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When the built-in Dashboards don’t answer the question you’re asking, the Dashboard Assistant lets you describe the view you want and Retailgrid generates it from your data. The assistant lives as a panel inside the dashboard editor - AI generation and manual editing work on the same dashboard configuration, so you can prompt, then fine-tune by hand, then prompt again.

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Start from a prompt

  1. Open Dashboards from the left sidebar.
  2. Create a new dashboard (or open an existing one). The dashboard editor opens with the Dashboard Assistant panel on the left.
  3. Describe the view you want and send the prompt.
The assistant can also generate or update the dashboard’s name and description to match its content.

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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.

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How the assistant applies changes

The assistant reads your prompt and the current dashboard configuration, then works in one of three modes:
  • Add - extends the dashboard with additional widgets or filters. Widgets already on the dashboard are never duplicated; if everything relevant is already there, the assistant says so instead of adding noise.
  • Remove - takes widgets or filters off the dashboard.
  • Replace - swaps in a completely different dashboard when you ask for something new.
Changes apply to the dashboard immediately - there’s no separate apply step - and every response includes a summary of what was added, removed, or updated. The dashboard auto-saves as you go (you’ll see Saved · Just now under the dashboard name).

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Iterate on the result

Because the assistant and the manual builder share the same configuration, iteration is fluid:
  • Re-prompt - ask for the change directly (“swap the trend chart for a bar chart by brand”). The assistant modifies the existing dashboard rather than starting over.
  • Edit by hand - add or remove widgets from the widget picker, drag widgets between rows, adjust filters. See the dashboard editor guide.

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Limitations

  • Widget vocabulary is bounded by the widget catalog and the metrics in your Metrics glossary. Asking for a metric you don’t have data for won’t work.
  • Each dashboard holds one instance of each widget - the assistant won’t add the same widget twice.
  • Filters are global to the dashboard (Period, Category, Brand, Competitor); per-widget filters aren’t supported.