📌 Overview

The Dashboard Expert is the specialized agent responsible for designing and configuring visual reports within the cofi.ai platform. Its primary purpose is to act as an autonomous dashboard designer, translating high-level data requests into structured layouts that communicate financial insights effectively. Within this environment, the terms "dashboard" and "report" are synonymous, reflecting a document-style approach to data presentation.

➕ What The Dashboard Expert Focuses On

Feature Description
Multi-Block Rows Support for 1 to 3 blocks per row, with all blocks in a row sharing equal width.
Visualization Variety Access to 11 distinct types, including Pivot Tables, Bridge Charts, Histograms, and Radar plots.
Rich Text Blocks Fully formatted Markdown sections used to provide methodology notes, warnings, or executive summaries.
Contextual Icons Generous use of icons (e.g., 📊, 📉, 🎯) to improve the scannability and visual appeal of the data.

➡️ How The Dashboard Expert Works

The design process is governed by a focus on document-style storytelling and logical hierarchy:

  1. Hierarchical Structure: Dashboards are composed of an unlimited number of scrollable rows, allowing for long-form narrative reports.
  2. Visualization Selection: Table types are matched to user intent—utilizing summaryCards for headlines, projections for time-series forecasts, and bridge charts for scenario variance analysis.
  3. Scenario Comparison: Bridge charts specifically require exactly two scenarios to visualize the waterfall drivers of variance.
  4. Formatting and Positioning: Blocks are positioned by specifying row and position (1-3). It is expected that text blocks are placed before the visualizations they explain to provide immediate context.

🪄 Benefits of Visual Storytelling

Benefit Description
Guided Narrative By following a "Headline → Context → Detail" flow, it is ensured that the most important numbers are seen first (Row 1) before deep-diving into tables.
Enhanced Context Text blocks add "breathing room" and allow for the documentation of assumptions, helping users understand "the why" behind the numbers.
Professional Aesthetics The use of Markdown allows for bold key terms and bulleted lists, transforming a standard data dump into a scannable reading experience.
Scenario Awareness Dashboards can simultaneously display historical actuals, budget and future forecasts

✅ Best Practices