Dashboard Summary AI ✨ | Clixio Changelog

We’ve completely reimagined the dashboard experience by bringing AI-powered insights to the forefront. Now, instead of just viewing raw numbers, you can instantly uncover trends, spot risks, and take action—directly from your dashboards.

Fresh Header Re-Design

A cleaner, modernised header makes it easier to navigate, filter, and edit your dashboards with fewer clicks.

Dashboard AI Summary

With a single click, AI generates a smart summary of your dashboard—highlighting key metrics, growth patterns, and areas that need your attention.

Generated AI Insights

AI doesn’t just summarise—it explains. Get context-rich insights such as revenue peaks, performance drops, and next-step recommendations, helping you stay proactive rather than reactive.

Follow-ups on Dashboard Summary

Ask follow-up questions directly from the summary to dive deeper. Whether you want to understand what’s driving trends or explore specific metrics, AI provides answers in seconds.

Widget-Level AI Summaries

Zoom in on any widget—like your Opportunities line chart—and instantly see an AI-generated breakdown of configurations, performance, and comparisons without manual digging. Stop drowning in data—let AI highlight what matters most.

Make faster, smarter business decisions with ready-to-use insights. Stay ahead of risks by identifying downward trends before they negatively impact performance.

Look for the ✨ Summarise Dashboard with AI button at the top of your dashboards and experience a smarter, more actionable way to work with data. Additionally, if you hover over any widget in the dashboard, you will see an option for AI that can help you gain further insights.

Dashboard Widget AI Insight

Users must enable AI Employee in order to access the AI summaries and widget summaries. The AI Employee model window allows users to browse previous conversations to revisit the summaries and widget details provided by AI. Note that follow-ups only work on custom widgets and not on standard ones.

What’s Next for Dashboard AI?

In the future, Dashboard AI will go beyond summaries and insights. Users will be able to create widgets directly from screenshots or references, making setup faster than ever. These widgets will come with side-by-side real-time analysis and goal-driven suggestions, tailored to how a specific niche or industry is performing.