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Nectari Copilot for Dashboards

The SEI Copilot in dashboards uses the data you see on screen to give insights and recommendations that help you understand your information and find opportunities for improvement. It can explain trends, highlight unusual results, reveal relationships between different views, and suggest changes to make your dashboard easier to read and more useful.

You can chat with the Copilot while viewing a dashboard, using natural language questions. It looks at the current dashboard content and responds with suggestions tailored to what’s displayed, helping you explore your data and make better decisions.

It focuses on answering your questions and explaining your data — it can give insights and recommendations, but it cannot make changes to your dashboard configuration.

Dashboard features​

Dashboards combine one or more views in a single workspace to present a comprehensive understanding of your business data. You can include different types of views—worksheets, charts, gauges, and maps—even from different data models.

  • Drag and drop views – Add worksheets, charts, gauges, and maps.
  • Customise layout – Resize, position, and arrange elements.
  • Apply filters – Standard, dockable, or advanced filters.
  • Add text panels – Titles, section headers, and descriptions.

For details on dashboard functionality, see the Dashboards introduction page.

Prompt ideas​

Insights​

Insights are observations and explanations based on the data in your dashboard. They can reveal trends, highlight unusual results, and help you understand changes over time. Use these prompts when you want to analyse what’s on your dashboard and point out interesting or important details.

  • Describe the main insights from this dashboard.
  • Explain any trends or patterns you notice.
  • Point out any unusual or unexpected results.
How can I create a new dashboard?
What insights can you give me based on this dashboard?
I have a board meeting tomorrow — suggest topics I should raise based on the current dashboard data.
Is there anything unusual here that I should investigate further?

Recommendations​

offer ideas for making your dashboard more effective and easier to use. They may suggest improvements to layout, visual clarity, and overall coverage so you get the most out of your data. Use these prompts when you want practical or creative options for enhancing your dashboard.

  • Suggest ways to improve the layout of this dashboard.
  • Recommend additional metrics or KPIs to include.
  • Advise on visual changes to make the dashboard easier to read.
Suggest ways to improve this dashboard.
Should I add additional KPIs to this dashboard?
Visually, how can I improve the way information is displayed?
Should I change the placement of widgets in the dashboard?