The Insights module delivers relevant notifications based on your user role, ensuring that you receive actionable information without being overwhelmed by unnecessary details. Here’s how the system tailors insights to different user roles:
Store-Level and District-Level Users
Frequency: Receive daily insights for their assigned locations.
Details: Includes all insights generated for the day, such as trends or anomalies in voids, refunds, and discounts.
Purpose: These granular insights help users at the store and district levels quickly identify and address specific issues within their areas of responsibility.
Region and Company-Level Users
Frequency: Receive weekly insights instead of daily updates.
Details: Weekly summaries focus on broader trends across multiple locations, such as:
Locations with consistently high voids or refunds over the past week.
Aggregated data that highlights larger-scale trends.
Purpose: Region and company-level users often oversee numerous locations, making daily insights too detailed and frequent. Weekly summaries provide high-level trends that are more actionable for managing multiple locations effectively.
Key Differences
User Role | Frequency | Focus |
Store-Level Users | Daily | Insights for their specific location. |
District-Level Users | Daily | Insights for all locations in their district. |
Region/Company-Level Users | Weekly | Summary of trends across multiple locations. |
This role-based approach ensures that each user receives insights that align with their responsibilities, enabling efficient decision-making at all levels.