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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.

When Should I Explore A Dashboard?​

  • When you want to compare the same dashboard by a different account field.
  • 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.

Example​

This example changes the dashboard graph field to Account industry.

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.