- Log in to the myUNFI portal. The myUNFI home screen appears.
- From the Supplier Reporting section, select the UNFI Insights tile. The main UNFI Insights screen appears.
- 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).
- 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.
UNFI Insights data update frequency
Data update frequency varies by report type in UNFI Insights.- Sales, velocity, distribution, and most reporting data update daily but aggregate to the weekly level. When you apply a Quarterly date granularity, include an additional week following the quarter in your date range to make sure all data for the quarter is included. For more, see Applying filters in UNFI Insights.
- Inventory updates daily. For more, see UNFI Distribution Center Inventory dashboard overview.
- Open payables update daily. For more, see Reviewing open UNFI invoices.
- Each dashboard displays a Current Report Date tile showing the latest report date for processed data. After new data arrives, processing can take a few hours, during which this tile continues to show the previous report date. For more, see UNFI Insights glossary.
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.
