# Analytics - Dashboards > **Your business intelligence center** ![Analytics Flow](../../assets/suite/analytics-flow.svg) --- ## 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. --- ## Interface Layout ``` ┌─────────────────────────────────────────────────────────────────────────┐ │ Analytics [+ Widget] [Export] [⚙️] [×] │ ├──────────────┬──────────────────────────────────────────────────────────┤ │ │ │ │ DASHBOARDS │ Sales Overview Dashboard May 2025 │ │ ─────────── │ ════════════════════════════════════════════════════ │ │ │ │ │ ★ Overview │ ┌─────────────────┐ ┌─────────────────┐ │ │ Sales │ │ Total Revenue │ │ New Customers │ │ │ Marketing │ │ │ │ │ │ │ Support │ │ $2.4M │ │ 47 │ │ │ HR │ │ ▲ 15% │ │ ▲ 23% │ │ │ │ └─────────────────┘ └─────────────────┘ │ │ ─────────── │ ┌─────────────────┐ ┌─────────────────┐ │ │ │ │ Conversion Rate │ │ Avg Deal Size │ │ │ REPORTS │ │ │ │ │ │ │ ─────────── │ │ 24.5% │ │ $12,400 │ │ │ 📊 Weekly │ │ ▲ 3.2% │ │ ▼ 5% │ │ │ 📊 Monthly │ └─────────────────┘ └─────────────────┘ │ │ 📊 Quarterly│ │ │ │ ┌───────────────────────────────────────────────────┐ │ │ ─────────── │ │ Revenue Trend │ │ │ │ │ $ │ │ │ [+ New] │ │ 3M│ ╭─────╮ │ │ │ │ │ │ ╭────╯ ╰────╮ │ │ │ │ │ 2M│───╯ ╰───╮ │ │ │ │ │ │ ╰──── │ │ │ │ │ 1M│ │ │ │ │ │ └─────────────────────────────────────────── │ │ │ │ │ Jan Feb Mar Apr May │ │ │ │ └───────────────────────────────────────────────────┘ │ │ │ │ └──────────────┴──────────────────────────────────────────────────────────┘ ``` --- ## Features ### Dashboard Overview Dashboards are collections of widgets that display your data visually. **Default Dashboards:** | Dashboard | What It Shows | |-----------|---------------| | **Overview** | Key metrics across all areas | | **Sales** | Revenue, deals, pipeline | | **Marketing** | Campaigns, leads, conversion | | **Support** | Tickets, response time, satisfaction | | **HR** | Headcount, hiring, retention | --- ### Creating a Dashboard **Step 1: Click "+ New" in the sidebar** ``` ┌─────────────────────────────────────────┐ │ Create Dashboard [×] │ ├─────────────────────────────────────────┤ │ │ │ Dashboard Name: │ │ ┌─────────────────────────────────┐ │ │ │ Q2 Performance │ │ │ └─────────────────────────────────┘ │ │ │ │ Description (optional): │ │ ┌─────────────────────────────────┐ │ │ │ Key metrics for Q2 2025 │ │ │ └─────────────────────────────────┘ │ │ │ │ Template: │ │ ○ Blank │ │ ○ Sales Template │ │ ○ Marketing Template │ │ ● Copy from existing... │ │ [Sales Overview ▼] │ │ │ │ ┌─────────────────────────────────┐ │ │ │ Create │ │ │ └─────────────────────────────────┘ │ │ │ └─────────────────────────────────────────┘ ``` **Step 2: Add Widgets** Click **+ Widget** and choose a visualization type. --- ### Widget Types ``` ┌─────────────────────────────────────────────────────────────────────────┐ │ Add Widget [×] │ ├─────────────────────────────────────────────────────────────────────────┤ │ │ │ NUMBERS │ │ ┌─────────────┐ ┌─────────────┐ ┌─────────────┐ │ │ │ ┌───┐ │ │ ▲ 15% │ │ 85% │ │ │ │ │123│ │ │ ─────── │ │ ████░░ │ │ │ │ └───┘ │ │ vs last │ │ │ │ │ │ Number │ │ Comparison │ │ Progress │ │ │ └─────────────┘ └─────────────┘ └─────────────┘ │ │ │ │ CHARTS │ │ ┌─────────────┐ ┌─────────────┐ ┌─────────────┐ ┌─────────────┐ │ │ │ ╭──╮ │ │ █ │ │ ╱╲ │ │ ┌──┬──┐ │ │ │ │ ───╯ ╰── │ │ █ █ │ │ ╱ ╲ │ │ │░░│██│ │ │ │ │ │ │ █ █ █ │ │ ╱ ╲ │ │ └──┴──┘ │ │ │ │ Line │ │ Bar │ │ Area │ │ Pie │ │ │ └─────────────┘ └─────────────┘ └─────────────┘ └─────────────┘ │ │ │ │ TABLES & LISTS │ │ ┌─────────────┐ ┌─────────────┐ ┌─────────────┐ │ │ │ ┌─┬─┬─┐ │ │ 1. ████ │ │ ● Item A │ │ │ │ ├─┼─┼─┤ │ │ 2. ███ │ │ ● Item B │ │ │ │ └─┴─┴─┘ │ │ 3. ██ │ │ ● Item C │ │ │ │ Table │ │ Leaderboard│ │ List │ │ │ └─────────────┘ └─────────────┘ └─────────────┘ │ │ │ │ SPECIAL │ │ ┌─────────────┐ ┌─────────────┐ ┌─────────────┐ │ │ │ [Map] │ │ ════════ │ │ ✨ AI │ │ │ │ ● ● │ │ ▓▓▓▓░░░░ │ │ Insights │ │ │ │ ● │ │ ════════ │ │ │ │ │ │ Geography │ │ Heatmap │ │ AI Summary │ │ │ └─────────────┘ └─────────────┘ └─────────────┘ │ │ │ └─────────────────────────────────────────────────────────────────────────┘ ``` --- ### Configuring Widgets After selecting a widget type, configure the data source: ``` ┌─────────────────────────────────────────────────────────────────────────┐ │ Configure Widget: Line Chart [×] │ ├─────────────────────────────────────────────────────────────────────────┤ │ │ │ Title: │ │ ┌─────────────────────────────────────────────────────────────────┐ │ │ │ Monthly Revenue │ │ │ └─────────────────────────────────────────────────────────────────┘ │ │ │ │ DATA SOURCE │ │ ─────────── │ │ Source: [Sales Database ▼] │ │ Table: [transactions ▼] │ │ │ │ AXES │ │ ──── │ │ X-Axis: [date ▼] Group by: [Month ▼] │ │ Y-Axis: [amount ▼] Aggregate: [Sum ▼] │ │ │ │ FILTERS │ │ ─────── │ │ [+ Add Filter] │ │ │ status = "completed" [×] │ │ │ date >= "2025-01-01" [×] │ │ │ │ PREVIEW │ │ ─────── │ │ ┌─────────────────────────────────────────────────────────────────┐ │ │ │ $ │ │ │ │ 3M│ ╭─────╮ │ │ │ │ │ ╭────╯ ╰────╮ │ │ │ │ 2M│───╯ ╰───╮ │ │ │ │ 1M│ ╰──── │ │ │ │ └─────────────────────────────── │ │ │ │ Jan Feb Mar Apr May │ │ │ └─────────────────────────────────────────────────────────────────┘ │ │ │ │ ┌─────────────┐ ┌─────────────┐ │ │ │ Save │ │ Cancel │ │ │ └─────────────┘ └─────────────┘ │ │ │ └─────────────────────────────────────────────────────────────────────────┘ ``` --- ### Key Metric Cards Display important numbers with context: ``` ┌─────────────────────────────────────────────────────────────────────────┐ │ │ │ ┌─────────────────┐ ┌─────────────────┐ ┌─────────────────┐ │ │ │ Total Revenue │ │ Active Users │ │ Support Tickets │ │ │ │ │ │ │ │ │ │ │ │ $2,456,000 │ │ 1,234 │ │ 45 │ │ │ │ │ │ │ │ │ │ │ │ ▲ 15.3% │ │ ▲ 8.2% │ │ ▼ 12% │ │ │ │ vs last month │ │ vs last month │ │ vs last month │ │ │ │ │ │ │ │ (Good!) │ │ │ │ ████████░░ │ │ ██████░░░░ │ │ ██░░░░░░░░ │ │ │ │ Goal: $3M │ │ Goal: 2,000 │ │ Goal: <50 │ │ │ └─────────────────┘ └─────────────────┘ └─────────────────┘ │ │ │ └─────────────────────────────────────────────────────────────────────────┘ ``` **Color Indicators:** | Color | Meaning | |-------|---------| | 🟢 Green (▲) | Positive trend / On target | | 🔴 Red (▼) | Negative trend / Below target | | 🟡 Yellow (─) | No change / Needs attention | | ⚪ Gray | No comparison available | --- ### AI Insights ✨ Let AI analyze your data and surface insights: ``` ┌─────────────────────────────────────────────────────────────────────────┐ │ ✨ AI Insights [Refresh] │ ├─────────────────────────────────────────────────────────────────────────┤ │ │ │ 📈 TRENDS │ │ ────────── │ │ • Revenue has grown 15% month-over-month for 3 consecutive months │ │ • Customer acquisition cost decreased by $50 this quarter │ │ • Enterprise segment is outperforming SMB by 2x │ │ │ │ ⚠️ ALERTS │ │ ───────── │ │ • Churn rate increased to 5.2% (was 4.1% last month) │ │ • Support ticket volume up 23% - may need more staff │ │ • Marketing spend efficiency dropped in paid social │ │ │ │ 💡 RECOMMENDATIONS │ │ ───────────────── │ │ • Focus on enterprise sales - highest ROI segment │ │ • Investigate churn increase in mid-market customers │ │ • Consider reallocating paid social budget to email │ │ │ │ 🎯 PREDICTIONS │ │ ───────────── │ │ • Projected Q2 revenue: $7.8M (±5%) │ │ • Expected to hit annual target by October │ │ • Staffing need: +2 support agents by July │ │ │ │ [Ask AI a Question] [Generate Report] [Share Insights] │ │ │ └─────────────────────────────────────────────────────────────────────────┘ ``` **Ask the AI:** ``` You: Why did revenue spike in March? AI: March revenue increased 28% due to three factors: 1. Enterprise Deal Closure - Three large deals ($150K+) that were in pipeline since Q4 closed in March 2. Annual Renewals - 15 customers renewed annual contracts (worth $320K total) 3. Product Launch - The new feature release drove 12 new mid-market signups The spike is partially seasonal (end of Q1) and partially due to the product launch timing. ``` --- ### 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) ``` ┌─────────────────────────────────────────────────────────────────────────┐ │ Create Report [×] │ ├─────────────────────────────────────────────────────────────────────────┤ │ │ │ Report Name: │ │ ┌─────────────────────────────────────────────────────────────────┐ │ │ │ Weekly Sales Report │ │ │ └─────────────────────────────────────────────────────────────────┘ │ │ │ │ CONTENT │ │ ─────── │ │ ☑ Include dashboard: [Sales Overview ▼] │ │ ☑ Include AI insights │ │ ☐ Include raw data tables │ │ │ │ DATE RANGE │ │ ────────── │ │ ○ Last 7 days │ │ ● Last 30 days │ │ ○ This quarter │ │ ○ Custom range: [____] to [____] │ │ │ │ FORMAT │ │ ────── │ │ ○ PDF │ │ ● Interactive (Web) │ │ ○ Excel │ │ ○ PowerPoint │ │ │ │ SCHEDULE (Optional) │ │ ──────── │ │ ☑ Schedule automatic delivery │ │ Frequency: [Weekly ▼] │ │ Day: [Monday ▼] │ │ Time: [9:00 AM ▼] │ │ Send to: [team@company.com, ceo@company.com] │ │ │ │ ┌─────────────┐ ┌─────────────┐ ┌─────────────┐ │ │ │ Preview │ │ Save │ │ Cancel │ │ │ └─────────────┘ └─────────────┘ └─────────────┘ │ │ │ └─────────────────────────────────────────────────────────────────────────┘ ``` --- ### Data Sources Connect Analytics to various data sources: | Source Type | Examples | |-------------|----------| | **Databases** | PostgreSQL, MySQL, SQLite | | **Files** | Excel, CSV, JSON | | **APIs** | REST endpoints, GraphQL | | **Apps** | CRM, Support, Calendar data | | **Bot Data** | Conversation logs, user data | **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 ``` ┌─────────────────────────────────────────┐ │ Data Sources [×] │ ├─────────────────────────────────────────┤ │ │ │ Connected Sources: │ │ │ │ ┌─────────────────────────────────┐ │ │ │ 🗄️ Main Database ✓ │ │ │ │ PostgreSQL - 15 tables │ │ │ │ Last sync: 5 min ago │ │ │ └─────────────────────────────────┘ │ │ │ │ ┌─────────────────────────────────┐ │ │ │ 📊 Sales Data ✓ │ │ │ │ Excel - sales_2025.xlsx │ │ │ │ Last sync: 1 hour ago │ │ │ └─────────────────────────────────┘ │ │ │ │ ┌─────────────────────────────────┐ │ │ │ 🤖 Bot Analytics ✓ │ │ │ │ Internal - Conversations │ │ │ │ Real-time │ │ │ └─────────────────────────────────┘ │ │ │ │ [+ Add Data Source] │ │ │ └─────────────────────────────────────────┘ ``` --- ### Sharing Dashboards Share dashboards with your team: 1. Click **Share** on any dashboard 2. Set permissions 3. Copy link or invite by email ``` ┌─────────────────────────────────────────┐ │ Share Dashboard [×] │ ├─────────────────────────────────────────┤ │ │ │ "Sales Overview" Dashboard │ │ │ │ Share with: │ │ ┌─────────────────────────────────┐ │ │ │ Add people or groups... │ │ │ └─────────────────────────────────┘ │ │ │ │ People with access: │ │ ┌─────────────────────────────────┐ │ │ │ You (Owner) [Owner ▼] │ │ │ │ Sales Team [View ▼] │ │ │ │ john@company.com [Edit ▼] │ │ │ └─────────────────────────────────┘ │ │ │ │ Link sharing: │ │ ○ Off - Only specific people │ │ ● On - Anyone with link can view │ │ │ │ ┌─────────────────────────────────┐ │ │ │ https://analytics.bot/d/abc123 │ │ │ └─────────────────────────────────┘ │ │ [Copy Link] │ │ │ │ ┌─────────────────────────────────┐ │ │ │ Done │ │ │ └─────────────────────────────────┘ │ │ │ └─────────────────────────────────────────┘ ``` --- ## Keyboard Shortcuts | Shortcut | Action | |----------|--------| | `R` | Refresh dashboard | | `F` | Toggle fullscreen | | `E` | Edit mode | | `N` | New widget | | `D` | Duplicate widget | | `Delete` | Delete selected widget | | `Ctrl+S` | Save dashboard | | `Ctrl+P` | Print / Export PDF | | `Ctrl+F` | Find / Filter | | `/` | Quick search | | `←` `→` | Navigate dashboards | | `Escape` | Exit edit mode | --- ## 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 ```basic 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 ```basic 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 ```basic 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 ```basic 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 ```basic ' This dialog runs on a schedule report = GENERATE REPORT "Weekly Metrics" FOR "last 7 days" recipients = ["ceo@company.com", "team@company.com"] FOR EACH email IN recipients SEND EMAIL TO email SUBJECT "Weekly Metrics Report - " + TODAY BODY "Please find attached the weekly metrics report." ATTACHMENT report.pdf NEXT LOG "Weekly report sent to " + COUNT(recipients) + " recipients" ``` --- ## See Also - [Research App](./research.md) - Deep dive into data questions - [Paper App](./paper.md) - Create reports from insights - [How To: Monitor Your Bot](../how-to/monitor-sessions.md) - [Talk to Data Template](../../chapter-02/templates.md)