Drill Down Widget

The Drill Down widget is available in Scenario Dashboards. The most basic form allows a drill down to the calculation level of the metric. The Expand Expressions option allows full calculation tracing, providing full visibility into how any metric is calculated and making it easier to troubleshoot, verify, and explain results. It also allows multi-level grouping of metrics for further analysis.

  • Add a Drill Down widget from the Add Widget menu in the dashboard. Name the widget and choose the metric(s) to display.
  • The Expand Expressions toggle will enable full calculation tracing through all contributing opportunities and metrics.
  • Group by Attributes allows the user to apply custom grouping to the Drill Down widget. Multi-level grouping may also be applied.
  • The quick reference icon displays metric expression details without leaving the widget.

GIF demonstration. Click image to expand or minimize.