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Clickable Dashboard Metrics

Swifty Team Feb 18, 2026 3 min read

Dashboard numbers raise questions. "27 orders overdue" — which ones? "€142,000 outstanding invoices" — who owes what? "15 shipments in transit" — where are they?

A dashboard that shows numbers without letting you investigate them is an incomplete tool. The number tells you there's a situation; you need to see the records to understand it.

Clickable dashboard metrics make every number a drill-down entry point.

Click to Investigate

Every metric card on a dashboard is a link. The number displayed is the result of a query — a count, a sum, an average, a distinct count. Clicking the number runs that query and shows you the records it found.

The result opens as a filtered list view: all 27 overdue orders, sorted by most overdue. All invoices contributing to the €142,000 outstanding total. All 15 in-transit shipments with their current tracking status.

From that list view, every standard list action is available: open individual records, apply additional filters, export to a file, perform bulk operations.

From Overview to Detail in One Click

The interaction is: see the summary on the dashboard, click to see the records, open a specific record to investigate or act. Three levels of detail, each accessible from the previous one.

This is the natural investigation flow for operational dashboards. Something catches your attention at the summary level. You drill into the records to understand it. You act on the specific record that needs attention. Then you go back to the dashboard to see if the number changed.

Filters Carry Through

The filters behind each metric carry through to the list view it opens. A metric showing "orders placed in the last 7 days" opens a list filtered to exactly that set. A metric showing "invoices overdue by more than 30 days" opens an invoice list with that specific date filter applied.

The list you see when you click is exactly the records that produced the number — no approximation, no need to re-configure the filter to match what the metric showed.

Configurable Per Metric Card

Each metric card is configured with its query, its display format (count, sum, average, etc.), and its drill-down target. A dashboard builder defines what number to show and what list to open when it's clicked.

This makes it possible to design dashboards where every number is actionable — where the dashboard is a control surface for the operation, not just a reporting display.

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