AIM Insights Dashboard Tutorial Video
This interface has been designed to allow you to quickly and easily see actionable insights for your business. Let's explore how it all works.
Sync Data Warmth
At the top of the page you will see a time stamp of when the data was refreshed and how old the last transaction is. Expect your data in AIM to be up to 1 hour old:
"Last Stock transaction: 0X/0X/202X XX:XX (Data refreshed 35 minutes ago)".
Filter Controls
The AIM Insights Dashboard panels will display results based on filters defined using the drop down filter controls. Once you have defined a filtered set of products, the ‘Model’ link will load the selected products into the modelling page. You are able to select a filter, apply it and then multi-select and cross filter other selections.
The filters available are:
Warehouse
Supplier
Product Group (Product Sub Groups coming soon)
Product Type
Search Product
The ‘Search Product’ function allows you to find a specific product, then open its Product Forecast page using the AIM forecast icon. Filter for a specific warehouse first, then search for a product if you want to easily open a forecast for a product/warehouse combination.
Date Range
In the top right of the page you are able to select the data date range. This will determine the data used when calculating all of the insights on the dashboard. For example, if your business has drastically changed in the last 6 months, you might want to disregard older data and limit the date range to suit.
Take a look at the rest of the articles in this section to learn about the Dashboard panels: