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Understand your options

Fixed dashboards vs asking your data questions

Dashboards are useful for the numbers you check every week. AI analytics helps with the next question that the dashboard does not already answer.

The short answer

By Exemplary AI
Reviewed

Do you need the usual report, or an answer to a new question?

A fixed dashboard shows the measures and filters someone has already built. Conversational analytics lets you ask a question in everyday language and prepare an answer or chart from connected business data. Keep regular dashboards for regular reporting. Add AI when people need to explore questions the existing reports do not cover.

How Exemplary helps

Ask the business question. We help with the data work behind it.

Exemplary can turn plain-language questions into answers and draft dashboards using your connected data. It shows the proposed calculation for review, and a person approves the dashboard before it is published.

Talk to us about your task
  • You define the business measures and available data.
  • We help set up the connection and access rules.
  • Your team reviews the calculation and approves the result.
At a glance

What changes for your team?

Scroll across the table to view both approaches.

Fixed dashboards vs asking your data questions: what each option means for your team
What mattersUse a prepared dashboardAsk a question about the data
What it does wellShowing agreed measures in a familiar format.Exploring a new question in everyday language.
A new questionMay need a report change or help from an analyst.Can produce a draft answer if the data and definitions are available.
ReviewCheck that the report’s definitions and data remain correct.Check the proposed calculation, data and answer before sharing.
What people still ownThe meaning of the measures and decisions based on them.The same business definitions, review and decisions.
Choose for your situation

When each approach fits.

Use a prepared dashboard

  • You track the same measures on a regular schedule.
  • A shared, fixed report already answers the team’s questions.

Ask a question about the data

  • People often ask follow-up questions outside existing reports.
  • You want to explore data without writing each query yourself.
An example in everyday work

Go from “sales are down” to “which regions changed most?”

This illustrative question needs sales data and an agreed definition of the reporting period.

  1. 01

    Ask the follow-up

    A manager asks which regions missed target last quarter and by how much.

  2. 02

    Prepare the analysis

    Exemplary proposes how to calculate the answer and prepares a draft view from the connected data.

  3. 03

    Review before sharing

    The team checks the calculation and result before approving the dashboard.

Keep the reports your team already trusts.

AI analytics can sit alongside regular reporting. Use it to explore the follow-up questions that would otherwise require a new report, then decide which results are useful enough to share or repeat.

Clear business definitions still matter.

“Revenue” can mean different things to different teams. We help with the technical setup; your team agrees on the meaning of each measure and checks the answer before relying on it.

Questions you might have.

Do I need to write code to ask a question?

You can ask in plain language. The data connection and business definitions need to be set up first, and we help with that work.

Does our data have to move to a new database?

Exemplary supports querying your existing data warehouse with the access you provide. We check your specific data source during setup.

Can the AI publish a dashboard without review?

Exemplary keeps the dashboard as a draft until a person reviews and approves it.

More about these options

These guides explain how to choose an approach. Examples show how a task could work; they are not customer results. The links below explain the capabilities and background behind this guide.

We’re here to help

Bring us the task. Leave the AI setup to us.

Tell us what takes too much time today. We’ll help choose the right approach, set up the AI and test it with your team. You decide what a good result looks like. We help with the technology to get there.

Talk to our team