Details & Drilldown
The numbers displayed in DURUM.ai aren't simple totals. Most KPIs are clickable and open a detail window listing the individual events behind the number. This feature is called drilldown.
How It Works
Clicking a KPI card opens an overlay window containing the complete list of events that make up that number. You go from summary to detail in a single click.
Spotting Clickable KPIs
Clickable KPI cards change appearance on hover (cursor turns to a pointer). If the cursor doesn't change, the KPI doesn't offer drilldown.
Concrete Example
In the CEO View, you see the Sales: 18 card. Clicking on it opens a window with each sale's details:
| Column | Content |
|---|---|
| Date | Date the sale was recorded |
| Name | Contact's full name |
| Contact's email address | |
| Amount | Transaction value in dollars |
| Product | Product or service purchased |
| Campaign | Ad campaign attributed to this sale |
This table lets you verify each transaction individually and validate that the data matches your reality.
Pages and KPIs Available for Drilldown
Drilldown is available on several pages and dashboard tabs. Here's the complete list.
| Page / Tab | Clickable KPIs |
|---|---|
| CEO View | Revenue, Sales |
| Marketing | Spend, Sales, Applications, Bookings. Each KPI opens the full list of corresponding events. |
| Sales Reps | Bookings, Meetings, No-shows, Sales, Revenue |
| Sales | Complete sortable list of all transactions |
| Finance | Revenue, with details of each transaction |
Drilldown Respects Your Filters
The detail window only shows events matching the active filters (period, client, campaign). If you filter on the last 7 days, the drilldown will only show events from that period.
Drilldown on the Contacts Page
The Contacts page offers a different drilldown. Clicking a contact opens their complete history: all events linked to that contact, displayed chronologically.
The history may include the following stages, depending on the contact's journey:
| Stage | Description |
|---|---|
| Lead | First form submission |
| Application | Detailed application or request |
| Booking | Appointment reservation |
| Meeting | Appointment actually held |
| Sale | Completed transaction |
| Payment | Payment received |
This chronological tracking lets you see the complete journey of a prospect, from first contact to sale, and identify where prospects drop off.
Closing the Drilldown
Two methods to close the detail window:
- Click the X in the upper-right corner of the window.
- Click outside the window, on the grayed-out background area.
Exporting from Drilldown
The data displayed in the drilldown window can be exported. Use the export button available in the detail window to download events in CSV format.
Combine Filters and Drilldown for Precise Reports
Apply your desired filters first (period, client, campaign), then click the KPI you're interested in. The drilldown will display exactly the matching events, ready to be exported for a client report or internal verification.