Overview
OneUp's Drill down provides a powerful way to view and manage your data.
Need to look up a specific interview? Want to know your average deal value last quarter? Want to know which client you placed the most candidates with? We've got you covered!
Accessing Drill down
Drill down can be viewed from various places in OneUp. It's easily recognizable - hover over a data point and you'll see a blue Drill down button appear.
Select this to dive deeper into your data.
Where can I drill into my data?
Find Drill Down on:
The Dashboard, by hovering over any target or metric tile (as seen below):
2. In Reports, Charts, or the Job Pipeline by hovering on data cells in the reporting tables or data points in charts. Drill down is available for individual data, team data, company data, as well as data on the summary row level (showing totals):
3. In competitions such as Leagues, Missions and Leaderboards, showing you the detail behind your metrics:
The Data view
Use the tabs at the top of the Drill down to switch between Data and Chart.
The Data view allows you to see a breakdown of all the additional activity that we receive from your CRM system. For example, when looking into revenue data, you'll be able to see the company the revenue is from, the status of the deal the revenue came from, and its start and end date (if applicable).
Select the date range you'd like to view a breakdown of performance for using the date picker on the Dashboard or your reports.
Click the blue Drill down button on your chosen metric (on the dashboard) or data cell (in your reports) to open up the drill down modal.
A list of all performance contributing to that metric over your selected time period is shown.
Customize your Data view
Resize the columns to view all of your data at once.
Move the columns around in any order you wish.
Sort the information in the table based on one column, ascending or descending, by clicking the column headings.
Filter records by data in a given column by clicking the icon that appears to the right of each column.
Pin columns to the left or right, as well as hide columns using the column dropdown.
You can group entries in the Data table by a specific column. This allows you to do things like view all jobs from a particular client, or all candidates from a particular source. If you're looking at your revenue for the year and you want to see who your most valuable client is, simply group your data by company.
To do this, click and hold the column title, then drag it into the header row at the top:
When using grouping you unlock the ability to aggregate your grouped column/data by:
Average
Sum
Min
Max
This applies specifically to the value column.
💡 Take this even further and apply a second grouping e.g., in the above example, group by job title to see which roles were filled in each company.
The layout of your Data view can be customized further to suit your preferences. If there's a column you'd like to add, or an ordering you'd prefer, you can use the Dictionary page to alter it. Check out this helpdesk article on how to use the Dictionary!
💡 The View Event button to the right of each data row allows you to view the raw data that comes to OneUp from your CRM. This can be useful for diagnosing any problems with data.
Using the Chart view
Use the tabs at the top of the Drill down to switch between Data to Chart.
Charts are a great way to view the performance over time for a given metric. If you'd like to track performance against target, or view your monthly trend for new deals, this is your tool!
The bar chart shows performance against the chosen metric, for the time period selected. The orange line is a running total line, whereas the dotted line shows target pace. Future periods are shaded and today is highlighted, so you can see at-a-glance whether you're on track.
Select the date range you'd like to view the chart for using the date picker on the dashboard or your report.
Click the blue Drill down button on your chosen metric.
Select the Chart tab at the top.
Customize your chartUse the resolution dropdown box at the top right of the window to change the time increments on the x-axis. The larger the time period chosen for the initial data set, the more options you will have to select from.
You can click on the titles of the legend at the bottom of the chart to show or hide them in the chart (the bars or line graphs).
Use the zoom modifiers (the + and - buttons, found underneath the chart resolution dropdown box) to zoom in and out for viewing specific sections on the chart. You can also use keyboard shortcuts: Zoom in (Ctrl/Cmd + scroll) and drag to pan.
Downloading Data and Charts from Drill down
Data: Download the results to Excel/CSV - the data exported will honor any active filters, as well as the current columns selected (in the order they are selected), but will not export groupings.
Chart: Use the download PNG button for an image of a Chart that you can use elsewhere; whether that's internal presentations or documents.