Availability
Users, Editors, and Admins
All accounts
Feature exclusive to select subscription plans
AI-powered performance summaries help you quickly identify trends, anomalies, and key changes in your data. Powered by OpenAI, these summaries generate plain-language insights directly inside Databox, so you can spend less time analyzing and more time acting on your data.
Review AI-powered performance summaries
The availability of a performance summary is indicated by a gauge icon (
) shown when hovering over certain items (e.g., a Databoard) or when viewing specific pages. Clicking the icon prompts the system to generate a summary for that item, if one doesn't already exist.
Each summary is made up of up to three elements, described below.
Performance indicator
A colored box that reflects the overall trend compared to the previous period:
- Green – More than 4% increase
- Orange – Between -4% and +4% change
- Red – More than 4% decrease
- Blue – Summary not yet generated or insufficient data available
Summary text
A paragraph, limited to 800 characters, that captures key changes, emerging trends, and relevant insights drawn from the selected data.
Recommendations
A set of three AI-generated suggestions designed to help improve your performance based on the data analysis. These actionable tips target key areas identified in the summary to guide your next steps.
Note: Recommendations are omitted from summaries featuring custom or calculated metrics.
Regenerate a performance summary
You can prompt the system to generate a new summary by clicking the reload icon (
) or by adjusting the date range and any applicable filters. This action triggers a new query to the AI and updates the summary based on the latest selected data.
If no manual action is taken, summaries are regenerated automatically every 6 hours.
Summary generation limits
To manage usage of the AI service (which incurs costs per query), generation limits have been set at both the user and account levels.
Daily limits:
- 800 summaries per account
- 100 summaries per user
Monthly limits (by account type):
- Standard accounts: 3,000 summaries per month
- Agency accounts: 6,000 summaries per month
During the trial period, accounts are limited to 600 summaries per month.
If you reach either your daily or monthly limit, you’ll need to wait until the limit resets before generating more summaries.
Note: Daily limits reset at 12:00 AM UTC. For example, if you reach your daily limit at 7 PM your time, you’ll be able to generate summaries again after midnight UTC.
Frequently Asked Questions
Can I customize or edit the summaries?
No, these summaries are generated automatically and cannot be modified, but summaries created with the AI Summary visualization can be edited in the Designer.
Still need help?
Visit our community, send us an email, or start a chat in Databox.