About: Halo on the Dashboard

About: Halo on the Dashboard

Halo now lives on your Dashboard, automatically surfacing the most notable performance movements and trends in your current view, along with suggested actions to help you respond quickly and confidently.

Whenever you open the Dashboard, Halo analyses the data behind your applied filters and pulls out the five biggest stories in your performance, so you can spend less time searching for what’s changed and more time acting on it.

Benefits

Instant insight, the moment you land

There’s no need to run a report or build a query to understand what’s happening in your business. As soon as your Dashboard loads, Halo reads the data in your current view and tells you what matters most,  from the steepest score declines to the biggest shifts in guest sentiment.

The five things that matter, front and centre

Halo focuses on the five most notable movements across NPS, visit-level and question-level scores, as well as changes in sentiment mentions. That means your team starts every day with a prioritised view of where performance is moving and where attention is needed.

Every insight comes with a next step

Each insight includes clear evidence from your data and a recommended action, so you’re never left wondering what to do with the information. This supports faster, more confident decisions at every level of the business, from Head Office through to site managers.

Dig deeper without leaving the page

Suggested follow-up prompts let you explore each insight in more detail with a single click, while relevant Hub reports are recommended alongside every insight for deeper investigation. You stay in flow, moving from headline to evidence to action in seconds.

Always aligned to what you’re looking at

Insights are generated based on your currently applied filters, so what Halo surfaces is always relevant to the view in front of you. Change your filters and Halo will prompt you to refresh, keeping your summary accurate and in step with your analysis.

Save, share and keep the conversation going

Any conversation with Halo on the Dashboard can be saved to your main Halo chat history, so useful insights and follow-ups can be revisited, shared with colleagues or used as a starting point for future reviews.

How it works

Halo sits in the bottom-left corner of your Dashboard. As soon as it has finished analysing your current view, a speech bubble will appear saying “Here’s what I found…”.

Clicking the speech bubble slides out a panel containing five insights. Each insight includes:

  • Evidence from your data - a clear explanation of the change Halo has detected.
  • A recommended action - a practical next step to help you respond.
  • A suggested follow-up prompt - click to ask Halo for more detail on the insight.
  • Hub report recommendations - relevant reports are suggested at the bottom of each insight for deeper investigation.

Halo focuses on the biggest opportunities in your data: the steepest score declines (at NPS, visit or question level), notable shifts in sentiment mentions, and any other significant changes worth knowing about.

Flexible panel sizing

The Halo panel can be minimised or maximised to suit how you’re working. When minimised, your Dashboard tiles remain visible in the background so you can continue reviewing the data alongside Halo’s insights.

Save to chat

You can save your Halo on the Dashboard conversation to your main Halo chat history at any time, making it easy to return to insights later or continue the conversation elsewhere in the Hub.

Good to know

  • Insights are based on up to the most recent three months of data. If your selected date range is longer than this, Halo will let you know and adjust its analysis accordingly.
  • If you change your filters after insights have been generated, Halo will prompt you to refresh so the summary stays aligned to your current view.
  • Halo on the Dashboard is available to all Hub users. No set-up or configuration is required.

Any questions?

If you have any questions or feedback about Halo on the Dashboard, please raise a ticket with our Support Team via support@hgem.com or speak with your Client Success Manager.


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