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UNFI Insights product updates

Updated

This article provides a list of new features and enhancements to UNFI Insights. You can use the following links to jump to a specific section.

October 2025 updates
September 2025 updates
August 2025 updates
July 2025 updates
June 2025 updates
May 2025 updates
April 2025 updates
March 2025 updates
February 2025 updates
January 2025 updates
2024 updates

October 2025 updates

Resolved issue with missing UNFI stores in Master Data Management (MDM) files

🐞 Bug fix

What's new?

We resolved an issue where if a store list pulled into our Master Data Management (MDM) tool had multiple pages of results, stores in subsequent pages were missing from the MDM Store data file. We’ve resolved this issue and now all stores from UNFI Insights populate correctly in the MDM file.

How do I learn more? 

For more information on using MDM to update store and product data in UNFI Insights and Crisp dashboards see Managing products and store groups with master data manager (MDM).

Resolved an issue with missing store address information

🐞 Bug fix

What's new?

UNFI Insights dashboards were missing some store address data due to missing data in the source. This issue is now resolved.

September 2025 updates

Get the full picture on fresh data with new Albert's dashboards

🚀 New feature

What's new?

The following dashboards are now available for Albert’s fresh data.

  • Sales
  • Year Over Year Sales
  • Velocity
  • Year Over Year Velocity
  • Distribution
  • Year Over Year Distribution
  • Distribution Center Inventory

Background

UNFI has lines of several lines of business under the “Fresh” label - including Tony’s Fine Foods, Albert's, as well as Conventional and Natural Fresh data. UNFI Insights previously provided data for all these fresh lines of business except Albert's. Albert's data is newly available in UNFI Insights, allowing you to get a comprehensive view of your fresh food business.

August 2025 updates

Nothing major to report this month, but important work is happening behind the scenes.

July 2025 updates

UPC and Product Description now available on Purchase Orders dashboards

🔧 Enhancement

What's new?

To help you more easily identify products, you can now view UPC and a product description alongside the UNFI product code in the Details table on both Natural and Conventional Purchase Orders dashboards.

New Open Payables and Open POs dashboards

🚀 New feature

What's new?

UNFI has released new reports to help you understand your balances with UNFI and review purchase order. We’ve built the following new dashboards to provide you with this new data:

UNFI Insights Open Payables

This dashboard allows you to understand your current open payables balance with UNFI, so you can make sure it matches your organization's expectations and investigate any negative balances. For more information, see Crisp knowledge base > Reviewing open UNFI invoices.

UNFI Insights Purchase Order

This dashboard allows you to review your UNFI purchase orders. For more information, see Crisp knowledge base > Monitoring UNFI purchase orders.

June 2025 updates

Nothing major to report this month, but important work is happening behind the scenes.

May 2025 updates

Total cases shipped by points of distribution visualization now includes Chain column

🔧 Enhancement

What's new?

On UNFI Insights Sales dashboards, you can view total cases shipped by points of distribution over time to help you understand how sales trends relate to distribution changes. This table now includes a chain column to help you clearly see which chains are driving trends.

How do I see it?

  1. From a UNFI Insights Sales dashboard, right click the Total Cases Shipped number.
    PODs_over_time.png
  2. From the menu that appears, select Show by points of distribution over time.
    PODs_over_time_002.png
    You can see the new Chain column on the table that appears.
    PODs_over_time_003.png


Distribution center name and code now available in UNFI Insights normalized data

🚀 New feature

What’s new?

We’ve added the three-digit distribution center code (rather than just the DC name) to the UNFI Insights normalized model to help you precisely track which distribution centers products are flowing through, so you can spot and resolve supply chain issues more effectively.

How do I see it?
The normalized_unfi_insights_conventional_portal_dim_dc table (available to add to Destination connectors) contains the following new column:

  • distribution_center_code

Item status now available on UNFI Insights conventional dashboards

🚀 New feature

What’s new?

We’ve added Item Status filters and columns to the following conventional dashboards, so that more teams (sales, category management, supply chain, and finance) can easily track product performance and focus on active items that impact current performance and planning.

  • Sales and YOY sales
  • Distribution and YOY Distribution
  • Velocity and YOY Velocity
  • DC Inventory

How do I see it?

To see the filter:

  1. From the filters section of any of the updated dashboards, select More.
    Item_status_filter_001.png
  2. Scroll down and select the Item Status filter, then choose a filter option (e.g., ACTIVE).
    Item_status_filter_002.png

To see the column:

  • From any of the updated dashboards, scroll down to the Details table, then find the Item Status column in the table.
    Item_status_filter_003.png

Fixed an issue where UNFI Insights reports weren’t visible even if shared

🐞 Bug fix

What’s new?
Previously, UNFI Insights reports that were shared were still not visible to some users. We’ve resolved the issue and confirmed that reports that are shared now correctly display for all users.

April 2025 updates

Removed inaccurate chain option from UNFI Insights dashboards

🐞 Bug fix

What's new?

For dashboards that have chain data and filters (such as Sales), Crisp was erroneously reporting sales for the Bravo chain out of DC 18, when this chain doesn’t actually have sales from this DC. We’ve resolved the issue and Bravo no longer displays in these dashboards.

UNFI Insights dashboards now include a Unit of Measure (UOM) column

🔧 Enhancement

What’s new?

Many UNFI Insights Natural dashboards now include a UOM column to help you determine how products are being counted in sales totals, for example by cases or by units. UNFI counts sales quantities in the UOM in which products are sold to retailers. Checking the UOM can help you troubleshoot if sales totals increase or decrease unexpectedly by allowing you to see the UOM by which products are being counted. The new UOM column is visible in the Details tables of the following dashboards:

  • UNFI Natural Sales
  • UNFI Natural Velocity
  • UNFI Natural Distribution
  • UNFI Natural YOY Distribution
  • UNFI Natural YOY Sales
  • UNFI Natural YOY Velocity

How do I see it?

Navigate to the details table on any of the above dashboards, then review the UOM column.

UNFI_rn_001.png

March 2025 updates

Nothing major to report this month, but important work is happening behind the scenes.

February 2025 updates

Fixed an issue where the UNFI Conventional DC Inventory dashboard wasn't updating

What’s new?

We resolved an issue where the Conventional DC Inventory dashboard wasn't updating with the latest data.

January 2025 updates

Nothing major to report this month, but important work is happening behind the scenes.

December 2024 updates

Nothing major to report this month, but important work is happening behind the scenes.

November 2024 updates

Nothing major to report this month, but important work is happening behind the scenes.

October 2024 updates

Resolved an issue where resources links weren't loading in UNFI Insights

What’s new?
We resolved an issue where links in the Resources menu were not loading. Now, these resources links open in new tabs to resolve the error and prevent similar issues in the future. If you are unable to sign in when you select the Academy link in the Resources menu, you can copy and paste the URL into a new tab and sign in.

New DC Region filter on UNFI Natural dashboards

What’s new?

On the following UNFI Natural dashboards, you can now filter by DC region, so you can easily track regional sales trends, optimize inventory, and improve supply chain efficiency.

  • YOY Sales, YOY Velocity, and YOY Distribution
  • Sales, Velocity, and Distribution

September 2024 updates

UNFI Insights fresh (Tony’s Fine Foods) dashboards now available

What’s new?

The following dashboards are now available for customers that have both UNFI Insights and Tony’s Fine Foods (TFF) business.

  • Business Health dashboards: Year Over Year Sales, Year Over Year Velocity, and Year Over Year Distribution
  • Explore dashboards: Sales, Velocity, Distribution, and Distribution Center Inventory

To make TFF data available for an outbound destination, you can add a TFF supplier ID on the UNFI Insights connector set up screen.

New ‘Product Code’ column that helps you track products that don’t have a UPC added to more UNFI dashboards

What’s new?

Sometimes products don’t have a UPC either because it’s missing or because it is a product (such as UNFI Fresh products) that are sold by PLU. The UPC could also be generated by UNFI and not meaningful to the customer.

We have added Product Code columns and filters to the following dashboards:

  • Distribution Expansion (Natural and Conventional)
  • Category Performance (Natural and Conventional)
  • Spoilage Risk (Natural and Conventional)

The UNFI Insights Conventional Vendor Booked Order table now has a normalized version

What’s new?

The Conventional Portal Booked Order normalized table is now available, so customers who are using Crisp normalized tables in an outbound destination can take advantage of this data.
Note: This is the normalized version of this corresponding source table: Conventional Vendor Booked Order (source table).

UNFI Insights Natural DC Inventory dashboard now displaying correct name for PHI distribution center data

What’s new?

Previously, data for the “PHI” distribution center was incorrectly displaying as “PHL” in the Natural Distribution Center Inventory dashboard. We have resolved this issue and PHI DC data is now correctly labeled.

UNFI Insights Natural DC Inventory dashboard now displays zip code data

What’s new?

We resolved an issue where the Details table on this dashboard was missing zip code data for the distribution centers.

Store numbers on UNFI Natural dashboards now correctly include leading zeros

What’s new?

Previously, we removed leading zeroes in store numbers in UNFI Natural data in our normalization process. However, these leading zeroes were meaningful, making some data incorrectly appear like it was for the same store. We’ve resolved this issue and store numbers now include leading zeroes.

UNFI dashboard visualizations now display period start date label on hover

What’s new?

Now, when you hover on over time visualizations, the date that appears has a new “Period Start Date” date label to help clarify the date for the displayed data point(s).period_start_date.png

You can now easily check which Crisp account you are logged into by hovering over the Crisp logo

What’s new?

If you have access to more than one account, you can now more easily see which Crisp account you are signed into by hovering over the Crisp logo at the top left of the screen and checking the account name and number.
account_name.png

New store and chargeback data on the UNFI Natural Chargebacks dashboard

What’s new?

We’ve added the following metrics to the Details table on this dashboard to create parity with UNFI’s legacy MCB emailed reports: Store Address, Store City, Store State, Store ZIP, MCB Code, MCB Category.

New warning messages make upgrading connector versions easier

What’s new?

Sometimes, when you attempt to upgrade tables in a connector to newer versions, issues were occurring when tables were deselected in the connector setup screen, but were not removed in the destination (such as Excel). Now, when you deselect tables in a connector, you receive the following warning message and link to a Crisp knowledge base article with more information about upgrading or saving a connector to a clone.
connector_upgrade_004.png

UNFI Spoilage risk dashboard now provides expiration dates for all products

What’s new?

You can now use this dashboard to see expiration dates for products that are not at risk of expiring to help you better manage your inventory. Just set the Only Show Products at Risk? filter to No to see all your products and their expiration dates.

Resolved an issue where Stop N Save data was missing a store location

What’s new?

Previously, the Mount Washington store was not showing up as associated with the Stop N Save chain. We've resolved this issue with the source data and this store now correctly displays when you filter for this chain.

August 2024 updates

Nothing major to report this month, but important work is happening behind the scenes.

July 2024 updates

On UNFI Insights sales dashboards, you can now right-click to quickly see sales by product/store combination over time

What’s new?

On both Natural and Conventional UNFI Insights sales dashboards, you can now right-click the amount in the Total Sales Dollars or Total Cases Shipped tiles and select Show by product over time to drill-through to a table of sales dollars by week for each product/store combination. This new drill-through screen replicates the functionality of a deprecated SBO Velocity email report that some suppliers were reliant on in the past.

show_by_product_over_time.png

New forecast columns on the UNFI Insights Natural Distribution Center (DC) Inventory dashboard

What’s new?
The Conventional DC Inventory dashboard includes Forecast Quantity and Forecast Dollars columns. Since we have this forecast data for Natural from the Vendor Browse report, we’ve added these forecast columns to the Natural Distribution Center Inventory dashboard as well.

inventory_by_product.png

New ‘Weight’ column on UNFI Conventional sales dashboards helps you better monitor variable weight products

What’s new?
The new Weight column on UNFI Conventional Sales and YOY Sales dashboards allows you to see total pounds, so you can easily track sales and optimize your supply chain for variable weight products.

image-20240719-204854.png

New ‘Product Code’ column on UNFI Natural dashboards helps you track products that don’t have a UPC

What’s new?

We have added a Product Code column to UNFI Natural dashboards to help customers identify products without UPCs and to create parity with UNFI Conventional dashboards which already contain this column.

June 2024 updates

Nothing major to report this month, but important work is happening behind the scenes.

May 2024 updates

The Conventional Distribution Expansion dashboard now loads faster

What's new?

We’ve made performance enhancements to this dashboard to help reduce load times and get your data to you even faster.

April 2024 updates

New filter allows you to choose how you group products that may be the same

What's new?

Previously, UNFI Insights identified and grouped products that have the same product name together to try to consolidate your data. Now, you can choose whether you want to group products that may be the same by product or UPC, to help you ensure that separate products are not grouped together.

How do I see it?

Just select the new Group by Product or UPC filter on any dashboard and select the criteria by which you want to group products. If you select Product, products with the same name will be rolled up into one. If you select UPC, products with the same UPC will be rolled up into one.

UNFI Insights Chain filter and fields now reflect the chain name rather than the store owner name

What's new?

Previously, chain filters and fields were based on the store owner, rather than the chain name familiar to most suppliers. We have updated the Chain filters and fields in UNFI Insights dashboards to be based on on a different source field that provides the actual chain name to help you more easily filter and analyze data by chain.

The Conventional Distribution Expansion dashboard now loads faster

What's new?

We've improved how our data is structured to reduce load times for this dashboard.

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