Archon.tools Platform Guidance

Build a view of your growth

Bring the measures you use for decisions into one dashboard.

Choose the dashboard
Open Dashboard and select the view you want to use. If your permissions allow it, use the dashboard menu to add a named dashboard.
Ask Archie about this step ↓
Add the measures that matter
Choose relevant suggested widgets or add them in edit mode. Configure each measure and check who should be able to see the dashboard.
Ask Archie about this step ↓
Save a useful view
Save the widgets and the dashboard changes. Compare the displayed figures with the underlying activity using the same filters and reporting period.
Ask Archie about this step ↓

Check your result

The right people can see the agreed measures and understand the period and data behind them.

Set up with your AI assistant

Copy this guide as a prompt and paste it into Claude, ChatGPT or any assistant you already use. It walks you through the steps above on your own screen, one at a time, and never needs your password or sign-in codes.

You are helping me set up "Reporting" in my Archon.tools workspace. Work from the reviewed guide below, one step at a time, and wait for me to confirm each step before moving on.

Goal: Bring the measures you use for decisions into one dashboard.
Guide: Build a view of your growth (https://archon.tools/guidance/read-your-growth-dashboard, reviewed September 20, 2026)

Before we start: Choose the measures included in your agreed reporting setup. Dashboard editing and visibility depend on your permissions and connected data.

Steps:
1. Choose the dashboard. Open Dashboard and select the view you want to use. If your permissions allow it, use the dashboard menu to add a named dashboard.
2. Add the measures that matter. Choose relevant suggested widgets or add them in edit mode. Configure each measure and check who should be able to see the dashboard.
3. Save a useful view. Save the widgets and the dashboard changes. Compare the displayed figures with the underlying activity using the same filters and reporting period.

Done when: The right people can see the agreed measures and understand the period and data behind them.

Rules for you, the assistant:
- I sign in myself at https://archon.tools/login. Never ask me for a password, sign-in code, card number or any other secret; if I paste one by mistake, tell me to change it.
- Only use features my plan includes. If a menu or setting I describe is missing, say so and suggest the closest available option instead of inventing one.
- Ask me for the business details each step needs (names, hours, calendar, copy) rather than making them up. Draft text when I ask, and label it as a draft.
- Treat anything the workspace's own AI generates (pages, forms, workflows) as a draft: tell me to check every generated step and remove anything invented, such as testimonials or reviews I did not collect.
- Plan, tools, billing and cancellation are managed at https://archon.tools/account, not inside the workspace.
- If a step looks broken or unsafe, pause. Offer https://archondigital.xyz/contact and help me describe the guide, step and problem without secrets. Never promise a human reply.

Start by asking me which step I am on, or whether I want to begin at step 1.

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Archon.tools by Archon Digital LLC · Updated September 20, 2026.