> ## Documentation Index
> Fetch the complete documentation index at: https://docs.buildbetter.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Signal Visualization & Citation

> Create dashboards, visualize trends, and trace signals back to source content

BuildBetter provides powerful visualization and dashboard capabilities to help you understand signal patterns, trends, and insights at scale.

## Visualization Capabilities

### Dashboard System

BuildBetter includes a comprehensive dashboard builder for creating custom visualizations:

* **Drag-and-drop interface** for easy dashboard creation
* **15+ chart and widget types** for different analyses
* **Interactive filtering** across all visualizations
* **Real-time updates** as data changes
* **Save and share** dashboards with your team
* **Export options** (PNG, PDF, CSV)

### Chart Types Available

<CardGroup cols={2}>
  <Card title="Time Series" icon="chart-line">
    **Volume Charts**: Signal count over time

    Track trends, identify spikes, and monitor patterns across days, weeks, or months
  </Card>

  <Card title="Distribution" icon="chart-pie">
    **Breakdown Charts**: Signal distribution by type, priority, or source

    Pie charts and bar charts showing signal composition
  </Card>

  <Card title="Sentiment Analysis" icon="face-smile">
    **Ridge Charts**: Sentiment, bias, emotion, and impact distributions

    Visualize emotional trends and business impact patterns
  </Card>

  <Card title="Clustering" icon="diagram-project">
    **Heatmaps**: Signal clusters and thematic groupings

    AI-powered clustering to discover patterns
  </Card>
</CardGroup>

### Additional Visualization Types

* **Scatter plots**: Sentiment vs time analysis
* **Persona pie charts**: Distribution by customer segment
* **KPI metric cards**: Key performance indicators
* **Dynamic metric cards**: Segmented metrics with drill-down
* **Impact analysis cards**: Business impact breakdowns
* **Quote cards**: Featured customer quotes
* **Signal lists**: Filtered, sortable tables

<Note>
  **Finding Dashboards**: Navigate to the **Clustering** section in BuildBetter's main navigation to access dashboard creation, visualizations, and AI-powered theme analysis. "Clustering" is the home for all signal analytics and visualization features.
</Note>

## Dashboard Creation

### Build Custom Dashboards

<Steps>
  <Step title="Create Dashboard" stepNumber={1}>
    Navigate to Signals > Clustering or Dashboard view
    Click "Create Dashboard" to start
  </Step>

  <Step title="Add Visualizations" stepNumber={2}>
    Choose from available card types:

    * Time series volume charts
    * Sentiment ridge charts
    * Cluster heatmaps
    * KPI cards
    * Signal lists
  </Step>

  <Step title="Configure Cards" stepNumber={3}>
    Set filters, time ranges, and display options for each card
    Customize colors, groupings, and data sources
  </Step>

  <Step title="Arrange Layout" stepNumber={4}>
    Drag cards to arrange your dashboard
    Resize and organize for optimal viewing
  </Step>

  <Step title="Save & Share" stepNumber={5}>
    Save dashboard configuration
    Share link with teammates
    Export visualizations as needed
  </Step>
</Steps>

## Clustering & AI Analysis

### Automatic Signal Clustering

BuildBetter's clustering engine automatically groups related signals to identify themes:

**Clustering Features**:

* **Automatic theme detection** across signals
* **AI-generated cluster reports** with insights
* **Visual heatmaps** showing cluster relationships
* **Drill-down** from clusters to individual signals
* **Trend analysis** within clusters
* **Root cause identification**

### Cluster Reports

Each cluster generates an AI-powered report including:

* **Trend analysis**: How the cluster is evolving over time
* **Root cause analysis**: Underlying issues or drivers
* **Business impact assessment**: Effect on revenue, adoption, satisfaction
* **Customer quotes**: Representative examples from signals
* **Recommended actions**: AI-suggested next steps
* **Volume charts**: Signal count trends

<Tip>
  Use clustering when analyzing large signal sets (100+) to automatically discover hidden themes and patterns.
</Tip>

## Interactive Features

### Cross-Filtering

Click any chart element to filter all other visualizations:

* Click a bar in a time series to filter to that time period
* Select a signal type to filter all charts to that type
* Click a company to show only signals from that organization
* Interactive filtering updates all dashboard cards in real-time

### Drill-Down Navigation

* Click chart elements to see underlying signals
* Navigate from clusters to individual signals
* Jump to source recordings with timestamps
* Explore related signals and patterns

### Dynamic Updates

* Dashboards update in real-time as filters change
* Add/remove filters to explore different views
* Cross-filtering maintains context across cards
* Reset filters to return to full view

## Citation & Source Tracing

Every signal links back to its source for full context:

### Citation Features

<Steps>
  <Step title="Source Link" stepNumber={1}>
    Click any signal to see its source
    Direct link to the recording or conversation
  </Step>

  <Step title="Timestamp Navigation" stepNumber={2}>
    Jump to the exact moment in the recording
    View transcript with signal highlighted
  </Step>

  <Step title="Surrounding Context" stepNumber={3}>
    See conversation before and after the signal
    Understand full context and nuance
  </Step>

  <Step title="Related Signals" stepNumber={4}>
    Discover other signals from the same source
    Find patterns across conversations
  </Step>
</Steps>

### Citation Elements

* **Play clip**: Listen to/watch the specific moment
* **Read transcript**: View text with signal highlighted
* **See metadata**: Speaker, time, recording details
* **Related content**: Other signals from same source

<Note>
  Citations include direct links to recordings with timestamps, making it easy to verify AI extractions and get full context.
</Note>

## Export & Sharing

### Dashboard Export

* **PNG/JPG**: Export visualizations as images
* **PDF**: Create dashboard reports
* **CSV**: Export underlying signal data
* **Share link**: Give teammates access to live dashboard

### Signal Export

* **CSV export**: Download filtered signals with all properties
* **Copy to clipboard**: Quick data transfer
* **Push to integrations**: Send to Jira, Linear, etc.

## Saved Searches & Advanced Analysis

### Create Saved Searches

1. Filter signals to your target set
2. Save as a named Saved Search
3. Add custom AI-generated columns
4. Export or visualize the results

### Custom AI Columns

Add AI-powered analysis columns to Saved Searches:

* **Validation columns**: Yes/No AI-determined fields
* **Text extraction**: Pull specific information
* **Custom analysis**: Any AI-generated insight

<Tip>
  Datasets with custom columns enable advanced analysis like validation, categorization, and targeted extraction across large signal sets.
</Tip>

## Best Practices

<Check>
  **Start with time series**: Understand volume and trends first
</Check>

<Check>
  **Use clustering for large datasets**: Let AI find patterns in 100+ signals
</Check>

<Check>
  **Cross-filter for insights**: Click chart elements to explore relationships
</Check>

<Check>
  **Always verify with citations**: Check source context for important insights
</Check>

<Check>
  **Create focused dashboards**: Build separate dashboards for different use cases
</Check>

## Common Dashboard Configurations

### Product Dashboard

* Feature request volume over time
* Bug severity distribution
* Top requested features (signal frequency)
* Customer quotes from high-impact signals

### Customer Success Dashboard

* Sentiment trends by company
* Risk signals by account
* Complaint categories and volume
* Resolution time for issues

### Sales Intelligence Dashboard

* Objections over time
* Competitive mentions
* Deal stage signal analysis
* Win/loss pattern insights

## Troubleshooting

<AccordionGroup>
  <Accordion title="Dashboard Loading Slowly">
    * Reduce time range or signal count
    * Simplify complex filters
    * Remove unused cards
    * Clear browser cache
  </Accordion>

  <Accordion title="Citations Not Working">
    * Verify source recording still exists
    * Check permissions for source content
    * Ensure recording has completed processing
    * Try refreshing the page
  </Accordion>

  <Accordion title="Missing Data in Charts">
    * Check filter settings
    * Verify date range includes data
    * Ensure signals exist for selected criteria
    * Review CRM sync status if using metadata
  </Accordion>
</AccordionGroup>

<Info>
  Dashboards and visualizations update automatically as new signals are extracted. Your insights stay current without manual updates.
</Info>