Skip to content
  • There are no suggestions because the search field is empty.

AI Summary with Dashboard Builder

Add dashboard summaries powered by AI

The AI Summary widget in Dashboard Builder allows you to add AI-powered summaries to a dashboard. It analyzes the dashboard’s charts and underlying data, then generates a summary highlighting the most important metrics and trends.

You'll need this:
  • One of these Pointerpro plans:

  Professional           Enterprise           ReportR           DistributR     


WARNING
 

Dashboard Builder is an extra feature with an additional fee. 

Please contact sales@pointerpro.com. 

On this help guide page:
  1. Use an existing dashboard (or create a new dashboard)
  2. Add a AI Summary widget to your dashboard

 

1. Use an existing dashboard (or create a new dashboard first)

1.1 In the Distribution dropdown on the navigation bar, select Dashboard Builder.


1.2 On the Dashboard Builder page, click on "Enter edit mode" (top right corner) 



 

1.3 This brings you in the dashboard's Edit mode

NOTE
 

If this is the first dashboard you're creating for this questionnaire, the basic dashboard will not contain any data at first. Your data is still being processed and will gradually become available. It could take a minute (or two) before the first responses are visible in the dashboard. You'll need to refresh the page to see the change.



2. Add a AI Summary widget to your dashboard

2.1 On the top left corner, Click + Add item.

In the dropdown, you have more than 50+ widgets and charts to add to your dashboard, but we are focusing on the AI Summary widget now.

2.2 Choose AI Summary from the dropdown.


2.3 The AI Summary widget has now been added to your dashboard

 


What's next?

  • Take advantage of Artificial Intelligence in your reports, using the AI Prompt Widget.

Don't want to build it yourself? Contact our professional services team