The 'Drilldown' View
  • 19 Jul 2023
  • 4 Minutes to read
  • Contributors

The 'Drilldown' View

Article Summary

While the 'Drilldown view' is available for all tiers, you'll see the branching on Relationships that shows blockers, dependencies, etc., only in the "Enterprise" tiers!

Alignment is at the core of how Cascade provides transparency and value to your strategic goal management. Just not at the superficial level, you can now navigate to a Drilldown view which will drill down into any part of the strategy to surface meaningful context for decision-making, and unpack root cause of performance. i.e., this view will give a clear and meaningful picture into how your strategic goals, success indicators and initiatives are tracking at scale, and the potential drivers / root causes for this.

With this visibility at a pinhole level, you can now better manage the resources, budget, and effort without having to compromise on execution, and proactively respond or correct courses to the strategic challenges.

When used to its potential, proper alignment and the context it provides in Cascade allows you to do the following:

  • Take the "pulse" of your strategy at any level - be it Objective, Action, Project or Measure level.
  • Get visibility and context into the performance of your strategy.
  • Clearly connect day-to-day goal management to the bigger picture.
  • Avoid duplicative work across your teams with cross-functional views.
  • Prioritize and adapt early in the cycle for effective execution of your strategy.

From the three dot against the name of the entity (objective, measure, action or project) in the Planner page, sidebar, or goal hub, click (View alignment) to navigate directly to the drilldown view of the respective objective. This'll show the objective in which the action, project or measure resides since its basically the objective's drill down view!

In the case of objectives, you can navigate to its drilldown view from the objective alignment map as well. In the Alignment page, Align > Objectives tab, hover the mouse over an objective, and click the icon. This'll directly navigate to that objective's drilldown view!

1The drilled down objective will be seen at the center with its plans, success criteria in its top and bottom, objectives with which it shares "contributor" relationship with on either sides, and all the other relationships like blocker, dependency, etc. on the top right side on it! The objectives that're nested as success criteria to the central or drilled down objective will also be seen on its right along with the objectives that're contributors to it!Hover the mouse over the central or drilled down objective to add contributor relationship from the + icon, or access its sidebar from the icon.
However, for the objectives that're sharing contributor relationships, you'll be able to navigate to their drill down view from the icon, or access its sidebar from the icon. You'll not see the + icon for them to add relationships from here!
2This shows the plans in which the objectives are part of. While the solid line represents the parent plan in which the objective was created on, the dotted lines represent the linked plans in which the objectives has been shared with!
3This lists all the success criteria (actions, projects and measures) added to that central or drilled down objective. Hover the mouse over the tiles and click to view or edit them from their sidebar.
4This lists all the entities (objectives, actions, measures and projects) that are dependency, blocker, leading indicator or risk "from and to" that central or drilled down objective. The arrow indicates the flow of relationships between the entities.
See Add Relationships to learn how to add relationship from the sidebar. Hover the mouse over the tiles and click to view or edit them from their sidebar.
In case of Free and Premium tiers, you'll not see this branching since they support only contributor relationships between objectives!
5(1)Click to go back to the objective alignment map!
6Click Expand all or Collapse all to expand and collapse the branching views in the drilldown view. Click on the labels to expand or collapse a particular branch! The expanded nodes have a transparent label, and the collapsed ones have opaque/solid labels.
7Click to fit the display to screen, or adjust the percentage to zoom in or zoom out. You can make use of the mouse/touch interface/keyboard controls to play around the page display.

The drilldown view complements the objective alignment map by providing an additional layer of depth and visibility into what drives the health of objectives. This visual representation into the drivers of objective performance provides meaningful context to improve decision-making. You cannot update progress from here, and if you wish to make progress updates, do so from the Sidebar (click the  icon on hover!)


Will an objective that does not have any success criteria be visualized in a drill down view?

Yes! It'll just appear with the plan in which it resides and no other branching!

How do I visualize the shared objectives in this map?

If the objectives are shared with multiple plans, the dotted lines above the objective shows the plans with which the objective is shared with. You can also see the count of linked plans displayed in the objective tile details!

You can also look into this detail from the Plans tab - click the Shared objectives check-box!

How is privacy handled?

If you've private plans in your workspace, and have edit/view permissions, then you can see the objectives contribution here. If you do not have edit/view permissions, then you'll see Private objective with a lock symbol indicating that the contributing objective resides in a private plan.

But, if your central objective is shared with a private plan that you do not have access to, then you'll not see the plan detail here. Nor do the count of plans in the objective tiles will include the private plan count!

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