Sometimes, a single chart or block of text doesn't give you the full story. When you need to see how different pieces of information connect—like how your team's workload affects your project timelines—you can ask any Assistant to create a dashboard.
Think of a dashboard as a single page of information that gives you a "pulse check" on your business, training, content, clients, or team. For example, instead of looking at three separate reports, a dashboard synthesizes that data into one clear view. It highlights the most important numbers and trends and organizes them into a single, easy-to-read layout so you can see the "big picture" at a glance. Depending on the dashboard, you may even be able to click on specific sections to zoom in, view more details, or use filters to see the exact information that you need.
✨Ready to get started?
To learn how to view and interact with the Knowledge Assistant, see Viewing and Chatting with the Knowledge Assistant.
To see a full list of other layout options, see Knowledge Assistant Responses.
How to generate a dashboard
To generate a dashboard, open the Knowledge Assistant and pick any Assistant. Then, simply ask it to create a dashboard.
For example, you might say, “Create a dashboard showing how the support team is performing this month.” Or, if you want something specific, you might say, “Show me a dashboard view of Maya Patel’s project load and training progress.”
After generating the dashboard, you can continue chatting with the Assistant to refine it. For example, you can ask the Assistant to change what data is displayed or adjust the layout and visualizations.
If you don’t specify what you want the Assistant to generate, it will respond in the format it feels best suits your request.
Get inspired by your data
The following examples illustrate how any Assistant can transform your information into a clear visual story.
Client dashboard
Quickly review your current relationship with a client by looking at their total budget, actual spending, and upcoming project milestones.
Employee dashboard
Support your team by viewing an individual’s active project load, their hours worked over time, and their professional development progress.
Project dashboard
Get a high-level view of your team’s projects by tracking the number of active projects, their average duration, and budgets.
Safety dashboard
Monitor workplace safety by tracking monthly incident rates, safety trends by severity, and the number of incidents across different sites.
Sales dashboard
Celebrate wins and identify new opportunities by viewing total sales, sales by category or region, and trends over time.
Support dashboard
Monitor your service health by tracking the number of open tickets, how quickly they are resolved (SLAs), and customer satisfaction.
Training dashboard
Keep your learning programs on track by monitoring course completion rates, learner engagement, and training hours.
