Explore Cluster
Use the cluster dialog when you want to understand what a cluster is about, review its supporting highlights, and look at the broader patterns behind it without leaving the cluster itself.
Exploring a cluster helps you move from a quick overview into deeper analysis. You can scan featured highlights, open individual evidence, and review breakdown charts to investigate the topic from another angle.
Before You Start​
- Open a cluster from the library so the cluster dialog is visible.
- Make sure the cluster already contains linked highlights and breakdown data.
Steps​
- In the featured highlights carousel, click Next to get a quick sense of the cluster from another example.
- In the highlights list, click a highlight to expand it and review more detail.
- Scroll down to the breakdown chart section.
- Change the breakdown chart to Account industry.
When Should I Explore A Cluster?​
- When you want to understand the theme of a cluster before editing or sharing it.
- When you need to inspect the supporting highlights behind a finding or hypothesis.
- When you want to compare the cluster across different account dimensions, such as industry.
Tips​
- Use the featured highlights carousel for a quick overview before reading the full highlights list.
- Open one or two highlights first to understand the evidence quality before changing chart views.
- Switch the breakdown chart to different account fields when you want to compare the cluster from another perspective.
Example​
This example explores a cluster by reviewing a featured highlight, opening a linked highlight, and switching the breakdown chart.
FAQ​
Q: Do I need to open every highlight to understand a cluster?​
No. Start with the featured highlights and then expand only the highlights that look most relevant.
Q: Why should I change the breakdown chart?​
Changing the chart helps you understand how the cluster looks from a different angle, such as by account industry or another account field.