Intelligence 360: Drill Down from KPI to Records

STEP 1

Before you start

Identify the KPI, company, date range and any filters used to calculate the number.

STEP 2

Select the available drill-down action from the KPI or alert card.

STEP 3

Review the detail rows, totals and related documents; inspect the contributing records in the corresponding ERP module.

STEP 4

Use read-only navigation unless you have a separate approved workflow for corrections.

STEP 5

Compare drill-down totals against the original indicator and note unexplained differences.