Dashboard Summary AI reads your KPIs and charts, then produces a concise executive summary with key wins, risks, and suggested actions. It links back to the exact widgets for deep dives, supports comparisons over time, and can schedule recurring summaries to keep stakeholders aligned without manual analysis.
One click AI summaries for any dashboard
Highlights for trends, anomalies, and outliers with confidence notes
Period comparisons such as week over week and month over month
Suggested actions tied to specific widgets and metrics
Inline links to jump back to charts and filters used
Tone presets for executive, analyst, or customer facing summaries
Export options for email, docs, and notifications
Scheduling to send summaries on a cadence with fresh data
Permissions aware content that respects user access
Choose a tight date range for sharper, more actionable summaries
Pin critical KPIs at the top of your dashboard so they get priority in the narrative
Use comparison mode to frame results as increase or decrease with context
Add chart descriptions and goal targets so the AI can reference expected outcomes
Keep one dashboard per audience to avoid mixed signals in the summary
Schedule Monday morning summaries for leadership and daily summaries for operators
Step 1
Open the dashboard you want summarized and ensure KPIs and charts are up to date.
Step 2
Click Generate summary and select a tone such as Executive or Analyst.
What does Summary AI analyze?
The visible dashboard widgets including KPIs, charts, and applied filters to produce a narrative with trends, anomalies, and suggested actions
Can I compare time periods in the summary?
Yes, select comparisons like week over week, month over month, or a custom prior period for contextual changes
How are suggested actions generated?
The AI maps metric movements to common playbooks and references the source widget so you can investigate or act directly
Will recipients without access see sensitive data?
No, summaries respect permissions and omit or generalize content the recipient is not allowed to view
Can I customize tone and length?
Yes, choose presets such as Executive or Analyst and set length targets like brief or detailed before generating
