Skip to main content

Managing Omnichannel Insights

The 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:

  • Reports to extract information (e.g. by looking at Average Order Value and Net Sales)
  • Explore to 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​

The 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, choose 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.

Tip: Choose 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 specified associate.

For more information, see ThoughtSpot User Guide.

note

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

Getting started​

Following are the high-level steps to get started:

  1. Identify user data needs.
  2. Make a copy of the Template - Daily Sales default liveboard and adjust it to your own needs.
  3. Exclude non-merch SKUs from consideration.
  4. Save and share your new liveboard.

Pre-requisites​

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 Reports and Explore menu items.

To understand what roles are available to you:

  • Roles with the View Insights permission will see the default Reports menu 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 Insights permission will see everything with the View Insights permission and in the Explore menu 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:

  1. Go to Insights > Explore.
  2. Click LIVEBOARDS in the top navigation bar.
  3. Choose the template Template - Daily Sales.
  4. Click ... in the top right corner and select Make a copy.
  5. Edit Title and 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:

  1. Select Edit in 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.

  2. Select the Sale Product SKU filter at the top corner of the liveboard.

  3. Click the Exclude link to exclude your non-merch SKUs.

  4. Choose the Add values in bulk on the modal window that appears.

  5. 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.

  6. Select Apply.

  7. When the modal window disappears, click Save on 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:

  1. Select Share.

  2. Clear the Send Notification checkbox. NewStore does not send email notifications to users.

  3. 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 Group to 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 Explore will be something like “dodici-demo - All Users”.

  4. 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.

  5. If you want users or groups to be able to view and/or edit, choose the Can View, and/or Can Edit options.

  6. Click Save on 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 Data to 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 copy option 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 Edit option 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.

  1. Create your liveboard: Navigate to Explore, select the Template - Daily Sales default dashboard, click ... in the top right corner and Make a copy of this liveboard.

  2. 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.

  3. 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.

  4. Change user permissions: Ensure that the users you want to view the liveboards have the View Insights permission enabled for their role. This can be modified by an admin in Omnichannel Manager, in Settings > Users & Roles > Roles.

Last Refresh and Latest Order widgets​

The 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.