Trace underwriting values in the Graph

How to use Graph to inspect relationships between deal values.

Written By Reia

Last updated About 2 hours ago

Graph shows how deal values relate to each other. Use it when you want to see the shape behind a Dashboard metric, Statement row, or Input. Graph is especially useful after Agent work or an assumption update. It turns a number into a connected view: what feeds it, what depends on it, and where the next review should happen. ## Open and focus Open Graph from the workspace navigation or command palette. Select a node or edge to focus on the local relationship. Use zoom controls when the view is dense, and reset the camera when you want to return to the full view. When Statements are open, selecting or hovering supported statement cells can highlight related Graph items. This is useful when you want to see where a value is used, what feeds it, or what it influences downstream. ## Questions Graph can answer Use Graph to ask which Inputs support an output, what other values depend on an assumption, why a statement row changed after an edit, whether a relationship is direct, and where a source-backed value should be reviewed next. Graph turns connected assumptions into something you can inspect. After you trace a relationship, open the related Input marker, source note, file, or working document to continue the review. If Graph is unavailable for a workspace, continue review through Inputs, Statements, Dashboard, sources, and the Agent. Contact support if you expected Graph to be available for the deal.