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Describe what you want to track. The AI builds the dashboard. The AI Dashboard Builder takes a plain-English description and assembles a dashboard with the right tiles, metrics, and breakdowns. You can tweak anything afterwards.
AI Dashboard Builder end-to-end

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When to use it

AI works best for big-picture asks and exploratory questions:
  • “Show me how the programme is doing overall vs last month.”
  • “Where am I losing customers in the funnel?”
  • “Which markets are growing fastest?”
It is less good when you already know the exact tiles you want. For that, build from scratch is quicker.

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How to start

Go to Referral → Reporting and click New dashboard. The dialog opens with three paths: a prompt textarea, three suggestions, and links to Blank or Browse templates underneath. You have two ways to kick off AI:
  1. Click a suggestion. Three starters are ready to go.
  2. Type your own prompt in the textarea.

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The three suggestion starters

  • Programme overview. Headline KPIs vs last period, revenue trend, and conversion funnel.
  • Campaign performance. Revenue, new customers, and share rate by campaign.
  • Funnel analysis. Conversion from impression to new customer, by market.

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Writing a good prompt

The AI gets better results with a little specificity. Include:
  • Time period. “For the last 30 days”, “year to date”, “this quarter vs last quarter”.
  • The decision you are making. “I want to know whether campaign X is outperforming campaign Y.”
  • Breakdowns of interest. “Split by market”, “by share type”, “per campaign”.
A vague prompt (“how are we doing”) still works but will give you something generic.

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During the conversation

Once you submit, the dialog switches to chat mode. You’ll see the AI stream its reasoning and tile-building steps. The header shows a running count of tiles in the draft. You can keep chatting to refine:
  • “Add a market breakdown to the revenue chart.”
  • “Swap the time period to year to date.”
  • “Remove the markdown intro tile.”
When you’re happy, click View dashboard. The dashboard is saved and opens.

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Limitations

  • Review the result before saving. The AI sometimes picks the wrong metric or the wrong chart type. Use choosing a chart as a sanity check.
  • Anything you can do by hand, you can still do afterwards. AI is a starting point, not a sealed result.
  • The AI can only use metrics and breakdowns that exist in Reporting. If you ask for something we do not measure, it will substitute the closest available.

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Last modified on April 27, 2026