Analytics - Dashboards

Your business intelligence center

Overview

Analytics is the data visualization and reporting app in General Bots Suite. Track key metrics, build custom dashboards, generate reports, and get AI-powered insights about your business. Analytics turns your data into actionable information.

Features

Dashboard Overview

Dashboards are collections of widgets that display your data visually.

Default Dashboards:

Creating a Dashboard

Step 1: Click “+ New” in the sidebar

Fill in the dashboard details:

• Dashboard Name - A descriptive title (e.g., “Q2 Performance”)
• Description - Optional context for the dashboard
• Template - Start blank, use a template, or copy from existing

Step 2: Add Widgets

Click + Widget and choose a visualization type.

Widget Types

Numbers:

• Number - Single metric display
• Comparison - Metric with percentage change
• Progress - Goal tracking with progress bar

Charts:

• Line - Trends over time
• Bar - Category comparisons
• Area - Volume visualization
• Pie - Proportional breakdown

Tables & Lists:

• Table - Data grid with sorting
• Leaderboard - Ranked list
• List - Simple bullet items

Special:

• Geography - Map visualization
• Heatmap - Intensity grid
• AI Summary - AI-generated insights

Configuring Widgets

After selecting a widget type, configure the data source:

Key Metric Cards

Display important numbers with context:

Color Indicators:

AI Insights ✨

Let AI analyze your data and surface insights:

Insight Types:

Ask the AI:

Reports

Generate and schedule reports:

Creating a Report:

1. Click + New under Reports
2. Select report type
3. Configure data and format
4. Schedule delivery (optional)

Report Options:

Data Sources

Connect Analytics to various data sources:

Adding a Data Source:

1. Go to Settings → Data Sources
2. Click + Add Source
3. Select source type
4. Enter connection details
5. Test and save

Sharing Dashboards

Share dashboards with your team:

1. Click Share on any dashboard
2. Set permissions (View, Edit, Owner)
3. Copy link or invite by email

Permission Levels:

Link Sharing:

• Off - Only specific people can access
• On - Anyone with link can view

Keyboard Shortcuts

Tips & Tricks

Dashboard Design

💡 Keep it simple - 5-7 widgets per dashboard is optimal

💡 Most important metrics at top - Follow the F-pattern reading

💡 Use consistent colors - Same metric = same color across widgets

💡 Group related widgets - Keep sales metrics together

Data Tips

💡 Set up daily sync for data sources that change frequently

💡 Use filters to let viewers customize their view

💡 Add comparison periods (vs last month, vs last year)

💡 Include goals/targets to show progress

AI Tips

💡 Ask “why” questions - AI excels at explaining trends

💡 Request predictions for planning

💡 Use AI for anomaly detection - “What’s unusual this month?”

💡 Generate executive summaries before board meetings

Troubleshooting

Dashboard not loading

Possible causes:

1. Data source disconnected
2. Query timeout
3. Permission issues

Solution:

1. Check data source status in Settings
2. Reduce date range or add filters
3. Verify you have dashboard access
4. Refresh the page

Data not updating

Possible causes:

1. Sync schedule not running
2. Source data hasn’t changed
3. Cache showing old data

Solution:

1. Click Refresh on the dashboard
2. Check data source sync status
3. Go to Settings → Clear cache
4. Verify source data has new records

Charts showing wrong numbers

Possible causes:

1. Filter applied incorrectly
2. Wrong aggregation method
3. Date range mismatch

Solution:

1. Check widget filters
2. Verify aggregation (Sum vs Count vs Average)
3. Confirm date range matches expectations
4. Edit widget and review query

Export not working

Possible causes:

1. Dashboard too large
2. Browser blocking download
3. Permission restrictions

Solution:

1. Try exporting individual widgets
2. Check browser download settings
3. Use a different export format
4. Contact administrator for permissions

BASIC Integration

Use Analytics in your bot dialogs:

Query Metrics

revenue = GET METRIC "total_revenue" FOR "this month"
lastMonth = GET METRIC "total_revenue" FOR "last month"

growth = ((revenue - lastMonth) / lastMonth) * 100

TALK "Revenue this month: $" + FORMAT(revenue, "#,##0")
TALK "Growth: " + FORMAT(growth, "#0.0") + "%"

Generate Reports

HEAR period AS TEXT "Which period? (weekly/monthly/quarterly)"

report = GENERATE REPORT "Sales Summary" FOR period

TALK "Here's your " + period + " sales report:"
SEND FILE report.pdf

TALK "Key highlights:"
TALK report.summary

Get AI Insights

insights = GET INSIGHTS FOR "Sales Dashboard"

TALK "Here are today's insights:"
FOR EACH insight IN insights.trends
    TALK "📈 " + insight
NEXT

TALK "Alerts:"
FOR EACH alert IN insights.alerts
    TALK "⚠️ " + alert
NEXT

Create Dashboard Widget

widget = NEW OBJECT
widget.type = "line_chart"
widget.title = "Daily Active Users"
widget.source = "bot_analytics"
widget.xAxis = "date"
widget.yAxis = "active_users"
widget.dateRange = "last 30 days"

ADD WIDGET widget TO "Overview Dashboard"
TALK "Widget added successfully"

Scheduled Reports

' This dialog runs on a schedule
report = GENERATE REPORT "Weekly Metrics" FOR "last 7 days"

recipients = ["ceo@company.com", "team@company.com"]

FOR EACH recipient IN recipients
    SEND MAIL recipient, "Weekly Metrics Report - " + TODAY, 
        "Please find attached the weekly metrics report.", [report.pdf]
NEXT

LOG "Weekly report sent to " + COUNT(recipients) + " recipients"

See Also

• Research App - Deep dive into data questions
• Paper App - Create reports from insights
• How To: Monitor Your Bot
• Talk to Data Template