---
schema_version: "1"
id: 7913d0d2f1a0fed9d0c74ea8a02ac030df2dbb9488c589612460f2f6f73ec317
title: About Metric Insight Summaries
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/tua_metric_insight_summaries.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.tua_metric_insight_summaries.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: f1809de627664d10228ed9eb83ece3570664da39007d294f6502465b7439d954
description: Tableau Next displays a summary of the insights related to those metrics. Tableau Next creates the insight summary differently, depending on whether Tableau Agent with conversational analytics is enabled or not. When the agent isn't enabled, insight summaries are created based on the metrics you follow (two or more required). When the agent is enabled, Tableau Next creates insight summaries using Agentforce (no followed metrics needed).
products:
  - Tableau Next
release: "264"
---
# About Metric Insight Summaries

Tableau Next displays a summary of the insights related to those metrics. Tableau Next creates the insight summary differently, depending on whether Tableau Agent with conversational analytics is enabled or not. When the agent isn't enabled, insight summaries are created based on the metrics you follow (two or more required). When the agent is enabled, Tableau Next creates insight summaries using Agentforce (no followed metrics needed).

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=analytics.tua_editions.htm&amp;language=en_US" target="_blank">View supported editions.</a></td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
      <colgroup>
        <col style="width:50%">
        <col style="width:50%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d9849e52">User Permissions Needed</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d9849e52 ">To explore metrics and insights: </td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d9849e52 "><span>Tableau Unmetered Consumer or Tableau Next Consumer</span> or <span>Tableau Unmetered Self-Service Consumer or Tableau Next Self-Service Consumer</span>
            permission set</td>

        </tr>
      </tbody>
    </table>

When Tableau Agent with conversational analytics is enabled in Tableau Next, metric insight summaries are automatically generated in your preferred language and don't require followed metrics. These insight summaries are available in the metric details page and for the top ranked insight in a metric card.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-tua-264-0-0-production-enus/d794334f-d174-49d3-a4d2-a615bd2e54aa/images/icon_note.png)

Note Insight summaries might consume flex credits when generated using Tableau Agent enabled for conversational analytics.

When the agent is turned off, Tableau Next leverages a large language model (LLM) to summarize the most significant changes, considering Period Over Period Change or Unusual Change insights detected by the system. The system prioritizes summarizing metrics with higher-impact insights (for example, metrics with unusual change are ranked higher).

The resulting insight summary provides a personalized overview in plain, natural language with rich text reference on the metric names to be found at the top of the Following page. To maximize consistency and performance, insight summaries are generated up to once every 24 hours upon your last homepage visit and cached for subsequent visits within the day.

The insights used for summaries are generated using natural language templates with values calculated using deterministic statistics. The prompt used to summarize these factual insights is thoroughly tested and consistently iterated.

Metric insight summaries are built on the [Einstein Trust Layer](https://help.salesforce.com/s/articleView?id=ai.generative_ai_trust_layer.htm&language=en_US), enabling trusted, ethical, and open AI-powered experiences without compromising data security and privacy. Like all generative AI features in Salesforce, users can also provide optional feedback on output they find to be biased, inaccurate, or inappropriate to help to improve the experience.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-tua-264-0-0-production-enus/d794334f-d174-49d3-a4d2-a615bd2e54aa/images/icon_note.png)

Note For metric insight summaries that don't use the analytics agent, administrators need to enable the Metric Insight Summaries org preference and the Follow Tableau Next Metrics user permission, which are included in the Tableau Next platform license and available when enablement steps have been followed for the metric consumption experience. For more information, see [Enable Metric Insight Summaries in Tableau Next](https://help.salesforce.com/s/articleView?id=analytics.tua_admin_enable_metric_insight.htm&release=264.0.0&type=5 "Tableau Metric Insight Summaries give users a personalized overview of the most important insights from the metrics that they care about. The Metric Insight Summaries feature is built natively into Tableau Next and is independent of the Agentforce platform. The summary is generated based on the metrics that a user follows and is displayed on the Following page in Tableau Next. Only users with permission can access the metric summaries.").