## Overview

The Account Brain offers two ways to read your operation from the data the platform already holds:

- **Consultative analytics matrix** — a tab with **real KPIs** from the native modules (open
  conversations, first response time, resolution time, CSAT, MRR, CRM pipeline value, active
  follow-ups, Catalog orders, and Sales metrics such as goals, attainment, coins and commission),
  plus **series** (conversation volume over the last days and distribution by status), each chart
  carrying a one-line consultative read.
- **Generative dashboards** — you **describe in plain language** the panel you want, and the Maestro
  builds a declarative specification (KPI cards, charts, tables and a summary narrative) with the
  **real values** overlaid.

The matrix is read-only and always available; generative dashboards are yours to create, review,
save and organize.

## Prerequisites

- An account with the **Account Brain** enabled.
- **Administrator** permission to **generate, save, reorder and discard** dashboards. **Any member**
  of the account can **view** the matrix and the saved dashboards (read-only).
- **Native modules active and populated** so KPIs show real values (for example, Payments for MRR,
  CRM for the pipeline, Catalog for orders, Sales for goals and commission).

## Step by step

### View the analytics (matrix)

1. Open the **Account Brain** and go to the **Analytics** tab.
2. Track the **KPI cards** and the **charts** (volume and status).
3. Where a matching native report exists, click the KPI to **open the report** with the detail.
4. If a **cached** badge appears, the analytics engine was briefly down and the tab showed a native
   fallback computation — the data is still valid and the tab **never breaks**.

### Create a generative dashboard

1. Go to the **Dashboards** tab.
2. In the generation field, **describe in plain language** the panel you want (you can also **dictate
   by voice**). Example: "show CSAT, MRR and conversation volume for the last two weeks".
3. Click **Generate**. The Maestro returns a declarative specification with cards and charts, already
   with the **real values** of the native KPIs overlaid.

### Review, save and organize

1. **Review** the proposal on screen (it is **not yet saved**).
2. Click **Save** to keep it — it becomes a **native account dashboard**, persisted per account.
3. **Reorder the widgets** (move up/down) to adjust the layout.
4. **Saving again** updates the existing dashboard; generating without an `id` creates a new one.
5. To remove one, use **discard** (with confirmation) — it is a soft-delete.

## Settings & options

- **Native KPIs**: open conversations, first response time, resolution time, resolutions, CSAT, MRR,
  pipeline value, active follow-ups, Catalog orders and Sales metrics. Each returns **0** when the
  module is inactive or has no data yet.
- **Drill-down**: KPIs with a native report link into that report (the rest stay as a plain card).
- **Declarative filters**: chips (for example, period/range) that adjust and **regenerate** the
  panel — available to administrators.
- **Per-account layout**: widget order is personalized per account and **mirrored into the saved
  dashboard** on save.
- **Provenance (sources)**: when the summary is grounded in your knowledge base, **source** chips
  appear; clicking one opens the **Corpus**.
- **Cache-first behavior**: the tab always returns a stable shape; with the engine down it uses the
  native computation (**cached** badge). A brand-new account renders zeroed KPIs and empty series —
  never an error.

## Use cases

- Keep a **recurring view** of the operation (CSAT, MRR, pipeline) in a saved dashboard.
- Quickly build a panel for a specific question ("I want Catalog orders by week").
- Combine **period** with metrics to compare time windows.
- Open the native report straight from a KPI to investigate a number.

## Tips, limits & best practices

- Ask for **specific metrics** and combine them with filters (e.g. period) for more useful panels.
- Use **saved dashboards** as the team's default view — they persist per account.
- The generated specification is **only kept after you save**; if you regenerate or leave, an unsaved
  proposal is lost.
- KPIs at **0** usually mean an inactive module or no data yet, not an error.

## Troubleshooting

- **KPI at 0**: the matching module is inactive or there is no data yet (for example, no
  subscriptions → MRR 0; no CRM deals → pipeline 0).
- **Action blocked**: **generate, save, reorder and discard** are **administrator-only** — members
  have read access.
- **I lost the generated dashboard**: the proposal is not kept until you click **Save**.
- **"Cached" badge**: the analytics engine was briefly down; the tab used the native fallback
  computation and stays functional.

## See also

- [Departments, risk analysis and insights](/hc/ajuda/articles/maestro-brain-departamentos-risco-insights-en)
- [Generative copilot: propose, confirm and execute](/hc/ajuda/articles/maestro-brain-copiloto-generativo-en)
- [What the Maestro AI and the Account Brain are](/hc/ajuda/articles/maestro-brain-overview-en)