Metric Details Page Layout

The details page provides a detailed overview of a metric, report, or KPI. Unlike the summary pages, the detailed view provides a broader picture of the metric, historical trends, related actions, and contextual information. This details page enables users to accommodate large amounts of data for a specific metric or a report and provide the functionality to drill down to additional levels.

Use the following decision table to determine what pattern is appropriate based on user needs:

User Roles	Reviewing & Monitoring	Analyzing & Acting	Correlating & Comparing	Transactional BI Consoles
A CXO-level user who reviews the overall health of the organization and must be aware of any red flags	Yes	No	Yes	No
A middle manager (also an analyst) who reviews key metrics, analyzes problem areas, and acts accordingly	Yes	Yes	Yes	No
An analyst (also a process worker) who analyzes organizational metrics and performs data transactions	No	Yes	Yes	Yes
A process worker (customer service representative, clerk) who is responsible for tasks related to analysis and related actions	No	Yes	No	Yes