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Knowledge and Support - Adaptive Insights

Using Dials to Make Discoveries

Version: DiscoveryClassic

Discovery helps you focus on the information you need. For example, CFOs and executives can quickly see how their actual GL data compares to their plan data, and can be instantly alerted to problems. Sales VPs can use dashboards displaying CRM data to compare sales rep quota achievement across different time peri­ods. Operations managers can quickly visualize employee salary and turnover statistics, or any operational data that is relevant to them. Data can be integrated from any enter­prise system, and then users can visualize and interact with it in Discovery. Users can drill down into data and drivers across all relevant dimensions, and a drill tree always shows the starting point and the path taken. Dimensions are unlimited in number, and when new dimensions are created, they are immediately available for visualization and drill-down. By drilling down and using analyti­cal tools, you can go deeper into the information presented in the dials on your dash­boards. Here are a few examples of these tools in action. 

Note: When drilling, you can drill into the dial as a whole by clicking the Drill button or into a specific part of the data by clicking an area or point on the dial. As you move your mouse pointer over the dial, different areas are highlighted to show you can drill into them.

Department Managers

A line graph comparing budget to actuals can offer department managers a high-level view of whether they are under budget or not. If there is a warning zone alert on the dial, the manager can quickly drill down into the data and see where the unexpected expenses are coming from.

It can also be helpful to compare the current time to similar time periods to see how the department was doing last year. To do this, mouse over the Information button and select Period Analysis > Comparable Period. This causes the line graph to display both the current year and the previous year broken out by months, so any similarities or differences are clear. If the manager is curious about any of the data points, they can all be drilled into. The following is an chart:

Example Dial with Revenue Comparison Analysis for Department Managers

Chief Financial Officer

If a CFO looking at a scorecard sees an alert that Expenses is over plan, the CFO can drill into just the Expenses data by clicking the Expenses amount and selecting one of the drill options from the menu. Selecting Drill by Location displays the various locations generat­ing operating expenses: US, UK, Canada, and India. In this case, it’s clear that the US location is creating most of the expenses. The CFO can now choose which location to drill into to keep investigating. Below is a sample of drilling down in a chart. Note that while Oper­ating Expenses are trending quickly downward, they are still over budget.

Example Scorecard Drilling By Level for CFOs

Head of Sales

A pipeline-focused dial can provide answers to questions about sales, both what is hap­pening now and what looks likely in the future. Zone alerts highlight the dial if the pipeline has dropped by a certain dollar amount or a certain percentage, making it immediately obvious if attention is necessary, and users can drill down into the dial, following the trail of alerts until they find the source of the problem.

A sales scorecard dial can warn when sales units, revenue, or other metrics are low. The following example shows Standard Sales Revenue is in the warning zone. To see what is causing the problem, you can drill into the data.

Example Sales Scorecard for Head of Sales

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