Close Pulse — Live Close Dashboard
A live close management dashboard with five diagnostic lenses — materiality, urgency, progress, pace, and dependencies. Ask in plain language and get a quick read on close health without opening Numeric.
A live close management dashboard with five diagnostic lenses — materiality, urgency, progress, pace, and dependencies. Ask in plain language and get a quick read on close health without opening Numeric.
Before You Begin
- Numeric MCP connected.
- Numeric Toolkit installed.
- At least one open close period with tasks assigned.
- (Optional) Slack MCP connected if you want to post digests to a channel.
How It Works
- Ask Claude a close-status question. Example prompts:
- "How's the close going?"
- "What's overdue?"
- "Who's behind?"
- "Are we on track?"
- Claude picks the right lens based on your question (or runs all 5 if you ask for a full dashboard).
- Claude pulls task data from the target period (defaults to most recent open).
- Claude produces a markdown summary — in chat by default.
Optional: post the digest to Slack, or save it as Excel/markdown.
What You Get
Lenses auto-route based on your question. "What's material?" → Lens 1. "Who's behind?" → Lens 2. "Everything" → all 5.
Troubleshooting
FAQ
- Can I schedule this daily? Yes — pair with the
scheduleskill for daily close-week digests. - Does it take actions? Read-only by default. It can batch-post reminders via
add_task_commentif you explicitly ask, always with confirmation. - Can I scope to one module? Yes — say "flux status" or "recon overdue" and it scopes automatically.
- Different from Cross-Workspace Dashboard? Yes. Close Pulse is for a single workspace with deep task-level triage. Cross-Workspace Dashboard is for multiple workspaces with aggregated comparative views.
Download & Install
Download the full Numeric Toolkit (15 community skills, including this one):
Install via Claude Code CLI:
/plugin marketplace add geoff-lew/numeric-toolkit
/plugin install numeric-mcp-toolkit
Need help? Reach out to support@numeric.io.
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