This article provides a list of new features and enhancements to Crisp. You can use the following links to jump to a specific section. October 2025 updatesDocumentation Index
Fetch the complete documentation index at: https://docs.gocrisp.com/llms.txt
Use this file to discover all available pages before exploring further.
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
Crisp Retail Analytics (CRA) updates
Improved filter selection experience
🔧 Enhancement What’s new? Now, when adding a filter in CRA, it is easier to tell when your filters are applied and ensure you don’t lose any filter changes you want to apply. Previously, if you selected filter options, then clicked away from the Value drop-down menu, the window would disappear and your progress would be discarded. Now, when you click away your options are saved and the window remains open to give you an opportunity to review your changes and add them. How do I see it?-
From a Crisp Retail Analytics report, select the Add filter button.\
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In the Property field, search for and select a filter property (e.g., Walmart Item Number).\
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In the Value field, when you select options, then click away, your options persist and the window remains open.\
Crisp dashboard updates
Crisp dashboard filters now load faster
🐞 Bug fix What’s new? We’ve updated our backend processes to make filters load faster on Crisp dashboards, such as KeHE dashboards, so you can analyze your data without delay.Resolved an issue with store information on KeHE dashboards
🐞 Bug fix What’s new? Crisp performs some transformations on KeHE store data to more accurately identify stores on Crisp dashboards. KeHE renamed a large number of stores recently, so we have updated our store cleanup process to more accurately identify the new store names. How do I learn more? For more on the transformations Crisp performs on KeHE store and chain data, see Distributor dashboard data transformations.Crisp Reporting Studio (CRS) updates
New Modular Alert report now available for Charter and Advisor customers
🚀 New feature What’s new? Scintilla Charter and Category Advisor customers can now get an alert when new modulars go live, so they can prep inventory, store execution, and plan for sales increases/declines following a modular change. How do I see it?- In the Reports sidebar, from the Alerts section, select the new New Modular Alert report.\
- You can use the Store Count threshold to filter modulars by store count. For example, you can set a low threshold to filter out modulars that are only effective in a small number of stores.\
- You can use the Item Count threshold to filter modulars by the number of items included on them. For example, you can set a low threshold if you want to filter out modulars with only a small number of items on them.\
Forecast Variance alert now enhanced and available for Scintilla Basic customers
🔧 Enhancement What’s new? Scintilla basic customers now have access to this report which helps replenishment managers and supply chain analysts deeply understand Walmart’s forecasts and track weekly anomalies, so they can fine-tune production schedules to better meet Walmart’s demand without overstocking. We’ve also made the following enhancements to this report:- The Forecast Variance Pct threshold now displays solely numbers rather than a plus/minus symbol to indicate the resulting report will contain variances both above and below the threshold.
- Now, when you select a threshold, the resulting report will contain one tab that for values that exceed the threshold and one for those that go below the threshold.
- The **Sales Volume **threshold now contains smaller increments to help you more easily track forecast variance at the store level.
Scintilla fulfillment center (FC) Ecomm Instock data now available in CRS
🔧 Enhancement What’s new? You can now add the FC Ecomm Instock Percentage metric to CRS reports. This metric provides insights into a Fulfillment Center’s (FC) ability to fulfill customer online orders based on available inventory and expected sales.Target on order metrics available to add to CRS reports
🔧 Enhancement What’s new? You can now add the following metrics to Adhoc CRS reports:- end_op_retail_dollars: The retail value of items items ordered from the vendor, but not yet received by the store.
- end_op_units: The quantity of items ordered from the vendor, but not yet received by the store.
More easily select filtered search results
🔧 Enhancement What’s new? Now, when adding filters to reports, when you search for a filter and then select the All search results button, it automatically selects only the filters from your search results. Previously, it would select all options for the selected attribute. How do I see it?- From a CRS report, select the Add filter button.\
- Search for a filter attribute, then select the All search results button.
Only the results from your search are selected.
Sales Change Alert report enhancements
🔧 Enhancement What’s new? We’ve made the following enhancements to this report:- You can now see sales that go above or below the thresholds you specify. There are now two tabs on the resulting report, one that shows products over the threshold you specified and one that shows products under the threshold.
- You can now set sales volume amount thresholds (in addition to percent change) to help you further define the amount of volatility you want to trigger the alert.
Data source and pipeline updates
Petco connector enhancements
🔧 Enhancement What’s new? We’ve made the following enhancements to this connector:- The normalized Purchase Order table now contains an on_order_quantity column.
- The normalized Inventory Product table now contains weeks of supply (both store and DC), instock_rate, and inventory_cost columns.
- The normalized Inventory Store table now contains a cost_of_goods_sold column.
New Carrefour connectors (France Monthly and Romania)
🚀 New feature What’s new?- Carrefour France: This connector provides monthly Carrefour sales, product, and store data for France.
- Carrefour Romania: This connector provides sales, product, and chain data for Romania.
New Superu France connector
🚀 New feature What’s new? This new connector provides sales, store, product, and chain data.New Leclerc France connector
🚀 New feature What’s new? This connector provides monthly sales and product data.New Tractor Supply connector
🚀 New feature What’s new? This new connector provides sales, product, store, and inventory data.New Target Category Captain connector for BPD data
🚀 New feature What’s new? This new connector provides a separate connector Target Business Partner Data (BPD) Category Captain data and provides sales and inventory data.New C&S Wholesale EDI connector
🚀 New feature What’s new? This new connector provides EDI product movement data.New American Manufacturing and Distribution (AMDC) EDI connector
🚀 New feature What’s new? This new connector contains EDI invoice and product activity data.New Phillips Pet Food and Supplies EDI connector
🚀 New feature What’s new? This new connector contains EDI invoice and product activity data.Target connector gross margin updates
🔧 Enhancement What’s new? We have updated our Target connector to align with Target changes to their gross margin data. Target provided the following explanation of these changes: “To improve consistency and reliability, the BPD team is updating the GM weekly item, item/location, and historical filetypes. As part of this update, metrics related to Gross Margin and Shortage will be removed and replaced by Adjusted Gross Margin (AGM) metrics. Why this change? Over the past several years, shortage has been one of our most volatile metrics. We’ve consistently heard from you—our business partners—about the challenges this creates for financial reporting and performance discussions. We agree. Too much time has been spent investigating and debating shortage, rather than focusing on the controllable, sales-driving levers that fuel growth. This change allows us to shift those conversations. While we expect shortage to stabilize over time, any fluctuations—positive or negative—will no longer factor into how we evaluate partner profitability. This reflects our commitment to transparency, consistency, and a more productive partnership model. Going forward, our primary profitability measure will be Adjusted Gross Margin (AGM). AGM removes the impact of shortage from profitability, providing a clearer view of true business performance across controllable levers. Beginning this year, partner profitability will be assessed using this metric.” The following columns have changed in the Crisp connector:| Previous column name | New column name | Data type | Description |
|---|---|---|---|
| total_shortage_amount | ytd_adjusted_gross_margin_amount | Float | Sum of weekly gross_margin_a Year to Date (YTD) for the Week selected. |
| gross_margin_amount | adjusted_gross_margin_amount | Float | The adjusted_gross_margin_a is a resulting margin calculated without impact of relief component stock shortage. |
| gross_margin_with_net_ship_margin_amount | adjusted_gross_margin_with_net_ship_margin_amount | Float | Calculated field representing adjusted_gross_margin_a + net_ship_margin_a. |
New Petco connector
🚀 New feature What’s new? This new connector provides source and normalized sales, inventory, product, and promotion data for Petco.New Ocado connector
🚀 New feature What’s new? This new connector (available in both the Crisp platform and Crisp SKUTrak) provides sales, product, and inventory data for Ocado, an online grocery retailer in the UK.Amazon Vendor Central forecasting table now provides more current data
🐞 Bug fix What’s new? Previously, for the Retail Analytics Vendor Forecasting table in this connector, we were using a date to pull this data that caused the forecast to be for the previous week rather than the most recent forecast. We’ve resolved this issue and the forecast data for the current week is now provided.Family Dollar connector now includes planogram and supply chain data
🔧 Enhancement What’s new? Previously our Family Dollar connector did not include planogram and supply chain data. We’ve updated this connector to include the following new tables:- Planogram Master
- Planogram Product Store
- Planogram Sales
- Planogram Store
Walmart Retail Link connector now contains more international data
🔧 Enhancement What’s new? Our Walmart Retail Link connector normalized models now support data from the following markets:- Central America
- Puerto Rico
September 2025 updates
Crisp Retail Analytics (CRA) updates
New metrics in the CRA semantic model
🚀 New feature What’s new? We’ve added the following new metrics to Scintilla Charter workspaces: Margin- Initial Margin $: Calculated measure that determines the total amount of revenue retained after costs as a percentage of total sales.
- Gross Maintained Margin $: Calculated measure that determines the total amount of revenue retained after costs as a percentage of total sales.
- POS Cost: The cost, in dollars, of items sold for a specific item number that is scanned at store-level registers across all fulfillment channels. We have the following time intelligence versions of this metric: Current, MTD, PW, PY, PY MTD, PY QTD, QTD, WOW, WOW %, YOY, YOY %, YOY MTD, YOY MTD %, YOY QTD, YOY QTD %, YOY YTD, YOY YTD %, YTD.
- Combined Points of Distribution: The total number of product-store placements that had positive sales during the selected time frame, across all items in scope.
- My Points of Distribution: The total number of product-store placements that had positive sales during the selected time frame, for items in your owned catalog.
- Their Points of Distribution: The total number of product-store placements that had positive sales during the selected time frame, for items outside your owned catalog / competitive items.
- Hover over a visualization, then select the Personalize this visual button.\
- For an element on the visualization (such as Y-axis) select the Add a new field button.\
- Search for and select the new metrics.
New Stores with Sales (Cumulative) metric now includes the current week
🚀 New feature What’s new? Previously, our semantic model only included metrics that provided stores with sales for the current week or a cumulative YTD metric that excluded the current week. The new Stores With Sales (Cumulative) metric provides a YTD count that includes the current week, so you can get the unique store count over the entire time frame you are analyzing. **How do I see it? **- Hover over a visualization, then select the Personalize this visual button.\
- For an element on the visualization (such as Y-axis) select the Add a new field button.\
- Search for and select the new Stores With Sales (Cumulative) metric.\
New Ordered Pallets metric helps you track incomplete pallet orders
🚀 New feature What’s new? This metric allows you to understand when Walmart ordered an incomplete pallet of goods, so you can adjust purchase orders accordingly. How do I see it?- Hover over a visualization, then select the Personalize this visual button.\
- For an element on the visualization (such as Y-axis) select the Add a new field button.\
- Search for and select the new Ordered Pallets metric.\
Scintilla Adhoc reports now include a last year fiscal YTD time frame option
🚀 New feature What’s new? This new option allows you to more easily compare this year’s performance to the same point in Walmart’s fiscal year last year, allowing you to track progress in Walmart’s terms and communicate with Walmart easily about your performance. How do I see it? From an Adhoc report, select the Select a Time Period drop-down menu, then choose the new Last Fiscal Year YTD option.\
Crisp Reporting Studio (CRS) updates
More easily learn when you can see your custom attribution changes in action
🔧 Enhancement What’s new? CRS admins can make changes to their custom attribution using the Update Data tool and these changes will flow through to CRA as well. Updates to custom attribution appear immediately within CRS, but flow through to Crisp Retail Analytics (CRA) three times daily at 8am, 12pm, and 4pm (Central time). We’ve added helper text on the Update Data screen that makes it clear when you can expect to see your data updates flow through to Crisp reports.\
More easily understand Adhoc report filter errors
🔧 Enhancement What’s new? Now, in the Basic and Advanced Adhoc tool, when an applied filter is invalid, error indicators and messages appear to alert you to the problem. How do I see it? In the Basic or Advanced Adhoc tool, on a report with invalid filters or other errors, you can see the following error messages/indicators:- A red error icon appears at the top of the screen to let you know there are report errors.\
- Red error icons appear individually on invalid filters. You can hover over these icons to see more information about the problem.\
- A list of report errors appears at the bottom of the page. You can click the arrow to the right of the error/warning counts to expand a full list of errors and descriptions.\
Level up your out of stock prevention with new Walmart hourly inventory measures
🚀 New feature What’s new? The new Hourly Rollup by Date bundle provides you with hourly inventory data based on a new feed (from the beginning of this year) added by Walmart. This new feed allows you to:- Detect shelf gaps same day: Hourly in-stock and hours out of stock metrics reveal when items actually disappear from the shelf, providing deeper insights than end of day snapshots.
- Understand backroom-to-shelf flow: Time-to-restock metric allows you to see how long it takes Walmart’s store teams to get items from the backroom and onto shelves.
- Pinpoint peak hours: Peak Demand Hour and Peak Nil-Pick Hour metrics help you understand when demand surges or pick failures pile up, making it easier to time pushes, staffing, or rep visits.
- Stay in the loop hour to hour: Concrete hourly metrics (e.g., repeated weekday 2–4pm outs with backroom stock) provide you with evidence to align with merchants and store ops on fixes—replenishment timing, endcap maintenance, or feature quantities.
- Navigate to the AdHoc Basic or Advanced tool.\
- From the bundle drop-down menu at the top left of the report builder, select the Hourly Rollup by Date bundle.
Hint: The Hourly Inventory by Date section contains many of the key metrics.
CRS Pre vs Post Mod report now available for all customers
🚀 New feature What’s new? This report is now available for all customers, including Scintilla Basic customers. This report allows you to analyze performance metrics before and after a modular/planogram reset or change, so you can understand the impact of the reset on sales and other key performance indicates. How do I see it? In the Reports sidebar, from the Sales Reports section, select the Pre vs Post Mod report.\
Resolved an issue with the Pre & Post Mod report not running successfully
🐞 Bug fix**** What’s new? Previously, this report was not running successfully for some customers. We’ve updated our backend processes to ensure this report runs smoothly for all customers.Margin metrics added to Weekly and Daily Rollup adhoc bundles
🚀 New feature What’s new? The following metrics are now available when using either the Weekly Rollup or Daily Rollup bundles in the CRS Adhoc tool.- Net Maintained Margin Dollars
- Net Maintained Margin %
- Navigate to the AdHoc Basic or Advanced tool.\
- Select Add Measures (from the Basic tool, shown here) or drag and drop measures from the Advanced tool.\
- You can select the new metrics from the Fact Sales Weekly drop-down menu.\
Publication Insights report enhancements
🔧 Enhancement What’s new? We’ve added the following enhancements to this report:- Dynamic slicers: You can now set custom slicers, to help you focus on the data important to you.
- The default time period is now last week.
- The estimation multiplier now default to 100%, as this option tracks the full value of lost sales.
- Added a new slicer on the Item Summary table for transactable vs non transactable.
- The lost sales calculation now uses a max of the past 14 weeks to provide greater accuracy.
Online Sales Change Alert enhancements
🔧 Enhancement What’s new? We’ve made the following enhancements to this report:- You can now specify whether you want an alert to be triggered if the percent change or volume threshold is greater than or less than the amount(s) you specified. Just select the new Percent Check filter.
- Added an Online Service Channels filter, so you can fine-tune your alert by channel.
Ecommerce content score now available to add to adhoc reports
🚀 New feature What’s new? These attributes are now available to add to adhoc reports. They provide the ability to see the content quality score for all eComm products listed online, to help you measure the online presence of items and identify potential issues. These are key metrics that will help aid in monitoring and improving the online presence of products. How do I see it?- Navigate to the AdHoc Basic or Advanced tool.
- From the bundle drop-down menu at the top left of the report builder, select the Ecommerce Content Score bundle.\
Data source and pipeline updates
Weekly data now available for Whole Foods
🚀 New feature What’s new? This last summer, the Whole Foods Portal was revamped and historical daily data was limited to 5 months (when there was previously two years of daily historical data). Whole Foods added a weekly report which contains the same metrics as the daily, but still has 2 full years worth of backfill. So, we have added the Weekly Store Item Summary table with this data to our connector, allowing you to do YoY comparisons with this data in your preferred data destination.Note: This data is not currently available in our dashboards. How do I learn more? See the Weekly Store Item Summary table in the Crisp data catalog.
New Petsmart 852 EDI connector (US and Canada)
🚀 New feature What’s new? We now offer a Petsmart connector that ingests weekly data for the 852 transaction. This connector is only for the 852 data and does not include product or store data. As such, there are no normalized models for this connector and none currently planned.New Carrefour connector
🚀 New feature What’s new? Carrefour is a French multinational retail and wholesaling company that is headquartered in France. They operate grocery stores as well as general merchandise stores (also referred to as Hypermarkets- think Walmart, Loblaws, etc). The new Carrefour connector is EU and Taiwanese market-share data only (sent weekly) and includes normalized models. This is market-share data only (there is no store sales/inventory or supply chain data in this connector).HEB self-hosted connector now available
🚀 New feature What’s new? The new HEB (Self Hosted) connector is for a portal that HEB directly administers (i.e., the portal is not ran by a third-party). Crisp ingests data from the two available HEB sources. The first is the HEB Unify integration, which lacks inventory data. The second is the portal that HEB hosts itself, which does have DC Inventory. Neither data source has store inventory. To get a holistic view of HEB data, you will need connectors for both of these data sources. Note: This data is merged together in our harmonized models, so you will only data labeled HEB, regardless of which HEB connectors you have.Managed Market data connectors
🚀 New feature What’s new? We now have connectors for the following managed markets distributors:- ABC (Amerisource Bergen Corporation)
- Cardinal Health
- McKesson
- Sell-through reporting: These are items that are sold from the distributor to seller.
- Examples - Cardinal sells goods to CVS, Walgreens, local pharmacies, hospitals, etc.
- Sell-out reporting: This is when a seller/retailer sells the product to the customer, also known as POS sales (scans).
- Store inventory: This is inventory that is stored in the retailer/seller stores.
- DC inventory: This is inventory that the distributors have stored in their DC’s, which is the last stop before the item makes its way to the sellers/retailers.
August 2025 updates
Crisp Retail Analytics (CRA) updates
Nothing new to report this month, but important work is happening behind the scenes.Crisp Reporting Studio (CRS) updates
Stay in stock and avoid overstock with PNEW reporting
🚀 New feature What’s new? The new DC Monitoring report (available for Charter and Basic) gives you visibility into Walmart’s supplemental DC orders (PNEWs). It shows both backward- and forward-looking PNEW recommendations—highlighting what quantities would have been needed to stay in stock and what should be ordered now. With this insight, you can fine-tune DC replenishment, avoid out-of-stocks, and prevent excess cases sitting in warehouses. How do I see it? In the Reports sidebar, from the Replenishment section, select the DC Monitoring-PNEW report.\
Meet demand while avoiding excess stock with the Forecast Variance alert
🚀 New feature What’s new? This new report helps replenishment managers and supply chain analysts deeply understand Walmart’s forecasts and track weekly anomalies, so they can fine-tune production schedules to better meet Walmart’s demand without overstocking. How do I see it? In the Reports sidebar, from the Alerts section, select the Forecast Variance report.\New Modular reports for Scintilla Charter and Advisor
🚀 New feature What’s new? The following new reports are now available:- DC Matrix: Modular relay changes can significantly affect supply chain flows, impacting which DCs ship which items, in what quantities, and at what velocity. This report allows you to compare two modular configurations (such as a current relay versus its predecessor or a future relay versus the current) and quantify the downstream impact of those changes.
- Modular Details: This report shows you how and where your products are placed in each store, including shelf location, facings, and capacity, so you can optimize assortment, ensure shelf visibility, and maximize sales opportunities.
- Modular Assignment: This report helps you understand how, when a modular relay change occurs, the mix of stores assigned to each modular affects sales performance, distribution strategy, and inventory allocation. It also helps you get insight into modular assignments at both the macro (category) and micro (store) level, so you can take action to improve in-store execution and category results.
- Item Modular Assignment: This report connects specific items to their in-store modular execution details, providing a complete view of modular assignments, footage, facings, and capacity, alongside item velocity metrics. You can use this information to validate execution, identify under- or over-spaced items, and optimize space-to-sales performance. This combination of merchandising data and performance also allows you to make informed recommendations to Walmart, protect shelf space, and improve category results.
- Modular Casepack Compliance Report: This report evaluates whether items within a modular trait meet Walmart’s casepack requirements based on the merchandising style — such as pack-and-a-half or 2-traypack compliance. By highlighting exceptions where items do not meet compliance, it enables you to proactively address packaging or modular execution issues that can lead to inefficiencies, out-of-stocks, or poor shelf presentation.
Modular trait attributes now available to add to adhoc reports
🔧 Enhancement What’s new? These newly available attributes help you better understand what SKUs are part of a modular trait, easily compare traits to one another, and have smoother modular planning conversations with Walmart by having clear SKU-to-trait mapping. How do I see it?- Navigate to the AdHoc Basic or Advanced tool.
- From the bundle drop-down menu at the top left of the report builder, select the Modular bundle.\
- Select the Add Attributes button.
Note: In the Advanced tool the attributes are in the left sidebar, so you don’t need to select a button to see/add attributes, you can just expand a section and drag an drop an attribute.\
- Select one of the new modular trait attributes.\
Easily track major shifts in category sales with the new Shopper Sales Change alert
🚀 New feature What’s new? The new Shopper Sales Change Alert report allows you to track when there are significant shifts in sales for a given item, brand, or category for similar brand’s products. This report checks for anomalies daily to help category managers understand how they are positioned against competitive items in their category and if sales changes in their own business are influenced by fluctuations in the availability or popularity of competitive items. How do I see it? In the Reports sidebar, from the Alerts section, select the new** Shopper Sales Change Alert** report.\
Data source and pipeline updates
CVS connector now includes daily data
🔧 Enhancement What’s new? We are now ingesting daily CVS data for both inventory and sales. As part of this change, the weekly tables are now deprecated, so all Costco data is at a daily level.Distributor connectors now include sell through data
🔧 Enhancement What’s new? Previously, our distributor data included “sell out” sales metrics, which capture register sales when a customer purchases the product. Now, our distributor connectors also include sell-through sales, which captures when the distributor sells the goods they acquired from the brand to a store. Sell-through data allows you to see, in addition to what shoppers buy at checkout, how much product moves from distributors into stores. This can help you spot when products aren’t reaching shelves fast enough, plan inventory more accurately, and provide your retailers with data that supports better restocking and promotions. The following connectors now include sell-through data:- McKesson
- ABC
Resolved Meijer report ingestion issues
🐞 Bug fix What’s new? We resolved an issue where the following reports were failing when ingested from Meijer:- Gross Margin
- Performance Cost
- PO On Order
- Shrink Report
- Store Locations
Costco US and Costco Canada destination connectors now include daily data
🔧 Enhancement What’s new? We now provide Costco daily tables for both inventory and sales. This change impacts both the US and Canadian ingestion. As part of this change, the weekly models are now deprecated, so we only offer Costco data at a daily level. How do I see it? When choosing data sources in destination connector, you can now select the following tables for Costco:- Sales Daily
Added Unit Cost to the Walmart Retail Link connector
🔧 Enhancement What’s new? We have added Unit Cost metric to the Item Details table in our Walmart Retail Link connector.Deprecated legacy Kroger connector
✏️ Deprecation What’s new? Previously, Crisp ingested data from Kroger’s Market6 portal, but has since transitioned to pulling data via the Data Direct API. We have now deprecated the legacy Kroger portal connector.July 2025 updates
Crisp Retail Analytics (CRA) updates
Digital Pulse report pages now automatically filter out store only items
🔧 Enhancement What’s new? The following report pages now filter out items that are store only, so that online transactability issues are more accurate as they are not skewed by in-store only products:- Publication Insights Summary
- Publication Insights Reason Summary
- Publication Insights Details
Retail Excellence report pages now automatically filter for items that are transactable in stores
🔧 Enhancement What’s new? The following report pages now by default only include items that are transactable in stores, so that pick rates are more accurate and only include store products.- Store Fulfillment Overview
- Store Fulfillment Trend
- Store Fulfillment Item Details
You can add the new ‘inventory required’ metric to your reports to help you optimize your supply chain
🔧 Enhancement What’s new? You can now add the Is Inventory Required metric to your CRA reports to help you understand if inventory is physically required at the DC (as opposed to drop-ship or special order items) so you can ensure your products are stocked accurately at the DC. How do I see it?- Hover over a visualization, then select the Personalize this visual button.\
- For an element on the visualization (such as Y-axis) select the Add a new field button.\
- Search for and select the Is Inventory Required field.\
Crisp Reporting Studio (CRS) updates
Spot purchase orders for incomplete pallets with the new Loose Pallet alert for Scintilla Charter
🚀 New feature What’s new? Walmart Scintilla Charter customers can now use the Loose Pallet Alert to easily track when purchase orders from Walmart do not match a full pallet’s worth of product, so they can work with the replenishment team to send purchase orders for full pallets and save space and shipping costs. How do I see it? In the Reports sidebar, from the Alerts section, select the new Loose Pallet Alert report.\
More easily improve content health scores with new Scintilla Charter Content Recommendations alert
🚀 New feature What’s new? Walmart Scintilla Charter customers can use this new alert to pinpoint items with low content health scores and get information about what’s driving the scores and take corrective action. How do I see it? In the Reports sidebar, from the Alerts section, select the new Content Recommendations Export report.\
Custom attribution table deletions are now logged
🔧 Enhancement What’s new? When you make a change to your custom attribution tables on the Update Data screen, the changes are logged so you can see when a change was made and who performed it. However, previously the last updated logging was only available for when tables were changed, not when tables were deleted. Now, if a table is deleted, you will can see the date and user who deleted it, so you can better troubleshoot issues.Easily track major shifts in sales with the new Sales Change alert
🚀 New feature What’s new? The new Sales Change Alert report allows all Scintilla customers to track when there are significant shifts in Walmart sales for a given item, brand, or category. This report checks for anomalies daily to help you quickly take action to fix a sales issue or ensure you have enough cover an upward trend in sales. How do I see it? In the Reports sidebar, from the Alerts section, select the new Sales Change Alert report.\
Catch Unattributed Items in Shopper Behavior Data with a new Scintilla Charter alert
🚀 New feature What’s new? The new Dynamic Unattributed Shopper Item Alert allows Scintilla Charter customers to quickly identify UPCs that are appearing in shopper data that are missing from their custom attribution, so they can make sure their shopper insights remain complete and categorized. How do I see it? In the Reports sidebar, from the Alerts section, select the new Dynamic Unattributed Shopper Item Alert report.\
Spot low inventory in a flash with a new days of supply Scintilla Charter report
🚀 New feature What’s new? The new Days of Supply vs. On Order Supply Chain report allows Scintilla Charter customers to quickly see Walmart items and stores for which days of supply are running low, so they can take action to prevent out of stocks. This report checks for anomalies daily to help you quickly respond to supply chain issues. How do I see it? In the Reports sidebar, from the Supply Chain/Replenishment section, select the new Days of Supply vs. On Order Supply Chain report.\
Data source and pipeline updates
New source connectors
🚀 New feature**** What’s new? We’ve built connections to the following new sources:- Save on Food
- Jean Coutu
- Rite Aid
- Sobeys
Walmart Retail Link Warehouse Daily Inventory table now supports international data
🔧 Enhancement What’s new? You can now access international inventory data for the source_walmart_retail_link_warehouse_daily_inventory table for the following countries:- Canada
- Mexico
- Puerto Rico
- Central America
KeHE sales channel table now available in normalized data for destination connectors
🔧 Enhancement What’s new? To help you better understand the fulfillment channel through which your products were sold, you can now access channel data in the KeHE normalized Channel table.June 2025 updates
Crisp Retail Analytics (CRA) updates
You can now select multiple time periods on the Supply Chain Health report
🔧 Enhancement What’s new? On the PO Details and PO Line Item Details pages of this report, you can now select more than one time period to help you more easily analyze both historical and the current week’s purchase orders. How do I see it? From the Select a Time Period drop-down menu, you can now select multiple options.\
Updated references to Luminate in custom workspaces
🐞 Bug fix What’s new? We’ve adjusted custom workspace names to use Scintilla instead of Luminate.Custom attribution metrics set up in the Scintilla portal are now available in CRA
🔧 Enhancement What’s new? UPC-level custom attributes created in Scintilla are now available to add to your Crisp Retail Analytics reports. We’ve added the following table to our CRA semantic model to provide access to these attributes:- Dim Product Custom Attribution
- Hover over a visualization, then select the Personalize this visual button.\
- For an element on the visualization (such as Y-axis) select the Add a new field button.\
- Search for and select metrics from the new Dim Product Custom Attribution table.\
You can now add eComm Instock percentage data to your CRA reports
🔧 Enhancement What’s new? To help you keep track of whether items are available to purchase online, you can now add Ecommerce Instock Percentage metrics to your reports. How do I see it?- Hover over a visualization, then select the Personalize this visual button.\
- For an element on the visualization (such as Y-axis) select the Add a new field button.\
- Search for ecommerce instock and select the metric you want to add.\
New maintained margin metrics for enhanced profit and loss analysis
🔧 Enhancement What’s new? We’ve added the following new time-based maintained margin metrics to our semantic model to help you easily build profit & loss (P&L) reports across standard business timeframes (e.g., Last Week, MTD, YTD, YOY). Unlike basic margin metrics, maintained margin reflects the impact of markdowns and discounts, providing a clearer picture of actual earnings. These additions make it easier to build P&L reports directly in-platform, without needing to manually stitch together exports in Excel.- Net Maintained Margin (Dollar Value)
- Initial Margin %
- Gross Maintained Margin %
- Hover over a visualization, then select the Personalize this visual button.\
- For an element on the visualization (such as Y-axis) select the Add a new field button.\
- Search for and select the new maintained margin metrics you want to use.\
Crisp Reporting Studio (CRS) updates
Publication Insights report now available in CRS
🚀 New feature What’s new? The Publication Insights report is now available as a stock report in CRS for all Walmart Scintilla customers. This report allows you to dig into why items are not transactable and assess the impact of transactability issues on your business. How do I see it?In the report sidebar in CRS, from the Sales Analytics section, select the new Publication Insights report.\
New Idle Inventory Alert report
🚀 New feature What’s new? This new report for Scintilla Charter and Advisor customers, alerts you of situations where you have on hand inventory at a store, but the product isn’t actually selling. Once you spot idle inventory, you can take action to keep your sales steady and ensure you maintain your distribution gains. How do I see it? In the report sidebar in CRS, from the Alerts section, select the new Idle Inventory Alert option.\
Data source and pipeline updates
Two-year backfill now available for Family Dollar connector
🔧 Enhancement What’s new? We have now fully completed our work on this connector, including a two-year backfill data to provide more robust data for analysis and comparison.New Scintilla Hourly Store Inventory table now available for destination connectors
🔧 Enhancement What’s new? We’ve added a new Hourly Store Inventory table to our Scintilla data models for a new feed Walmart added which allows you to track inventory at a GTIN level. While data will be reported at an hourly granularity, we only receive this feed daily.May 2025 updates
Crisp Retail Analytics (CRA) Crisp Reporting Studio (CRS) updates
Enhanced Repl Instock % metrics in the CRA model
🔧 Enhancement What’s new? We’ve updated our CRA model to more closely match the granularity at which Walmart provides replenishment instock values. Repl Instock % is now a sum of the entire week and we’ve added Crisp Instock Replenishment % EOP which displays the latest daily percentage. How do I see it?- Hover over a visualization, then select the Personalize this visual button.\
- For an element on the visualization (such as Y-axis) select the Add a new field button.\
- Search for and select the new Crisp In Stock Replenishment metrics.\
On the Performance Insights Basic report, heat map now more clearly indicates performance
🔧 Enhancement What’s new? On the Insights Overview page, we’ve change the POS Sales per State map to a bubble map, so you can more easily see and drill down to specific data points. How do I see it? From a Basic workspace, select Performance Insights > Insights Overview.You can see the new POS Sales per State bubble map.\
Scintilla Charter Tender Analysis heat map enhancement
🔧 Enhancement What’s new? We made some enhancements to the Sales Tender Amount by Store Latitude and Store Longitude heat map thresholds, to make it easier to see the variance between the sales types. How do I see it?From a Charter workspace, select Tender Analysis > Tender Heatmap.
You can see the map with the new thresholds.
Product Mix Breakdown and Portfolio Strategy reports now filter to in-store sales by default
🔧 Enhancement What’s new? Since these reports focus on the way products are organized and sold in stores, we’ve now set this reports to filter out online sales by default. How do I see it? From any page in the affected reports, expand the Filters menu on the right side of the screen. You can see the Is Online filter is set to False.\
Crisp and UNFI dashboard enhancements
OData destination connector now allows you to set relative time periods in the future
🔧 Enhancement What’s new? To make it easier to use our OData connector for forecasting data, we’ve added the option to quickly add relative time periods in the future. Previously, you had to use an absolute date range which would need to be regularly updated to capture a set time period in the future. Now, you can specify a future date range once and know you will always have the forecasting data for the period you need in the downstream application. How do I see it?- From the side menu, select Connectors, select the Add connector button, then choose the OData API tile.\
- From the Time Period section, select the Add future period checkbox.\
- Choose the future time period you want to include in the connection (e.g., Next 52 weeks).\
- Save your connector.
The connection now includes forecasting data from the future time period you specified.
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?-
From a UNFI Insights Sales dashboard, right click the Total Cases Shipped number.\
-
From the menu that appears, select Show by points of distribution over time.
You can see the new Chain column on the table that appears.\
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, to help more teams (sales, category management, supply chain, and finance) 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
- From the filters section of any of the updated dashboards, select More.\
- Scroll down and select the Item Status filter, then choose a filter option (e.g., ACTIVE).\
- From any of the updated dashboards, scroll down to the Details table, then find the Item Status column in the table.\
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.
Data source and pipeline updates
New Walmart Scintilla Daily Demand Forecast Snapshot destination table
🚀 New feature What’s new? This new outbound table provides daily item and store-level forecast data, allowing brands to better plan replenishment with more granularity than weekly forecasts. Each snapshot forecast includes projected data for the next 14 days from the date the feed is generated. How do I learn more? See the Crisp Data Catalog > Walmart Scintilla Daily Demand Forecast Snapshot table.Deprecated obsolete Walmart Scintilla store item measures
✏️ Deprecation What’s new? As of their April release, Walmart deprecated the following fields, so these fields from Store Item Source tables will contain null values going forward. For normalized tables, we are pulling this data from the relevant feeds, so there will be no disruption to normalized tables.- ty_mkdn_qty
- ty_mkdn_amt
- ho_mkdn_qty
- ho_mkdn_amt
- store_mkdn_qty
- store_mkdn_amt
- bkrm_adj_qty
- bkrm_adj_amt
New normalized models available for destination connectors
🚀 New feature What’s new? We have released normalized models for the following source connectors we released previously:- BJs
- Costco
- CVS
- HEB
- Walgreens
- Best Buy
- Coming soon: Albertsons Safeway
Target historical file updates and addition of new walk-in purchasability metrics
🔧 Enhancement What’s new? Target has changed the format and contents of its historic files, so we’ve updated this in Crisp as well. We’ve also added new walk-in purchasability metrics which were added to Target’s weekly and daily files. We’ve made the following changes to our ingestion to include new metrics and ensure we are correctly processing the new formatting and naming schema for these files.- Previously, historic files contained multiple weeks worth of data. Now files only contain a single weeks worth of data. For example, if you request 2 years of sales data, you will receive 104 files.
-
Output file names now use the following formats:
- partenertype_folder#_HISTORY_SALES_WEEKLY_MMDDYYYY_KW.zip
- partenertype_folder#_HISTORY_INV_WEEKLY_MMDDYYYY_KW.zip
- Inventory history files now contain walk-in purchasability metrics
New normalized tables for Scintilla available for destination connectors
🔧 Enhancement What’s new? The following normalized tables are now available for destination connectors:- Ecommerce Returns
- Demand Forecast Daily
April 2025 updates
Crisp Retail Analytics (CRA) Crisp Reporting Studio (CRS) updates
You can now see all the filters applied to reports and remove unneeded filters in CRA
What’s new? The new All filters button allows you to easily see all the filters on a report and delete filters you want to remove from the filter bar at the top of your report. How do I see it?- From any CRA report, select the filter icon at the top right of the report.\
- From the filter panel that appears, select the All button.
All of the filters for this report appear, so you can easily add or remove filters. - If you want to remove a filter, select the delete icon.
The filter is removed from the filter bar at the top of the report.
Missing “Fiscal Week” attribute added to the ‘Weekly Data- Rollup’ adhoc bundle in CRS
🐞 Bug fix What’s new?This Adhoc bundle now correctly contains the Fiscal Week attribute. This attribute allows you to see which fiscal week the data in your adhoc report applies to. How do I see it? When adding attributes to this adhoc bundle, you can now select the FiscalWeek attribute.
enhancement 🔧 Enhancement What’s new?
You can now add the ‘Average Unit Retailer’ dimension to this report. This dimension allows you to see individual prices rather than aggregate. How do I see it? When adding attributes to the MTRA Adhoc report, you can now select the Average Unit Retailer attribute.
OMS purchase order line attribute added to CRA semantic model
enhancement 🔧 Enhancement What’s new?The OMS Purchase Order Line Number attribute is now added to our Power BI Semantic model and is available to add to reports. This attribute allows you to accurately track, reconcile, and analyze individual items within purchase orders, so you can ensure proper fulfillment, resolve discrepancies, and understand demand at a granular level. How do I see it?
- From any report, hover over a visualization, then select Personalize this visual.
- For a compatible visualization element (e.g., Line y-axis) select Add a new field.\
- Search for and select the OMS Purchase Order Line Number attribute.\
Crisp Retail Analytics enhancements - smarter filters, shareable bookmarks, and more customization options
🚀 New feature What’s new?The following enhancements are now available to help you find data faster:
- Enhanced filters: Search results now load faster and you can enter multiple search criteria (such as product numbers) at once and have matching options automatically selected. To learn more about filters, see Crisp knowledge base > Filtering Retail Analytics reports.
- Shareable Bookmarks: Let you save and share reports with ease, so you never lose track of important insights. To learn more about bookmarks, see Crisp knowledge base > Creating bookmarks in Retail Analytics.
- Custom filters: If you don’t see the filter you need on a report, you can now add custom filters to pinpoint the exact data you need for your business or role. To learn more about custom filters, see Crisp knowledge base > Filtering Retail Analytics reports.
- Collapsible workspace menu: You can now select the icon to the right of the workspace menu to hide the menu, allowing you to have more room to analyze your reports.
New report design: We’ve enhanced colors and design elements to make it easier to scan for the information you need.- New settings: Turn on or off the new features in total or individually, so you can start using them when it works for you. For detailed instructions see, Crisp knowledge base > Customizing your Retail Analytics workspace.
New variable weight attributes in CRA and CRS
🚀 New feature What’s new? We’ve added the following variable weight sales attributes to our semantic model and they are now available to add to reports in CRA and CRS. These attributes allow you greater visibility into your sales for products with variable units of measures (such as produce).- Variable Sales Units: The number of variable units sold.
- Sales UOM: The unit of measure for the variable sales units (e.g., pounds).
New measures in the CRS Multiple Time Range Adhoc (MTRA) bundle
🔧 Enhancement What’s new? The following attributes were added to help you better understand your channel and instock data:- BIS Sales Amount - Provides just the sales dollars for traditional in-store shoppers.
- BIS Sales Quantity - Provides just the sales units for traditional in-store shoppers.
- Instock % - Provides the instock percentage for all stores, regardless of whether a store is flagged replenish-able in Walmart’s systems or not.
Supplier nine-digit code attribute added to CRA semantic model
🔧 Enhancement What’s new? The supplier_nine_digit_code attribute is now added to our Power BI Semantic model and is available to add to reports. This attribute provides the lowest level operating level of a brand and is how many customers identify their supplier operating unit.CRS metrics now correctly display as percentages
🐞 Bug fix In the CRS Walmart OPD adhoc bundle, the following metrics are now correctly displaying as percentages rather than integers:- Time - 4 Weeks Ago - Last Week - First Time Pick Rate
- Time - 4 Weeks Ago - Last Week - Pre Substitute Rate
- Time - 4 Weeks Ago - Last Week - Post Substitute Rate
New Crisp Reporting Studio Lost Sales by Week Charter stock report
🚀 New feature What’s new? Lost Sales by Week is now available for Scintilla Charter as a stock report. This report provides a weekly breakdown of estimated lost sales per item for the specified time period.New Crisp Reporting Studio Basic .com Item List Scintilla Charter stock report
🚀 New feature What’s new? Basic .com Item List is now available for Scintilla Charter as a stock report. This report provides an item listing of all .com items and their attribution.Ecomm Content Quality Snapshot table now available in outbound connectors
🚀 New feature What’s new? The Walmart Scintilla Ecommerce product content score snapshot table is now available to add when setting up outbound connectors.Planned Orders Adhoc bundle now available in Crisp Reporting Studio
🚀 New feature What’s new? Walmart Scintilla Charter customers can now use the Planned Orders bundle in their adhoc reports. This bundle provides forecasts of future purchase orders for products to help you anticipate Walmart’s demand and adjust your production, inventory, and supply chain logistics accordingly.Crisp and UNFI dashboard enhancements
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
Data source and pipeline updates
New data source connectors
🚀 New feature What’s new? We now have connectors for the following data sources. These connectors contain a variety of sales, product, inventory, and store data depending on the retailer. For a comprehensive view of what they contain, see the Crisp data catalog section for each retailer.March 2025 updates
Crisp Retail Analytics (CRA) and Crisp Reporting Studio (CRS) updates
CRA Harmonized model now includes Amazon Vendor Central inventory data
**What’s new? ** We’ve added Amazon Vendor Central inventory data to our CRA harmonized dataset, allowing you to gauge product availability and distribution center performance and easily compare inventory levels at the warehouse level across all your retail partners. This helps you identify gaps, optimize stock, and keep products moving. How do I learn more? Amazon Vendor Central data is now available in the fact_inventory_distribution_center table. You can see all the tables and retailers offered in the CRA harmonized model in the Crisp Retail Analytics harmonized data model article.The Price Point Map page legend colors now match the dots on the map
What’s new? On the Pricing Dynamics report > Price Point Map page, we resolved an issue where the colors on the legend on this map did not match the dots on the map. The colors now match and you can more easily identify the prevalence of a price point on the map. Hint: You can select a price point from the table to the left of the map to filter the map for a specific price point.
Resolved an issue with prior year basket count calculations
**What’s new? ** We fixed a bug in our Basket Count PY measures that was causing this measure to return the data for the current year rather than the prior year. Due to this bug, the Basket Size PY metrics were also returning incorrectly. This fix now returns the correct prior year values for both Basket Count and Basket Size.Sales Tender adhoc bundle now available in Crisp Reporting Studio (CRS)
**What’s new? ** When you are creating Adhoc reports in CRS, you can now access the new Tender Data bundle. This bundle integrates store, item, and time dimensions with tender data and allows you to create data sets tailored to your needs. Sales tender metrics provide insights into the payment methods (such as cash, credit, debit, coupon redemptions, and EBT) Walmart shoppers use to purchase your products. This can help you make more informed assortment planning decisions, identify potential growth opportunities, and improve your forecasts.Crisp Reporting Studio is now updated with Crisp branding
**What’s new? ** The main interface of Crisp Reporting Studio has now been rebranded to use Crisp colors, logos, and names.\
Resolved an issue with stores with no sales metrics
**What’s new? ** We resolved an issue where the following metrics were returning no values:- Stores with no Sales (Traited)
- Stores with no Sales (Valid)
Crisp Retail Analytics Adhoc Select a Time Period report now includes additional time period filters
**What’s new? ** To help you more easily analyze 5-week months and other time periods, this report contains the following new time period filters:- Last 2 Weeks
- Last 3 Weeks
- Last 5 Weeks
Data model updates
Planogram data now available for Kroger Data Direct
**What’s new? ** The Planogram data asset allows you to confirm that item positions and quantities match expectations and enables you to consider the impact of shelf position on sales performance. This new Pog store report is available as of Kroger Data Direct source version 2.9.February 2025 updates
Crisp Retail Analytics (CRA) and Crisp Reporting Studio (CRS) updates
New Walmart Scintilla FC eComm Instock Percentage normalized table available for destination connectors
**What’s new? ** We now have a normalized Fulfillment Center Ecommerce Instock Percentage table. This table provides insights into a Fulfillment Center’s (FC’s) ability to fulfill customer orders based on the Fulfillment Center’s available inventory and expected sales. The new normalized table is available as of the following versions:- Walmart Scintilla Category Advisor = v1.53
- Walmart Scintilla Charter = v1.54
- Walmart Nielsen Alc Bev = v1.11
Promotion Analytics Reporting Studio reports now available
**What’s new? ** The following reports have now been converted over from legacy Atlas systems to running on Crisp’s BigQuery datasets and are now available as stock reports for Charter in Reporting Studio.- Promotion Analytics - Pre During Post: This report provides weekly sales measures for a selected promotion’s pre, during, and post periods. This report includes a promotion summary, sell thru store detail, weekly detail, and a sell thru heat map and is designed to be viewed in Excel. To use this report, you must first create a promotion by selecting Manage > Promotions within Crisp Reporting Studio.
- Promotion Analytics YOY: This report provides weekly sales measures for a selected promotion and provides a year-over-year comparison. To use this report, you must first create a promotion by selecting Manage > Promotions within Crisp Reporting Studio. Designed to be viewed in Excel.
- Promotions and Rollback Detail report: This report pulls promotions and rollback information based on the event selected in the drop down menu. There are two tabs: one for standard promotion and the other for Rollbacks. This report allows you to view all of the promotion details that have been added when using the promotion builder tool.
- Rollback Tracker: This report provides weekly sales analysis for the selected rollback. This report requires that a rollback be created by selecting Manage > Promotions within Crisp Reporting Studio.
‘Daily Sales’ Reporting Studio report now available for Charter
**What’s new? ** This report has been converted over from legacy Atlas systems to running on Crisp’s BigQuery datasets and is now available as a stock report. This report provides the following information: Report Overview-
Sales Visibility: Allows you to gain insights into daily sales volumes for:
- Current Week: Monitor daily level sales through yesterday
- Last Week: Identify immediate trends
- Last Year: Compare current sales against historical performance for contextual analysis
- Breaks down sales by Department Number
- Highlights the Top 20 Items (ranked by sales volume) within each department to quickly identify top-performing products
- Displays a week-to-date and daily breakdown for individual items with expanded metrics not presented on the Summary page
- Offers customization by allowing you to select two additional attributes for deeper analysis tailored to your needs
Crisp and UNFI dashboard enhancements
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.Data model updates
New fields added to Whole Foods store reports
**What’s new? ** Whole Foods updated their portal to contain several new fields on the Store List tab, so we’ve added these new fields, which provide additional store details such as region and state/province, to the following tables:- Store List (as of v1.6)
- Daily Store Item Detail (as of v1.6)
Diagnose credential failures faster with screenshots
**What’s new? ** When the log in step fails on a connector, you can now download a screenshot of the source portal login screen to give you a more details about what caused the failure. How do I see it?- Open the Edit Connector screen for a connector with a failure.
- From the Connection diagnostics section, select the external link icon to the right of the Log in step.
**
**A screenshot of the source portal login screen downloads.
Knowledge base updates
Removed references to Luminate from the Crisp knowledge base
What’s new? To align with the Luminate naming transition to Scintilla, we’ve updated our knowledge base to update mentions of Luminate to the new name.Added information on multi-file exports to the Crisp knowledge base
**What’s new? ** We’ve added information to the bottom of the Crisp data delivery and service levels article on the multi-file export process we use to support large data sets and improve efficiency for blob storage connectors (like Azure, Azure Data Lake Storage, and S3/AWS). The information includes examples to help you understand how we handle file paths for these connectors.January 2025 updates
Crisp Retail Analytics (CRA) and Crisp Reporting Studio (CRS) updates
Enhanced the ‘Lost Sales’ calculation on the CRA Retail Excellence > Store Fulfillment Overview report
**What’s new? ** We identified an issue in the logic used to calculate lost sales, where items with the same base unit amount were incorrectly grouped together. We updated the logic to ensure products are grouped correctly, providing more accurate results.New daily Fact Product History tables available in all Walmart Luminate destination connectors
**What’s new? ** We previously provided weekly versions of this table, but we now also provide daily versions. Daily tables allow us to generate alerts for product attribution changes on a daily basis, so you are notified of these changes faster. They also allow you to have enhanced visibility into historical changes made to the products in your portfolio.New Walmart Luminate FC eComm Instock Percentage source table available for destination connectors
**What’s new? ** Walmart added a new FC eComm Instock Percentage feed, so we’ve created a new table that provides the data from the new feed. This feed provides insights into a Fulfillment Center’s (FC’s) ability to fulfill customer orders based on the Fulfillment Center’s available inventory and expected sales. The new table is available as of the following versions:- Walmart Luminate Category Advisor = v1.51
- Walmart Luminate Charter = v1.52
- Walmart Nielsen Alc Bev = v1.9
New Walmart Luminate Charter Crisp Retail Analytics Tender Analysis report
**What’s new? ** This new report available in the Luminate Charter workspace provides detailed insights into the types of payment methods used by customers.Improved the accuracy of Crisp Retail Analytics prior year velocity measures
**What’s new? ** Previously, the “Number of Weeks” metric we used in out velocity calculations was a daily granularity. This caused a partial week count to be included in the calculations, causing inflated values in some cases for the following measures:- Velocity Sales PY (Traited Stores)
- Velocity Units PY (Traited Stores)
- Velocity Sales YOY % (Traited Stores)
- Velocity Units YOY % (Traited Stores)
- Velocity Sales PY (Valid Stores)
- Velocity Units PY (Valid Stores)
- Velocity Sales YOY % (Valid Stores)
- Velocity Units YOY % (Valid Stores)
Resolved an issue with prior year OMNI metric calculations
**What’s new? ** We identified an issue in our prior year (PY) calculations that was affecting our OMNI PY measures. The logic was incorrectly pulling the same data for PY instead of following Walmart’s standard approach for PY calculations. We have updated the calculation to align with Walmart’s logic, ensuring accurate comparisons for PY data.Removed obsolete Luminate sales tables as Walmart deprecated the source feeds
**What’s new? ** The following tables have been removed as Walmart deprecated the feeds they are sourced from:- source_walmart_luminate_omni_sales
- source_walmart_luminate_store_sales
- source_walmart_luminate_omni_sales_2
- source_walmart_luminate_store_sales_2
These tables have been removed as of the following versions:
- Walmart Luminate Category Advisor = v1.50
- Walmart Luminate Charter = v1.51
- Walmart Nielsen Alc Bev = v1.8
Crisp Reporting Studio Daily Repl Instock report now available
**What’s new? ** The Daily Repl Instock report has been converted over from legacy Atlas systems to running on Crisp’s BigQuery datasets and is available for Luminate CRS customers as a stock report. This report provides daily replenishment instock percentages, so you can track daily inventory performance and identify trends or gaps in stock availability.Crisp Retail Analytics Luminate Shopper ‘Adhoc Select a Time Period’ report now correctly displays prior year values
**What’s new? ** We’ve resolved an issue where prior year values were sometimes not displaying when prior year metrics were added to this report.New Luminate Basic Crisp Reporting Studio ‘Stars & Alarms - Category’ report
**What’s new? ** This new stock report provides category performance measurements for Last Week, 13 Weeks, and Fiscal YTD, so the analyst can highlight “Stars” and “Alarms” for their buyer.New item share fields available in Crisp Retail Analytics Luminate Charter and Advisor reports
**What’s new? ** The following fields are now added to our Power BI Semantic model for Charter and Advisor and available to add to reports in those workspaces:-
Is Owned Product (boolean)
-
An indicator used to identify items visible through Retail Link Item Share access
- True = the supplier owns this item
- False = The item is owned by another supplier and has been shared
-
An indicator used to identify items visible through Retail Link Item Share access
-
Is Owned Product Cost (boolean
-
An indicator used to identify item costs visible through Retail Link Item Share access
- True = The shared item has cost metrics shared
- False = The shared item does not have cost metrics shared
-
An indicator used to identify item costs visible through Retail Link Item Share access
Data model updates
New Crisp system status page now available
**What’s new? ** The new Crisp status page allows you to easily stay aware of planned downtime or system issues on the Crisp platform, and sign up for email notifications on system issues. You can customize the email notifications to monitor the status of specific Crisp applications and components. How do I see it?Just visit the Crisp Status page to check the current operational status of Crisp applications, see past incidents, and subscribe to system status email notifications. How do I learn more?
Check out the Crisp knowledge base > Status page article.
Kroger Data Direct consolidated feeds
**What’s new? ** Kroger has created two new consolidated sales feeds that are replacing eight previous sales feeds to improve efficiency and reduce data redundancy. The full details of the consolidation are as follows. The new feeds are available as of Kroger Data Direct v 2.7. New feed: ALL_SALES (Daily granularity) is replacing the following feeds:- TOTAL_SALES
- KIOSK_SALES
- PICKUP_SALES
- DELIVERY_SALES
- TOTAL_SALES_FS_WEEK
- KIOSK_SALES_FS_WEEK
- PICKUP_SALES_FS_WEEK
- DELIVERY_SALES_FS_WEEK
- seamless_pickup_sales_amt
- seamless_pickup_sales_units
- seamless_pickup_sales_qty
- seamless_pickup_sales_lbs
- third_party_pickup_sales_amt (*only available to Platinum subscribers)
- third_party_pickup_sales_units (*only available to Platinum subscribers)
- third_party_pickup_sales_qty (*only available to Platinum subscribers)
- third_party_pickup_sales_lbs (*only available to Platinum subscribers)
- seamless_delivery_sales_amt
- seamless_delivery_sales_units
- seamless_delivery_sales_qty
- seamless_delivery_sales_lbs
- third_party_delivery_sales_amt (*only available to Platinum subscribers)
- third_party_delivery_sales_units (*only available to Platinum subscribers)
- third_party_delivery_sales_qty (*only available to Platinum subscribers)
- third_party_delivery_sales_lbs (*only available to Platinum subscribers)
- seamless_pickup_and_delivery_sales_amt
- seamless_pickup_and_delivery_sales_units
- seamless_pickup_and_delivery_sales_qty
- seamless_pickup_and_delivery_sales_lbs
- third_party_pickup_and_delivery_sales_amt (*only available to Platinum subscribers)
- third_party_pickup_and_delivery_sales_units (*only available to Platinum subscribers)
- third_party_pickup_and_delivery_sales_qty (*only available to Platinum subscribers)
- third_party_pickup_and_delivery_sales_lbs (*only available to Platinum subscribers)
- total_pickup_and_delivery_sales_amt (*only available to Platinum subscribers)
- total_pickup_and_delivery_sales_units (*only available to Platinum subscribers)
- total_pickup_and_delivery_sales_qty (*only available to Platinum subscribers)
- total_pickup_and_delivery_sales_lbs (*only available to Platinum subscribers)
- fuel_center_sales_amt
- fuel_center_sales_units
- fuel_center_sales_qty
- fuel_center_sales_lbs
- instore_sales_amt
- instore_sales_units
- instore_sales_qty
- instore_sales_lbs
- total_sales_amt
- total_sales_qty
- total_sales_lbs
- total_sales_units
December 2024 updates
Crisp Retail Analytics and Reporting Studio updates
Upgraded tables and added new fields to Walmart Luminate normalized models
**What’s new? ** We’ve made the following changes to our normalized Walmart Luminate outbound connectors:- Upgraded the Store Sales table to be based on the new version of this feed provided by Walmart (Store Sales 2), as Walmart is deprecating the previously used legacy version of this feed.
- Upgraded the Omni Sales table to be based on the new version of this feed provided by Walmart (Omni Sales 2), as Walmart is deprecating the previously used legacy version of this feed.
- As part of the upgrade, the Store Sales and Omni Sales tables now include the market_id field.
- We added the scan_count metric to our normalized Sales and Customer Return tables as this is available in our source tables.
This change is available as of 11/30/24 in the following connector versions:
- Walmart Luminate Charter (normalized)- v 1.50
- Walmart Luminate Basic (normalized)- v 2.16
- Walmart Luminate Category Advisor (normalized)- v 1.48
- Walmart Nielsen Alc Bev (normalized)- v 1.7
November 2024 updates
Crisp Retail Analytics and Reporting Studio updates
Walmart forecast data now available for a longer time range
**What’s new? ** Previously, 52 weeks of forecast data was available for Walmart, but we made an enhancement to allow availability of 104 weeks of forecast feed data.New Reporting Studio Weekly Item Price Change Alert stock report
**What’s new? ** This new stock report provides weekly alerts on item price changes across Walmart stores, so you can monitor pricing trends and adjust pricing strategies to stay competitive.Crisp Retail Analytics now includes Luminate basic Supply Chain report now includes more pages
**What’s new? ** The Walmart Luminate Basic workspace now includes the following report pages that were previously only available in other workspaces:- PO Detail: This page provides information about all purchase order metrics at the Walmart item level.
- PO Line Item: This page provides information about purchase order line metrics details at the item level.
New Ecom Product Content Score tables in Walmart Luminate outbound data sources
**What’s new? ** The Luminate Charter, Category Advisor, and Walmart Nielsen Alc Bev connectors include the following new table:- Ecom Product Content Score: This feed provides the ability to see the content quality score for all eComm products listed online, to help you to measure the online presence of items and identify potential issues. These are key metrics that will help aid in monitoring and improving the online presence of products.
Crisp Reporting Studio Traited Valid Gap report now available
**What’s new? ** The Traited Valid Gap report has been converted over from legacy Atlas systems to running on Crisp’s BigQuery datasets and is available for Luminate for Crisp Reporting Studio customers. This report provides traited and valid store counts by item and metrics that compare the difference between them.Crisp and UNFI dashboard enhancements
You can now add custom product and store categories in MDM and filter for them
**What’s new? ** MDM spreadsheets now contain 4 new product category and store category fields to allow you to create more custom product or store categories. You can also now filter your dashboards by these custom fields. How do I see it? To see the new options in MDM, download the MDM product or store data spreadsheets. To see the new filters, from the filters menu, select More, then choose a new product or store category field.
Data model updates
New Ecom Product Content Score and Sales Tender tables in Walmart Luminate source outbound data sources
What’s new?The Luminate Charter, Category Advisor, and Walmart Nielsen Alc Bev connectors now include the following new source tables:
- Ecom Product Content Score: This feed provides the ability to see the content quality score for all eComm products listed online, to help you to measure the online presence of items and identify potential issues. These are key metrics that will help aid in monitoring and improving the online presence of products.
- Sales Tender: Provides insights into the payment methods Walmart shoppers use to purchase your products. This can help you make more informed assortment planning decisions, identify potential growth opportunities, and improve your forecasts. Types of sales tender available include, but are not limited to, cash, credit, debit, coupon redemptions, and EBT.
These changes are available as of the following connector versions:
- Walmart Luminate Charter (source)- v 1.48 (available as of 11/7/24)
- Walmart Luminate Category Advisor (source)- v 1.47 (available as of 11/7/24)
- Walmart Nielsen Alc Bev (source)- v 1.5 (available as of 11/14)
New tables added to source Walmart Luminate Charter outbound connector
What’s new?To keep up to date with new feeds provided by Walmart, the following new tables are now available in our source outbound connector:
- Purchase Order Alloc Order- Provides purchase order allocation details from DC to DC, DC to store, or store to store.
- RFID SKU- Provides the ability to view the last rfid scan update, to help ensure accurate inventory and in-stocks.
- RFID On Hand Adjustments- Provides the ability to view any adjustments made to the enterprise inventory, to help ensure accurate inventory and in-stocks.
- Purchase Order DC Receiver- Provides the ability to see shipment details for merchandise received at a distribution center.
- Purchase Order DC Receiver Line- Provides the ability to view details of purchase order line items received at the DC, such as received quantity, overages, shortages, and damaged items.
- Future Valid Item- Helps suppliers ensure that Mod Plans are taking into account an item’s validity at the store at that time. An item is considered valid if it is actively replenishing.
- Purchase Order Stock Transfer- Provides information on the movement of merchandise between Walmart owned locations such as dc to dc, dc to store, store to store, etc.
These changes are available as of 11/5/24 in the following connector version:
- Walmart Luminate Charter (source)- v 1.47
Walmart Luminate connectors now include normalized sales tender tables
What’s new?Our Walmart Luminate Charter and Walmart Nielsen Alc Bev connectors now include a normalized Sales Tender table. This table provides insights into the payment methods Walmart shoppers use to purchase your products. This can help you make more informed assortment planning decisions, identify potential growth opportunities, and improve your forecasts. Types of sales tender available include, but are not limited to, cash, credit, debit, coupon redemptions, and EBT. Data model version information
This change is available as of 11/18/24 in the following connector versions:
- Walmart Luminate Charter (normalized)- v 1.49
- Walmart Nielsen Alc Bev (normalized)- v 1.6
Upgraded tables and added new fields to Walmart Luminate normalized models
What’s new?We’ve made the following changes to our normalized Walmart Luminate outbound connectors:
- Upgraded the Store Sales table to be based on the new version of this feed provided by Walmart (Store Sales 2), as Walmart is deprecating the previously used legacy version of this feed.
- Upgraded the Omni Sales table to be based on the new version of this feed provided by Walmart (Omni Sales 2), as Walmart is deprecating the previously used legacy version of this feed.
- As part of the upgrade, the Store Sales and Omni Sales tables now include the market_id field.
- We added the scan_count metric to our normalized Sales and Customer Return tables as this is available in our source tables.
These changes are available as of 11/30/24 in the following connector versions:
- Walmart Luminate Charter (normalized)- v 1.50
- Walmart Luminate Basic (normalized)- v 2.16
- Walmart Luminate Category Advisor (normalized)- v 1.48
- Walmart Nielsen Alc Bev (normalized)- v 1.7
October 2024 updates
Crisp Retail Analytics and Reporting Studio updates
Crisp Retail Analytics (CRS) Advanced Adhoc report enhancements
**What’s new? ** The Advanced Adhoc tool has been converted over from legacy Atlas systems to running on Crisp’s BigQuery datasets and contains the following enhancements:- Calculated measures: You can now add a set of new measures calculated by Crisp to your Adhoc reports, so you can easily analyze common metrics like dollars per store per week.
- Schedules and user reports: You can now create user reports or schedules that contain an Adhoc report you created with the Advanced or Basic Adhoc tool.
New Crisp Retail Analytics (CRA) Planned Adhoc report page
**What’s new? **This new page allows you to create a custom report that shows what Walmart is planning to order in a specific time frame, so you can make sure your supply planning is on track.
New Crisp Reporting Studio (CRS) Basic Adhoc report now available to all
**What’s new? **This report is a simplified version of the Advanced Adhoc report and it guides you through the report requirements of running a query.
Crisp and UNFI dashboard enhancements
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
Source and Destination connector updates
Renamed the Walmart Chargeback connector to Walmart OTIF
**What’s new? **We have renamed the Walmart Chargeback connector from Walmart Chargeback to Walmart OTIF as it better represents the data that we are ingesting.
Walmart Luminate Basic connector now includes Walmart NOVA data
**What’s new? **Walmart NOVA is a Retail Link application that takes snapshot reports of all POs transmitted from Walmart. This data is now included in our Crisp Retail Analytics Luminate Basic Supply Chain report to provide additional supply chain and purchase order insight. This data is also available in the Luminate Basic destination connector in the Nova Order Header and Nova Order Line tables.
September 2024 updates
Crisp Retail Analytics and Reporting Studio updates
Crisp Retail Analytics Supply Chain Health report PO data enhancements for Charter
**What’s new? **We’ve added new PO Detail and PO Line item pages to this report that provide purchase order (PO) data that is sourced from Luminate feeds. These feeds provide more current PO data than previously sourced OMNI OTIF data feeds, allowing you to have greater visibility into current and future POs.
Crisp Retail Analytics reports no longer refresh when a Microsoft authentication happens in the background
**What’s new? ** Previously, CRA reports would sometimes reload without an apparent reason, causing disruption. These reloads happened when you interacted with a report after a period of inactivity, triggering a Microsoft Authentication to happen in the background. Now, when Crisp performs a background authentication, the report does not reload.More Crisp Reporting Studio reports now run on BigQuery data, allowing you to schedule email reports
**What’s new? **After Crisp acquired Atlas Technology Group, work began to transition the Reporting Studio product to use Crisp’s systems, like our BigQuery data warehouse. The following Reporting Studio reports have now been converted from running on previous systems to running on Crisp’s BigQuery datasets. This allows Reporting Studio customers to schedule Excel email reports for these reports, so they can easily get the latest data in their inbox. These BigQuery datasets are the same ones used to power Crisp Retail Analytics dashboards, so this also allows for a more efficient and consistent experience across these products. Reporting Studio Charter reports:
- DC Push Tool (Charter and Advisor): Helps you track your product distribution within Walmart’s supply chain and plan production and replenishment.
- Segment Dashboard: Allows you to evaluate sales trends across different product segments.
- SSO Writer: Allows you to easily create a Store Specific Order (SSO) by specifying items you want to restock and receiving suggested order quantities rolled up to the DC level to help you avoid sending partial cases to a DC.
- Performance Report: Provides information at the topline, segment, and item level to help you quickly understand topline changes over multiple time ranges.
- Store Inventory: Provides a quick view of store-specific inventory metrics, such as On Hand, In Transit, In Whse, On Order, and Last On Hand Adjustment Qty with Adj Date.
- Item Change Alert: Allows you to monitor changes to your items based on a specific item attribute.
- New Item Alert: Displays items that are new since last week to alert you of items that require attribution.
- New Item Tracker 13 Weeks: This Excel report gives you an overview of key new item metrics such as sales, inventory, and instock builds by week.
- 52 Week Item Performance: Provides a comprehensive 52-week performance overview based on a variety of metrics, allowing you to easily track 52-week trends starting from a week of your choosing.
- Store Count Change: Alerts you of any store count changes that have happened in the selected time period and returns store count changes by item. You can customize the store count thresholds by specifying change as either absolute count or percent difference.
- Future Forecast: Provides Forecast for the next 17 weeks and comparison of changes from the previous week’s forecast.
- Zero Sales Traited: Provides an overview of stores that are traited for an item but have zero sales for the selected timeframe.
- Supply Chain Summary: Provides key supply chain metrics such as in stock, store and dc inventory, store and dc weeks of supply, total on order, and total inventory weeks of supply. This report allows for custom slicer and time range selections.
- Performance Comp Review: Provides a way to look at both brick and mortar and online sales and inventory performance across time frames at multiple levels.
- Store List: Provides a full list of all stores and attributes associated with them.
- Item List: Provides a list of all items and attribution regardless of the item’s sales volume or other transactional metrics.
- Current Inventory: Summarizes itemized inventory, detailing POS metrics, store counts, instock percentages, stock statuses, inventory movement, and supply duration.
- Multiple Time Range Adhoc (Basic and Advisor): Allows you to quickly create a custom analysis for multiple time ranges.
New Crisp Reporting Studio reports and enhancements
**What’s new? ** The following new reports and enhancements are now available:- Custom UPC Attribution Alert: Allows you to review your custom UPC attribution and identify any UPCs that do not meet the 13-digit standard.
- Multiple Time Range Adhoc (Advisor): This report, which allows you to quickly create a custom analysis for multiple time ranges, is now available in for advisor customers.
Crisp and UNFI dashboard enhancements
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
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.Source and Destination connector updates
Whole Foods Market connector history is now blended to provide more historical data to current customers
**What’s new? ** Whole Foods Market (WFM) has switched to a new portal called Quicksite that we integrated to earlier this year. However, WFM put a new restriction in the Quicksite portal where we are no longer able to pull a full two years of customer historical data (we can only go back 6 months). To mitigate this, we have blended current customer’s old WFM data pulled from the deprecated portal (Microstrategy), so all customers that have been with Crisp prior to the new portal still have a full two years of history.August 2024 updates
Crisp Retail Analytics updates
More Crisp Reporting Studio reports now run on BigQuery data, allowing you to schedule email reports
**What’s new? **After Crisp acquired Atlas Technology Group, work began to transition the Reporting Studio product to use Crisp’s systems, like our BigQuery data warehouse. The following Reporting Studio reports have now been converted from running on previous systems to running on Crisp’s BigQuery datasets. This allows Reporting Studio customers to schedule Excel email reports for these reports, so they can easily get the latest data in their inbox. These BigQuery datasets are the same ones used to power Crisp Retail Analytics dashboards, so this also allows for a more efficient and consistent experience across these products. Reporting Studio Charter reports:
- Walmart Forecast: Displays historical sales data and trends to predict short-term sales performance, so you can make immediate adjustments to inventory and marketing tactics.
- Future Forecast: Displays long-term predictive sales data using advanced analytics and market trends, so you can plan strategic initiatives and long-term resource allocation effectively.
- Weekly Sales Tracker: Provides weekly sales performance across different product categories, so you can monitor trends and identify areas needing attention.
- Performance Comp Review: Displays comparative performance metrics across time frames at multiple levels for both brick & mortar and online sales.
- Dynamic New Item Tracker: Helps you monitor the performance and distribution of newly introduced items to help you assess market acceptance and adjust strategies accordingly.
Color schemes now match on the Post Modular Review page of the Product Mix Breakdown report
**What’s new? **On the pre & post modular sales over time visualization on this page, all the bars in the chart that are now shades of green (rather than one of light blue) to match the color schemes of other visualizations on this report.
On the Supply Chain Health report, the On Time Accountability measure now matches Walmart’s calculation
**What’s new? **An issue has been resolved where the Crisp On Time Accountability measure on the Supply Chain Health > Summary report page did not include canceled purchase order cases. Since Walmart includes these cases in the measure, the Crisp measure now includes them as well and this measure now matches the value seen in the Walmart Retail Link OTIF portal dashboard.
Note: Canceled purchase order cases still count against a supplier’s OTIF score.
Performance Insights report enhancements (Charter and Advisor workspaces)
**What’s new? ** This report now contains the following enhancements. Enhancements to all pages Report pages that include tables have been changed from using a matrix layout for those tables to tabular layout, which provides the look of a continuous table while maintaining the advanced capabilities of the matrix visual, making the data easier to follow. Insights Overview page enhancements-
Now, when you hover over a state in the heat map, the following velocity measures on the card that appears are calculated using traited stores. Using traited stores provides greater accuracy as these are the stores in which your products should be selling, rather than just stores that registered a sale.
- Velocity Sales (Stores w/Sales) Current has been replaced with Velocity Sales (Traited Stores) Current
- Velocity Units (Stores w/Sales) Current has been replaced with Velocity Units (Traited Stores) Current
- In the POS Sales $ by Channel stacked bar chart, you can now select a channel to filter the visualization by channel.
- In the Baseline Percent filter, you can now specify a negative value, so you can perform analysis tasks that deal with declines in sales.
- The $/S/W and U/S/W tiles on this page are now calculated using traited stores rather than stores with sales. Using traited stores provides greater accuracy as these are the stores in which your products should be selling, rather than just stores that registered a sale.\
Pricing Dynamics report Price Change Velocity Tracker page table enhancements
**What’s new? **We resolved an issue where previously products that did not experience a price change were sometimes showing up on visualizations on this page, such as the Pre vs Post Price Change table. We’ve adjusted the filters on this page, so that visualizations now display only products that have truly had a price change.
Crisp Retail Analytics Adhoc Multi Range Time Period report now includes totals in the table
**What’s new? ** To help you more easily analyze your data, the table on this report now includes totals for each of the numerical columns.Crisp Retail Analytics Launch Success Tracker report enhancements
**What’s new? **- The $/S/W and** U/S/W** tiles on this page are now calculated using traited stores rather than stores with sales. Using traited stores provides greater accuracy as these are the stores in which your products should be selling, rather than just stores that registered a sale.
- This report now contains mass filters for store and item number, so you can more easily filter the report by a group of stores or items.
Crisp Retail Analytics Category Benchmarking report enhancements for the Shopper workspace
**What’s new? ** This report in the Shopper workspace now contains the following enhancements:- Walmart year and week numbers are now included in filters on all pages
- Previously, we had a time period filter applied by default that was causing a different Walmart week to be displayed than what was set in the the Walmart Year and Week Number filters. We have now removed the default filter, so that the report accurately reflects what is is set in the Walmart Year and Week Number filters.
- The report header on the Adhoc Select a Time Period page now includes both report and page name to match the other pages in this report
-
New Adhoc Start and End Week page allows you to quickly analyze a specific period of Walmart weeks. This report page also contains the following new measures:
- Stores Scanning (UPC)- Count of stores that registered a scan during the selected time frame.
- Velocity Sales UPC- Calculated as: Stores Scanning / Sales Amount / Number of Weeks
- Velocity Units UPC- Calculated as: Stores Scanning / Sales Quantity / Number of Weeks
July 2024 updates
Crisp Retail Analytics updates
Walmart Luminate data type changes on Omni OTIF reports
**What’s new? **On Omni OTIF reports, the following metrics have now changed data types:
| Column Name | Old Data Type | New Data Type |
|---|---|---|
| invoice_amt | decimal(10,4) | decimal(15,2) |
| charged_ind | string | integer |
| first_row_of_po_line | string | integer |
| ais_validation_flag | string | integer |
| dlvr_wndw_nbr | integer | long |
| pro_dt_ind | boolean | integer |
| cancel_reason_cd_to_use | string | integer |
| consolidation_ind | boolean | integer |
| vendor_9 | string | integer |
Crisp Reporting Studio Charter reports now run on BigQuery data, allowing you to schedule email reports
**What’s new? **After Crisp acquired Atlas Technology Group, work began to transition the Reporting Studio product to use Crisp’s systems, like our BigQuery data warehouse. The following Reporting Studio reports have now been converted from running on previous systems to running on Crisp’s BigQuery datasets. This allows Reporting Studio customers to schedule Excel email reports for these reports, so they can easily get the latest data in their inbox. These BigQuery datasets are the same ones used to power Crisp Retail Analytics dashboards, so this also allows for a more efficient and consistent experience across these products. Reporting Studio Charter reports:
- Dynamic Scorecard: Provides a comprehensive view of sales, inventory, and compliance performance metrics to help you improve your overall business health.
- Warehouse Inventory: Offers detailed insights into inventory levels and turnover rates across Walmart’s warehouses to help you optimize stock management and align with demand.
- Store Count Change: Shows changes in the number of Walmart stores carrying your products, assisting you in adjusting your distribution and supply chain strategies.
- Inventory and Instock: Helps you track inventory levels and in-stock status across Walmart stores, so you can manage stock effectively and avoid out of stocks.
- Supply Chain Summary: Provides an overview of supply chain performance, including lead times and fulfillment rates, to help you identify and address inefficiencies.
- Store List: Lists all Walmart stores with detailed information to help you plan distribution, address issues, and create marketing strategies based on store locations.
- Basic Item List: Contains details on all your items carried by Walmart, including product IDs and descriptions, to help you track product listings and maintain accurate item information.
- Warehouse Inventory: Offers detailed insights into inventory levels and turnover rates across Walmart’s warehouses to help you optimize stock management and align with demand.
- Forecast: Provides projected sales and demand forecasts to assist you in planning production and inventory levels to match anticipated demand.
- Dynamic New Item Tracker: Helps you monitor the performance and distribution of newly introduced items to help you assess market acceptance and adjust strategies accordingly.
Crisp and UNFI dashboard enhancements
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.Source and Destination connector updates
Whole Foods Portal access restored
**What’s new? ** Whole Foods has completed its internal review of our account and we have been given full access to our customer’s brands data. We have also updated our ingestion to account for changes that were made while our access was under review and are currently in the process of backfilling our customer’s data for the prior two years.June 2024 updates
Crisp Retail Analytics updates
New Adhoc report page on the Luminate Shopper Category Benchmarking report
**What’s new? **This Luminate Shopper report now contains an Adhoc Select a Time Period page. Like other ad hoc pages, the pages in this report are blank report templates that allow you to create a custom analysis, so you can quickly answer specific business questions. You can easily add the dimensions and facts that are relevant to your analysis and use bulk store and item filter fields to paste a list and quickly hone in on the exact stores and/or items you are interested in without the need to search through separate filters or make one selection at a time. For more on Adhoc reports, see the Walmart Luminate Adhoc report article.
Retail Excellence report enhancements
**What’s new? ** We’ve added measures to this report that provide the latest data for on order, on hand, and in stock metrics, to ensure you can understand the cause of nil picks by having the latest data for comparison. For example, you can now see if a store that doesn’t have inventory on hand, does currently have inventory on order. This report now contains the following measures:- On Order Quantity (Store - Latest)
- On Order Amount (Store - Latest)
- On Order Cost (Store - Latest)
- In Stock Replenishment % (Store) Current
- On Hand Quantity (Store - Latest)
- On Order Quantity (Store - Latest)
- On Hand Quantity Weekly Average (Store)
Buyer and buyer code fields are now available to add to reports in Luminate Basic
**What’s new? **The Buyer Name and Buyer Code metrics from our normalized models that we previously added to the Crisp Retail Analytics semantic model are now available in Luminate Basic reports. These fields simplify reporting if you have a broad portfolio and need to speak to a specific buyer (merchant) request. They allow you to see only the products for which your particular merchant is responsible.
New OTIF measures on the Luminate Charter Performance Insights report
**What’s new? ** The Supplier Scorecard page on this report now aligns more closely with the Supplier Scorecard report in the Luminate portal, so you can see all the sales, inventory, and on time and in full (OTIF) performance metrics you need in one place. The following metrics are now available in the Sales Metrics table on this page:- OTIF- On Time %
- OTIF- In Full %
New order forecast metrics added to our Crisp Retail Analytics model
**What’s new? ** The following order forecast metrics are now available for you to add to your reports:- Need Arrival Date / Scheduled Arrival Date: The date by which the order needs to arrive at the destination to meet demand.
- Need Ship Date: The latest date by which the order must be shipped to meet the need arrival date.
- Available Ship Date (Charter only): The earliest date when the order is ready to be shipped from the supplier.
- Scheduled Ship Date (Charter only): The planned date for the order to be shipped from the supplier.
Crisp Walmart reporting now fully transitioned to Luminate
What’s new? We have finished transitioning our Walmart reporting from using DSS data to being fully powered by Luminate Basic for the most recent two years of history.Digital Pulse report enhancements
**What’s new? ** We’ve made the following enhancements to all report pages to add more filters and make them easier to use:-
You can now add the following filters when customizing filters:
- Traited Store Item Count: The store count of all the items with the replenishment status as Active, Inactive and New.
- Valid Store Item Count: The valid count of store/item combinations that are replenishable items.
- The Store Country filter that is applied to all pages, is now set by default to is not = PR, so that just U.S. states excluding outlying territories are displayed.
- Added header rows to tables and made some layout enhancements to some visualizations on the Digital Pulse Item Detail and Publication Insights Details report pages.
Crisp and UNFI dashboard enhancements
Extra security step when accepting email invitations to Crisp
**What’s new? **Now, when accept an invitation to Crisp, you must manually enter your email address and click Accept Invitation before you are authenticated to enhance security.
Crisp Harmonized dashboards now more closely match UNFI Insights sales dashboards
**What’s new? **Our Crisp harmonized dashboards now use the same version of underlying UNFI data as other UNFI Insights Sales dashboards. As a result, some metrics on our harmonized dashboards are now standardized and provide greater accuracy. For example, the previous data set powering our harmonized dashboards determined cost using wholesale cost for gross and a flat 80% of wholesale for net. The new data set provides the true price the retailer paid, which is more accurate. Also, the previous data set contained records with 0 sales, while the new one does not.
Source and Destination connector updates
New Walmart Chargebacks and Disputes connector
**What’s new? ** A new connector called Walmart Chargebacks is now available that provides the following Walmart data:Note: We will be renaming the connector to “Retail Link for Luminate Basic Subscribers” in our next release.
- On Time In Full (OTIF) Scorecard
- Accounts Payable Disputes Portal (APDP)
New Kroger Data Direct Tables - Daily Out of Stock
**What’s new? **We have added new tables to provide data from a new daily report that Kroger released to track out of stocks at a store level. It is available for all current Data Direct customers.
May 2024 updates
Crisp Retail Analytics updates
Enhancements to markdown pages on the Performance Insights report
**What’s new? **We made the following enhancements to these report pages:
- MUMD % of Sales Quantity: Previously, this measure was displayed as decimal number. It is now correctly formatted as a percentage with two decimal points.
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On the Markdown - Store Detail page, we made the following enhancements:
- Updated the sort order on the matrix visual to Mumd Amount
- Changed the Select a Time Period filter from multi-select to single select
Category Benchmarking report enhancements
What’s new?We made the following enhancements to the Sales and Share by Segment page on this report:
- The stacked bar charts are now sorted on the same axis
- The Share Point Sales Diff by Product Category Group chart now has the My Sales measure added as a tooltip field and the axis on this chart is now sorted to match the My Sales by Product Category Group chart to the left.
New ‘Last 26 weeks’ time filter option
**What’s new? **On all reports with a Select a Time Period filter, a Last 26 weeks option is now available in this filter to allow you to easily analyze a rolling quarter.
New Performance Insights report pages: Rollback Summary and Geographic Detail
**What’s new? **We have added the following new pages to the Performance Insights report:
- Rollback Summary: Provides an easy way for you to select an item or group of items on rollback see an overview of the performance of the item(s).
- Geographic Detail: Provides a quick overview of geographic performance over time by a variety of sales, inventory, velocity, and pricing measures.
Last Year measures now more accurately reflect timing for YTD comparison
**What’s new? **We resolved an issue where prior year YTD measures were returning data for the full prior year time period rather than only the completed weeks of the current year. This allows month to date (MTD) values to be more accurate when compared year over year. This change affects many reports, but the Performance Insights Supplier Scorecard report is a key one.
New Home Office Recommended Retail Price measure in our models
**What’s new? **We added the Home Office Recommended Price measure to the Crisp Retail Analytics models, so you can add it to your reports when personalizing visualizations and compare this pricing measure to the store specific retail and average retail amounts. Understanding differences in these price amounts can help you identify stores where your products are above/below home office retail amount.
Product Mix Breakdown report enhancements
**What’s new? **We’ve made the following enhancements to this report:
- New Supplier Overview page (Advisor workspace only): This page allows category advisors to see supplier share (Sales Amount and Sales Quantity) for their categories, as well as a share point difference for each category.
- Created a new measure and corresponding filter called Crisp Modular Status to reduce the number of records that load in the initial report, thus improving load times and performance.
- Made some visual enhancements to sizing of elements on the report pages.
- Made some enhancements to filter sorting for better usability.
Stores with No Sales Measures renamed to be more precise
**What’s new? **We renamed the following measures to clarify that these were stores not scanning:
- Fact Inventory Store’[Stores with no Sales (Traited) > renamed to: ‘Fact Inventory Store’[Stores Not Scanning(Traited)
- Fact Inventory Store’[Stores with no Sales (Valid)] > renamed to: ‘Fact Inventory Store’[Stores Not Scanning (Valid)]
New Utilities POD Count report page
**What’s new? **The new POD Count page on the Utilities report provides an easy way to view your full POD count vs. just your PODs with sales, so you can easily determine the POD count used for Crisp billing purposes.
You can now add buyer and buyer code fields to your reports
**What’s new? **The buyer and buyer_code fields from our normalized models are now part of our Power BI semantic model, allowing you to leverage buyer name and buyer code across Crisp Retail Analytics reports. This simplifies reporting if you have a broad portfolio and need to address a specific buyer (merchant) request. It allows you to see only the products for which your particular merchant is responsible.
New OTIF Performance page on the Supply Chain Health report for Charter
**What’s new? **This new report page allows you to analyze your supply chain and determine areas to focus on for improvement.
Rollback Summary report enhancements
**What’s new? **We previously released the Rollback Summary page on the Performance Insights report. Rollback Summary provides an easy way for you to select an item or group of items on rollback and see an overview of the performance of the item(s). We’ve now made this report even better with the following enhancements:
- Adjusted layering for better visibility of report elements.
- The transaction type table and service channel visualization can now be personalized.
Custom attribution filters in our model now use bi-directional filtering
**What’s new? **You can personalize filters to use custom attributes in Crisp Retail Analytics. We’ve now set the filtering direction for custom attribute filters to bi-directional. Bi-directional filtering allows filtering to flow both directions between related tables, which allows for more intuitive filtering behavior between related tables. For example, if you set up bi-directional filtering between a Sales and Products table, selecting a sales transaction in the Sales table would automatically filter the Products table to show the associated product, and vice versa.
New Department Overview report page on the Category Benchmarking report
**What’s new? **The new Department Overview pages allows you to monitor the impact of both product segmentation and path to purchase, so you can understand performance drivers for the entire category.
Product filters now allow you to search by product name as well as product number
What’s new?To help you more easily locate products in our filters, you can now search product filters using either product number or product name (item description).
All reports now contain the latest Walmart week
What’s new?We’ve added the most current completed Walmart year and week number to the report header area of each report page to help you quickly identify date information for our reports.
Crisp and UNFI dashboard enhancements
UNFI Conventional Specialty Chain Sales dashboards now deprecated as data has been added to Conventional Sales dashboards
**What’s new? **We have deprecated specialty chain sales dashboards as all of the data found in those dashboards is now available in the sales dashboards. Confidential stores under non-confidential chains, like Bravo and Niemann, are visible in the Sales by Chain table.
Conventional Distribution Expansion dashboard now loads faster
What’s new?We’ve made performance enhancements to this dashboard for faster load times.
On key UNFI dashboards, you can now roll products up by product name or UPC
What’s new?Previously, we rolled up different UPCs with the same product name, but sometimes products with the same name from UNFI did not need to be rolled up as people wanted to see those UPCs separately. You can now use the Group by Product or UPC filter to decide if you want to roll your products up by product name or UPC to ensure you can analyze their products the way it makes sense for your business. How do I see it?
From any UNFI Sales, Distribution, Velocity, or Inventory dashboard, just select the new Group by Product or UPC filter, then 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.
Source and Destination connector updates
New Kroger Stratum Direct tables
What’s new?This connector now contains the following new tables:
- Warehouse Substitutions: Provides better insight into which case UPCs are being used for substitutions of store orders and it includes 3 months of history.
- Store Deliveries: Provides information on deliveries to stores from warehouses by Base UPC/Case UPC, and includes 3 months of history.
- Warehouse Orders: Provides information on orders from the Kroger warehouse to vendors.
- Store Authorization: Provides information on product store authorization.
New Kroger Data Direct report: Store Deliveries
What’s new?A new report was released in Data Direct called Store Deliveries, so we added new corresponding data tables in Crisp. This report shows deliveries to store from their their assigned warehouses.
New Kroger Data Direct report: Warehouse Substitutions
What’s new?A new report was released in Data Direct called Warehouse Substitutions, so we’ve added new corresponding data tables in Crisp. This report shows substitutions of store orders with different cases to allow for better visibility to which case UPCs are being substituted.
April 2024 updates
Crisp Retail Analytics updates
New velocity time intelligence measures
**What’s new? **We’ve added the following measures to our fuzzy time ranges, allowing you to use pre-built fuzzy time periods for these measures and simplify your year over year and week over week comparisons for multiple time periods.
- Velocity Sales (Traited Stores)
- Velocity Sales (Valid Stores)
- Stores Scanning
You can now more easily search for custom filters to add to your reports
**What’s new? **If you want to change a filter on your reports, you can now select the More options menu on a filter and see an option to search for a visualization. Previously, this functionality was only available by selecting Ctrl+F or Cmd+F, so was harder to discover and use. How do I see it?
Just click the More options (…) button at the top right of a filter (e.g., Product Category) then select Search.
Product Mix Breakdown report enhancement
**What’s new? **Now, on the Post Modular Review page, if you select a bar in a visualization, the other visualizations in this report filter based on your selection.
The Launch Success Tracker report now more accurately portrays stores not selling
**What’s new? **Previously, the Stores Not Selling (Traited) metric on this report was displaying stores that did not sell the product over the entire lifespan of the store, rather than just over the selected period. We’ve adjusted this calculation to now accurately portray stores not selling in the selected period.
The Adhoc report now contains a page that allows you to analyze a future time period for forecasting
**What’s new? **You can now create an Adhoc report for a future time period to view your forecast information. Previously, you could not set this report to a future date.
All reports now contain a “Current Week” time filter option
**What’s new? **On Charter and Advisor reports, all Select a Time Period filters now contain a Current Week option.
Category Benchmarking report enhancements
**What’s new? **We made the following enhancements to this report. Updates to all pages
- We made some adjustments to margins, spacing, and layering to enhance the layout of pages in this report.
- We added titles to all charts
- We removed decimal points from Fact UPC Sales measures
- We combined the top two matrix visualizations into one
- We combined the bottom two tables into one and move the charts below the combined table
- Removed subtotals from the matrix
- Ensured stacked bar charts were sorted the same and aligned correctly
Luminate normalized model changes allow for simplified filter options
**What’s new? **Previously, product subdimensions (e.g., category group, category, subcategory, department, segment) contained both e-commerce and in store data. Now, e-commerce products have the following distinct product subdimensions: Dim Ecomm Prod Cat Group, Dim Ecomm Prod Dept, Dim Ecomm Prod Cat, Dim Ecomm Prod Subcat, Dim Ecomm Prod Segment. E-commerce data has been removed from the following product subdimensions: Dim Brand, Dim Product, Category Group, Dim Product Department, Dim Product Category, Dim Product Subcategory, Dim Product Segment, Dim Product Fineline, Dim Product Status, Dim Product Type. Having subdimensions that are more targeted to the type of data people are analyzing allows us to simplify our filter options.
Futurecast report enhancements
What’s new? We made some adjustments to margins and table widths to enhance the layout of this report.- On the Item Summary page, the table now sorts descending to “Avg POS L4W vs Avg N4W Forecast” by default.
- On the DC Item Summary and Store Item Summary pages, the tables now have a “valid store count is not blank” filter applied to allow you to focus only on valid store trends and reduce noise in the data.
Supply Chain Diagnostics Charter and Advisor report enhancements
**What’s new? **We made some adjustments to margins and transparency to enhance the layout of pages in this report. On the Supply Chain Diagnostics - Replenishment Action - Summary page:
- The trend chart is now disconnected from the Select a Time Period filter and set to statically represent the previous 52 weeks of trends, regardless of filters, to show appropriate context to the underlying trends.
- The table now has a “valid store count is not blank” filter applied to allow you to focus only on valid store trends and reduce noise in the data.
- The table columns have been reordered to reflect how most people review and switch between them and allow them to more easily spot correlating trends.
Performance Insights report improvements
**What’s new? **Previously, the brand filter was not connected to the other filters in this report, so if you applied a category filter, for example, the brand filter would display all brands, not just those in the selected category. The brand filter is now connected to the other filters, so the options in it update based on the other filters you have selected. Sales amount and sales quantity tables now have unnecessary subtotals removed to make reviewing the data easier.
On the Futurecast report, we resolved an issue where forecast values were inflated for some customers
**What’s new? **We resolved an issue where some forecast values were inflated due to the models not being refreshed to pick up the latest records.
New Crisp Modular Plan Status dimension will allow you to more easily identify a product’s modular status
**What’s new? **Currently, to understand whether a product is currently on a modular you need to use modular start and end dates, which can be difficult if you don’t know the exact dates. We created a new dimension in the Modular Plan dataset that uses logic on the effective date and discontinue date to determine a product’s status on the modular (current, discontinued, or future). This new dimension will allow us to add Crisp Modular Status filters to reports like Product Mix Breakdown and Portfolio Strategy, to help you more easily understand a product’s status on a modular.
You can now drag to change the width of the report menu in Crisp Retail Analytics
**What’s new? **You can now click and drag the report menu to expand it, so you can see report and page names more easily.
Digital Pulse report filters now persist when you select different pages in the report
What’s new?We resolved an issue where when you switched between pages in this report, the filters did not persist.
Luminate Retail Excellence Charter and Category Advisor report enhancements
What’s new?We’ve updated this report with the following enhancements:
- We added a new Store Fulfillment Trend page to this report that allows you to easily review first time pick rate and pre and post-substitution rates over time to assess whether your brand’s products are performing well on availability for online orders and ensure your are meeting the targets provided by your merchants.
- The current week is now an option in the time period filter and the time period filter now defaults to the past 13 weeks.
- We made some adjustments to margins, spacing, and layering to enhance the layout of this report.
Luminate Adhoc report enhancements
What’s new?We’ve updated this report with the following enhancements:
- We updated the Select a Time Period filter on the Select a Time Period page to now only allow you to select a single option.
- We made some adjustments to margins, spacing, and layering to enhance the layout of this report.
Luminate Pricing Dynamics report enhancements
What’s new? We’ve updated this report with the following enhancements:- The time period now defaults to Last Week.
- We made some adjustments to margins, spacing, and layering to enhance the layout of this report.
- We have improved performance on the Pricing Dynamics Price Point Map page by moving the map and table visuals to a hidden page that you can only access via drill through from the main page.
Luminate Digital Pulse report enhancements
What’s new?This report includes a new Publication Insights Store Detail page that allows you to easily drill-down to store details for the following lost sales metrics: Untransactable POD Count and Digitally Transactable Lost Sales. We also made the following enhancements:
- The time period filter on pages in this report now defaults to Last Week.
- We made some adjustments to margins, spacing, and layering to enhance the layout of this report.
- The Publication Insights Trend page is renamed to Publication Insights Reason Summary.
- The table on the Publication Insights Details page now contains the total store count.
- On the Digital Pulse Item Detail page, we changed the trend chart to an item hierarchical bar chart that allows you to drill down to the item level.
Crisp and UNFI dashboard enhancements
We resolved an issue on KeHE inventory dashboards where weeks of supply were incorrect for customers with multiple supplier IDs
**What’s new? **Previously, our weeks of supply (WOS) calculation could only include one max sales date, which caused the calculation to be off for customers that had more than one supplier id (and thus more than one max sales date). This issue has been resolved and KeHE inventory dashboards now include accurate WOS values.
New warning message that appears before you delete a connector
**What’s new? **Previously, if you deleted a connector, assuming you could recreate it without losing data, you didn’t receive a warning that deleting a connector also deletes your historical data. You now receive a warning message when you try to delete a connector that informs you of this. If you are having trouble with credentials or otherwise need help re-establishing a connection, please contact Crisp support.
We’ve added a “report last updated” tile to all standard Crisp dashboards
**What’s new? **All Crisp dashboards now include a tile with the date the dashboard was last updated to make sure you aren’t referencing stale data and help remind you to update out-of-date connectors.
Year Over Year dashboards now provide more custom filter options and accurate year start values
What’s new?The filters on year over year dashboards now provide more custom ranges, similar to other dashboards, including custom time filter ranges. We also fixed a bug where filtering to the current year incorrectly showed 0 values in charts for the first week of the year.
Source and Destination connector updates
New Walmart Luminate eComm Subscriptions tables
**What’s new? **These new tables provide information about items that are sold online as part of a subscription and includes sales, shipments, and delivery data. Note: This feed is for supplier performance only (there is no equivalent category advisor feed).
March 2024 updates
Crisp Retail Analytics updates
Unnecessary folders on Crisp Retail Analytics reports are now hidden to make it easier to personalize visualizations
**What’s new? **When you personalize the columns in your visualizations, you are presented with a wide variety of options that can be a lot to sort through. We’ve now hidden Row Count folders from the available options, as these are not columns typically used, to reduce visual clutter and make it easier to find the columns you need.
New Crisp Retail Analytics Launch Success reports for Luminate Charter and Basic
**What’s new? **These reports provide new item tracking and insights to help you gauge the success of product launches. You can select your item(s) and understand weekly performance, instock, store counts, % of valid stores scanning, and # of stores not selling.
New Category Benchmarking report for Luminate Charter
**What’s new? **This report provides category information about shopper behavior down to the UPC level. This is the first time that Walmart has provided category visibility for non-category advisors. You can see Store/UPC/Week data for the categories in which you participate.
New Adhoc report for Luminate Charter and Basic
**What’s new? **This report provides a nearly blank canvas for you to create an on the fly analysis to answer specific business questions. You can quickly add the Dimensions and Facts that are relevant to the business question at hand. This report also includes bulk store and item slicers, so you can paste a list and get to the exact stores and/or items you are interested in without the need to search through separate slicers and make one selection at a time. We’ve also made some enhancements from the original version where we streamlined tables and visualizations on this report, added a matrix visualization, and made some substitutions for the basic version.
New Markup Markdown (MUMD) page on the Performance Insights report
**What’s new? **This new report page provides information on item markups/markdowns to help you measure sales against price changes, promotions, etc.
For Luminate reports, search now includes report pages
What’s new?Now, when you search Luminate Crisp Retail Analytics reports, your results will also include report pages that are hidden or lower in the report hierarchy to improve the scope and quality of search results.\
New option to clear recent reports
**What’s new? **When you access Crisp Retail Analytics reports, the initial screen lists your recent reports. You can now clear these recent reports if needed.\
Enhanced supplier scorecard page on the Crisp Retail Analytics Performance Insights report
**What’s new? **The metrics in the Sales metrics table on this report now more closely align with the metrics in the Luminate Charter Scorecard source report, so you don’t have to manually access data in the Luminate tool provided by Walmart.
New Utilities report for Luminate Charter and Basic
**What’s new? **This new report allows you to see a comprehensive product and store list, so you can easily check for issues with your products or find store details to help you take action on insights or address issues.
All Crisp Retail Analytics reports now use common filters
**What’s new? **All Crisp Retail Analytics reports now use a common filter header that includes the following filters: Product Slicer, Store Slicer, and Select a Time Period. A common set of filters/slicers helps provide a consistent experience across reports.
Visualizations where you can drill-through to another page now include a drill-through icon
**What’s new? **On Crisp Retail Analytics reports, you can now more easily identify visualizations where you can drill-through to get more granular data with a new icon on visualizations that allow drill-through. **How do I see it? **
Look for the magnifying glass icon at the top of a visualization that indicates you can drill-through on the visualization to get more details.\
Crisp Retail Analytics Luminate Basic Performance Insights report enhancements
**What’s new? **We’ve updated the Performance Insights report for Luminate Basic with the following enhancements:
- On all report pages, we’ve made adjustments to ensure the hover toolbar menu is not hidden on small screens.
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Insights Dashboard page enhancements:
- We’ve renamed the Insights Dashboard report page to Insights Overview.
- We’ve changed the POS Sales by Order Channel.
- Now, if you select a state in the heat map, the other visualizations in this report filter to the selected state.
- Now, if you select a bar in the Last 52 Weeks- POS Sales visualization, the other two visualizations on this report do not filter by your selection for better usability.
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Performance Insights Item Detail page enhancements
- We’ve removed subtotals from the Sales Metrics table to avoid repeat data.
New Crisp Retail Analytics Pricing Dynamics report and bug fixes
What’s new?This new report helps you refine your pricing strategy to boost sales and margins. We have also fixed an issue where on the initial version of the Price Change Velocity Tracker page of this report certain visualizations were not displaying data.
New Supply Chain Diagnostics report for Luminate Basic and new content for Charter
What’s new?The Supply Chain Diagnostics report, which helps you identify and resolve supply chain inefficiencies to streamline your operations, is now available for Luminate Basic. We’ve also added the following new pages to this report for Luminarte Charter (these report pages are also available in the Luminate Basic version, but were built into that report from the start):
- Replenishment Action - Summary: Helps you see the lost sales impact by product, so you can better strategize replenishment.
- Replenishment Action - Store Detail: Allows you to drill-in and take action on replenishment at the store level.
Luminate Charter Digital Pulse report enhancements
**What’s new? **We’ve made the following naming enhancements to this report:
- The Top 10 Lost Sales visualization is renamed to Top 10 Lost Sales - Last 90 Days.
- The Lost Sales chart is renamed to Lost Sales - Last 90 Days.
Crisp and UNFI dashboard enhancements
UNFI dashboards now display channel names instead of just channel numbers
**What’s new? **UNFI data typically just includes a channel number, so we previously listed only numbers in our channel filters on UNFI dashboards. We now include the channel name in these filters to help you more easily find the channels you are looking for.
Stop and Shop store number 9242 now displays correct address location
**What’s new? **We resolved an issue where our store cleanup process was causing store number 9242 to list the address location as Florida, when this store is actually located in New Jersey.
UNFI Insights Conventional dashboards now include a CMAP filter to help you focus on cases on promotion
**What’s new? **Some people use CMAP (Category Management Allowance Program) data to identify cases on promotion, so we added this as a filter. You can now filter for a promotion time period, then filter for a specific CMAP value (equal to your case allowance for the promotion) to help you pinpoint just cases that went toward a specific promotion. How do I see it? From the filters section of a dashboard, select More, then enter a value in the CMAP field.
UNFI Insights Chain filter and fields now reflect the chain name rather than the store owner name
**What’s new? **The conventional chain field provided by UNFI actually provides the store owner, rather than the chain name most people know and use. In our dashboards, we previously displayed the chain the way UNFI did. To make it easier for you to see the chain data you need, we updated the Chain filters and fields in UNFI Insights dashboards to be based on the UNFI grp_2_description field which provides the chain name that suppliers are typically familiar with.
Edit products more easily on the redesigned Master Data Management (MDM) screen
What’s new?The new version of this screen allows you to more easily edit product details and create store region groups. The legacy Edit Products screen has been deprecated. The new screen provides the following new features:\
- Summary tab: Provides information about what has changed for your products and stores since the last time you uploaded a file, so you can keep track of changes you may want to take action on.
- Store data tab: Allows you to create store region groups that you can use to filter your dashboards by regions/groups that make sense for your business. For example, if you want to focus on stores in the southwestern United States and not all your retailers/distributors group stores that way, you can create your own store grouping. You can also create groups for things that are not based on region, such as stores at which you are running a promotion or stores you want to focus on for outreach on supply issues.
- Change log: Easily see when updates to your MDM file were made, how many rows were updated, and who made the change.
- Progress stepper: When you upload MDM changes, you can now see a progress step indicator to let you know where your changes are in the process of being validated and submitted.
- Download New Rows button: You can now choose to download a file that contains only rows that are new since your last upload, so that uploading/downloading is quicker and you can focus only on new rows that may need your attention.
See the Managing products and store groups with master data manager (MDM) article.
Source and Destination connector updates
New Kroger Stratum tables and fix for source schema change
**What’s new? **We now have the following new reports available:
- Warehouse Inventory
- Expected Price
- Store Inventory
- Sales Plan
Kroger Stratum Direct normalized data now available
**What’s new? **The normalized data tables for this connector are now available.
Walmart Luminate Item Attribute tables include new item share metrics
**What’s new? **On Item Attribute tables, new item share metrics are available which allow a supplier to see specific items that belong to a different supplier inside Luminate Charter without requiring either supplier to be a category advisor. The Item Attribute tables have been updated with two new flags:
- item_share_ind: Indicates whether or not an item is visible through Retail Link Item Share access.
- item_share_cost_ind: Indicates whether or not item costs are visible through Retail Link Item Share access.
New column on the Walmart Luminate UPC Custom Attribution table allows you to see what type of user a UPC belongs to
**What’s new? **The new shopper_user_persona primary key column has been added to the UPC Custom Attribution tables, so that you can easily identify if a UPC number belongs to the supplier or the category advisor.
New Walmart Luminate eComm Subscriptions tables
**What’s new? **We’ve added a new table for this feed that provides sales, shipment, and delivery information about items that are sold online as part of a subscription.
New Walmart Luminate Hourly Store Inventory tables
**What’s new? **We’ve added a new table for this feed that provides the ability to track inventory at a GTIN level. While data will be reported at an hourly granularity we are only receiving this feed daily.
New Walmart Luminate Category Advisor Store Customer Return tables
**What’s new? **Store Customer Return tables are now available for the category advisor connector. These tables provide insights into items returned to the store by customers, including the return reason and defect percentage, at a store, item, day level.
New Walmart Luminate Category Advisor Feed Store Returns tables
**What’s new? **Store Returns tables are now available for the category advisor connector. These tables provide data on store customer returns, at the store item day level, in order to derive insights into returned items, along with additional information such as return reason (e.g., defective), quantity, and more.