Overview

AI Growth Advisor’s new 5-Level Drill Down makes it easy to get the answers you need, no matter how you want to see your data. With just a few clicks, you can transition from a high-level overview to the source of every number, enabling you to act quickly, manage confidently, and drive results.

How to Access & Use the 5-Level Drill Down

Step 1: Open Your Dashboard

Start from your dashboard to get a big-picture view of all key business trends across Finance, Marketing, and Operations. Choose your preferred period for a quick snapshot or in-depth trend analysis.

Step 2: Dive Into the Scorecard

Click on any scorecard to select your target objective. Instantly see how your team is performing with clear scores (0–100%) for each goal.

Step 3: Explore with 5 Powerful Views

Switch between five unique ways to view your data—each designed for a different business need:

• Unit View: Focus on individual business units or departments for granular performance tracking.
• Dashboard View: See high-level metrics and trends all in one place.
• Team View: Track progress and results by team for accountability and improvement.
• Period View: Instantly compare results over different periods to spot changes and trends.
• Map View: Visualize performance by geographic location, perfect for multi-site or franchise businesses.

You can access these views directly from the scorecard page—click the “Views” button and choose your layout.

Step 4: Drill Down Into Data

Click on any metric or number to drill down and reveal the underlying details. Instantly see the transactions or activities driving your results and uncover the “why” behind every change.

Step 5: Go Straight to the Source

If you spot an issue or want more detailed information, you can dive deeper into the original data source (such as QuickBooks Online) with a single click. Get immediate context and take action without leaving your workflow.

Why Use the 5-Level Drill Down?

• See Every Angle: Multiple views help you spot trends and insights faster, no matter your role.
• Faster Decisions: Instantly move from overview to detail to source—speeding up your response time.
• Greater Accountability: Assign responsibility and track results at the team or unit level to ensure accountability and transparency.
• Consistent Results: Standardized views ensure everyone is on the same page.

The 5-Level Drill Down gives you complete control and total clarity—so you can manage smarter, solve problems quicker, and hit your goals every time.