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Changing hover behavior in Waterfall bars

  • September 26, 2022
  • 1 reply
  • 45 views

Is it possible to change what data is shown in the card that pops up when you hover over a bar in the Waterfall pipeline report in Analytics? I would prefer to see the top 5 opportunities contributing to that category of pipeline change. Or perhaps even be able to create an adjustable range of values to determine what is shown there.

Best answer by paytonmiller

@KevinT great request that has been on the Analytics product team’s mind on how to solve so that outside of the chart visualizations, you all can get those “next level insights”. The solution we are investing in this year is aligned to your request but will support seeing all the opportunities that make up a particular category within Waterfall. Clicking on a category would show a side panel with the opportunities within with the added benefit of seeing those records as of the time period that was clicked. That way we give more details but also create parity of time. 

More details to come on this as it gets closer to early access.

1 reply

paytonmiller
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  • Answer
  • September 27, 2022

@KevinT great request that has been on the Analytics product team’s mind on how to solve so that outside of the chart visualizations, you all can get those “next level insights”. The solution we are investing in this year is aligned to your request but will support seeing all the opportunities that make up a particular category within Waterfall. Clicking on a category would show a side panel with the opportunities within with the added benefit of seeing those records as of the time period that was clicked. That way we give more details but also create parity of time. 

More details to come on this as it gets closer to early access.