Provenance drill-down

Open the Mid-Market Group demo (Demo library) to follow along.

Any forecast or projection amount can be expanded to show exactly where it came from. The drill-down is unified: one read-only view that reaches every way an amount is produced, so you never have to guess why a number is what it is.

What a drill shows

• The source definition and its amount method: fixed, variable, derived (the basis, rate, and lag), a multi-driver formula (the drivers and the per-period values used), or escalation.
• The invoice behind an invoice-derived flow, the transfer behind a transfer, and the statement cycle behind a generated card payment.
• The confidence around it: the probability, the band, and the window, plus any payment-cycle learning that shifted it.

Aggregates drill too

An aggregated amount, like a month's total for a bucket, drills to its constituent occurrences, and each of those drills further to its own provenance. So you can start at a projection point and walk all the way down to the single definition and numbers that produced it. Try it on the derived Volume rebate: the drill shows the party flow it is based on, the rate, and the lag.

This is the general drill for any amount. The invoice roll-up has its own focused drill from earlier (see *Invoices: roll-up and drill-down*); the provenance drill reuses that same invoice path and adds every other method around it, so the two read as one continuous story.

In-app documentation, version 5. Generated from the product documentation source, so this matches the app exactly.