Overview: Using AI-powered Performance Summaries for Databoards

Databox’s Generative AI functionality provides you with comprehensive performance summaries along with tailored recommendations on how to improve performance. In this article, we will dig deeper into how you can access and use these performance summaries for Databoards to make efficient data-driven decisions. 

Learn more about how Databox’s Generative AI works here

Databox's Generative AI feature is available on Growth and Premium plans. Request a trial of Databox's Generative AI by following these steps.

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How to access Performance Summaries of Databoards

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How to access Performance Summaries for Databoards

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Navigate to the Databoards page. Hover over the Databoard you want to view the Performance Summary of, and click the Performance Indicator. This will open the Performance Summary of that specific Databoard.

How to access Performance Summaries for Databoards in Databoard Preview

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Navigate to the Databoards page. Hover over the Databoard and click the view button. Click on the Performance Indicator icon in the top right corner, this will open the Performance Summary of that specific Databoard. 

How to access Performance Summaries of Datablocks in Designer

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Navigate to the Databoards page. Hover over the Databoard that you want to edit and click Edit. This will open the Databoard in the Designer. Click on the Performance Indicator icon in the top right corner of the Datablock. This will open the Performance Summary for that specific Datablock.

How to use Performance Summaries of Databoards

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  • A) Databoard Name and Data Sources: This shows the name of your Databoard and logos of the Data Sources. 
  • B) Data SummaryData summary offers a concise performance overview of the Databoard. The Data summary includes current data for the date range that is chosen for your top 5 Metrics.
  • C) Performance Indicator: The Performance Indicator will change colors depending on your performance:
    • Green indicator: Significant progress and success.

      5% or higher positive percentage change in comparison to previous period

    • Orange Indicator: Stable with minor fluctuations.

      Percentage change between 4% negative and 4% positive in comparison to previous period

    • Red Indicator: Performance decline, corrective action needed.
      5% or higher negative percentage change in comparison to previous period
    • Blue Indicator: Performance evaluation unavailable.
      There is not enough data in the previous period to compare or there is an error with data.
  • D) Recommendations: You will get three general suggestions on how to improve the performance of the Metrics on your Databoard
  • E) Disclaimer: The Disclaimer icon will appear if there might be a data discrepency in the Performance Summary due to different time zones. To resolve this and get the latest data, you should click on the Reload icon to reload the Performance Summary. 
  • F) ReloadClick on the Reload icon to reload the Performance Summary.

Additional Information

  • There is a daily limit of 20 Performance Summaries per user and a limit of 100 Performance Summaries per account. If you have reached your daily limit of AI-powered Performance Summaries, then you will need to wait until the next day to generate additional Performance Summaries. Please contact our Support Team via chat if you need additional assistance.
  • There is a monthly limit of 600 Performance Summaries per account. If you have reached your monthly limit of AI-powered Performance Summaries, then you will need to wait until the next month to generate additional Performance Summaries. Please contact our Support Team via chat if you need additional assistance.