There are few things you can do to help you get up to speed with Omnilytics and one of the key step is to familiarise yourself with navigation on the Omnilytics dashboard.

With an understanding of how dashboard navigation works and a few practice rounds, you’ll be zooming across the dashboard uncovering insights in no time.

In this article, we will cover the following navigation tips

  • the dashboard and module navigation to get you started
  • the different types of filters and how to use it
  • how to save filters for quick access to insights

Dashboard Navigation

Main Navigation

Let’s start with the main navigation of the dashboard (highlighted in red outline in image below). The main navigation houses all the modules of the dashboard and you can click any modules to see insights related to that module.

Module Navigation

Next, let’s talk about the navigation within a specific module selected. We’ll be using the Competitor Benchmarking module as an example. As you see in the image below (highlighted in red outline), there are multiple pages in the Competitor Benchmarking module.

By default, when you click on Competitor Benchmarking in the main dashboard navigation, you’ll land on the Overview page. However, you can click the highlighted drop-downs to go to any page within the module.

For example, you can click on ‘Product Analysis: Category Composition’, and a dropdown will expand listing all the pages related to Product Analysis (see below).

Different Levels of Filters 

In the simplest sense, filtering is the process of choosing a smaller part of your data set and using that subset for viewing or analysis. 

Familiarizing yourself with the filtering function makes it easier to focus on specific information in a large dataset and surface the relevant insights more quickly. 

On the Omnilytics dashboard, there are 4 levels of filters.

Level 1: Main Filters

Main filters’ is the most crucial part of our dashboard as it houses all the core properties that you want to extract insights from. You can add/edit/remove filters at any time by clicking the ‘Add Filters’ button.

When you click ‘Add Filters’, you’ll see the list of all the available filters (like Markets, Segments, Retailers etc.).

You can click any filter in the list to see associated sub-filters. For example, if you click ‘Retailers’, you’ll see all the available retailers within the selected market. You can click checkboxes for the retailers that you want to see insights from.

To go back to the main filter view, just click the small upward arrow beside ‘Retailers’ (highlighted in red in the image below).

To deselect a filter, simply click the small cross icon in the ‘Available Filters’ column. Once you’re done editing your filters, simply click ‘Update Filters’ at the bottom to view the updated insights.

Level 2: Module Filters 

Module filters are specific to a module, which means that any preference set in module filters will be carried forward to all the pages within that module. 

There are multiple items in the module filter and changing one or multiple items will reflect respective changes in the cards of the page that you are visiting.

Each filter in the highlighted area in the image above has a dropdown that you can click to view the available options within a filter.

Level 3: Card Filters 

Card filters, as the name suggests, are the filters specific to a card, which means changing a card filter will only reflect changes in that specific card. 

Here’s an example of a card filter — in the Trade Movement card on the ‘Retailer Analysis: Trade Performance’ page, you have the option to see the data in ‘Total’ or split by ‘Retailer’.

There is also an option to change the ‘View by’ preference to segment data by week, month or year.

Level 4: Chart Filters

Finally, there are chart filters, which are specific to a chart. In the same example that we used for card filters, you can see there are multiple selection options for the displayed chart (highlighted in red outline in the image below).

Clicking on any of the available filters will change the chart data and visuals to surface the dataset selected.

Why and How To Save Filters? 

Why Save Filters?

You can monitor the progress of your saved filters over a period of time on the dashboard’s homepage to keep track of new insights. 

The categories covered in these insights include:

  • New arrivals
  • Discounts
  • Total sellouts
  • First discounts
  • Replenished

You can see how these categories have developed with insights on a week over week or month over month comparison.

Here’s a quick example:

You want to monitor Zara and H&M’s Tops category on a week-over-week basis to be alert on their growth or decline. The home page will surface these insights for each saved filter as shown in the image below.

Now let’s quickly go through how you can save your filters in the gif below. Once you save your filters, all you have to do is to go to the home page for insights on your saved filters.

How To Save Filters?

Now let’s quickly go through how you can save your filters in the gif below.

Once you have saved your filters, all you have to do is to go to the dashboard home page for insights on your saved filters.

Key Takeaways

Omnilytics is a powerful dashboard with billions of data points at your fingertips. Spending some time familiarizing yourself with the navigation and filtering functions available to you, you will be able to hone in to uncover insights that are most relevant quickly. 

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