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Overview: Using AI-powered Performance Summaries for Goals

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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 Goals 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.

IN THIS ARTICLE

How to access Performance Summaries of Goals

access goal gif

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

How to use Performance Summaries of Goals

New Goal image

  • A) Data Source and Metric Name: This shows the name of your Data Source and Metric of the Goal.
  • B) Data SummaryData summary offers a concise performance overview of the Goal Data Summary includes current data for the date range that is chosen for the Metric compared to the previous period.

Pro Tip: You can set weekly, monthly, quarterly, and yearly Goals for Metrics. Learn how to set Date Ranges for Goals here

  • C) Performance Indicator: The Performance Indicator will change colors depending on your performance: 
    • Green Indicator: Goal likely to be hit.

    • Orange: At risk of achieving the goal

    • Red: Goal unlikely to be hit.

    • Blue: Unable to evaluate the goal

      Not enough data or error with data

  • D) Recommendations: You will get three general suggestions on how to improve the performance of the Metric that you have set your Goal for.

Pro Tip: By clicking on the blue View more insights button, you will access the Metric Detail Page of the Metric. 

  • E) View more insights: Click on the blue View more insights button to access the Metric Detail Page of the Metric. 
  • F) ReloadClick on the Reload icon to reload the Performance Summary.

Additional Information

Performance Summaries have daily and monthly limits based on your account type.

  • Standard accounts
    • 3,000 summaries per account per month
    • 800 summaries per account per day
    • 100 summaries per user per day
  • Agency accounts
    • 6,000 summaries per account per month
    • 800 summaries per account per day
    • 100 summaries per user per day

If you’ve reached your daily or monthly limit for AI-powered Performance Summaries, you’ll need to wait until the next day or month to generate more.

The daily limit restarts at 12 AM (UTC time zone). For example, if you hit the daily limit at 7 PM, you can try again after midnight (UTC time zone) when the date changes. For further assistance, please contact our Support Team via chat.

Still need help?

Contact us here or start a chat in Databox.