Insights | Insights Standard Overview

BLAZE Insights Standard puts powerful reporting and analytics in one easy-to-use dashboard at no additional cost to BLAZE users.

Cannabis retailers can weaponize their data to give them a competitive edge with the ability to drill down into reports and make data-driven decisions.  Follow this link for more information.

• Identify Products that Drive Revenue
• Gain Insight About Your Customers
• Understand Sales Trends and Optimize Inventory
• Intuitive Dashboard with Convenient Automated Reports
• Monitor Staff Activity and Productivity
• Single Source of Truth for Your Operation

Click here to see Insights Standard in action.

Click here to see Insights Advanced in action.

Click here to schedule a Demo of Insights 

 

NOTE:  Reference this link for common definitions and calculations.

Overview

• Retail Insights App | What's New? Definitions and Calculations that changed.
• Retail Insights App | Insights FAQ's
• Role Permissions
• Employee Shop Access
• Accessing Insights
• Insights Default Dashboard
• Insights Filters
• Dashboard Reports
• Report Scheduling & Sharing
• Alert Based Report Scheduling & Sharing

Role Permissions

Global Settings > Company Settings > Roles and Permissions 

• Click on the Web tab.  Insights is only available in the Web
• Select the Role that you would like to give access to Insights
• Click on the Edit button
• Scroll down to the Insights Box
• Enable the permission you would like
• Each permission has access to the different types of reports, thereby protecting your sensitive information and controlling who has access

 

• For more information on Roles and Permissions, click here

Employee Shop Access

• Global Settings > Manage Employees > All Employees
• Select the employee that you need to assign to shops for Insights access
• Click the View button
• Click the Edit Button
• Scroll down to Assigned Shops
• Enable the shops that the employee should have access to in Insights
• Click the Update button at the top of the view

Accessing Insights

There are 2 ways to access Insights Standard.

1. Go to the Login Page and enter your credentials

• Scroll down to Company-Wide Apps and click on the Insights Icon

• Insights will open in a new tab

2.  In the Retail Web, navigate to BLAZE Insights on the left-hand side menu, or on the Home Screen.

• Insights will open in a new tab

Insights Default Dashboard

• This is the default dashboard that will come up when you first go into Insights
• Scroll down to see all of the reports that are available.  

 

Filters

 

1.  Date: Select the preset date ranges below or choose custom and enter your own date range

• • Today
  • Yesterday
  • This Week
  • This Month to Date
  • This Month
  • This Quarter
  • This Quarter to Date
  • This Quarter Last Year
  • This Year to Date
  • This Year
  • Last 7 Days
  • Last Month
  • Last 4 Weeks
  • Last 3 Months
  • Last Quarter
  • Custom

2.  Company: Select the companies that you have permissions for and want to include in the report.

• • You can search for a company name
  • You can select all of the companies
  • You can sort the list by the arrow for ascending or descending
• Check the box of the companies to include
• Click on the Apply button to save your selection(s)

3.  Shop: Select the shop(s) that you would like to include in your report. 

• • You can search for a shop name
  • You can select all of the shops
  • You can sort the list by the arrow for ascending or descending
• Check the box of the shops to include
• Click on the Apply button to save your selection(s)

4.  Member Group:  Select the member groups that you would like to filter your report on.

5.  Filter Bookmark: Bookmark these selected filters.  It will also list your saved bookmarks

• +New Bookmark: create a new Bookmark for the filters selected
  • Title: what is the name of this Filter Bookmark
  • Description: description of this Filter Bookmark
  • Private: enabled = only visible to selected recipients
  • Make this my default bookmark: default Filter Bookmark
  • Share with: select the people that you would like to share this Filter Bookmark with
  • Make this the default bookmark for this list: default Filter Bookmark for this list of people
  • Save Filter Bookmark:  saves this Filter Bookmark and adds it to the Filter Bookmark list

5.  Refresh: Refresh the current filters

6.  Reset: Clear all of the filters and resets them to default filters

7.  Apply: Apply all of the filters that you have selected for the current dashboard.

Dashboard Reports

Hover over a report to bring up additional options and information

1.  Three options are available for this report

• 3 Dots: 
  • Export: export the file in csv, text or print
  • Share: several ways to share this report with others
    
    • Email: this allows you to send the report to another user in email
    • Embed: this provides you with the code to embed in HTML
    • Link: this provides you with a link to this report
  • Information: report details
• Table / Chart view: you can toggle between the two views
• Open Report: this will open the report in full screen so that you can see the detail 

2.  Displays the exact number for the report that is shown if it is a rounded value.

• Summary Dashboard
  • Average Order
  • Net Revenue
  • Net Margin
  • New members
  • # Visits
  • Average Discount
  • Net Revenue Time Series
  • Net Revenue by Queue Type
  • Net Revenue by Payment Type
• Manager Dashboard
  • Top Employees by Creation
  • Net Revenue Heat Grid
  • Net Margin by Product
  • Net Revenue by Order Source
  • Net Revenue by Payment Type
  • Net Revenue by Cannabis Type
  • Average Transaction Times by Queue
• Inventory Dashboard
  • Top Brands
  • Top Categories
  • Top Products
  • Inventory Snapshot Value / Quantity by Date
  • Product Analysis by Price
  • Inventory Aging Drilldown (Age > Category > Brand > Product)
  • Low Inventory Snapshot Top 10 Dates
  • Expired / Expiring Products Less than 90 Days Left
  • Sales by Inventory Location
• Marketing Dashboard
  • Top 10 - Net Revenue by Promotion
  • Net Revenue by Member Group
  • New Members - One Time vs Returning Customers
  • Revenue by Marketing Source
  • Member Age Analysis
• Accounting Dashboard
  • Summary Breakout
  • Inventory Value of Yesterday
  • Inventory Value of End of Last Month
  • Total Due by Payment Type
  • Cannabis / Non-Cannabis Tax Breakdown
  • Accounting - Cannabis / Non-Cannabis w / Consumer Type Tax Breakdown
  • Cannabis Sales by Category
• Company Dashboard
  • Net Revenue Time Series
  • Shop Comparison
  • Category Analysis by Shop

Report Scheduling & Sharing

You can schedule and share the Dashboard that you are viewing by clicking on the Broadcast icon.

• Click on the Create New Button in the pop-up window
• Select Broadcast or Personal Broadcast and complete the form
  • Broadcast: send to a group of people 
    • Recipients: email addresses
    • Email Subject: a subject for the email
    • Email body: personalize the message for this dashboard
    • Append Broadcast Date: add the broadcast date to the email
    • Secure PDF: send this as a secure PDF
    • User Prompt Filters: Current or Default
    • Frequency: select the frequency and what day of the week
    • Advanced Settings
      • Set the time for the dashboard to run
      • Limit Schedule Period: if enabled, you can restrict when this dashboard / report is broadcast.  For example, only send this dashboard out for the month of April.
      • Failure Notification: enabled or disabled. If enabled, enter the assignee to send the failure notification to.
    • Click on Submit to save and schedule.

• • Personal Broadcast: send to yourself
    • Email Subject: a subject for the email
    • Email body: personalize the message for this dashboard
    • Append Broadcast Date: add the broadcast date to the email
    • Secure PDF: send this as a secure PDF
    • User Prompt Filters: Current or Default
    • Frequency: select the frequency and what day of the week
    • Advanced Settings
      • Set the time for the dashboard to run
      • Limit Schedule Period: if enabled, you can restrict when this dashboard / report is broadcast.  For example, only send this dashboard out for the month of April.
      • Failure Notification: enabled or disabled. If enabled, enter the assignee to send the failure notification to.
    • Click on Save Subscription to save and schedule.

Alert Based Report Scheduling & Sharing

You can schedule a broadcast based on an alert for a report when you are in the full screen view. 

• Hover over a report and click on the Open Report icon.

• Click on the Broadcast icon.

• Select Broadcast or Personal Broadcast and complete the form
  • Broadcast: send to a group of people 
    • Recipients: email addresses
    • Email Subject: a subject for the email
    • Email body: personalize the message for this dashboard
    • Append Broadcast Date: add the broadcast date to the email
    • Secure PDF: send this as a secure PDF
    • User Prompt Filters: Current or Default
    • Continuous Schedule: report will be delivered based on the selected schedule
      • Continuous: will always be sent based on the information selected
      • Alert: will only be sent out when the Alert Delivery Rules apply
    • Frequency: select the frequency and what day of the week
    • Advanced Settings
      • Set the time for the report to run
      • Limit Schedule Period: if enabled, you can restrict when this dashboard / report is broadcast.  For example, only send this dashboard out for the month of April.
      • Failure Notification: enabled or disabled. If enabled, enter the assignee to send the failure notification to.
    • Click on Submit to save and schedule.

• • Personal Broadcast: send to yourself
    • Email Subject: a subject for the email
    • Email body: personalize the message for this dashboard
    • Append Broadcast Date: add the broadcast date to the email
    • Secure PDF: send this as a secure PDF
    • User Prompt Filters: Current or Default
    • Continuous Schedule: the report will be delivered based on the selected schedule
      • Continuous: will always be sent based on the information selected
      • Alert: will only be sent out when the Alert Delivery Rules apply
    • Frequency: select the frequency and what day of the week

• • • Advanced Settings
      • Set the time for the report to run
      • Limit Schedule Period: if enabled, you can restrict when this dashboard / report is broadcast.  For example, only send this dashboard out for the month of April.
      • Failure Notification: enabled or disabled. If enabled, enter the assignee to send the failure notification to.
    • Click on Save Subscription to save and schedule.
• Select Smart Task
  • Title: title of the task
  • Requestor: who requested this task
  • Task Description: description of this task
  • Assignee: who is this task assigned to
  • Priority: low, medium, high
  • Subscribers: email addresses of those that want this alert 
  • User Prompt Filters: current or default
  • Alert-based broadcast: this task is an alert-based broadcast
  • Frequency: select the frequency and what day of the week
  • Advanced Settings
    • Set the time for the dashboard to run
    • Limit Schedule Period: if enabled, you can restrict when this dashboard / report is broadcast.  For example, only send this dashboard out for the month of April.
    • Failure Notification: enabled or disabled. If enabled, enter the assignee to send the failure notification to.
  • Add Alert Delivery Rules
    • Alert Data: select which action will cause the alert
      • One or more rows must match
      • Aggregate against entire result set
    • Delivery Rule: select the first field
    • Click Add Field and complete the delivery rule
    • Click Submit

If you have further questions, please reach out to us at support@blaze.me !