UNFI Insights makes retail analysis easy by providing dashboards detailing your UNFI sales, velocity, and distribution data in addition to comp sales, chargebacks, and store retention.

To access UNFI Insights:

  1. Log in to the myUNFI portal.
    The myUNFI home screen appears.

  2. From the Supplier Reporting section, select the UNFI insights tile.
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    The main UNFI insights screen appears.

  3. If you want to see dashboards with essential analytics for monitoring your business health, from the Popular Dashboards section, select a tile (e.g., YOY Sales)

    UNFI_insights_001.png

  4. For additional dashboards and features select one of the following options from the side navigation panel.

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    • Analytics: See the full list of UNFI Insights dashboards, including the Explore dashboards, which provide extra analytics to help you take a deeper dive into your data and answer targeted questions about your business. For more detailed information, see UNFI Insights dashboards.
      Tip: You can apply filters to your dashboards to focus on on specific time frames, products, chains, and more. For more: Applying filters.

    • Deductions Tool: Review and categorize your deductions so you can easily organize them and keep track of where your money is going.
      Tip: The deduction categories you apply with this tool populate the Deductions dashboard. The more deductions you categorize with this tool the more powerful the insights you cab get from the Deductions dashboard will be.

    • Knowledge Base: Browse or search help articles to learn more about UNFI insights dashboards and tools.

    • Crisp: Crisp is the platform that powers UNFI insights. You can click this tile to launch the Crisp platform and access additional Crisp features, such as the ability to feed your UNFI insights data to the BI tool of your choice, save and share reports, and more. To learn more about Crisp, see About Crisp.

      Note: When you click on the Crisp tile, you will be prompted to login with an existing email address and password or create a new account (at no cost). By default, you can access your UNFI data within Crisp, but you can also subscribe to Crisp to add data from more retailers/distributors. To book a demo of Crisp and learn more, click here

For more help with UNFI Insights, please contact UNFIinsights@unfi.com.