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The Portfolio Explorer provides an interactive sunburst chart that lets you explore your data across hierarchical dimensions. It’s ideal for understanding composition and identifying where value is concentrated.

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How to access

Navigate to Tools > Portfolio Explorer from the sidebar.

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What it shows

A sunburst chart where:
  • Center ring - The total across all data
  • Inner rings - Top-level groupings (e.g., Brand, Region)
  • Outer rings - Detailed breakdowns (e.g., Product, Customer)
Click on any segment to zoom in and explore that portion of the hierarchy in more detail. Click the center to zoom back out.
Sunburst chart with concentric rings showing data hierarchy, with the total at the center, brands in the inner ring, and products in the outer ring. One segment is highlighted and zoomed in, with a tooltip displaying the corresponding value.

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Dimensions

Navigate through hierarchies such as:
  • Product hierarchy - Category > Brand > Range > SKU
  • Customer hierarchy - Region > Channel > Customer
  • Location hierarchy - Country > City > Facility

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Use cases

  • Revenue concentration - See which products or customers drive the majority of your revenue
  • Cost distribution - Understand how costs are spread across your network
  • Portfolio balance - Assess whether your business is overly dependent on a small number of products or customers