Analyze dashboard data

From a dashboard, you can directly open the underlying data in the grid view for analysis purposes. For example, suppose you are viewing a Sales dashboard and see that the UK region is underperforming compared to last year. You want to find out why this is the case.

1. Hover over the widget to display the widget menu. In this example, it is the Customer Group bullet chart.

2. Click the Analyze button in the widget menu. The data opens in the grid, in either the Analytics or Financial Statements module, as applicable.

3. Proceed to analyze the data.

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