Documentation Index
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Overview
As a sales professional, understanding your pipeline, revenue, and regional performance at a glance is critical. This tutorial walks you through building a complete sales dashboard in IdeaboxAI’s Agentic BI — from connecting your sales data, letting AI generate your key metrics, adding custom sales charts, setting up region filters, and linking interactions so you can instantly slice performance by territory, product category, or sales rep.
By the end of this tutorial, you will have a fully functional sales dashboard that gives you real-time visibility into your numbers.
Step 1: Navigate to Dashboards
From the left sidebar, click Dashboards. You will see all the dashboards available in your workspace.
To build a new sales dashboard, click + Add Dashboard in the top-right corner.
Step 2: Connect Your Sales Data Source
The Add Dashboard modal opens. This is where you choose the data that will power your sales dashboard.
Select Knowledge Base from the left panel — this connects your dashboard to your sales knowledge base. A list of available knowledge bases appears on the right. Choose the one that contains your sales data (for example, sales_regional_product_metrics).
If your sales data lives across multiple sources — such as a CRM and a product database — choose Multi Data Source to combine them. You can also upload a CSV File or Excel Sheet if you are working with an exported sales report.
Step 3: Name Your Sales Dashboard
After selecting your knowledge base, give your dashboard a name and a brief description so your team knows what it covers.
- Dashboard Name — use a clear name that reflects the scope, such as “Regional Sales Performance Dashboard”.
- Description — summarise the focus (e.g., “This dashboard is mainly focused on sales”).
Then choose how you want to build it:
| Option | Description |
|---|
| Auto-Generated Board | AI analyses your sales data and builds the most relevant charts automatically |
| Blank Board | Start from scratch and manually add the charts you need |
Before the AI builds your dashboard, you can guide it to focus on the sales metrics that matter most to you.
- Custom Instructions — tell the AI what to prioritise. For example, type “Focus mainly on sales” to ensure it surfaces revenue, quantity, discounts, and transaction metrics rather than unrelated data points.
- Reference Document — optionally upload a sales brief, a report template, or a target sheet (PDF, DOCX, PNG, or JPEG) to give the AI additional context on what your leadership or team expects to see.
Click Generate Dashboard when you are ready.
Step 5: AI Builds Your Sales Dashboard
IdeaboxAI analyses your sales data and automatically designs the dashboard layout tailored to your instructions.
You will see a progress screen as the AI works through the data — analysing fields, planning the layout, and building each chart. This typically completes within a few seconds.
Step 6: Review Your Auto-Generated Sales Dashboard
Your sales dashboard is ready. IdeaboxAI has automatically surfaced the most relevant KPIs and charts from your data.
In this example, the AI created the following sales metrics:
- Total Sales Amount — 5M — your overall revenue across all transactions
- Total Quantity Sold — 25K — total units moved across all product categories
- Average Discount — 0.15 — the average discount applied across all sales
- Sales Transaction Count — 1K — total number of completed sales transactions
- Sales Amount by Region — a bar chart comparing revenue across East, North, South, and West territories
- Sales Amount by Product Category — a bar chart showing which product categories drive the most revenue
Scroll down to see all charts. You can click Edit to rearrange the layout, or + Add Chart to include additional sales metrics.
Step 7: Use the AI Assistant to Add a Custom Sales Chart
As a sales professional, you may want to dig deeper into specific breakdowns that the auto-generated dashboard did not include. Click the AI assistant icon (sparkle icon) in the top-right to open the Dashboard Agent panel.
Ask the AI to build a chart in plain English. For example, to understand how each product category performs across your sales territories, type:
“create visualization for region vs category”
The AI responds with a full chart configuration — chart type, measure, dimensions, and applied filters — so you can see exactly what it is building before adding it.
Step 8: Add the Sales Chart to Your Dashboard
The Dashboard Agent previews the suggested chart — a Bar Chart showing Count of Records by Region and Category, which lets you compare transaction volumes across Clothing, Electronics, Food, and Furniture for each sales region.
Review the chart preview. If it looks right, click Add to Dashboard to place it on your dashboard. If you want a different breakdown, click Reject and refine your request.
Step 9: View Your Updated Sales Dashboard
The new chart is now part of your dashboard, giving you a richer picture of regional and category-level sales performance.
You can now see Count of Records by Region and Category as a grouped bar chart alongside your KPI cards and revenue charts — making it easy to spot which products are selling best in which territories.
Step 10: Get AI-Powered Sales Insights
To go beyond the raw numbers, hover over any chart and click the insights icon (sparkle icon on the chart toolbar) to open the AI insights panel.
The insights panel gives you three layers of analysis that are directly relevant to your sales decisions:
- Key Highlights — the most significant data points called out automatically. For example: “North region leads with 78 transactions in Furniture, 29.5% higher than South’s Clothing” — telling you exactly where your strongest sales momentum is.
- AI Summary — a plain-language explanation of what the chart shows, useful for quickly briefing your manager or team.
- Business Impact — actionable commentary on what the numbers mean for your sales strategy. For example, if the South region is underperforming in Clothing, the AI will flag it and suggest it may need targeted outreach or promotional support.
When reviewing your sales charts, hover over any bar or data point to see an exact breakdown for that segment.
For example, hovering over the Food column shows transaction counts by region — North: 48, West: 57, East: 63, South: 58 — helping you quickly identify which region is driving the most Food category sales without needing to run a separate report.
Step 12: Add a Region Filter to Your Dashboard
To allow you and your team to instantly filter the entire dashboard by sales territory, add a global Region filter. Enter Edit mode and click the filter icon in the top toolbar.
In the Edit dashboard filter panel:
- Enter a Filter name — use Region so it is immediately clear to anyone viewing the dashboard.
- Add an optional Description (e.g., “This filter is mainly focused on filtering the region”).
- Set the Filter type to Dimension filter — this is the correct type for categorical fields like sales regions.
- Select the Cube that contains your regional sales data.
- Set the Dimension to Region.
Click Save filter. The Region filter will now appear in the filter bar at the top of your dashboard.
Step 13: Manage and Edit Your Sales Charts
While in edit mode, you can manage any chart on your dashboard using the three-dot menu (⋮) on the chart card.
This gives you full control over each sales chart:
| Option | Description |
|---|
| Copy | Duplicate the chart — useful if you want a similar view with different filters applied |
| Open Edit Panel | Edit the chart’s data query, visualization type, and filter interactions |
| Delete | Remove a chart that is no longer relevant to your sales view |
Step 14: Edit a Chart — Define Your Sales Data
Click Open Edit Panel on any chart to open the three-step chart editor. In Step 1: Define Data, you configure what sales data the chart queries.
Select the relevant Cube from the left panel — for example, regional_sales_performance_analysis. Use the Ask AI (Beta) field to describe your data need in plain English (e.g., “Show me total sales count by region”), then click Run Query to fetch the results.
Use Filters to narrow down the data — for instance, to restrict the chart to a specific product line or date range.
Step 15: Choose Your Sales Visualization
Move to Step 2: Choose Visualization by clicking Continue.
IdeaboxAI recommends the best chart type for your data. For a single KPI like Sales Transaction Count, it recommends a Number Card — ideal for displaying headline metrics at the top of your dashboard. You can choose from all available types:
- Number Card — best for single KPIs like Total Revenue or Deal Count
- Bar Chart — compare sales across regions, reps, or categories
- Line Chart — track revenue or deal volume trends over time
- Pie / Donut Chart — show category or region share of total sales
- Data Table — display a detailed breakdown of all transactions
- Progress Table — track performance against targets or quotas
Select the visualization that best communicates your sales metric and click Continue.
In Step 3: Configure Chart, switch to the Interactions tab. This is where you make your chart respond to the Region filter you set up, so the whole dashboard updates in sync when a sales territory is selected.
Click + Add interaction and choose the interaction type:
| Type | Description |
|---|
| Global / chart filter | Link this chart to a global dashboard filter such as Region |
| Drilldown | Click a data point to drill into a more detailed sales breakdown |
| Roll Up | Aggregate to a higher level (e.g., from rep-level to team-level) |
| Drill Through | Navigate to a separate detailed report or dashboard |
Step 17: Link the Region Filter to Your Chart
After selecting Global / chart filter, map the filter field to the chart field:
- Global filter — select Region from the dropdown.
- Source field — auto-populated with the region field from your data cube (e.g.,
REGIONAL_SALES_PERFORMANCE_ANALYSIS_PKN6.region).
- Target field — select the matching region field on this chart.
Click Update Chart to save the interaction. Repeat this process for every chart on your dashboard that should respond to the Region filter — this ensures your entire sales view filters together when you select a territory.
Step 18: Filter Your Dashboard by Sales Territory
Back on your dashboard, click the Region filter in the filter bar to focus the dashboard on a specific sales territory.
A dropdown appears with all available regions — East, North, South, and West. Check the region you want to analyse (e.g., North) and click Apply. Every chart linked to the Region filter instantly updates to show only North territory data.
Click Reset at any time to remove the filter and return to the full sales view.
Step 19: Analyse Your Filtered Sales Results
With the Region filter applied, your dashboard now shows performance data exclusively for the selected territory — giving you a focused, territory-level sales view.
In this example, filtering to North reduces the Sales Transaction Count from 1K to 267 — immediately showing you the exact transaction volume for that territory. All other charts on the dashboard update in the same way, so you can quickly assess regional revenue, product category mix, and average discount without switching between reports.
Click Save to preserve the dashboard configuration, or Cancel to discard any unsaved changes.
Next Steps
You now have a fully configured sales dashboard in IdeaboxAI Agentic BI. Here are a few ways to get even more value from it:
- Share the dashboard with your sales team, manager, or regional leads so everyone works from the same data
- Set alerts to get notified when sales metrics drop below target or spike unexpectedly
- Explore chart insights to get AI-generated commentary on your sales performance that you can use directly in reports or calls
