Business Insights Release Notes

RELEASE SUMMARY

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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