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Overview: Using AI-powered Performance Summaries for Metrics

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 Metrics 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 for Metrics

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How to access Performance Summaries on My Metrics Screen

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Navigate to Metrics to access My Metrics screen. Hover over the Metric you want to view the Performance Summary of, and click the Performance Indicator. This will open the Performance Summary for that specific Metric. 

How to access Performance Summaries on Metric Insights Page

Learn how to access Performance Summaries on the Metric Insights Page here

How to use Performance Summaries for Metrics

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How to change the Date Range of the Performance Summary of Metrics

You can change the Date Range of the Performance Summaries by changing the Date Ranges of the Metrics on My Metrics Screen and the Metric Insights Page.  

Learn how to change the Date Range of Metrics on My Metrics Screen here.

Learn how to change the Date Range of the Metrics on Metric Insights Page here

How to use the Performance Summaries for Metrics

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

Pro Tip: Recommendations are not displayed for Calculated Metrics and Custom Metrics.

  • E) 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 200 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.
    • 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 paid accounts, there is a monthly limit of 1000 Performance Summaries per account. For accounts on trial, 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.