Overview of Interactive Features
Catchlight charts aren't just static images—they're interactive tools designed to help you explore your data and take action. Understanding these features helps you get the most value from your dashboard.
Core Interactive Features
Hover for Details
How It Works Move your cursor over any chart element (bar, pie slice, data point) to see detailed information.
What You'll See:
Exact values (not just visual approximation)
Percentages of total
Client counts
Additional context specific to that data point
Example: Hovering over the "Affluent" segment in a Wealth Distribution pie chart shows:
"Affluent: 142 clients (35.5%)"
"Investable Assets: $1M-$5M"
"Total Est. Revenue: $1,423,000"
Click to Filter
How It Works Click on any chart element to automatically filter your entire dashboard to show only those clients.
Common Uses:
Click a revenue tier to see which specific clients are in that range
Click a wealth segment to view only those clients
Click a life event to filter to affected clients
Click a geographic region to focus on that territory
What Happens:
Chart element is clicked
Filter is applied across all dashboard views
Other charts update to reflect the filtered data
Client list updates to show matching clients
Active filter appears at top of dashboard
Removing Filters: Click the "X" on the active filter badge or click "Clear All Filters"
Drill-Down Capabilities
Progressive Exploration Some charts allow multiple levels of drill-down:
First Level: Click a category (e.g., "Affluent")
Second Level: Chart updates to show sub-categories (e.g., by acquisition channel)
Third Level: Click again to see individual clients
Return: Use breadcrumb navigation to return to previous view
Example Drill-Down Path:
Revenue Distribution → Click "$25K-$50K" tier
→ See breakdown by wealth segment within that tier
→ Click "Affluent" segment
→ View individual client list
Chart Zooming and Panning
For Time-Series Charts:
Zoom In: Click and drag to select a date range
Zoom Out: Double-click or use reset button
Pan: Click and drag to move left/right through time
Reset: Return to default view with reset button
For Large Data Sets:
Scroll to see additional data points
Use pagination controls for long lists
Adjust display density (compact vs. detailed view)
Export and Download Options
Export Chart Image
Click the export icon (typically in top-right of chart)
Choose format: PNG, JPG, SVG, or PDF
Image downloads with current filters and view settings
Useful for presentations or reports
Export Underlying Data
Access "Export Data" option in chart menu
Download as CSV or Excel
Includes all data shown in current filtered view
Contains both summary and detail data
Scheduled Exports: Some dashboards support automated exports:
Weekly summary charts
Monthly reports
Custom schedules
Comparison Toggles
Compare Time Periods:
Toggle "Previous Period" to overlay comparison data
Switch between month-over-month, quarter-over-quarter, year-over-year
See growth trends and seasonal patterns
Compare Segments:
Enable multi-select to compare different groups
View side-by-side or overlaid comparisons
Benchmark different advisors, territories, or segments
Chart Type Switching
Multiple Visualizations: Switch between different chart types for the same data:
Bar Chart: Good for comparing categories
Line Chart: Best for trends over time
Pie Chart: Shows proportional distribution
Table View: Detailed numbers and rankings
When to Switch:
Use tables when you need exact values
Use line charts to spot trends
Use bar charts for comparisons
Use pie charts for composition
Advanced Interactions
Multi-Select Filtering
Building Complex Filters:
Hold Ctrl (Windows) or Cmd (Mac)
Click multiple chart elements
Filter applies to all selected items (OR logic)
Example: Select both "Affluent" AND "Mass Affluent" wealth segments to see combined group.
Right-Click Context Menus
Right-click on chart elements for additional options:
Create segment from selection
Add to custom list
Schedule alert for this group
Export selected data
Create task or reminder
Chart Annotations
Add Notes to Charts:
Click annotation tool
Add comments or markers to specific data points
Useful for tracking significant events or decisions
Annotations save and persist across sessions
Example: Mark the date of a major marketing campaign launch to correlate with client acquisition spikes.
Dynamic Thresholds
Set Visual Alerts:
Define threshold lines (e.g., "Target: 100 clients in HNW segment")
Chart highlights when above/below threshold
Color coding for performance zones (red/yellow/green)
Responsive Layouts
Automatic Adjustments:
Charts resize based on screen size
Mobile-friendly views available
Print-optimized layouts
Tablet-compatible touch interactions
Keyboard Shortcuts
Speed up your workflow with shortcuts:
Arrow Keys: Navigate between charts
Enter: Drill into selected chart element
Esc: Exit drill-down or clear selection
Ctrl/Cmd + E: Export current chart
Ctrl/Cmd + F: Focus on filter bar
Ctrl/Cmd + R: Refresh data
Real-Time Updates
Live Data:
Charts update automatically when data changes
Refresh indicator shows when update is in progress
Manual refresh button for on-demand updates
Timestamp shows last data refresh
Update Frequency:
Client data: Daily overnight
Life events: Weekly
Enrichment scores: Monthly
Manual imports: Immediate
Customization Options
Chart Configuration
Access settings menu to customize:
Color schemes
Label formats
Axis scales
Data point display
Legend position
Save Custom Views
Configure charts to your preferences
Save as custom dashboard layout
Share configurations with team members
Set as default view
Widget Arrangements
Drag and drop to reorder charts
Resize charts by dragging corners
Hide charts you don't use
Add favorite charts to top
Accessibility Features
For All Users:
High-contrast mode
Colorblind-friendly palettes
Screen reader compatibility
Keyboard navigation support
Adjustable text sizes
Mobile and Tablet Interactions
Touch Gestures:
Tap: Select chart element
Double-tap: Drill down
Pinch: Zoom in/out
Swipe: Navigate between charts
Long-press: Access context menu
Performance Tips
For Faster Interactions:
Apply filters before loading large charts
Use date range limits for time-series data
Export large data sets rather than viewing all on screen
Close unused browser tabs
Clear cache periodically
Troubleshooting Interactive Features
Chart Not Responding?
Refresh the page
Clear browser cache
Check internet connection
Try a different browser
Contact support if issue persists
Filters Not Working?
Verify filter is actually applied (check filter badges)
Clear all filters and reapply
Check for conflicting filters (e.g., impossible combinations)
Ensure you have permission to view filtered data
Export Failing?
Check file size limits
Disable pop-up blockers
Try different export format
Reduce date range or filters to limit data size
Best Practices
Start Broad, Then Narrow: Begin with full view, then click and filter down
Use Hover First: Hover before clicking to confirm what you're selecting
Save Useful Views: Don't recreate common filter combinations—save them
Export for Sharing: Use exports for team discussions rather than sharing screenshots
Refresh Regularly: Update data before important meetings or reviews
Learn Shortcuts: Keyboard shortcuts save time for frequent users
Mobile for Quick Checks: Use mobile for fast insights, desktop for deep analysis
Related Articles
3.3: Using Filters to Refine Your View
3.4: Exporting and Sharing Data
7.2: Dashboard Performance Tips
8.1: Common Dashboard Issues