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Documentation Index

Fetch the complete documentation index at: https://docs.retailgrid.io/llms.txt

Use this file to discover all available pages before exploring further.

When the pre-built Dashboards don’t answer the question you’re asking, Create with AI lets you describe the view you want and Retailgrid generates it from your data.
This is the v1 release of AI dashboard creation. One prompt produces one dashboard. Iterate by re-prompting or by saving and editing the generated dashboard.

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Open Create with AI

  1. Open Dashboards from the left sidebar.
  2. Click Create with AI in the top right.
  3. The Create Dashboard with AI modal opens with a prompt field and a list of example prompts.

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Write a useful prompt

The AI does better when your prompt names four things:
  1. The metric - revenue, gross margin, price index, sales units, competitor undercut count.
  2. The time window - last 7 / 30 / 90 days, this quarter, year over year.
  3. The dimension - by category, by brand, by store, by competitor.
  4. The intent - top-N, comparison vs. last period, trend over time, distribution.
Good prompts:
  • “Show me gross margin % for the last 90 days, broken down by category, as a trend with one line per category.”
  • “List the top 50 SKUs by sales where a competitor is undercutting us right now, with the gap in % and absolute terms.”
  • “Compare price index this quarter vs. last quarter by category, sorted by largest change.”
Weak prompts that produce vague results:
  • “Show me pricing.” - no metric, no window, no dimension.
  • “How are we doing?” - no measurable signal.
The example prompts inside the modal cover common patterns - use them as a starting point and edit.

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What gets generated

The AI returns a single dashboard composed of one or more charts:
  • Chart type - line, bar, stacked bar, scatter, or table, picked from your prompt’s intent.
  • Axes and groupings - inferred from the dimension and metric you named.
  • Default filters - applied to honor the time window and any category / brand / store scope in the prompt.
  • Title and subtitle - readable summaries you can edit before saving.

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Iterate on the result

If the generated dashboard doesn’t match what you wanted, you have two paths:
  • Re-prompt - close the dashboard without saving, click Create with AI again, and refine your prompt (be more specific about the metric, the window, or the dimension).
  • Save and edit - save the dashboard, then edit charts, filters, and the title directly on the saved view.
Re-prompting is faster when the dashboard is structurally off (wrong chart type, wrong metric). Editing is better when the bones are right and you just want a different filter or a different sort.

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Save and revisit

Click Save to add the dashboard to the Dashboards page alongside the pre-built ones. Saved dashboards:
  • Are visible to everyone in your Organization.
  • Refresh on the same cadence as the underlying datasets.
  • Can be deleted or edited by the creator (and by admins).

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v1 limitations

  • One dashboard per prompt. Multi-tab dashboards need to be built by saving one dashboard at a time.
  • Prompt vocabulary is bounded by the metrics in your Metrics glossary and the columns in your datasets. Asking for a metric you don’t have data for won’t work.
  • The AI doesn’t currently remember your prior prompts in a session - each prompt is treated as a fresh request.