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Getting Started: Smart Search Bar in INSIA

Instant answers to business questions no reports, no navigation, no dependency

Updated over 2 weeks ago

The Smart Search Bar in INSIA enables leaders and business teams to access KPIs and insights instantly using simple, everyday language. Instead of navigating dashboards, menus, or reports, you simply type a question into the Search Bar, and

INSIA delivers the answer in seconds.

This is how decision-making becomes faster, simpler, and more confident.

What Is the Smart Search Bar?

Purpose

The Smart Search Bar is designed to eliminate friction between questions and answers.

It allows users to access business-critical metrics by typing what they want to know directly into the Search Bar without building charts, applying filters, or understanding data structures. Whether in a leadership meeting or during a quick validation, the Smart Search Bar acts as the fastest entry point to insights across the enterprise.


How the Smart Search Bar Works

When a query is entered in the Search Bar, INSIA intelligently understands the intent and automatically:

  • Identifies the right KPI

  • Applies relevant filters such as time period, region, entity, or category

  • Selects the most appropriate visualization

  • Displays the insight instantly

All of this happens without manual configuration so the focus stays on decisions, not data preparation.


Examples of Smart Search Bar Queries

Users can type business questions into the Search Bar exactly as they think:

  • “Sales last month”

  • “Current quarter performance”

  • “Region-wise revenue”

  • “Top performing category”

  • “Monthly trend for a KPI”

The Smart Search Bar interprets the intent behind each query and presents insights in the most meaningful format.


Smart Search Bar with KPI Tiles

What Happens After a Search?

Once a query is executed from the Search Bar:

  • The result appears as a KPI tile

  • The current value and business context are visible instantly

  • The KPI tile can be added to a dashboard if needed

This makes the Smart Search Bar ideal for both quick executive checks and creating leadership dashboards on the fly.


Advanced Actions from Smart Search Bar Results

Right-Click Actions on KPI Values

From the Search Bar results themselves, users can:

  • Customize number formats, units, and display styles

  • Adjust how values appear in KPI tiles

  • Prepare KPIs for presentation or dashboard usage

These actions enable leaders to refine insights directly from the Search Bar—without switching screens or workflows.


When to Use the Smart Search Bar

Best Suited For

  • Getting instant answers during leadership meetings

  • Exploring data without predefined reports

  • Validating numbers before decisions

  • Helping first-time users discover KPIs effortlessly

  • Reducing dependency on analysts or IT teams

The Smart Search Bar is built for speed, clarity, and confidence, helping leaders move from question to insight in seconds.

See how INSIA’s Smart Search Bar transforms everyday business questions into instant, decision-ready insights. Watch Smart Search Bar in Action

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