced users who want direct Claude Code access.

00:10:30

Can the dashboard auto-update when I get new weekly data?

Yes, two methods: (1) Link a Google Drive folder - dropping a new file auto-triggers the update, or (2) Create a built-in menu button that runs a complete update with one click.

00:14:00

Can multiple people collaborate on the same dashboard?

Yes. Share the project link with team members. Once they access it, their permissions persist long-term. Multiple people can modify and sync data.

00:42:00

Should I plan my data structure before starting or just iterate?

Planning upfront is strongly recommended. Knowing your headers, dimensions, and dynamic fields before building saves significant rework. You can even plan the structure with the AI agent before building.

00:55:00

Can I replicate a dashboard for different retailers?

Yes. Either modify the existing project (replace Staples data with Walmart) or create a new project from scratch using the same approach. Published dashboards can be used as templates.

00:42:00

Action Items

  • Heather to send Kyle her Staples sales report for dashboard creation walkthrough
  • Kyle to demonstrate full dashboard buildout process using Heather's data
  • Michael to prepare B2B reseller sales out and open quote reports for next session
  • Heather to check with Ray about his dashboard project sharing settings