Tired of wrestling with complex reports to understand your CRM data? Say hello to the future of CRM analytics!

Our new AI Dashlet Generator for SuiteCRM empowers you to create insightful, visually compelling dashboards in seconds, without any coding required. Imagine generating charts that previously took hours, in just moments!

Here's a sneak peek at what our AI can do:

• Effortless Chart Creation: Simply tell the AI what data you want to see, and it generates the perfect chart.
• Customizable Insights: Fine-tune your charts with threshold lines, color palettes, and more.
• SQL Transparency: Peek under the hood at the underlying SQL queries powering your visualizations.
• Real-time Data: Get up-to-the-minute visibility into your CRM data.

In the video above, we generated "Average Time to Close Opportunities by User", with a threshold line at 50 days

and then "Sum of Opportunity Amounts by status for each user with a threshold line at 300000" and even improved their color schemes and styling.

Imagine the time and effort your team can save with this game-changing tool!

Stop guessing and start knowing. The AI Dashlet Generator empowers you to transform your SuiteCRM data into a strategic asset.

SuiteCRM #CRMAnalytics #AIDashboard #DataVisualization #BusinessIntelligence #SalesTools #NoCode #AI

AI Dashlet Generator - Administrator Guide

This guide provides basic instructions for configuring the AI Dashlet Generator

Configuration

API Key

1. API Key Field: Enter your Gemini API key into the field labeled "Api Key."
   • The key will be displayed as a series of dots for security.
   • For help obtaining a Gemini API key, click the "Gemini API Key setup info" link next to the field label.
2. Delete Key: To remove the currently saved API key, click the Delete Key button.

Model Selection

1. Choose Model: Select the AI model you want to use from the dropdown menu.
   • The currently available options are Gemini 1.5 Flash 002 and Gemini 1.5 Pro 002.

Data Synchronization

• Sync Data Structure: Click the button labeled Sync your data structure (with the circular arrow icon) to synchronize your CRM data structure with the AI model. This might be necessary after making changes to your CRM's fields or modules.

Saving Settings

• Save: After making any changes, click the Save button to save your configuration.