Insights and dashlets display data that you’re interested in tracking on your vintrace Dashboard.
What you add to your dashboard is unique to your login - so arrange it to best suit your needs.
Insights provide a way for you to compare specific current values to values in the past, so that you can see how your business is performing. They let you foresee potential problems so that you can address them.
For example, you can view the current quarter’s production loss and compare it to the same quarter from last year. You can see how sales are tracking from one month to the next, or how this year’s harvest tonnage compares with last year.
Insights can be very broad - adding the 'fruit intake' insight without any filters will show a tally of ALL the fruit you have received in the current vintage. They can also be very specific - the same 'fruit intake' insight might be configured with filters to show the intake of only one particular variety from one particular region/sub AVA. How far you drill down is up to you.
You can add the insights that you need, then control what data it displays by specifying filters and other configuration options. You can also rename the insight, change its position, or refresh its data.
Adding an Insight to Your Dashboard
To add an insight to your dashboard:
- Click
Dashboard in the sidebar.
- Click the
add icon.
- Select New Insight.
A window displays the available insights.
- Select the insight that you want to add to your dashboard. The Configure window displays the available configuration options for the insight.
The configuration options will differ depending on the selected insight.
- Specify the filters and details for the insight.
- Click Save.
You can hover over the insight to view a tooltip that describes what information the insight displays.
Changing an Insight’s Title
An insight’s title displays in the middle of its tile.
To change an insight’s title:
- Hover over the insight. Several icons display at the top of the insight.
- Click the
icon.
- Select Configure.
The Configure window displays.
- Enter the title that you want to display for the insight.
- Click Save.
Moving an Insight
You can change an insight’s position on your Dashboard.
To move an insight:
- Hover over the insight.
- When the
cursor displays, click and drag the insight to its new position.
Configuring an Insight
You can change the configuration of an insight to use different filters and display different details.
To configure an insight:
- Hover over the insight. Several icons display at the top of the insight.
- Click the
- Select Configure.
The Configure window displays.
- Select the filters and details for the insight.
The configuration options will differ depending on the selected insight.
- Click Save.
Refreshing an Insight
Refreshing an insight updates its information. To refresh an insight, hover over the insight, then click the refresh icon.
Removing an Insight
If you no longer need an insight, you can remove it from your Dashboard.
Removing an insight simply removes it from your current display. You can re-add the insight at any time.
To remove an insight from your Dashboard:
- Hover over the insight. Several icons display at the top of the insight.
- Click the
- Select Remove.