What is Intelligence?
Intelligence is a step up from the Analytics you're used to. Instead of fixed reports, you get a flexible workspace where you can:
Explore pre-built dashboards: ready-to-use views covering sales performance, inventory, employee metrics, and more
Build your own dashboards: drag in the metrics you care about, filter to your stores, and save views you'll come back to every day
Create custom reports: pull any combination of fields into a table, group and filter however you need, and export to CSV
Use the Data Dictionary: look up exactly what each metric means and how it's calculated
Pro tip: Everything runs on BigQuery, which means results come back fast. Most queries return in 1–2 seconds.
How to Access Intelligence
Intelligence is available directly in your Flowhub menu. Look for the Intelligence tab in the left navigation.
Note: Intelligence uses the same permissions as your existing Analytics access. If you can see Analytics, you can see Intelligence. Admins can manage who has access from your account settings.
Where to Start
Not sure where to begin? Here's the recommended path:
Browse the pre-built dashboards. Intelligence comes with dashboards already built for the most common use cases, including sales overview, inventory status, employee performance, and more. Each chart includes a description explaining what it shows and why it matters. You don't need to build anything to get value on day one.
Explore pre-built reports. Reports give you a table view of your data, all filterable, sortable, and exportable. Browse what's already there before building your own.
Build your first custom dashboard. Once you've seen what's possible, build 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 report. Need a specific combination of fields that doesn't exist yet? Build it as a report. Reports let you mix and match any available metrics, group by dimensions like product or brand, and download the results.
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 you're looking at exactly what you think you are.
Intelligence vs. Analytics: What's Different?
Intelligence and Analytics will sometimes show different numbers for the same time period. This is expected. A few key differences:
Voids: Intelligence includes voided transactions in certain calculations where Analytics does not. This means totals may differ on older date ranges.
Real-time vs. batch: Intelligence queries live data. Some metrics refresh more frequently than they did in Analytics.
Metrics are evolving: Intelligence is actively adding new fields. If something you need isn't there yet, use the Leave Feedback button inside the platform. The team reads every submission.