Dashboards

Build custom dashboards to monitor the AI search metrics and segments that matter to your team.

Custom Dashboards are available in Insights. Use them to turn AI search data into a focused view of the metrics your team reviews regularly.

How to Configure a Dashboard

1. Open Insights → Analytics → Dashboards and create a dashboard.
2. Add a chart or data table block.
3. Choose the metric and breakdown for the block.
4. Set the filters, date range, and time granularity for the report.

Use a name that reflects the dashboard's audience or reporting goal.

Block Types

Block	Use it to
Chart	Visualize changes and comparisons
Data table	Review detailed results

Choose Metrics and Breakdowns

Configure each block with an AI search metric, such as:

• Citation Rate
• Mention Rate
• Share of Voice

You can break results down by dimensions including:

• Competitor
• Platform
• Region
• Persona
• Topic

For example, use a chart to compare Share of Voice by competitor or a data table to review citation rate by topic.

Set the Reporting Scope

Use filters to focus the dashboard on the slice of data you want to analyze. Set the date range and choose the time granularity that best fits the reporting period. Filters can narrow the dashboard by the same dimensions used for breakdowns, including platform, region, persona, and topic.

Use a consistent date range, granularity, and filter set when comparing results over time.

Examples

• Compare Share of Voice by competitor for a selected region.
• Review Citation Rate by topic for a specific platform and date range.
• Track Mention Rate by persona at the time granularity used in your regular report.