Business Insights Release Notes

RELEASE SUMMARY V22.06 (Release June 2022)

Data Sample Size indicators have been introduced on all dashboards displaying Benchmark data.

BM = Benchmark

Sample size indicators will be located at the top-right corner of each dashboard displaying Benchmark data.  

  • High Sample Size will be indicated with a Green dot.
    mceclip1.png
  • Medium Sample Size will be indicated with a Yellow dot.
    mceclip2.png
  • Low Sample Size will be indicated with a Red dot.
    mceclip3.png

The algorithms to determine the sample size are unique to the Collection and contained within the expression of each KPI, Report or Chart.

Changing the Benchmark Filters changes the Benchmark Numbers and the BM sample size indicator. 

This indicator reflects the relative sample size used to calculate the benchmark numbers.

The sample size of the data reflected in the Benchmark numbers will change as Benchmark filters ONLY are applied to the data. 
Applying a “My Data” type filter will not change the sample size indicator.

Example:

mceclip0.png

 


JANUARY RELEASE SUMMARY V22.02

Dashboard filter My Job Type has been renamed to correctly display the filter name for the 'BI Job Types'.  The BI Job Types will correlate directly to the Business Insight Job Type template used in calculating the Benchmark data.

To know how your company's Job Types are grouped into the BI Template.  Navigate to the 'Profile' dashboard (found under the collection menu) and look for the My RFMS Mapped Job Types by Database report.

My Job Type has been introduced in several new dashboards with the option to filter on both the

  • BI Job Type(defined template within Business Insights)
  • My Job Type(defined in the RFMS system)

SALES

Sales Overview My Job Types

Dashboard has been added to give Users the option of filtering on the Job Types they have defined in RFMS.  This dashboard does not include Benchmarking data.

Sales Invoice Detail

Delivered Sales report in Sales Overview now allows the user to drill down to the Invoice level for orders returned in the Detail report.  To display this report select Show Detail radio button and scroll to the bottom of the dashboard.


QUOTES

Quotes Overview My Job Types

Dashboard has been added to give Users the option of filtering on the 'My Job Types' they have defined in RFMS.  This dashboard does not include Benchmarking data.

 

BIDS

Bids Overview My Job Types

Dashboard has been added to give Users the option of filtering on the 'My Job Types' they have defined in RFMS.  This dashboard does not include Benchmarking data

 

PRODUCTS

Products Overview My Job Types

Dashboard has been added to give Users the option of filtering on the Job Types they have defined in RFMS.  This dashboard does not include Benchmarking data.

Products Invoice Detail from Color Review Dashboard

Select a product 'Color' in the Product Detail Color view detail report on the Primary Products Color Review dashboard.  In the Primary Products Color Review dashboard - Invoice list from Color, select an Invoice Number from the InvNum column.  The Products Invoice Detail dashboard will open with 13 KPI's specific to the Invoice and invoice detail report.

Products Invoice Detail from Style Review Dashboard

Select a product 'Style' in the Product Detail Style view detail report on the Primary Products Style Review dashboard.  In the Primary Products Style Review dashboard - Invoice list from Style, select an Invoice Number from the InvNum column.  The Products Invoice Detail dashboard will open with 13 KPI's specific to the Invoice and invoice detail report

 

 

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