Interactive Pivot Charts with Drill Down

The Pivot Charts using Adaptive or OTBI Analysis in Visualization Configuration Tool empowers Sales Administrators to create rich, interactive pivot-based visualizations directly from either Adaptive Intelligence or OTBI data sources. Designed for maximum flexibility and usability, this feature allows admins to customize pivot charts with powerful enhancements, such as applying background or text color thresholds on a per-metric basis, adding grand totals, and enabling seamless drill-down to record-level details. These charts go beyond static reports by offering two real-time filter options, allowing users to dynamically adjust the view based on specific sales criteria like region, time period, or product line.

Once configured, these pivot visualizations can be reused across dashboards or assigned to specific users through in-app personalization. Sales users, in turn, can add relevant pivot charts to their dashboards to gain quick insights into performance trends and take immediate action. Whether analyzing pipeline health, team performance, or account-level metrics, users get a visual, actionable format without the need for complex reporting tools.

This feature brings a high degree of control and clarity to sales data, enabling faster decisions and proactive management. With no-code configuration and reuse capabilities, it also ensures consistency, scalability, and efficiency across sales teams and dashboards.

Capability

  • Dual Data Source Support: Build Pivot Charts using either Adaptive Intelligence or OTBI analysis for maximum flexibility.
  • Configurable Visualization Rules: Apply conditional color thresholds per metric, add grand totals, and enable deep-dive drill downs to record-level data.
  • Real-Time Personalization: Add up to two real-time filters and let sales users include pivots directly on their dashboards using in-app personalization.

This feature offers the following business benefits

  • Faster Decision-Making: Sales teams can visualize key metrics in a structured, color-coded format that instantly highlights what needs attention, without running separate reports.

  • Improved Sales Execution: By drilling into underperforming areas directly from the pivot, sales managers can take quicker corrective actions and realign team efforts.

  • Empowered Personalization: End users can personalize their dashboard views with the most relevant pivots, leading to more focused and impactful sales activities.

Steps to Enable

You don't need to do anything to enable this feature.