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Executive Summary

The Executive Summary provides a tenant-level view of BI activity, adoption, and efficiency across all connected BI tools. It is automatically generated daily from BI 360 signals and provides a plain-language interpretation of what is happening across your BI environment.

The view is read-only and reflects aggregated data from the Global Inventory and the BI 360 Insights. You can share the Executive Summary with others by copying the link or by exporting it to PDF.

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Required Roles

  • BI 360 Viewer

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How does the Executive Summary help you

The Executive Summary page is designed to help you quickly assess the health of your BI environment and identify areas that require attention.

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At a Glance

The top section gives an immediate status snapshot:

  • Overall BI health status (e.g., Stable, Declining)

  • Overall refresh success rate across all connectors

  • Total assets and total users

  • Adoption Rate %: the share of your licensed user population active in the period

  • Active cost management risks

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What Changed Since Last Period

A change log comparing the current period to the previous one. Each signal is labeled:

  • Stable: metric held steady

  • Declining: metric decreased (e.g., user adoption)

  • Shrinking: inventory is contracting

  • Reducing: risk items are decreasing (positive signal)

  • Growing: metric is increasing

  • Improving: signal is moving in the right direction

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Department BI Health Snapshot (requires Entra ID)

When Entra ID is connected, a new block surfaces department-level BI health at a glance.

  • Top 3 most active departments (by adoption rate or activity volume)

  • Top 3 at-risk departments (lowest adoption or most inactive assets)

  • Per department: alert count, active asset count, adoption rate %

  • Click-through to the filtered Organizational tab for any department

💡 Department BI Health Snapshot turns "BI is unhealthy somewhere" into "BI is unhealthy in Marketing and Finance." That's the difference between a global awareness and a targeted intervention.

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How to Use

  1. Log in to your Datalogz Control Tower.

  2. Click BI 360. If you do not see BI 360 in the side panel, you do not have the BI 360 Viewer role.

  3. On the Executive Summary page, find the highlights of your BI estate and determine what to focus on next.

PreviousSet up department insightsNextBI 360 Insights

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