Gallery and Shared Insights

Gallery and Shared Insights

Gallery helps your team keep useful visual outputs from disappearing into chat history.

Use it when a chart, visual summary, or analysis output should stay easy to reopen later.

What Gallery Does

Gallery gives DashboardGenius a cleaner home for strong visual outputs after they are created.

The current experience separates visuals into two practical views:

• My Visualizations for visuals you created or use personally
• Team Spaces for visuals tied to shared workspace activity

This makes it easier to keep personal work separate from shared operating visuals.

If you still hear the older language Team Spaces, treat it as the shared-team visual lane tied to workspace activity. The collaboration model across the product is moving toward Workspaces, but Gallery still uses this split view to distinguish personal from shared visuals.

When to Use Gallery

Gallery is most useful when:

• the same chart may be reused in later discussions
• a team needs a quick scan of strong recent visuals
• you want shared insight history to stay visible beyond one thread
• a visualization should remain easy to reopen without re-running the whole conversation

Gallery is not the place to manage every decision. It is the place to keep the best visual outputs easy to find.

How Visuals Reach Gallery

A visual usually starts in chat.

From there, the strongest path depends on the audience:

• keep it personal if it is mainly for your own review
• keep the thread in a Workspace if teammates should be able to continue it
• share by email if recipients only need the result

If you want a visual to contribute to the team's shared insight history, keep the conversation in shared workspace scope instead of leaving it only in private chat.

Versions and Updating a Visual

When a visual has been revised with the Update action, Gallery groups the versions together: you see the latest version with a small v2 / v3 badge instead of a grid full of near-duplicates. Earlier layouts are preserved underneath the latest version.

Each personal gallery card also has an Update action — tapping it opens the visual's conversation with update mode already armed, so you can request the change (landscape, style tweak, larger text) right away.

What Happens When You Open a Visual

Gallery is meant for fast review, not just storage.

When you open a visual, the product gives you a larger preview so you can inspect the chart without rebuilding the thread first.

That makes Gallery useful for:

• fast meeting prep
• checking whether a chart is still presentation-ready
• reopening a strong visual before you decide whether the full thread also needs follow-up

My Visualizations vs Team Spaces

Use My Visualizations for:

• personal monitoring views
• draft visuals you may refine later
• charts you use often but do not need to share broadly

Use Team Spaces for:

• recurring team review visuals
• visuals connected to shared operational threads
• outputs that should stay visible across handoffs or meetings

If the shared tab stays empty, the usual cause is not Gallery itself. It is usually that the underlying work never lived in shared workspace scope.

Gallery vs Workspace

Gallery and Workspaces solve different problems:

• Workspace keeps the full collaborative thread, context, and follow-up path
• Gallery keeps the visual output itself easy to browse and reopen

When in doubt, keep the work in a Workspace first. Gallery becomes more valuable when the underlying thread already lives in the right shared place.

This is the safest rule:

• use Workspace to preserve the reasoning path
• use Gallery to preserve the visual output

Gallery vs Email

Use email when a stakeholder needs the output now.

Use Gallery when the output should stay discoverable later.

Many teams use both:

1. keep the thread in a Workspace
2. share the result by email for immediate delivery
3. rely on Gallery for later review and reuse

Best Practices

• Give the thread a clear title before others need to find it again.
• Keep the chart title and timeframe explicit.
• Prefer shared workspace scope for visuals that matter beyond one person.
• Revisit and replace weaker visuals rather than keeping every draft as a reference point.

Common Problems and Fixes

Team visualizations are missing

Make sure the analysis lived in a shared Workspace or was moved into shared scope. Team-facing visual history is weak when useful work stays only in private chat.

A visual exists, but nobody remembers what it meant

Keep the supporting summary clear in the original thread and use descriptive titles that stand on their own.

Too many one-off visuals make Gallery noisy

Reserve shared scope for outputs with reuse value. Keep rough drafts private until they are worth keeping visible.

The visual is useful, but the shared tab still feels thin

That usually means the team is sharing the result by email but not keeping the source thread in shared scope. For reusable operating visuals, keep both: shared workspace continuity plus the Gallery surface.

Next Guide

Continue with Workspaces and Collaboration.