The Dashboard Exploration feature enables users to engage with the Dashboard and receive initial summaries detailing its purpose and key metrics. This facilitates further inspection at the Portlet level.

During the first exploration at the dashboard level, descriptions stored in the Advanced Configuration Options (Configuration > General Settings > Advanced Configuration Options) are utilized. 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

• ai_dashboard_description_CustomerInsights_CustomerDetailView

• ai_dashboard_description_CustomerInsights_CustomerProductsPortfolio

• ai_dashboard_description_CustomerInsights_GlobalView

Sales Insights

• 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