{"id":22166,"date":"2025-09-17T09:49:44","date_gmt":"2025-09-17T04:19:44","guid":{"rendered":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/?post_type=article&#038;p=22166"},"modified":"2025-10-17T16:45:26","modified_gmt":"2025-10-17T11:15:26","slug":"viewing-executive-summary-in-nimble","status":"publish","type":"article","link":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/viewing-executive-summary-in-nimble\/","title":{"rendered":"Viewing Executive Summary in Nimble"},"content":{"rendered":"<h2>Overview<\/h2>\n<p>The <b>Executive Summary AI-Agent<\/b> provides a comprehensive view of your project\u2019s performance by automatically analyzing Dashboard data and generating an easy-to-understand summary.<\/p>\n<p>It interprets key metrics, identifies patterns and deviations, and presents the findings in <b>natural language<\/b> along with <b>auto-generated analytics visuals<\/b>. It helps users to quickly understand the project\u2019s current status, trends, and areas that require attention.<\/p>\n<p>With the Executive Summary, teams can make data-driven decisions without spending time manually interpreting multiple Dashboard widgets.<\/p>\n<h2><a href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2025-10-16-at-1.35.38\u202fPM.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-22483 size-full\" src=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2025-10-16-at-1.35.38\u202fPM.png\" alt=\"\" width=\"2764\" height=\"1558\" srcset=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2025-10-16-at-1.35.38\u202fPM.png 2764w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2025-10-16-at-1.35.38\u202fPM-300x169.png 300w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2025-10-16-at-1.35.38\u202fPM-1024x577.png 1024w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2025-10-16-at-1.35.38\u202fPM-768x433.png 768w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2025-10-16-at-1.35.38\u202fPM-1536x866.png 1536w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2025-10-16-at-1.35.38\u202fPM-2048x1154.png 2048w\" sizes=\"(max-width: 2764px) 100vw, 2764px\" \/><\/a><\/h2>\n<h2>Navigation<\/h2>\n<p>To access the <b>Executive Summary,<\/b> navigate to your project\u2019s <b>Dashboard <\/b>menu and select the <b>Executive Summary<\/b> menu.<\/p>\n<h2>How It Works<\/h2>\n<p>Let&#8217;s first go through the analytics plotted to understand the summary generated.<a href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2025-10-14-at-4.44.29\u202fPM.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-22487 size-full\" src=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2025-10-14-at-4.44.29\u202fPM-e1760693900515.png\" alt=\"\" width=\"2757\" height=\"920\" srcset=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2025-10-14-at-4.44.29\u202fPM-e1760693900515.png 2757w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2025-10-14-at-4.44.29\u202fPM-e1760693900515-300x100.png 300w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2025-10-14-at-4.44.29\u202fPM-e1760693900515-1024x342.png 1024w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2025-10-14-at-4.44.29\u202fPM-e1760693900515-768x256.png 768w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2025-10-14-at-4.44.29\u202fPM-e1760693900515-1536x513.png 1536w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2025-10-14-at-4.44.29\u202fPM-e1760693900515-2048x683.png 2048w\" sizes=\"(max-width: 2757px) 100vw, 2757px\" \/><\/a><\/p>\n<p>The Executive Summary AI-Agent performs the following operations:<\/p>\n<ul>\n<li><b>Scans Dashboard Pages:<\/b> Reads and interprets the widgets and metrics on the selected Dashboard pages. From the dropdown menu, <b>select the Dashboard pages<\/b> to be analyzed. The AI-Agent will process the selected data and display both the summary text and corresponding visual analytics.<\/li>\n<\/ul>\n<p><a href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2025-10-16-at-1.36.19\u202fPM-1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-22485\" src=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2025-10-16-at-1.36.19\u202fPM-1.png\" alt=\"\" width=\"2764\" height=\"1558\" srcset=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2025-10-16-at-1.36.19\u202fPM-1.png 2764w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2025-10-16-at-1.36.19\u202fPM-1-300x169.png 300w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2025-10-16-at-1.36.19\u202fPM-1-1024x577.png 1024w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2025-10-16-at-1.36.19\u202fPM-1-768x433.png 768w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2025-10-16-at-1.36.19\u202fPM-1-1536x866.png 1536w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2025-10-16-at-1.36.19\u202fPM-1-2048x1154.png 2048w\" sizes=\"(max-width: 2764px) 100vw, 2764px\" \/><\/a><\/p>\n<ul>\n<li><b>Analyzes the Data:<\/b> Identifies progress trends, anomalies, and areas requiring attention.<\/li>\n<li><b>Generates a Narrative Summary:<\/b> Converts the analysis into clear, contextual text summarizing key insights.<br \/>\n<b><\/b><\/li>\n<\/ul>\n<h2><a href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2025-10-16-at-1.35.38\u202fPM.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-22483 size-full\" src=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2025-10-16-at-1.35.38\u202fPM.png\" alt=\"\" width=\"2764\" height=\"1558\" srcset=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2025-10-16-at-1.35.38\u202fPM.png 2764w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2025-10-16-at-1.35.38\u202fPM-300x169.png 300w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2025-10-16-at-1.35.38\u202fPM-1024x577.png 1024w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2025-10-16-at-1.35.38\u202fPM-768x433.png 768w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2025-10-16-at-1.35.38\u202fPM-1536x866.png 1536w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2025-10-16-at-1.35.38\u202fPM-2048x1154.png 2048w\" sizes=\"(max-width: 2764px) 100vw, 2764px\" \/><\/a><\/h2>\n<ul>\n<li><b>Plots Supporting Analytics:<\/b> Automatically creates visual analytics, such as Chart Quaterly Progress, Chart Defects 2025, etc.<\/li>\n<\/ul>\n<h2><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-22482 size-full\" src=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2025-10-16-at-1.35.51\u202fPM.png\" alt=\"\" width=\"2764\" height=\"1558\" srcset=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2025-10-16-at-1.35.51\u202fPM.png 2764w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2025-10-16-at-1.35.51\u202fPM-300x169.png 300w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2025-10-16-at-1.35.51\u202fPM-1024x577.png 1024w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2025-10-16-at-1.35.51\u202fPM-768x433.png 768w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2025-10-16-at-1.35.51\u202fPM-1536x866.png 1536w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2025-10-16-at-1.35.51\u202fPM-2048x1154.png 2048w\" sizes=\"(max-width: 2764px) 100vw, 2764px\" \/><\/h2>\n<h2><a href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2025-10-16-at-1.35.58\u202fPM.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-22481\" src=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2025-10-16-at-1.35.58\u202fPM.png\" alt=\"\" width=\"2764\" height=\"1558\" srcset=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2025-10-16-at-1.35.58\u202fPM.png 2764w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2025-10-16-at-1.35.58\u202fPM-300x169.png 300w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2025-10-16-at-1.35.58\u202fPM-1024x577.png 1024w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2025-10-16-at-1.35.58\u202fPM-768x433.png 768w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2025-10-16-at-1.35.58\u202fPM-1536x866.png 1536w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2025-10-16-at-1.35.58\u202fPM-2048x1154.png 2048w\" sizes=\"(max-width: 2764px) 100vw, 2764px\" \/><\/a><\/h2>\n<p>This integration of textual and graphical insights provides users with a holistic view of project performance.<\/p>\n<h2>Benefits<\/h2>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Quick Insights:<\/b> Gain instant understanding of project progress and trends.<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Balanced View:<\/b> Access both descriptive summaries and visual analytics.<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Improved Decision-Making:<\/b> Identify potential risks, bottlenecks, and opportunities more effectively.<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Time Efficiency:<\/b> Reduce the need for manual data interpretation and report preparation.<\/li>\n<\/ul>\n<p>The <b>Executive Summary AI-Agent<\/b> transforms complex Dashboard data into actionable insights by combining narrative clarity with visual analytics. It enables teams to quickly assess project health, track progress, and make informed decisions \u2014 all from a single, intelligent interface.<\/p>\n<div class=\"helpful-block-content wth-theme-thumbs\" data-title=\"\" >\n<ul>\n<li><span class=\"wth-title\">Was this helpful?<\/span><\/li>\n<li><a data-post=\"22166\" data-post-url=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/viewing-executive-summary-in-nimble\/\" data-post-title=\"Viewing Executive Summary in Nimble\" data-response=\"1\" href=\"#\" class=\"wth-green-btn icon-thumbsup\">Yes<\/a>&nbsp; &nbsp;<a data-response=\"0\" data-post=\"22166\" data-post-url=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/viewing-executive-summary-in-nimble\/\" data-post-title=\"Viewing Executive Summary in Nimble\" href=\"#\" class=\"wth-red-btn icon-thumbsdown\">No<\/a><\/li>\n<\/ul>\n<\/div>","protected":false},"author":5,"featured_media":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","multi-rating":{"mr_rating_results":[]},"_links":{"self":[{"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/article\/22166"}],"collection":[{"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/article"}],"about":[{"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/types\/article"}],"author":[{"embeddable":true,"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/comments?post=22166"}],"version-history":[{"count":14,"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/article\/22166\/revisions"}],"predecessor-version":[{"id":22504,"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/article\/22166\/revisions\/22504"}],"wp:attachment":[{"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/media?parent=22166"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}