AI Grid Agent Dashboards
What are Dashboards?
Dashboards in AI Grid Agents are interactive visual analytics interfaces that transform your grid data into meaningful visualizations and insights. Think of them as customizable control centers where you can create, arrange, and monitor various types of data cards to track key metrics, visualize trends, and analyze your agent's performance in real-time.
Examples of Use Cases
| Use Case | Description |
|---|---|
| Portfolio Company Performance | Create unified dashboards showing revenue growth, EBITDA margins, and operational KPIs across all portfolio companies |
| Due Diligence Tracking | Visualize completion status of legal, financial, and operational due diligence across multiple deals |
| Analytics | Generate market analysis charts, competitor comparisons, and valuation multiples automatically from your research data |
| Market Intelligence | Monitor sector trends, M&A activity, and capital markets conditions to identify new business opportunities |
| Risk Dashboard | Real-time monitoring of portfolio VaR, sector concentration, and correlation matrices across holdings |
| Performance Attribution | Break down portfolio returns by sector, geography, and individual security contribution |
| ESG Compliance Tracking | Monitor ESG scores, sustainability metrics, and regulatory compliance across investments |
| Market Regime Analysis | Identify market cycles, volatility patterns, and optimal rebalancing triggers |
| Sector Deep Dives | Create comprehensive industry analysis dashboards with key metrics, growth drivers, and competitive positioning |
| Company Financial Health | Build automated financial statement analysis with trend identification and peer benchmarking |
| Credit Analysis | Monitor credit spreads, default probabilities, and covenant compliance across bond portfolios |
| Macroeconomic Indicators | Track leading economic indicators, central bank policies, and their impact on investment themes |
Instead of spending hours in Excel creating charts for client presentations or investment committee meetings, simply create a card to perform advanced analytics based on the results of the Grid.
How to Create Cards
Method 1: Manual Card Creation
- Click the "Create" button (+ icon) in the dashboard header
- The Card Editor modal will open
- Configure your new card:
| Setting | Description |
|---|---|
| Basic Information | Enter title and select card type |
| Data Source | Choose where the card gets its data |
| Visualization Settings | Configure specific options based on card type |
| AI Prompt | Write the AI prompt that will generate the card's data |
| LLM Selection | Choose which AI model to use for processing |
Method 2: Dashboard Templates
- Click the Templates button (grid icon) in the dashboard header
- Browse available templates:
- Analytics Overview - Complete analytics with metrics, charts, and performance indicators
- Monitoring Dashboard - Real-time monitoring with gauges and system health
- Reporting Suite - Comprehensive reporting with tables and detailed analytics
- Select a template and click Apply
- Template cards will be automatically positioned on your dashboard
Types of Dashboard Cards
1. Metric Cards
Purpose: Display single key performance indicators (KPIs)
Best For: Completion rates, scores, counts, percentages
2. Chart Cards
Purpose: Visualize data trends and relationships
Chart Types Available:
- Line Charts - Show trends over time
- Bar Charts - Compare values across categories
- Pie Charts - Display proportional data
- Area Charts - Filled line charts, great for financial data
- Scatter Charts - Show correlations between variables
Best For: Performance trends, comparisons, time-series data
3. Table Cards
Purpose: Display structured data in rows and columns
Best For: Detailed records, task lists, structured data review
4. Heatmap Cards
Purpose: Visualize data density and patterns through color intensity
Best For: Activity patterns, correlation matrices
5. Gauge Cards
Purpose: Show progress or levels within a defined range
Best For: Monitoring, completion percentages, performance scores
6. Distribution Cards
Purpose: Show how data is distributed across different categories
Best For: Task type breakdowns, category analysis, demographic data
7. Plain Text Cards
Purpose: Display formatted text content, analysis results, or AI-generated insights
Best For: AI analysis results, summaries, detailed reports, formatted documentation
Edit Mode Features
When you activate edit mode (click the pencil icon), several features become available:
| Feature | Description |
|---|---|
| Grid Background | Visual grid helps with card alignment |
| Drag and Drop | Click and drag cards to reposition them anywhere on the canvas |
| Resize Handles | Corner handles allow you to resize cards (prevents overlapping) |
| Extended Canvas | Cards can be positioned beyond the visible area (use scrollbars to access) |
| Draft Mode Warning | Yellow warning banner indicates dashboard is in edit mode and agent cannot run |
| Collision Detection | Automatic prevention of card overlaps during resizing |
How Dashboard Cards Work
- Prompt Execution - Each card has an AI prompt that defines what data to analyze
- LLM Processing - The selected language model processes your grid data according to the prompt
- Data Transformation - Raw results are transformed into the appropriate format for the card type
- Visualization - The card renders the processed data according to its specific visualization rules
- Real-time Updates - Cards can be re-run individually or collectively to refresh data
Troubleshooting Common Issues
Cards Not Loading Data
- Check that your AI prompt is clear and specific
- Verify that the columns of the Grid contain the expected data
Layout Problems
- Use edit mode to manually reposition overlapping cards
- Resize cards that are too large for their content
- Check that cards aren't positioned outside the visible area
Performance Issues
- Avoid running too many cards simultaneously
- Check for cards with overly complex prompts
- Monitor for cards stuck in processing state
Error Recovery
- Try re-running failed cards with simplified prompts
- Check agent data quality and availability
Dashboard functionality provides a powerful way to transform your AI Grid Agent data into actionable insights through flexible, interactive visualizations. Whether you're tracking performance metrics, analyzing trends, or monitoring, the dashboard system adapts to your specific needs while maintaining ease of use and powerful analytical capabilities.
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