Getting AI-Generated Dashboard Summaries

Turns a busy dashboard's data into a plain-language summary of what's moving and what needs attention.

What it does

Written summary of trends, growth, and risks, respecting current filters. Highlights the biggest changes. Suggests causes and next steps. Hover a widget for a targeted explanation. Supports natural-language follow-up questions on custom widgets.

How to use it

1. Enable AI Employee for your account.
2. Click the summarize button on a dashboard.
3. Review wins, risks, action items.
4. Ask follow-ups or hover widgets for detail.