Generative Dashboards FAQ
What are Generative Dashboards?
Generative Dashboards allow users to create fully functional dashboards in Alli using a simple natural language prompt. Instead of manually setting up charts, users can describe what they want to see, and Alli will automatically build a dashboard using live cross-channel marketing data.
Who can use Generative Dashboards?
All users with access to Alli’s Dashboards application can use Generative Dashboards. Permissions are tied to Alli’s unified access system:
Client Strategists and Analysts can create, edit, and save dashboards.
Clients and view-only roles can access dashboards shared with them but cannot create or edit.
What data sources does it use?
All dashboards are powered by the Cross-Channel View in Alli, which combines data from platforms like Meta, Google, TikTok, Amazon Ads, and more. This ensures consistent, comparable metrics across channels.
If cross-channel has not been set up it defaults to the ad_performance Certified datasource
How can I validate the results?
Use the exportable data table to compare numbers against numbers you see in platform
Filters in Generative Dashboards apply to the entire dashboard, so ensure you’re comparing on the same dimensions (e.g., time range, channel).
How can I add a new or custom data source?
Currently, Generative Dashboards only support Alli’s Cross-Channel View. Custom or client-specific data sources (like feeds, CRM, or offline data) are not yet supported. if cross channel is not setup it defaults to Ad_performance certified datasource
Can I copy dashboard templates from other clients into my client?
Not today. Each client’s dashboards are unique to that client’s data. You can, however, duplicate a dashboard within the same client (via the three-dot menu → Duplicate) and edit filters to create variations like campaign-specific or channel-specific views.
What kinds of dashboards can I create?
You can create:
Campaign recaps (performance summaries)
Cross-channel comparisons
Executive summary dashboards
Channel-specific performance views (e.g., paid social, search, retail media)
How long does it take to generate a dashboard?
Most dashboards generate within a few minutes, depending on the complexity of the request and dataset size.
Can I edit the dashboards after they’re generated?
Yes. Users can:
Edit one visualization at a time (chart type, columns, colors, and titles)
Use the Code View to customize or fully rebuild a chart using JavaScript (with Highcharts support)
Apply filters at the dashboard level (filters apply to all visualizations, not individual charts)
Can I add new charts after creating a dashboard?
Not yet. Current functionality only allows editing existing visualizations. Adding new visualizations will be introduced in a future release.
Can I export dashboards?
You can export the data table for dashboards. Visualizations themselves cannot be exported.
What happens if the dashboard doesn’t look right?
Use the edit functionality to adjust chart types or metrics.
For deeper changes, switch to Code View.
If errors appear in Code View, you can copy them into an AI assistant (like Alli Assist Bar) or adjust the code directly.
How should I write prompts?
Use terms in Glossary
Best practices:
Be specific about the metrics (e.g., “Spend, impressions, CTR”)
Include the level of breakdown you want (e.g., “by channel and campaign”)
Mention the story you want the dashboard to tell (e.g., “Executive summary of last month’s media performance”)
What are the current limitations?
Cannot add new visualizations post-creation
Only supports Cross-Channel data source (no client-specific feeds yet)
Export is limited to the table, not visualizations
Dashboards cannot yet be duplicated across clients
Where can I get help?
https://help.alliplatform.com/dashboards/Working-version/how-to-get-help-with-gen-dashboards
Help Docs on Alli Hub (step-by-step guides and glossary)
Slack channel #alli-gen-dashboards for quick questions
Alli Assist Bar daily office hour (10:20–11:20 CST) for live support with engineers (bring your analyst if data-specific)