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Understanding Dashboard Summary AI

Dashboard Summary AI is an integrated analysis feature that automatically scans your CRM dashboard and produces a clear, written overview of important trends, growth patterns, and potential concerns. It provides contextual insights and allows you to ask follow-up questions directly from the summary. You can also get specific insights for individual widgets by hovering over them.

Key Benefits

This tool is designed to save time and provide clarity, helping your team make informed decisions quickly.

Quick Overview: Get a narrative explanation of your data in seconds, eliminating the need for manual analysis.
Early Warning System: Identify negative trends early so you can address issues before they impact performance.
Interactive Analysis: Ask natural-language follow-up questions to explore the reasons behind trends and anomalies.
Widget-Specific Insights: Hover over any widget to get a focused AI analysis of that specific metric or chart.
Streamlined Interface: Key controls are conveniently located in the dashboard header for easy access.

Dashboard-Wide Summary

Generating a dashboard-wide summary is perfect for daily check-ins or weekly reviews. It condenses numerous metrics into an easy-to-understand briefing. Click the ✨ Summarize Dashboard with AI button to create a plain-language summary based on the currently selected date range and filters. The summary will highlight significant growth patterns and areas that may need your attention.

Generated Insights

The AI doesn't just tell you what changed; it also suggests why changes might have occurred and recommends next steps. You'll receive context about peaks, dips, and potential causes, which you can use to guide further investigation with your team. From the insights, you can navigate directly to the relevant dashboard or widget for deeper analysis.

When a specific key performance indicator (KPI) or chart seems unusual, you can quickly get an explanation without leaving the dashboard. Hover your cursor over the widget and click the AI icon that appears to generate a concise insight card. This helps you validate the data, understand trends, and spot outliers efficiently. If you need to create or modify widgets, refer to the guide on creating and adding dashboard widgets.

How to Set Up and Use Dashboard Summary AI

Enable the AI Feature

First, ensure the AI feature is activated for your sub-account. Go to Agency → Settings → Company and toggle the AI Employee setting to ON.

Generate a Dashboard Summary

Navigate to the dashboard you want to analyze in your sub-account. Click the ✨ Summarize Dashboard with AI button located in the header. Review the generated summary for key achievements, risks, and suggested actions.

Ask Follow-Up Questions

For dashboards containing custom widgets, you can ask follow-up questions using natural language in the provided field. For example, you might type "What are the key driving trends?" Note that this functionality is only available for custom widgets.

Hover over any widget on the dashboard and click the AI icon to view a specific insight card for that widget.

Frequently Asked Questions

Why don't I see the Summarize Dashboard with AI button?

This usually means the AI Employee feature is not enabled. Please verify it is turned on in Agency → Settings → Company.

Does the summary respect my date range and filters?

Yes. The AI summary is generated based on the active date range and any filters you have applied. Be sure to run the summary after adjusting these settings to get an accurate narrative.

Why do follow-up questions only work on custom widgets?

Follow-up questions rely on the specific configuration data of custom widgets. If you need to ask questions about a particular metric, ensure the corresponding custom widget is created or edited first.

How is usage of this AI feature billed?

Usage is billed according to the current AI Employee pricing and any applicable reseller settings. Please refer to the AI Employee Overview for the most up-to-date pricing information.

Using Dashboard Summary AI for Instant Insights