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.
November 2024 updates
October 2024 updates
September 2024 updates
August 2024 updates
July 2024 updates
June 2024 updates
May 2024 updates
April 2024 updates
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).
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.
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.
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.
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.
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.
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.