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Have Claude help you build a multi-store dashboard for calls and leads, and find out whether you have a marketing problem or a phone problem

who Maria Treat, COO and head of marketing at Prestige Auto Tech, a European auto repair business with five South Florida locations, interviewed in AutoPulse (a free magazine run as a community initiative by shop-software company GaragePlug)

The problem

With five stores, managers would call and say "It feels like calls are down today," and decisions were made on feel. As head of marketing she also needed to know whether money going out was coming back in.

What happened

The dashboard showed the shop misses only about 3% of calls during business hours, but closer to 8% once after-hours calls are counted, so the marketing was working and the gap was calls nobody was there to answer. "AI did not magically fix that problem for me. What it helped me do was see the problem clearly enough to make a better decision." She says the first version wasn't perfect and it took time to get working. In her own words, in a magazine published by a software vendor; the interview isn't about that vendor's product.

Quoted in the source: Maria Treat, COO, Prestige Auto Tech. Source: AutoPulse US, edition 20 (October 2026): 'AI didn't solve my problems. It helped me see them clearly.' (Maria Treat, Prestige Auto Tech), pp. 57-62 (2026-10) · Added 2026-10-31.

How to set it up yourself

1. What Prestige Auto Tech did: the COO described the dashboard she wanted to Claude and built it step by step, pulling calls, leads and performance for five stores into one view with a benchmark per store.
2. Start with one question you argue about by feel, such as "are calls down?", and export the data that answers it: your phone system's call log, including after-hours calls, and your lead list.
3. Paste a sample into Claude with the prompt below and ask it to help you build a simple dashboard (a spreadsheet or single web page) that shows answered and missed calls by store, by hour and in or out of business hours.
4. Check its numbers against a week you already know before anyone uses it, then set a separate target for each location.
5. Each month, give Claude the report and ask "What stands out?", her suggestion, and decide what to change yourself.

Copy-paste prompt

I run {BUSINESS} with {NUMBER} locations. Here is a sample of our call log export: {PASTE 50 ROWS WITH HEADERS}. Help me build a simple dashboard in {GOOGLE SHEETS / A SINGLE HTML PAGE} that shows, for each location: total calls, answered, missed, missed rate, and the same split for business hours ({HOURS}) versus after hours. Explain each step so I can do it without coding experience, and tell me how to check the numbers are right.

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Tools used

Some tool links may be affiliate links. Disclosure

Checked prices: Claude: from $17/mo billed annually ($20 monthly) (verified 2026-10-30)

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