AI Dashboard Summary: Summarise Every Chart
Summarise every chart on a dashboard into one AI-written read of what your data shows and what changed. One credit per run. Data stays in your database.
AI Dashboard Summary is a feature in Edilitics Visualize that reads every chart on a published dashboard and returns a plain-language summary of what your data shows, what stands out, and what changed — without sending any raw data to the AI. Open a published dashboard, click Summarise, and Edilitics writes one read across every chart. You choose whether to summarise the dashboard as it is now or compare it against an earlier date. Each summary costs one analysis credit. No raw data leaves your database.
What the AI Dashboard Summary Returns
A summary is a set of insight cards, grouped into sections. Every card is grounded in a chart that is already on your dashboard, and every card has a View chart action that opens that chart full-screen so you can see the figures behind the finding.
The summary is framed for your role. Edilitics uses your job designation to tailor the language and emphasis — a finance lead gets a different read of the same dashboard than a head of operations would.
Two sections always appear:
Executive Overview is a short paragraph that leads with the single most important thing across the whole dashboard. If the data points to a clear action, the overview ends with it. This is the line you would read out in a standup.
Key Findings are the notable observations across your charts, each tagged High, Medium, or Low significance. A finding connects what your charts actually show, for example "Enterprise accounts generate 64% of revenue from 12% of customers, concentrated in North America." Click View chart to open the chart it came from, or View related charts when a finding draws on more than one.
Anomalies flag the things that break the expected pattern, for example "Refund rate in the EU region is 3.4x the dashboard average." Same card layout, same View chart action.
When you compare against an earlier date, two more sections appear alongside Key Findings and Anomalies. See Comparing Against an Earlier Date.
How to Summarise a Dashboard
Open the Summarise panel
Open a published dashboard. In the left panel, click the Summarise tab, marked with a sparkle icon.
The first time you use it, a disclaimer explains what is shared with the AI and that each run costs one analysis credit. Read it and click Continue. Check Do not show again to skip it on future runs.
The Summarise tab appears only for the dashboard owner, superadmins, and internal users the dashboard is shared with. External viewers opening the dashboard by OTP link, and embedded dashboard viewers, do not see it.
Choose an AI provider
Select an AI provider from the dropdown. Edilitics supports OpenAI, Anthropic, and Google DeepMind. The providers available to you depend on your plan tier, the same as elsewhere in Edilitics.
Choose what to summarise
Leave Comparison set to its default to summarise the dashboard exactly as it stands now.
To see what changed instead, open the Comparison dropdown and pick an earlier date. Each date is a point when the dashboard was published or refreshed. See Comparing Against an Earlier Date for what changes in the output.
Comparison is only available on the full dashboard. If you have dashboard filters applied, clear them to enable comparison, or run the summary on the filtered view as it is now. When filters are active, the summary describes exactly what is on screen — the filtered data — not the full unfiltered dashboard.
Run the summary
Click Summarise. Edilitics summarises every chart and returns the result as insight cards in the panel. This consumes one analysis credit.
Read the cards and open the charts
Read the Executive Overview first, then work through Key Findings and Anomalies. Click View chart on any card to open the chart it references full-screen, or View related charts when a card draws on more than one. Close the chart to return to the summary.
Your Data Stays Private
Edilitics does not send your raw data to the AI. To write a summary, it reads what is already drawn on each chart and reduces it to the aggregated totals, segment labels, and trend values already visible on the charts in front of you — typically the same figures you could read off the screen yourself. Your individual records, your raw rows, your source credentials, and anything you have not already plotted on the dashboard never leave your database.
Unlike tools that send your full dataset to an LLM, Edilitics transmits only chart-level aggregates. The AI does not see the table behind a chart, the columns you did not visualise, or any value that was filtered out.
Like AskEdi, AI Dashboard Summary generates output from pre-aggregated results rather than a live connection to your source database. The provider you choose processes only the reduced figures.
Comparing Against an Earlier Date
Picking an earlier date from the Comparison dropdown turns the summary into a read of what changed between that date and now. The dates available are the points at which the dashboard was published or refreshed by Auto Update, so each one is a real snapshot of the dashboard at that time.
In comparison mode Key Findings and Anomalies remain, describing the current state of the dashboard. Two additional sections are added:
Changes describe what moved between the two dates and by how much, in plain language, for example "Total revenue is up 9% since May 14, driven by new enterprise deals." Charts that did not move are not listed.
Drivers & Detractors name the segments behind the change: which ones pushed the number up and which held it back. For example, a driver might read "North America +$120K" and a detractor "EU mid-market -$43K." Every figure is drawn from your charts. The AI does not invent a number or a segment that is not in the data.
If nothing has changed since the date you picked, Edilitics tells you so and does not charge a credit. It will not call the AI for a dashboard that has not moved.
Analysis Credits
Each dashboard summary consumes one analysis credit when it runs successfully. Summaries draw from the same credit pool as AskEdi, so a credit spent on a summary is a credit not spent on a question, and vice versa.
A credit is not consumed when you run a comparison and Edilitics finds that nothing has changed since the date you picked. In that case it returns a no-change message without calling the AI.
The provider you choose does not change the cost. Every summary is one credit.
If your credit balance reaches zero, the summary will not run and no AI call is made. You can top up with an add-on pack without changing your plan.
For how credits are allocated each month, pooled across a team, doubled with your own API key, and topped up with add-on packs, see Analysis Credits.
Saved Analyses
Every summary you run is saved, so you can reopen it without paying for it again. There are two ways back to your history.
From inside the panel. When you have run summaries before, a View past link appears in the panel. Open it to step through earlier runs. Each saved summary keeps its cards and its View chart actions intact.
From the Visualize home screen. Hover over a dashboard card and open Saved AI Analyses from its menu. This opens the full history of summaries for that dashboard, newest first. Each entry is labelled by when it was run and what it covered — Full dashboard for an unfiltered summary, or the active filter set (for example, City Name: Cairo, Delhi +2) for a filtered one.
The number of summaries kept per dashboard depends on your plan: 7 on Launch, 14 on Scale, 30 on Pinnacle. When the limit is reached, the oldest is dropped as new ones are saved.
Frequently Asked Questions
Next Steps
Dashboard Assembly
Lay out sheets, notes, and images on the canvas, then publish the dashboard you want to summarise.
Sharing and Permissions
Control who can open a dashboard internally and who sees the Summarise tab.
AskEdi
Ask a direct question about your data and drill into why a metric moved. Shares the analysis credit pool with summaries.
Analysis Credits
How credits are allocated, pooled across a team, doubled with BYOK, and topped up with add-on packs.
Need help? Email support@edilitics.com with your workspace, job ID, and context. We reply within one business day.
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Dashboard Assembly
Place charts, notes, and images on the dashboard canvas, configure layout, and save. Covers canvas modes, item types, formatting presets, and the save modal.
Sharing and Permissions
Share Edilitics dashboards internally or externally. Team plan sharing, OTP-verified external access, addon viewer seats, per-domain embed controls, and instant revocation.