Drill-down in Executive Dashboard

Drill-down in Executive Dashboard

Executive Dashboard got a powerful upgrade!

Your dashboards now bring deeper data visibility to your widgets with the ability to dive deeper into detailed response records and aggregated summaries in one place.

This update turns your dashboard into a more informative workspace where you can see both summary metrics and the responses that power them.

Why this matters

Previously, dashboard widgets displayed only visual summaries such as charts, scores, and trends.

With this update, you can view the exact data behind those visuals, compare summaries against raw responses, and export what you need instantly.

Imagine reviewing your NPS by region and being able to instantly see the exact responses that shaped each score, without leaving the dashboard. Now you can!

Benefits at a glance:

• Move easily between summarized and detailed data
• Analyze widget results without leaving the dashboard
• Export aggregated or underlying data in your preferred format
• Maintain clear visibility control through dashboard permissions

What’s New

You can now interact with every widget in expanded mode to see two key data views: Aggregated Data and Underlying Data.

Both provide a detailed understanding of how your dashboard metrics are built and can be exported for further analysis.

Let’s get into how you can access this.

You will notice this expand icon available in all widgets. Click to expand or just tap on the widget name to go into full screen.

Inside the expanded view, you can apply the same filters and settings as before, along with a few additional controls. Here you have:

• Timeframe dropdown on the top left to adjust the period of data
  
• Sort By option to reorder how data appears
  
• View controls (three icons in the center):
• • Graph + Table view
  • Table-only view
  • Graph-only view
    

Table Views

Within the expanded view, you will see two tables:

• Aggregated Data – shows summarized results for each category or segment
  
• Underlying Data – lists the individual responses that make up the widget
  

In this widget, only one source is used. Let’s take the example of 2 sources being used:

Here, you see that you have each source appearing as a separate tab in the table view.

You can choose to export these as CSV or XLSX.

Data Access:

With the underlying and aggregated data being available, you have a refined set of permissions to configure for the dashboard.

You can choose if people viewing the dashboard need access to the underlying data or not. 

To set this up, click on the three dots.

Click on Dashboard Settings

Go to Permissions

Tick the checkboxes to give access to view and download the underlying data.

Now, whenever you share the dashboard, based on your permissions, the viewers will get access to the underlying data accordingly. By default, these permissions will be unchecked so you can choose to give view access to underlying data if needed.

For accounts with edit access, the underlying data is available by default.

Note:

• Key Driver Widget does not support aggregated and underlying view data. 
• The underlying data view is available only for any widget configured with responses. So, if the KPI chart is configured to track the number of triggers, it will not have underlying data supported.

There is a list of widgets that have Aggregated View and Underlying View supported, respectively. Find it below.

Widgets supporting Underlying Data View:

1. Vertical Bar Chart
2. Horizontal Bar Chart
3. Vertical Stacked Chart
4. Horizontal Stacked Chart
5. Line Chart
6. Area Chart
7. Composite Chart
8. Trend Chart
9. Pie Chart
10. Donut Chart
11. Gauge Chart
12. Journey Chart
13. Word Cloud
14. Heat Map Table
15. Funnel Chart
16. Cross Tab
17. Pivot Chart
18. Radar Chart
19. Bubble Chart
20. Rating
21. Data Table
22. Sentiment Pie Chart
23. Sentiment Donut Chart
24. Sentiment Line Chart
25. Sentiment Area Chart
26. Sentiment Score Line Chart
27. Sentiment Score Area Chart
28. Sentiment Stats Chart
29. Sentiment Segment Stats Chart
30. KPI Chart
31. Radial Chart
32. Correlation Chart

Widgets supporting Aggregated Data :

1. Line Chart
2. Area Chart
3. Composite Chart
4. Vertical Bar Chart
5. Horizontal Bar Chart
6. Vertical Stacked Chart
7. Horizontal Stacked Chart
8. Trend Chart
9. Donut Chart
10. Pie Chart
11. Sentiment Pie Chart
12. Sentiment Donut Chart
13. Sentiment Line Chart
14. Sentiment Area Chart
15. Sentiment Score Line Chart
16. Sentiment Score Area Chart
17. Bubble Chart
18. Radar Chart
19. Word Cloud

With this update, your Executive Dashboard is now a unified space to view insights, explore data, and make decisions with confidence. 

Feel free to reach out to our community if you have any questions