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Documentation Index

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What QuickLooks is

QuickLooks are your always-visible pulse on autonomous insights. Promote any dashboard to a QuickLook and it greets you the moment you land on the Home Screen — a fast, interactive snapshot of the metrics and stories that matter most, without a single click of navigation. Any dashboard in DataGenie — a custom report, a Wisdom-built conversational dashboard, or a template — can be promoted to a QuickLook.

What QuickLooks gives you

Instant visibility

See your most important metrics the moment you log in — no navigation, no extra clicks.

Interactive snapshots

QuickLooks aren’t static images — they’re live, interactive views of your dashboards that update with your data.

Spot trends at a glance

Identify major shifts and patterns across your core metrics before diving into deeper investigation.

How to promote a Dashboard to a QuickLook

Open any Dashboard

Navigate to Dashboards and open the dashboard you want to monitor daily.

Mark as QuickLook

Toggle the QuickLook option on the dashboard to promote it to your Home Screen.

View on the Home Screen

Return to Home. Your pinned dashboard now appears in the QuickLooks section — live, interactive, and always up to date.

QuickLook vs Dashboard

Dashboard

A saved, shareable collection of charts and panels. Accessible from the Dashboards section and viewable by team members with the right access.

QuickLook

Any dashboard promoted to the Home Screen for fast daily reference. Only dashboards marked as QuickLooks appear on the Home Screen feed.

Build a “Morning Briefing” dashboard with the 3–4 charts your team reviews at standup — then mark it as a QuickLook. Everyone on the team sees the same live view the moment they open DataGenie.

What to do next

Dashboards

Build and manage the dashboards you want to promote as QuickLooks.

Top Stories

Understand the stories that surface alongside your QuickLooks on the Home Screen.

Wisdom

Build dashboards conversationally through Wisdom — then pin them as QuickLooks.