What is Insights v3?
Insights v3 is a powerful analytics platform that enables users to analyze key data from their GrowFlow accounts and make informed, data-driven decisions to enhance their business operations. The platform provides detailed insights into sales performance, customer behavior, and inventory management, helping wholesalers optimize their strategy.
Additionally, a forthcoming report feature will offer in-depth analysis for grow operations, expanding the platform’s capabilities to provide a more comprehensive view of the business.
This article gives a brief overview of Insights v3's capabilities and how to grant users permission to view Insights in GrowFlow. We are spinning up new help documentation that will deep dive into Insights' features and each report's attributes, so stay tuned!
Where do I find Insights v3?
You can access Insights v3 by selecting Insights in the main navigation bar at the top of the screen.
The Insights tab will only be visible to users with Insights permissions. See Insights Permission Roles below for instructions on how to enable Insights permissions.
Are you looking for your Dashboard reports? These are now available under the Reports tab in Insights v3.
Summary
The Summary tab shows an executive overview of sales totals, and includes reports for products sold, sales by category, sales by current stage, and sales by week and license group.
Sales
The Sales tab dives deeper into sales data and provides multiple reports that break out metrics by product, category, size, strain, brand, and more!
Customers
The Customers tab features data that can help improve customer retention, including a full customer list with expected sales, order history, and a breakdown of individual products sold.
Grow
Coming soon!
Inventory
The Inventory tab provides a full overview of your current inventory to help inform stock coverage, review the age of inventory, and break out product details by category, room, size, strain, and more.
Insights Permission Roles
To manage a user's permissions for Insights, go to Account Settings > Manage Users.
The Insights tab has four permission roles (one for each tab in Insights):
Executive Summary: Grants access to the Summary tab
Grow: Grants access to the Grow tab
Sales: Grants access to the Sales & Customers tabs
Inventory: Grants access to the Inventory tab
When a permission role is enabled, the applicable Insights tab is visible and accessible to the user. When a permission role is disabled, the applicable Insights tab will be hidden from that user.
Notes:
Admin users are automatically granted all permissions to Insights. To modify your Insights view, an Admin can check or uncheck their Insights roles at any time.
A user with Insights permissions does not need any Wholesale permissions to view Insights.
Reports: A user must have Admin or Sales permissions granted in the Wholesale tab to view the Reports tab. None of the Insights permissions grants access to the Reports tab.
