Dashboard: recurring monitoring
Report: periodic conclusion and handoff
AI query: ad hoc and follow-up questions
Shared base: metrics, access, quality
Divide by decision cadence
Recurring sales, inventory, and margin belong on dashboards. Daily, weekly, and campaign reviews fit reports. Ad hoc comparisons and drill-downs fit AI query.
All three must share definitions, cutoff, and permissions or users will see conflicting numbers.
Dashboards favor stability
A dashboard keeps a small set of key metrics scannable. Adding a chart for every temporary question creates clutter and maintenance.
Remove unused views and assign an owner and threshold to each key metric.
Reports support explanation and handoff
Reports package changes, anomaly evidence, hypotheses, and actions for owners. Numbers should come from governed metrics, while generated prose keeps evidence and review boundaries.
Material conclusions should not be published externally without review.
AI query explores the unknown
Questions such as “why did East decline?” or “only direct stores?” need flexible follow-up but depend on semantics, access, and quality. Stable recurring questions can graduate into dashboards or reports.
The loop becomes query to discover, dashboard to monitor, and report to coordinate review.
Accept with three task sets
Test recurring monitoring, periodic review, and ad hoc analysis. Compare configuration effort, answer quality, permission consistency, review cost, and publishing efficiency rather than chart count.
BI0.AI spans preparation, analysis, reports, and alerts. Its fit across all three surfaces should be tested against existing tools and real tasks.
Public references
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