Yeeflow AI Builder allows you to create dashboards by simply describing your reporting and visualization requirements. Instead of manually building each component from scratch, you can use Create with AI to generate a dashboard layout with KPI cards, charts, and other visual elements.
Once generated, you can further customize the dashboard and connect it to your business data.
How to Create a Dashboard with AI
Follow the steps below to create a dashboard using AI Builder.
Step 1: Open Create with AI
Open the application where you want to create a dashboard.
Click the + (Add Component) button in the top navigation bar to open the New application resource page.
In the Create with AI section, select Dashboards as the resource type.
Step 2: Describe Your Dashboard Requirements
In the Create with AI input box, describe the dashboard you want to create using natural language.
For example:
Create a sales performance dashboard showing total sales, total orders, number of customers, sales trends, and sales distribution. Use KPI cards to display key metrics at the top, with a line chart for sales trends and a pie chart for sales distribution below.
For better results, consider including the following details in your description:
Business scenario: Specify the purpose of the dashboard, such as sales analysis, project tracking, or asset management.
Key metrics: Identify the KPIs you want to monitor, such as total revenue, order count, or completion rate.
Visualizations: Describe the charts or components you prefer, such as KPI cards, bar charts, line charts, or pie charts.
Layout preferences: Explain how you want the information organized on the dashboard.
Once you have entered your requirements, click Start with AI to begin generating the dashboard.
Step 3: Review the AI-Generated Dashboard
AI Builder uses your description to generate a dashboard structure and layout based on your requirements.
Depending on your prompt, the generated dashboard may include:
KPI Cards: Display key business metrics such as total sales, order count, or customer count.
Line Charts: Visualize trends and changes over time.
Bar Charts: Compare values across different categories.
Pie Charts: Show proportions and distributions.
Text Components: Add titles, descriptions, and supporting information.
Review the generated dashboard to see whether the layout and visual elements match your requirements.
Note: The generated dashboard may initially contain placeholder values or empty chart areas. You may need to configure data sources before actual business data can be displayed.
Step 4: Customize Your Dashboard
After generating the dashboard, you can continue editing it using the Dashboard Designer.
You can customize the dashboard by:
Adding, removing, or rearranging components.
Adjusting the layout and component sizes.
Updating chart titles and display settings.
Configuring data sources for charts and KPI cards.
Setting up filters to display relevant business data.
These options allow you to refine the AI-generated dashboard to meet your specific reporting needs.
Tips for Writing Effective Prompts
Providing a clear and detailed description helps AI Builder generate a dashboard that better matches your expectations.
For example, instead of entering:
Create a sales dashboard.
Try a more detailed prompt:
Create a sales performance dashboard with three KPI cards showing total revenue, total orders, and total customers. Add a line chart to display monthly sales trends, a bar chart comparing sales performance by region, and a pie chart showing sales distribution by product category. Arrange the KPI cards at the top and the charts below in a clean, organized layout.
A well-structured prompt should describe what information you want to display and how you want it presented.
Additional Notes
AI-generated dashboards provide a starting point that can be further customized in Dashboard Designer.
Charts and KPI cards may require data source configuration to display actual business data.
You can modify the generated layout and visual components to meet changing reporting requirements.
By combining AI-generated dashboard layouts with Yeeflow's dashboard design capabilities, you can create customized reporting and visualization pages more efficiently.