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Dashboards

Learn how Trebellar Dashboards help you monitor performance and use AI to explore key metrics and insights in more depth.

Written by Jeff Gagnon
Updated over 3 months ago

Introduction

Dashboards in Trebellar are designed to give teams clear, structured visibility into how their portfolio and locations are performing over time.

They provide a consistent way to track key metrics across buildings, regions, or the entire portfolio, while remaining flexible enough to reflect how different teams define and review performance. Dashboards are commonly used for ongoing monitoring, regular check-ins, and executive review.

What makes Trebellar dashboards different

Dashboards in Trebellar go beyond static charts.

In addition to visualizing metrics, dashboards are directly integrated with AI, allowing you to explore and interpret what you’re seeing without manually analyzing every chart. This makes dashboards not just a reporting surface, but an interactive environment for understanding change, context, and patterns.

Using AI within dashboards

From within a dashboard, you can use AI to help explain trends, surface patterns, and highlight areas that may warrant attention.

Rather than scanning multiple charts, AI can summarize what’s happening across the metrics currently in view and help answer follow-up questions as they arise. This supports faster sense-making while keeping teams focused on the metrics that matter most.

AI does not replace the underlying calculations or metrics shown on dashboards. Core calculations are handled by Trebellar’s data systems, while AI is used to provide interpretation, explanation, and context.

How dashboards fit into your workflow

Dashboards are typically used after initial exploration and before deeper planning or reporting.

They are well suited for:

  • Regular performance reviews

  • Ongoing monitoring of key indicators

  • Comparing trends across locations or time periods

  • Supporting leadership discussions with a shared view of metrics

From a dashboard, teams can continue exploring insights using AI or generate reports to share findings with stakeholders.

What’s next

If you’re new to dashboards, you may want to start by learning how to create and configure them.

From there, you can explore:

  • How to add and organize metrics and visualizations

  • How to use AI to interpret dashboard data and generate reports

  • How to tailor dashboards to different audiences and review needs

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