Card Insights

Overview

Card Insights uses AI to automatically analyze data from different modules on a dashboard and provide deep, actionable conclusions beyond visualization. Compared with traditional visual charts, it gives users immediate analytical interpretation and practical guidance while they view the data, seamlessly connecting data analysis with business decision-making and significantly improving analytical efficiency and decision accuracy.

Applicable Scenarios

In enterprise analytics scenarios, Card Insights uses AI to uncover and present data value more deeply, overcoming the static limitations of traditional visual dashboards and providing automated, actionable decision support. Typical use cases include the following:

Scenario	Business Pain Point	How Card Insights Helps	Business Value
More efficient operations analysis	Operations review meetings rely on manual interpretation and can take hours Report quality depends heavily on analysts, and key conclusions may be missed or biased	Automatically generates decision reports with key metric interpretation, anomaly alerts, and attribution analysis Quickly produces structured conclusions and shortens the decision chain	Reduces report preparation time by 80% Reduces human bias in analysis Improves the timeliness of strategic decisions
Frontline business enablement	Frontline users such as store managers often lack data analysis skills and cannot extract useful information from complex dashboards Traditional data pushes lack interpretation and clear action guidance	Intelligently generates data summary + attribution analysis + action recommendations Supports automated daily or weekly delivery with recommendations through WeCom, DingTalk, and Feishu	Improves issue localization efficiency for store performance by 60% Automatically generates executable optimization plans Bridges the gap between data and execution
Intelligent system enhancement	Existing business systems have weak analytics capabilities and high redevelopment cost Lack of intelligent insight capabilities	Outputs Smart Insights through APIs and embeds them into business systems or applications	Enables intelligent system upgrades with zero code Deeply integrates with enterprise workflows

Prerequisites

• Upgrade to version 7.3 or later to use Card Insights.

  Note

  A matching hotfix version is also required for Card Insights to work properly. If you are unsure whether your current version supports it, contact your Guandata sales representative or customer success manager.

• License activation and LLM service configuration have been completed.

Dashboard Editors

Create a Card Insights Card

On the dashboard editing page, click Add Card > Intelligent Insight to add a new insight card to the current dashboard page.

Configure Card Insights

Desktop

Steps

1. Select the insight scope. Choose the cards to be included in Smart Insights. Supported card types include visual charts, text, China-Style Reports, Spreadsheet-style Data Entry, metric analysis, DuPont analysis charts, rule-based insights, and custom charts. Filters, images, and external links are excluded.

   
   
   When selecting the scope, you can choose both cards currently in the page layout and cards in the card pool. Hover over the right side of a card. If it is already in the current page layout, you can click Locate This Card and the page jumps to that card. If it is not currently in the layout, the system shows This Card Is Not in the Current Layout.
   
   
   
   Cards can be searched by name or filtered by Dataset before selection.
   

2. Configure prompts. In the Configure Insight page, use the right panel to set Output Requirements, Insight Logic, and Business Knowledge. For guidance, see Configure Insight Prompts in Dashboard Insights and Prompt Writing Best Practices.
   You can click Preview at any time during prompt configuration to check the result.

   

3. Select an LLM service. Choose the appropriate model as needed. If you do not switch it manually, the system uses the default LLM.

   Note

   Before this step, make sure LLM Service has already been configured in Admin Center > System Integration > LLM Service.

   

4. Optional: turn off automatic refresh of insight conclusions. If you do not want conclusions to refresh automatically when related cards change, disable Automatically Refresh Insight Conclusions. After that, when the source card data changes, users must click Refresh Data manually to update the conclusion, which can help control LLM costs.

   
   

5. After finishing prompt and LLM service configuration, click Confirm to complete the Card Insights configuration.

   

6. Optional: configure the title and card style.

   1. Click More > Style in the upper-right corner of the card.
   
   2. On the Style page, turn on Title, assign a name to the card, and configure the title style and background.
   

Other operations

For the remaining operations, see Card Management - Desktop.

Note

Card Insights does not support every operation available in general card management. The actual supported operations are determined by what appears on the page.

Mobile

Steps

1. Switch the dashboard to mobile layout. In the Card Pool on the right, click the + in the upper-right corner of a card to add it to the page layout.

   

2. Optional: click Settings > Style in the upper-right corner of the card to configure mobile title styles and card background.

   Note

   Title style and card background inherit the desktop configuration.

   

Other operations

For the remaining operations, see Card Management - Mobile.

Note

Card Insights does not support every operation available in general card management. The actual supported operations are determined by what appears on the page.

Publish Card Insights

After card configuration is complete, turn on Visible to Viewers and click Publish in the upper-right corner to publish the insight online for dashboard viewers.

Note

The Visible to Viewers switch must be enabled separately for desktop and mobile.

Subscribe to Card Insights

Card Insights supports subscription delivery. For details, see Card Insights Subscription.

Dashboard Viewers

The following examples use mobile as the primary scenario.

View Insight Conclusions

For dashboards where the user has viewer access, Card Insights can be viewed directly on mobile. Users can also enlarge the card, copy the result, and trigger regeneration.

• Copy: Click Copy to copy the generated insight content to the clipboard. The copied result can be pasted directly into reports or presentation materials, and text formatting such as bold, indentation, and numbered lists is preserved.

  

• Re-Insight: If the generated conclusion is unsatisfactory, click this button to regenerate it.

  

View Insight Subscriptions

When a subscription is triggered, the recipient receives the message in the configured channel and can directly view the insight conclusion there. For details, see View Subscription Results.

Limitations

• Image cards and external-link cards are not currently supported.

• Table-type cards provide the first 200 rows of data for analysis.

  If you need to change the number of table rows available for analysis, go to Admin Center > Open Platform > Plugin Management and modify the configuration by creating a plugin. For plugin management operations, see Plugin Management.

  Note

  This configuration takes effect globally and applies to both Dashboard Insights and Card Insights.

  Example: change 200 in the code below to the required number of rows.

GD.dispatch('config-dashboard-insight-settings', {
    cardDataLimit: 200, // Modify the table row limit here
})