The Dashboard Exploration feature allows users to interact with the Dashboard and displays a brief greeting message.
To learn more about the Dashboard and obtain initial summaries outlining its purpose and key metrics, users should follow the initial greeting message with a prompt for Dashboard exploration. For example, users can request: Explore this Dashboard.
Descriptions related to the Dashboard exploration are stored in the Advanced Configuration Options (Configuration > General Settings > Advanced Configuration Options). These descriptions provide a textual overview of the dashboard in response to the Explore <Dashboard Name> message.
In the initial iteration, the feature does not include data analysis. Instead, the summary encourages users to click on the Explore button in a Portlet to access more detailed data analysis.
Advanced Configuration Options
Customer Insights
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ai_dashboard_description_CustomerInsights_CustomerDetailView -
ai_dashboard_description_CustomerInsights_CustomerProductsPortfolio -
ai_dashboard_description_CustomerInsights_GlobalView
Sales Insights
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ai_dashboard_description_Revenue_Margin -
ai_dashboard_description_Causality_Dashboard -
ai_dashboard_description_ComparisonWaterfall -
ai_dashboard_description_Margin_Breakdown -
ai_dashboard_description_Outliers_Dashboard -
ai_dashboard_description_PeriodOverPeriodDashboard -
ai_dashboard_description_Revenue_Breakdown -
ai_dashboard_description_RevenueAndMarginDistribution_DetailMap -
ai_dashboard_description_Waterfall