To launch into Retail Insights, you can click on the “Insights (BETA)” link in the Reports section of the Retail platform.
Before you dive into the different pages, it is helpful to understand how to navigate within Insights as well as the different terms that are used and their definitions.
On the top left-hand side of the page, you’ll see a filter to select the license (or licenses) that you would like to analyze.
The highlighted menu item in the navigation pane, as well as the title display at the top of the page, shows you which page is currently active.
At the top right-hand corner of the page, you’ll see a help button in the form of a question mark, a link to the GrowFlow referral program, and which account/which user is currently logged in.
The menu is on the left-hand side and allows you to select the different sections and pages.
These are collections of pages that all have the same business area in common. For example, the Sales section has other pages underneath it that relate primarily to Sales.
Some sections may only have one page, such as Executive Summary — there isn’t a separate menu item under this section that navigates to the page. Clicking on the section will take you directly to the primary underlying page.
Some sections contain multiple pages. In these cases, the menu will expand down and list all the pages in that section. Clicking on each of the pages within that section will navigate to that specific page.
The content below the section title (e.g. Sales) and to the right of the menu is an Insights “Analytics Page” (“pages”). Pages contain the visuals (charts, tables, and related filters) that can be used to analyze the business area of the page. On each page, there are multiple visuals which are designed to provide the user with analytic insights into their business.
Visuals are the charts, graphs, and tables that live on a page. Each visual (with the exception of the KPI cards - i.e. the top row of metrics in the screenshots below) shows a different visualization of the data within the business area of the page.
Clicking on an element (heading, datapoint, etc) in a visual will automatically update the other visuals on the page to “cross-filter” and only display data relevant to the element that was clicked.
Example: If you clicked on one of the bars in the “Top 10 Products by Sold Items” visualization, all of the other elements on the page will be filtered to only display information for the specific Product that you clicked.
The “Sales” card within the KPI cards will only display the sales amount for the selected Product, the “# Customers” graph will filter to only display counts for the customers who purchased that Product, etc.).
This feature is one of the key differentiators within Insights and transforms the page of visuals from a static display of data to a dynamic and interactive view of the underlying information.
Most pages within Insights have at least one filter used to control the underlying date range for the information displayed within the visuals. By adjusting this date filter, the page can be modified to display data for any timeframe where there is available data.
For all pages except the Sales Summary, the Date Filter uses “relative date” selections. So rather than specifying an explicit “from” and “to” date, you choose a date range relative to the current date. As an example, the screenshot above shows that the date range is set to “This Month”. Other selection possibilities for the “This” prefix are shown below:
In addition to “This”, the Date filter control also offers the option to display the “Last” X time periods, where both X and the time period are adjustable. The available options for the “Last” prefix are:
For example: To display the last 4 weeks from yesterday (or the most recent date available), you would choose “Last”, “4” and “Weeks”, as seen below:
The actual “from” and “to” dates that the filter shows are displayed below the dropdown boxes to allow you the ability to quickly determine the date range being displayed.