With Adam, you don’t need to build reports manually. Simply describe the analytics you want to see, and Adam will generate a custom dashboard with charts, cards, and summaries, all based on your data.
Steps to Create a Dashboard:
Go to the Dashboard Section
Click on Dashboard from the sidebar.Add a New Dashboard
Once you're in the Dashboard section, click the ➕ icon to start creating a new dashboard.Describe the Analytics
A prompt modal will appear. Enter what you want to see.
Example: “Show me income vs expenses for the last 6 months.”Adam Processes Your Request
Adam uses your data to generate the dashboard, which can include:Summary cards (e.g., total income)
Line or bar charts
Breakdowns by category or time
Review the Dashboard Description
Each dashboard comes with a summary explaining the analytics shown.Use the Date Filter
Adam’s dashboard covers all time by default. Apply a date filter to focus on a specific period.
Tip: You can create multiple dashboards, just click the ➕ icon again.