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Explore Dashboard

Use the dashboard when you want to review headline trends, change how the data is grouped, and quickly spot follow-up questions worth exploring.

Exploring a dashboard helps you move from a high-level view into a more specific angle. You can switch the graph field to compare the data differently and use Go deeper suggestions to continue the analysis with AI.

Before You Start​

  • Open a dashboard that already contains enough data to populate the charts and suggestions.

Steps​

  1. In the graph selector, change the chart grouping to the dimension you're interested in.
  2. Review how the dashboard updates around that dimension.
  3. In Go deeper, picks suggestions to explore different angles.

When Should I Explore A Dashboard?​

  • When you want to compare the same dashboard by a different account field.
  • When you need ideas for a deeper analysis without writing a new prompt from scratch.
  • When you want to understand which business dimension best explains the pattern you are seeing.

Tips​

  • Start with the graph field that best matches the business question you are trying to answer.
  • Compare more than one graph field when you want to validate whether a pattern holds across segments.
  • Use Go deeper suggestions when you want a faster path into follow-up analysis.

Example​

This example changes the dashboard graph field to Account industry and previews the first Go deeper suggestion.

FAQ​

Q: Why should I change the graph?​

Changing the graph lets you compare the same dashboard from another angle, such as industry instead of account name.

Q: What do the Go deeper suggestions do?​

They suggest useful follow-up questions so you can continue the analysis with less manual setup.