VALUEWORKSInsights to Results
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Core path

Ask about this page

Ask questions about the page you are already on.

No export, no BI ticket: ask the page.

Beside the title of a page — Financial Planning in the example — sits an Ask about this page button. It opens the assistant, Magnus, as a drawer on the right while the page stays in view. While the drawer is open, Magnus also appears at the bottom of the left navigation, marked "Drawer open".

An empty drawer greets you with "What would you like to explore?" and "Insights, explanations or help with this page.", followed by three suggested prompts: How did revenue and EBITDA develop this year?, Which KPIs moved most last month? and Build a dashboard for my P&L. Or type your own in the box at the bottom, "Ask Magnus or attach files…"; the paperclip is for attaching files. Along the top are a plus icon, a clock icon and a close (X) button.

The sidebar answers questions about the data already on screen — no export and no BI ticket — and lets you prompt your own dashboards in plain language and get them in minutes.

The Financial Planning page with a yellow arrow pointing at the Ask about this page button beside its title, and the Magnus drawer open on the right, outlined in yellow: an empty "What would you like to explore?" state with three suggested prompts and an input reading "Ask Magnus or attach files…".

Takeaways

  • Ask about this page sits beside the page title and opens Magnus as a drawer on the right.

  • An empty drawer offers starting prompts — including Build a dashboard for my P&L — and an input that also takes attachments.

  • The pitch: no export and no BI ticket.

Surfaces covered

  • Start from Scratch
  • Circle of Advisors (CFO, CEO, CRO)
  • Reports
  • Value Creation
  • Scenarios (what-if, break-even, Monte Carlo)
  • Plans & Forecasting (SOON)

Also taught in the Academy

Module 11 · Valuesight Agent and AI

Take it as lesson 11.7 in Business Analyst & FP&A