During this sprint, we introduced a “Flatten by Allocation” view in Resource Tracking to help users analyze their interactions at the most granular level.
Resource Tracking: Flatten by Allocation
Users can now expand interactions by allocation, in addition to expanding interactions by investor attendee. An allocation is defined as a unique meeting and investor attendee within an interaction and is the most granular view of the data available.
The “Expand by Allocation” view increases the transparency of our summary count information and simplifies the ability to reconcile record counts in the data grid to those summary counts.
Furthermore, we added a “Flatten by Allocation” tab to our Excel export, making the construction of custom pivot tables and analysis much simpler.
To change this setting, navigate to: Advanced Settings > Select Data Grid Style = Flattened > Expand by “Allocation”.