Opening the Insights panel
Click on any chart or KPI visualisation in your dashboard. The Insights panel opens on the right side of the screen.
Insight sections
| Section | Description |
|---|---|
| Key Highlights | Bullet-point summaries of important findings, anomalies, and patterns. Quickly identify top performers, gaps, and outliers. |
| AI Summary | A narrative explanation of what the chart represents, its data composition, and its relevance to business performance. |
| Business Impact | Analysis of implications and recommended actions. Includes performance comparisons, risk assessments, and strategic recommendations. |
How to use insights effectively
- Before a presentation — Use the AI Summary to prepare a concise explanation of your data for stakeholders.
- During analysis — Use Key Highlights to quickly spot anomalies or outliers without manually scanning the chart.
- For decision-making — Use Business Impact to understand what the data means for your next steps.
- For sharing — Copy insight text to include in reports, emails, or meeting notes.
Use insights to validate assumptions before taking action. If the Business Impact section surfaces a risk or recommendation you hadn’t considered, revisit the underlying data to confirm before acting.