How to Open the Daily Burn Rate Drill-Down Panel
Step-by-step instructions for opening the burn rate drill-down panel in AskBiz and a first look at what it contains.
Key Takeaways
- Tap the Daily Net Gain/Burn card to open the most detailed drill-down panel on the CFO dashboard.
- The burn rate panel contains a formula breakdown, best and worst day statistics, a sensitivity table, and a channel breakdown.
- Close the panel by tapping the X button or clicking the background overlay.
Opening the Burn Rate Drill-Down
The burn rate drill-down panel is the most information-rich detail view on the entire CFO dashboard. It opens when you tap or click the Daily Net Gain/Burn card — the second card in the row on the Cash Flow sub-tab of the Intelligence section. Step 1: Navigate to the CFO dashboard via Intelligence > Cash Flow. Step 2: Locate the Daily Net Gain/Burn card (it shows a positive or negative daily figure, typically in green or red). Step 3: Tap or click anywhere on the card. The drill-down panel slides in from the right or appears as an overlay, depending on your device. Step 4: The panel loads with several sections you can scroll through.
What the Panel Contains
The burn rate drill-down panel is organised into distinct sections stacked vertically. At the top, you see a summary of your current daily net position — the same figure shown on the card, but with slightly more context about whether it represents a gain or a burn. Below that is the Formula Breakdown section, which shows exactly how the daily burn number was calculated from your cost inputs. Further down is the Best and Worst Day statistics section, the Burn Sensitivity Table, and the Channel Breakdown. Each section answers a different question about your burn rate, moving from "what is the number" at the top to "what does it mean in different scenarios" further down.
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Start for free →Scrolling Through the Panel
Because the burn rate panel contains multiple data sections, you will need to scroll to see all of the content. On mobile, swipe upward within the panel area to scroll. On desktop, use your mouse wheel or trackpad scroll gesture while the cursor is over the panel. The panel has its own independent scroll, separate from the main dashboard page scroll. This means scrolling within the panel does not move the underlying dashboard. If you accidentally scroll the background dashboard, move your cursor or finger back into the panel area and continue scrolling there.
Closing the Panel and Next Steps
To close the burn rate drill-down panel, tap the X icon in the top corner of the panel, or tap the dimmed background overlay outside the panel. You will return to the main CFO dashboard with all four metric cards visible. If you found a section of the panel particularly useful — for example, the sensitivity table showing how your runway changes at different cost levels — you can reopen the panel at any time by tapping the burn card again. The panel content refreshes each time it opens, so it always reflects your most recently saved cost configuration.