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The Insights dashboard is built from tiles organized into views (tabs). You can browse what’s there out of the box, rearrange tiles to suit how your team works, or create new ones from scratch with the AI agent.

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Concepts

  • Tile — a single chart or table on the dashboard. Charts can be line, area, bar, grouped bar, stacked bar, or pie. Tables are sortable.
  • View — a named tab containing a set of tiles. You can have many views; one is marked the default view that opens when you visit the page.
  • System tiles vs. custom tiles — system tiles are shipped and maintained by Minoa. Custom tiles are created by your team via the Value Analytics Agent.

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Default setup

The first time someone on your team visits Insights, a default view is created and pre-populated with system tiles. You can add tiles to it, remove tiles from it, or create additional views alongside it. The default view cannot be deleted or renamed.

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Browsing tiles

  • Switch views by clicking the tabs along the top of the dashboard.
  • Each tile shows a title, an optional description, and the chart or table itself. The age of the cached data is shown in the top-right corner.
  • Per-tile actions are on the three-dot menu in the top-right of each tile:
    • Refresh data — re-run the underlying query.
    • Start conversation — open the Value Analytics Agent with this tile as context.
    • Export — copy the data, copy the chart as a PNG, or download the chart.
    • Edit title & description (admins only) — change how the tile is labeled.
    • Remove from view (admins only) — take the tile off this view (the tile definition stays in the library).
  • Fullscreen preview — use the maximize icon on a tile to view it large.

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The tile library

Click Add Tile (admins only) to open the Tile Library drawer.
  • Search — find tiles by title or description.
  • Filter — pills at the top filter by view (or All) so you can see what’s already on each view.
  • Sections — tiles are grouped into Custom (created by your team) and Minoa (shipped with the product).
  • Add or remove — click the toggle on a tile card to add or remove it from your current view.
  • Start a conversation — every tile card also has a button to open the agent with that tile as context.

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Creating a custom tile

The Create Custom Tile card sits at the top of the library. Use it to build a new tile from a description:
  1. In the tile library, click Create Custom Tile.
  2. The Value Analytics Agent opens. Describe the chart or table you want — for example, “Show me monthly revenue uplift by region as a stacked bar chart”.
  3. The agent builds it, runs the query, and pins the resulting tile to your current view.
  4. The agent gives the tile a title and description; you can edit them later from the tile’s menu.
You can ask the agent to revise a custom tile in the same conversation — for example, “actually group by quarter” or “add a column for use case”. The new version replaces the previous one.

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Arranging tiles

Drag a tile to reorder it within its view. Tiles snap into a two-column grid and are fixed-size — you can change their order, but not their dimensions. To move a tile to a different view, remove it from the current view and add it from the tile library on the other view.

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Managing views

All view management actions are admin-only and live on the tab bar at the top of the dashboard.
  • Create a view — click the + icon at the right of the tab bar, give the view a name, and confirm.
  • Rename a view — open the menu on the selected tab and choose Rename. The default view cannot be renamed.
  • Delete a view — open the menu on the selected tab and choose Delete. The default view cannot be deleted, and you cannot delete the last remaining view.
  • Reorder views — drag tabs left or right.

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Conversations on tiles

Anyone can start a conversation about any tile. Use the AI icon on the tile, Start conversation in the tile’s three-dot menu, or the Start a conversation button on a tile in the library. When you start from a tile, the agent receives the tile’s title, description, chart type, and a sample of its data — so follow-ups like “what’s driving the spike in February?” or “drill into the bottom three accounts” stay grounded in that tile’s context. Read more in Value Analytics Agent.

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Permissions

ActionAll usersAdmins
Switch views, view tiles, refresh data, export✓✓
Start a conversation on a tile, use the Value Analytics Agent✓✓
Add or remove tiles from a view✓
Edit a tile’s title and description✓
Reorder tiles✓
Create a custom tile via the agent✓
Create, rename, delete, or reorder views✓
The default view is special: even admins cannot rename it or delete it. It’s there to guarantee every team always has at least one view to land on.