Managing Omnichannel Insights
Omnichannel Insights feature allows you to track sales, and drive retail operations with flexible
customizable reports. The
Insights menu in Omnichannel Manager provides two functionalities:
Reportsto extract information (e.g. by looking at Average Order Value and Net Sales)
Exploreto create and share reports or run ad-hoc searches
The liveboards under omnichannel insights are powered by ThoughtSpot. For additional documentation, see ThoughtSpot User Guide.
Insights - Reports
Reports menu gives store and regional managers the ability to see a trimmed-down version of
what is available in Insights > Explore. This menu item is designed to provide only a list of
liveboards that are shared with the user and remove all other distractions. This allows data
creators to provide pre-determined set of liveboards with a given data consumer.
Investigating data anomalies with data drill down
Right click any data point on any widget and choose another dimension to refresh that widget with.
For example, if you want to investigate a week with higher than normal orders, you can right click the week,
Drill Down in the menu, and filter on the
Channel Type to see the percentage of orders coming from web vs store.
Filtering a liveboard
Reduce the data set for the entire liveboard by selecting a specific store, or order dates. When you select a filter at the top of the liveboard, a modal window appears allowing the choice of including or excluding specific values in the entire liveboard.
Add filters in bulk on the filters modal window and paste values to avoid waiting
for the filters to appear. The values can be comma, newline, or semicolon separated.
Users can right-click a data point and filter a liveboard using that value. For example, right-click
an associate name and select
Filter to refresh the entire liveboard and filter the data with the
For more information, see ThoughtSpot User Guide.
Filters are not saved if you navigate away from a chart.
Insights - Explore
The NewStore Omnichannel Insights platform enables retail brands to grow their direct-to-consumer store business through physical stores and direct digital channels. During the course of business, NewStore's multi-tenant SaaS platform collects large amounts of omnichannel data and can now provide that data back to retailers in a consolidated, actionable, and flexible way allowing retailers to make strategic business decisions.
NewStore Omnichannel Insights aspires to be a platform that is the source of truth for:
- Physical and digital sales & returns data
- Store & associate performance data
- Omnichannel consumer behavior data
- Payment & Taxes data
- Order fulfillment data across stores
Following are the high-level steps to get started:
- Identify user data needs.
- Make a copy of the
Template - Daily Salesdefault liveboard and adjust it to your own needs.
- Exclude non-merch SKUs from consideration.
- Save and share your new liveboard.
There are many ways to roll out reporting with
Insights and it depends on who you would like to have access to which functionality, and which data.
The questions that are worth answering are as follows:
- Who will create and customize the initial set of dashboards that are then shared with the rest of the business?
- Which groups of users (Regional managers, Associates, Store Ops, HQ staff, and so on) can view the
To understand what roles are available to you:
- Roles with the
View Insightspermission will see the default
Reportsmenu item in Omnichannel Manager and will only see a list of liveboards that are shared with them without many of the features available in Explore.
- Roles with
Create Insightspermission will see everything with the
View Insightspermission and in the
Exploremenu item in Omnichannel Manager. These roles will also have full access to the BI tool, including access to all available fields and data, and the ability to create new dashboards.
Using and adjusting the template to your needs
To leverage the template to your needs:
- Go to
LIVEBOARDSin the top navigation bar.
- Choose the template
Template - Daily Sales.
...in the top right corner and select
Make a copy.
Description, which will be visible to your users.
Showing pre-configured liveboards to users
If you would like to give Store and Regional managers a pre-defined set of dashboards to look at,
we recommend giving them access to the
Insights > Reports view. This method will provide them
with access to your entire dataset with a limited feature set so that they are not overwhelmed
by too many features and options available in Explore and can focus on selling.
For more information, see Defining and delivering a controlled view of data for specific users .
Excluding non-merch SKUs
When you have the copy of your new liveboard, perform the following steps:
Editin the top right corner of your liveboard.note
After you copy a default liveboard, you will then be able to edit it. Alternatively, you must have permissions to edit a liveboard shared with you.
Sale Product SKUfilter at the top corner of the liveboard.
Excludelink to exclude your non-merch SKUs.
Add values in bulkon the modal window that appears.
Paste the SKUs that you want to exclude from the
Template - Daily Sales. For example, bag fees, tailoring, gift cards, and other non-merch items that you do not want to include towards your sales.
When the modal window disappears, click
Saveon the liveboard.
When anyone reviews this liveboard, these SKUs will automatically be excluded from any of the widgets on the liveboard.
Saving and sharing your new liveboard
When you have the copy of your new liveboard, perform the following steps:
Send Notificationcheckbox. NewStore does not send email notifications to users.
If you want to share your liveboard with all, you can make it appear in their liveboard list by searching for your tenant name and adding that
Groupto your liveboard.note
Your tenant name is in the address bar. For example, if you access NewStore Omnichannel Manager from “manager.dodici-demo.p.newstore.net”, your group name in
Explorewill be something like “dodici-demo - All Users”.
If you want to only add individual users to be able to view or edit your liveboard, type their email address or name if they have entered it.note
If you can't find someone, they may not have logged into Omnichannel Manager yet. NewStore creates usernames as users view
Insights > Reports, or
Insights > Explore.
If you want users or groups to be able to view and/or edit, choose the
Can View, and/or
Saveon your liveboard.
Troubleshooting unexpected widget values
The following two methods help you understand the values behind a specific widget:
Look at the raw data behind a number: Right click any data point or any widget menu and select
Show Underlying Datato view the rows of data that are making up that number. This allows you to see, for example, which orders are making up the order count total.
View how the number was created: If the underlying data shows unexpected results, select the widget menu on the liveboard and make a copy or edit. If the
Make a copyoption was chosen, this copy will have all of the filters applied, and potentially any formulas used to create the metric. It shows the exact details of how the metric was created, and re-pinning of a modified metric back to the liveboard, if required. If the
Editoption was chosen, saving any changes will automatically update the existing widget on the liveboard.
Defining and delivering a controlled view of data for specific users
Sometimes it might be important to share a specific set of pre-filtered data along with pre-determined
widgets to a given user. For instance, a recurring report to store managers showing their
performance. This can be achieved by giving that user the
View Insights permission in their role,
and sharing the liveboard as
View Only with them.
In this scenario, let's take an existing
Template - Daily Sales dashboard and make it a regional
dashboard for your region manager to view it each Monday morning.
Create your liveboard: Navigate to
Explore, select the
Template - Daily Salesdefault dashboard, click
...in the top right corner and
Make a copyof this liveboard.
Modify the liveboard: Once you’ve saved your liveboard, edit it and modify the filters to include the store names that are in the region you wanted. You may also be able to filter the liveboard by order currency as a shortcut.
Share the liveboard: Now that you have a custom liveboard for a given region, share it with the users (with the email address or name) you want to view the liveboard.
Change user permissions: Ensure that the users you want to view the liveboards have the
View Insightspermission enabled for their role. This can be modified by an admin in Omnichannel Manager, in
Users & Roles>
Last Refresh and Latest Order widgets
Sales Overview contains the
Last Refresh and
Latest Order widgets that report how many minutes ago Omnichannel Manager received the last order.
So if the
Last Refresh or
Latest Order widget shows the number
180, it means that the last refresh was 3 hours ago,
and Omnichannel Manager hasn't received any orders since then.
You cannot change when the data is refreshed, it happens in an automated way.