Intelligence gives you a flexible workspace to explore pre-built dashboards, build your own views, create custom reports, and look up metric definitions in the Data Dictionary. Think of it as the upgrade from fixed Analytics reports to a fully customizable data workbench where you control what you see and how you see it.
What is Intelligence?
Intelligence is a step up from the Analytics you already know. Instead of fixed reports, you get a flexible workspace with four main areas:
Pre-built dashboards — Ready-to-use views covering sales performance, inventory, employee metrics, and more.
Custom dashboards — Drag in the metrics you care about, filter by store, and save views you can return to every day.
Custom reports — Pull any combination of fields into a table, group and filter as needed, and export to CSV.
Data Dictionary — Look up exactly what each metric means and how it is calculated.
💡 Tip: Intelligence runs on BigQuery, so most queries return results in 1–2 seconds.
Access Intelligence
Intelligence is available directly in your Flowhub menu. Look for the Intelligence tab in the left navigation.
💡 Tip: Intelligence uses the same permissions as your existing Analytics access. If you can see Analytics, you can see Intelligence. Admins can manage access from your account settings.
Where to Start
If you are new to Intelligence, here is the recommended path:
Browse pre-built dashboards. Intelligence comes with dashboards already built for the most common use cases, including sales overview, inventory status, and employee performance. Each chart includes a description explaining what it shows and why it matters. View Intelligence Dashboards
Explore pre-built reports. Reports give you a table view of your data that you can filter, sort, and export. Browse what is already available before building your own. View Intelligence Reports
Build your first custom dashboard. Once you have seen what is available, create a dashboard around your own workflow. Add the tiles that matter to your role, filter to your location, and save it as your daily view. Create a Custom Dashboard
Create a custom report. Need a specific combination of fields that does not exist yet? Build it as a report. Mix and match any available metrics, group by dimensions like product or brand, and download the results. Create a Custom Report
Understanding Your Metrics
Intelligence has a lot of fields, and some have specific definitions that affect how the numbers are calculated. Before drawing conclusions from a report, it's worth checking the Data Dictionary to confirm each metric means what you expect.
Intelligence vs. Analytics: What's Different?
Intelligence and Analytics may show different numbers for the same time period. This is expected. Key differences include:
Voids — Intelligence includes voided transactions in certain calculations where Analytics does not. This means totals may differ, especially on older date ranges.
Real-time vs. batch — Intelligence queries live data. Some metrics refresh more frequently than they did in Analytics.
Evolving metrics — Intelligence is actively adding new fields. If something you need is not available yet, select the Leave Feedback button in the upper-right corner of Intelligence in the platform. The team reviews every submission.
Frequently Asked Questions
Do I need a separate login or subscription to use Intelligence?
No. Intelligence is included in Flowhub and uses the same login and permissions as Analytics.
Why do I see different numbers in Intelligence and Analytics for the same date range?
Intelligence and Analytics calculate certain metrics differently. For example, Intelligence includes voided transactions in some totals where Analytics does not. Check the Data Dictionary for details on how each metric is defined.
Can I export data from Intelligence?
Yes. Custom reports and individual dashboard tiles can be exported to CSV.
A metric I need is not in Intelligence yet. What should I do?
Select the Leave Feedback button inside Intelligence to request new fields. The team reviews every submission. Be sure to search Analytics for the metric you need.
Great work! 🥳 You now know how to access Intelligence, explore dashboards and reports, and build your own custom views.
