AI Dashboard

Generating Dashboards

Two ways to generate an AI Dashboard — from the AI Dashboards hub or directly from a database in the sidebar.

From the AI Dashboards hub

  • Open AI Dashboards

    Click AI Dashboards in the sidebar.

  • Click Create AI Dashboard

    The modal asks for a connection, a database, and an optional one-line description.

  • Describe (optional)

    Free-text hint to the AI. Examples: “Sales pipeline by region, monthly trend” or “Operational health for the support team”.

  • Generate

    The modal closes and a generation toast appears. When the toast says Ready, click it to open the dashboard.
Screenshot · Create AI Dashboard modal — connection, database, optional description.
Create AI Dashboard modal — connection, database, optional description.

From the sidebar

Right-click any database in the sidebar and pick Create AI Dashboard. The modal opens with the connection and database pre-filled — you only need to name and optionally describe.

Writing a good prompt

The description is optional but a sentence of context makes the result far more relevant. A good prompt:

  • Mentions the audience — sales team, oncall engineer, CFO
  • Mentions the time window — last 30 days, this quarter
  • Mentions which tables matter if your schema has many

Example prompts

Vague: “Show me sales.”

Better: “Sales pipeline for the SDR team — opportunities by stage, conversion rates, deals closing this quarter, top accounts by revenue.”

After generation

Open the dashboard from the hub. Every widget shows its SQL underneath — you can:

  • Edit the SQL of a single widget to refine the result
  • Swap the chart type
  • Add a filter to slice every widget
  • Delete widgets you don't need
  • Save the dashboard with a custom name

Filters

Generated dashboards include a filter bar with the most likely slicers (date range, primary dimension). Adjust the values and every widget that depends on the filter updates immediately.

Troubleshooting

  • Generation failed— the AI couldn't produce valid SQL after retries. Most common cause: the database is empty or has no obvious relationships. Add a description that points to specific tables.
  • Empty widgets — the SQL ran but returned zero rows. Check that the database has data for the period the widget chose, or adjust the filters.
  • Wrong dimension— open the widget's SQL and replace the column manually, or rerun generation with a clearer description.