Toolbar and Views

Use the toolbar to choose a time window, filter data, compare periods, and save views. The available measures and filter dimensions depend on your organization’s data and your access. The URL stores the view configuration. Copy the address to share its measures, groupings, filters, and layout. Personal color thresholds are saved separately in your browser.

The params bar below the toolbar states the current configuration. For example: Now displaying Revenue grouped by Distribution Center colored by change vs the same month last year. Read this sentence to identify the current view.

Undo and redo

Use the two arrows on the far left to step through recent river states (⌘Z / ⌘⇧Z). Every change (measure, grouping, filter, date range, drill, or baseline) is one step, so you can undo an accidental drill or filter with one click.

Saving, sharing, and reusing views

The Views button holds your saved views:

• Company and Personal sections: click a view name to load it. The star sets a view as your default. The … menu offers Rename, Update to current view, Duplicate as personal/company, and Delete. Company view editing requires the appropriate access.
• Save Current View: enter a name and save the current toolbar, Y-axis, and filter state. Choose Personal or Company when your access allows it; you can also set the view as your default.
• Share This View: copy a link to the current view configuration.
• Download as CSV: export the data behind the current river.

A saved view is a URL snapshot. Loading one rewrites every toolbar control at once. The reset button at the right edge of the toolbar returns to your default view, or resets the view if no default is set.

Setting the date range and color baseline

The date range button opens a calendar with one-tap presets and the color baseline controls:

• Range presets: All Time, Year to Date, Last 12 / 6 / 3 Months, Previous Month, and Latest Month. Or click two months to set a custom range.
• Color Baseline: what segment colors are computed against. Select a specific month back. The default, 12 months, means the same month last year. One month means the prior month. Select trailing average to use an average over a chosen window. Select Current to turn color coding off.
• Adjust Thresholds: expand this section to change the percent cutoffs and colors for the decline and growth buckets. Set the small-account cutoff for Group Small Accounts here. Changes apply to your current display. Save as Default saves them in this browser; Reset restores your saved settings. These personal settings do not change other users’ colors or travel with a shared view link.

Filtering the river

The Filter button narrows which bands appear. Each dimension has a section with selectable chips and an Add... box that accepts typed values with suggestions:

Select values within a dimension to include those values. Select another dimension to narrow the result further. For example, select a channel and a distributor to see that distributor’s activity in the chosen channel. Clear a selected chip to remove it.

This popover filters the bands themselves. The issue and deal markers drawn on top of the bands are controlled by the Icons button, described next.

Icons: issue pills and deal badges

The Icons button controls the marker overlays on the canvas. Selecting chips places markers on the river; clearing them removes the overlay. There is no separate on/off switch:

• Issues tab: Severity (Critical / Warning / Info), Status (Not Started / Addressing / Solved / Dismissed), Generated By (rule names), and an Unseen Only chip.
• Deals tab: Stage and Owner chips. Selected deals pin to their opening month on the bands they match. Groupings that a deal cannot be mapped to show no deal icons.

The badge on the button counts the active selections across both tabs.

Sorting the rows

The Sort button reorders the bands by any measure you have access to, highest first by default. Click the selected option again to return to the default order. Right-click an option to switch between Highest First and Lowest First:

Choosing a height metric

Click the measure button, such as Revenue, to choose what band thickness represents.

The list comes from your org's measures, filtered by your role's permissions. If a measure is not visible, you do not have access to it. Switching the metric reflows the entire river to the new scale.

Display options

The Display popover collects the layout toggles:

• Empty Rows: show or hide bands with no activity in the range.
• Values: print the metric value on each segment.
• Flat Bottom / Stepped: alternative band silhouettes.
• Proportional bands: give higher-volume bands more row height. Log scale: compress differences between small and large values so both remain visible. Turn Log scale off to use linear thickness scaling.
• Group Small Accounts: collapse bands under the cutoff percentage into one combined band. Available with one visible grouping, outside Comparison. The cutoff is set in Adjust Thresholds.
• Stacked: draw the bands stacked into one river instead of separate rows.
• Summary: show a totals row at the bottom of the canvas.

Unavailable options appear dimmed. Compressed mode with separate rows disables Values and Stepped. Compressed mode also disables Proportional bands and Log scale, as does Stacked. Summary is unavailable in Dense mode, and Stacked is unavailable during Comparison.

View modes

The view-mode button on the right switches the layout itself:

• Normal: standard layout.
• Dense: fit all months in the viewport, with no horizontal scroll.
• Compressed: fit all bands in the viewport, with no vertical scroll.

The control locks to Normal while Comparison is on.

Comparison

Comparison is part of the date range button. Switch to the Compare tab at the top of the picker:

Select a comparison type. Options include Month vs Prior Month, Month vs Same Month Last Year, and Month vs Trailing Average. You can also select Custom Month vs Custom Month or Custom Period vs Custom Period. Then adjust the Period A / Period B pills. The canvas splits into the two periods side by side. Only the periods themselves are stored in the URL, so the exact preset name does not always survive a reload.