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Documentation Index

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You can monitor your UNFI sales, velocity, and distribution performance — along with comp sales, chargebacks, and store retention — using UNFI Insights dashboards. UNFI Insights suppliers have access to exclusive data sets that aren’t available through the UNFI Natural portal or SVHarbor. These data sets power the Distribution Expansion, Category Performance, and Spoilage Risk dashboards, and are also available in data destinations. For more on what’s different about UNFI Insights data, see UNFI Insights data differences. All other UNFI Insights dashboards are powered by reports available to suppliers through the Natural portal and SVHarbor. When sourcing UNFI Insights data in data destinations, you can find data that is also available to UNFI Natural and SVHarbor customers by looking for tables with “portal” in the name, such as Natural Portal Store. To access UNFI Insights:
  1. Log in to the myUNFI portal. The myUNFI home screen appears.
  2. From the Supplier Reporting section, select the UNFI Insights tile. The main UNFI Insights screen appears.
  3. If you want to see dashboards with essential analytics for monitoring your business health, from the Popular Dashboards section, select a tile (e.g., YOY Sales).
  4. For additional dashboards and features, select one of the following options from the side navigation panel:
    • Analytics: See the full list of UNFI Insights dashboards, including the Explore dashboards, which provide deeper analytics to help you answer targeted questions about your business. For more: UNFI Insights dashboard guide. Hint: You can apply filters to focus on specific time frames, products, chains, and more. For more: Applying filters in UNFI Insights.
    • Knowledge Base: Browse or search help articles to learn more about UNFI Insights dashboards and tools.
    • Crisp: Crisp is the platform that powers UNFI Insights. Select this tile to launch the Crisp platform and access additional features, such as the ability to feed your UNFI Insights data to the BI tool of your choice, and save and share reports. To learn more about Crisp, see About Crisp.
Note: When you select the Crisp tile, you’ll be prompted to log in with an existing email address and password or create a new account (at no cost). By default, you can access your UNFI data within Crisp. You can also subscribe to Crisp to add data from additional retailers and distributors. To book a demo and learn more, click here.

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UNFI Insights data differences

UNFI Insights sales data differs from SVHarbor data in the following ways:
  • UNFI Insights data excludes DC-to-DC transfers from category sales data, while SVHarbor data includes them.
  • UNFI Insights data includes all customer sales and obfuscates customers for whom sharing is not permitted in category sales data. SVHarbor reporting removes these customer sales completely.
For more help with UNFI Insights, contact UNFIinsights@unfi.com.