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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)