The Dashboard pulls everything into a single view: meeting details, company updates, AI analysis highlights from the board pack, and carry-forward actions/decisions. From here, you can open Board papers, ask questions to Janet, and take notes for your Prep sheet.
What you can do
Review AI insights from the board pack (highlights, areas of concern, actions)
Assess key objective performance across the business
Scan key metrics
See recommended questions and ask them directly to Janet
1. AI insights
Here you will find a curated list of highlights, flags/areas of concern, and suggested actions, each linked to the exact page in Board papers.
You can click the > icon on each insight tile to see the details and add new insights.
Tip: You can add personalized insights clicking add insights on the insight details page.
2. Key objectives
Scan your personal and business top objectives with status and progress vs. target. Click into each objective to view details, change objectives and ask questions.
How to see details and edit objectives
Click the > icon → then click into each objective for details.
Click the three dots icon to update or remove objectives.
How to add new objectives
Click the > icon → then simply click the New Objective button. This will open the objective panel, where you can write your own objective or use a recommended objective.
Tip: User SMART principles for the best outcomes. Keep your objectives Specific, Measurable, Achievable, Relevant and Time-bound.
3. Metrics
Glanceable KPI cards (e.g., ARR, Cash, Pipeline, Incidents), based on your business context, each with a mini-trend and variance analysis.
Secure more insights, reference information or save that insight for quick access with the quick action icons. Create new metrics with the + icon.
4. Recommended questions
Board-level questions generated from recent changes, risks, and trends - each with links to the relevant pages when you get more insights. Simply click the three dots and get more information to see how your board packs might answer each question.
Customization & navigation
Add new insights/ objectives/ metrics by clicking the
>or+icons on the top left of each sectionGet more details and jump to Board papers from Janet by pressing the Get Insights icon in each tile.
Troubleshooting
No insights showing: Ensure the pack is text-based and analyzed; replace as a new version if needed.
Metrics/objectives look stale: Ensure there is enough history of documentation to pull from, historical context is critical in creating comprehensive dashboards.
Still having issues? Reach out to our team at [email protected]
Next up
Board papers: read all your board papers in one view
Deep dives: drill into trends and specific topics across documents
Prep sheet: convert highlights and insights into a meeting-ready one-pager