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Request

Dashboard executive summary

Distill key takeaways from your product dashboard

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The benefit of this AI request

Summarize high-level insights from your product dashboard to share with leadership. Build a dashboard in Aha! Roadmaps with roadmaps, reports, and charts to track your product KPIs in one view. Then, use this AI request to extrapolate the main takeaways. The AI assistant analyzes the data, crafting a concise executive summary that includes trends, risks, and highlights. Run this request regularly to keep leadership and other stakeholders informed about how your product is performing.

The request

A blurry screenshot of this prompt in the Aha! application.

Example output

An example screenshot of the AI Request in use.

Tips to get the best results

  • Apply filters to your dashboard to narrow down the data included

  • Clarify the audience that the summary is for (e.g., product leadership or C-suite)

  • Define any specific focus areas to highlight (e.g., trends, wins, risks, anomalies)

  • Set the desired length of the summary (e.g., three to four sentences or under 100 words)

  • Create a custom instruction to apply a specific format for executive summaries

How to get started

  1. Open the product dashboard you want to summarize

  2. Click the sparkle icon to open the AI assistant

  3. Click the + icon in the prompt box and select Search the library

  4. Search for and select the Dashboard executive summary request

  5. Run the request and review the AI-generated summary

  6. Share the summary with leadership. (Also, consider pasting it into a text panel on the dashboard.)

  7. Click the star icon to add the request to your favorites in your personal settings

About the AI assistant in Aha! software

Accelerate your work with AI. The AI assistant in Aha! software is purpose-built for product development teams. It draws on advanced models from OpenAI, Anthropic, and Google, automatically selecting the best one for each task. Use it to instantly create text, records, reports, wireframes, whiteboards, and prototypes. You can also modify, link, and analyze key information in your account.

Choose from a library of pre-built prompts — including requests, instructions, and agents — that are tuned for product development work. Or create your own to support workflows that are unique to your team. The AI assistant automatically tailors responses based on the Aha! record you are working on and can reference and retrieve other records in a prompt or report. Give it a try today and change the way you plan and build products.