> ## Documentation Index
> Fetch the complete documentation index at: https://docs.gocrisp.com/llms.txt
> Use this file to discover all available pages before exploring further.

# UNFI Insights product updates

> A list of new features, enhancements, and bug fixes for UNFI Insights.

This article provides a list of new features and enhancements to UNFI Insights. You can use the following links to jump to a specific section.

<img src="https://mintcdn.com/crispinc/b0AD6IFrtmqj79uY/docs/support/images/unfi-insights-product-update.png?fit=max&auto=format&n=b0AD6IFrtmqj79uY&q=85&s=b007d44adc9bc231d0790753f0f05991" alt="unfi-insights-product-update.png" width="518" height="675" data-path="docs/support/images/unfi-insights-product-update.png" />

* [May 2026 updates](#may-2026-updates)
* [April 2026 updates](#april-2026-updates)
* [March 2026 updates](#march-2026-updates)
* [February 2026 updates](#february-2026-updates)
* [October 2025 updates](#october-2025-updates)
* [July 2025 updates](#july-2025-updates)
* [June 2025 updates](#june-2025-updates)
* [May 2025 updates](#may-2025-updates)
* [April 2025 updates](#april-2025-updates)
* [March 2025 updates](#march-2025-updates)
* [February 2025 updates](#february-2025-updates)
* [January 2025 updates](#january-2025-updates)
* \[2024 updates]\(#december-2024-updates

## May 2026 updates

#### Availability filter on DC Inventory dashboards is now multi-select

🔧 **Enhancement**

**What's new?**

The **Availability** filter on DC Inventory dashboards now supports multi-select, so you can view multiple availability statuses — such as active and discontinued products — at the same time. This update applies across all business lines: Natural, Conventional, Tony's Fine Foods (TFF), Albert's, and Canada.

***

#### Fixed Wholesale \$ calculation for West region on Natural Chargebacks dashboard

🐞 **Bug fix**

**What's new?**

We resolved an issue where Wholesale \$ on the Natural Chargebacks dashboard was calculating incorrectly for the West region — it was showing a single-unit price rather than the total (quantity × unit price). West region Wholesale \$ values now correctly reflect the total wholesale amount, consistent with East region calculations. Note: Total Chargeback \$ was accurate throughout and is not affected by this fix.

***

## April 2026 updates

#### Source Number column added to Natural and Canada Chargebacks dashboards

🔧 **Enhancement**

**What's new?**

The **Source Number** column — the UNFI store number associated with each chargeback — is now available on the Natural Chargebacks and Canada Chargebacks dashboards. You can use it to identify which store a chargeback is tied to, matching the Source Number visible on the Sales dashboard.

***

## March 2026 updates

#### New columns on Natural Chargebacks dashboard

🔧 **Enhancement**

**What's new?**

We've added several new columns to the Details section of the Natural Chargebacks dashboard to give you more context when reviewing chargebacks. You can now see Product Code, Brand, and Pack Size alongside UPC, as well as Quantity, Chargeback %, and Wholesale \$ alongside Invoice Number — making it easier to assess the impact of individual chargebacks without leaving the dashboard.

#### New Availability filter on DC Inventory dashboards

🔧 **Enhancement**

**What's new?**

DC Inventory dashboards now include an Availability filter, so you can quickly narrow your view to active, discontinued, or suspended products. This filter is available across all business lines — Natural, Conventional, Tony's Fine Foods (TFF), Albert's, and Canada — and appears after the "Group by" filter. Availability values are translated into readable labels (e.g., "Active," "Discontinued," "Suspended") so you can filter without needing to know the underlying source codes.

#### Fixed Conventional Inventory Weeks of Supply calculation

🐞 **Bug fix**

**What's new?**

We resolved an issue where the Weeks of Supply (WOS) metric on the Conventional Inventory dashboard was calculating incorrectly for certain distribution centers. WOS values now accurately reflect inventory levels across all DCs.

#### New DC filter on Distribution Expansion dashboards

🔧 **Enhancement**

**What's new?**

You can now filter by distribution center (DC) on the Distribution Expansion dashboards for Natural, Conventional, and Canada. This was a frequently requested feature from suppliers who wanted to understand distribution expansion at a more granular, DC-level view.

## February 2026 updates

#### Dashboard filters now allow you to "Group By Product Code"

🔧 **Enhancement**

**What's new?**

UNFI Insights sales, inventory, and other dashboards now support a "Group By Product Code" option in addition to the existing Product and UPC groupings. Since UNFI ships products in cases, sleeves, shippers, and eaches, a single product can appear under multiple case packs. Grouping by Product Code lets you consolidate data at the product code level for a more accurate view. When Product Code is selected, the adjacent columns display UPC and Product Name; when UPC is selected, you'll see Product Name(s) and Product Code(s); and when Product is selected, you'll see UPC(s) and Product Code(s).

#### UPC and Product Codes added to Fill Rate dashboards

🔧 **Enhancement**

**What's new?**

The Canada Inbound Fill Rate, Canada Outbound Fill Rate, and Natural Inbound Fill Rate dashboards now include UPC, Product Code, and Size/Pack Size columns alongside the product name. We've also added filters for UPC, Product Code, and Brand, plus a top-level "Group by" option (similar to Sales dashboards) so you can group fill rate data by UPC, Product, or Product Code.

## October 2025 updates

#### Fixed missing store details on UNFI dashboards

🐞 **Bug fix**

**What's new?**

We resolved an issue where some store details — including city, state, and zip code — were not displaying on dashboards for certain stores. The data was present in upstream tables but was being lost during processing. Stores that are sent with address information now correctly display that information on all dashboards.

## July 2025 updates

#### UPC and Product Description now available on Purchase Orders dashboards

🔧 **Enhancement**

**What's new?**

To help you more easily identify products, you can now view UPC and a product description alongside the UNFI product code in the Details table on both Natural and Conventional Purchase Orders dashboards.

#### New Open Payables and Open POs dashboards

🚀 **New feature**

**What's new?**

UNFI has released new reports to help you understand your balances with UNFI and review purchase order. We've built the following new dashboards to provide you with this new data:

**UNFI Insights Open Payables**

This dashboard allows you to understand your current open payables balance with UNFI, so you can make sure it matches your organization's expectations and investigate any negative balances. For more information, see [Crisp knowledge base > Reviewing open UNFI invoices](/docs/support/articles-Reviewing-open-UNFI-invoices).

**UNFI Insights Purchase Order**

This dashboard allows you to review your UNFI purchase orders. For more information, see [Crisp knowledge base > Monitoring UNFI purchase orders](/docs/support/articles-Monitoring-UNFI-purchase-orders).

## June 2025 updates

Nothing major to report this month, but important work is happening behind the scenes.

## May 2025 updates

#### 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?**

1. From a UNFI Insights Sales dashboard, right click the **Total Cases Shipped** number.

   <img src="https://mintcdn.com/crispinc/hAIFVRhvGJHJU0Hr/docs/support/images/PODs_over_time.png?fit=max&auto=format&n=hAIFVRhvGJHJU0Hr&q=85&s=b83ac074373c83ba45a21c9201859fd8" alt="Right-click Total Cases Shipped" width="329" height="294" data-path="docs/support/images/PODs_over_time.png" />

2. From the menu that appears, select **Show by points of distribution over time**.

   <img src="https://mintcdn.com/crispinc/hAIFVRhvGJHJU0Hr/docs/support/images/PODs_over_time_002.png?fit=max&auto=format&n=hAIFVRhvGJHJU0Hr&q=85&s=6036c1a6562a3282c539b976a4a9ac24" alt="Show by points of distribution over time" width="326" height="202" data-path="docs/support/images/PODs_over_time_002.png" />

   You can see the new **Chain** column on the table that appears.

   <img src="https://mintcdn.com/crispinc/hAIFVRhvGJHJU0Hr/docs/support/images/PODs_over_time_003.png?fit=max&auto=format&n=hAIFVRhvGJHJU0Hr&q=85&s=6fef9b30a689c42ffb3f533e701c6537" alt="Chain column on points of distribution table" width="466" height="201" data-path="docs/support/images/PODs_over_time_003.png" />

#### 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, so that more teams (sales, category management, supply chain, and finance) can 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

**How do I see it?**

To see the filter:

1. From the filters section of any of the updated dashboards, select **More**.

   <img src="https://mintcdn.com/crispinc/hAIFVRhvGJHJU0Hr/docs/support/images/Item_status_filter_001.png?fit=max&auto=format&n=hAIFVRhvGJHJU0Hr&q=85&s=86ab56739b097938da522f5a9ec8c520" alt="Select More filters" width="1852" height="420" data-path="docs/support/images/Item_status_filter_001.png" />

2. Scroll down and select the **Item Status** filter, then choose a filter option (e.g., **ACTIVE**).

   <img src="https://mintcdn.com/crispinc/hAIFVRhvGJHJU0Hr/docs/support/images/Item_status_filter_002.png?fit=max&auto=format&n=hAIFVRhvGJHJU0Hr&q=85&s=0bbf46b61078f435cc44627cec4239c2" alt="Item Status filter" width="890" height="772" data-path="docs/support/images/Item_status_filter_002.png" />

To see the column:

* From any of the updated dashboards, scroll down to the **Details** table, then find the **Item Status** column in the table.

  <img src="https://mintcdn.com/crispinc/hAIFVRhvGJHJU0Hr/docs/support/images/Item_status_filter_003.png?fit=max&auto=format&n=hAIFVRhvGJHJU0Hr&q=85&s=95c2750b12b56fd06e67002829785ec6" alt="Item Status column in Details table" width="776" height="556" data-path="docs/support/images/Item_status_filter_003.png" />

#### 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.

## April 2025 updates

#### 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

**How do I see it?**

Navigate to the details table on any of the above dashboards, then review the **UOM** column.

<img src="https://mintcdn.com/crispinc/hAIFVRhvGJHJU0Hr/docs/support/images/UNFI_rn_001.png?fit=max&auto=format&n=hAIFVRhvGJHJU0Hr&q=85&s=8e03d50657c107d92f42e1e638c6ca29" alt="UOM column in Details table" width="1280" height="386" data-path="docs/support/images/UNFI_rn_001.png" />

## March 2025 updates

Nothing major to report this month, but important work is happening behind the scenes.

## February 2025 updates

#### Fixed an issue where the UNFI Conventional DC Inventory dashboard wasn't updating

🐞 **Bug fix**

**What's new?**

We resolved an issue where the Conventional DC Inventory dashboard wasn't updating with the latest data.

## January 2025 updates

Nothing major to report this month, but important work is happening behind the scenes.

## December 2024 updates

Nothing major to report this month, but important work is happening behind the scenes.

## November 2024 updates

Nothing major to report this month, but important work is happening behind the scenes.

## October 2024 updates

#### Resolved an issue where resources links weren't loading in UNFI Insights

🐞 **Bug fix**

**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

🔧 **Enhancement**

**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

## September 2024 updates

#### UNFI Insights fresh (Tony's Fine Foods) dashboards now available

🚀 **New feature**

**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

To make TFF data available for an outbound destination, you can add a TFF supplier ID on the UNFI Insights connector set up screen.

#### New 'Product Code' column that helps you track products that don't have a UPC added to more UNFI dashboards

🔧 **Enhancement**

**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

🚀 **New feature**

**What's new?**

The [Conventional Portal Booked Order normalized table](https://platform.gocrisp.com/catalog?key=unfi_insights-1.8-normalized_unfi_insights_conventional_portal_fact_booked_order) 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)](https://platform.gocrisp.com/catalog?key=unfi_insights-1.8-direct_unfi_insights_conventional_vendor_booked_order).</Note>

#### UNFI Insights Natural DC Inventory dashboard now displaying correct name for PHI distribution center data

🐞 **Bug fix**

**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

🐞 **Bug fix**

**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

🐞 **Bug fix**

**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

🔧 **Enhancement**

**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).

<img src="https://mintcdn.com/crispinc/hAIFVRhvGJHJU0Hr/docs/support/images/period_start_date.png?fit=max&auto=format&n=hAIFVRhvGJHJU0Hr&q=85&s=e97dec63861068ad41104f56255c1da4" alt="Period Start Date label on hover" width="454" height="258" data-path="docs/support/images/period_start_date.png" />

#### You can now easily check which Crisp account you are logged into by hovering over the Crisp logo

🔧 **Enhancement**

**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.

<img src="https://mintcdn.com/crispinc/hAIFVRhvGJHJU0Hr/docs/support/images/account_name.png?fit=max&auto=format&n=hAIFVRhvGJHJU0Hr&q=85&s=3d8e4b7fa9b1323ea4c0b1082a63ce70" alt="Account name on Crisp logo hover" width="1184" height="314" data-path="docs/support/images/account_name.png" />

#### New store and chargeback data on the UNFI Natural Chargebacks dashboard

🔧 **Enhancement**

**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

🔧 **Enhancement**

**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](/docs/support/articles-Upgrading-to-new-versions-of-data-source-tables) with more information about upgrading or saving a connector to a clone.

<img src="https://mintcdn.com/crispinc/hAIFVRhvGJHJU0Hr/docs/support/images/connector_upgrade_004.png?fit=max&auto=format&n=hAIFVRhvGJHJU0Hr&q=85&s=7acf4212b057a5381700dba523a2af34" alt="Connector upgrade warning message" width="936" height="384" data-path="docs/support/images/connector_upgrade_004.png" />

#### UNFI Spoilage risk dashboard now provides expiration dates for all products

🔧 **Enhancement**

**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.

#### Resolved an issue where Stop N Save data was missing a store location

🐞 **Bug fix**

**What's new?**

Previously, the Mount Washington store was not showing up as associated with the Stop N Save chain. We've resolved this issue with the source data and this store now correctly displays when you filter for this chain.

## August 2024 updates

Nothing major to report this month, but important work is happening behind the scenes.

## July 2024 updates

#### On UNFI Insights sales dashboards, you can now right-click to quickly see sales by product/store combination over time

🔧 **Enhancement**

**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.

<img src="https://mintcdn.com/crispinc/hAIFVRhvGJHJU0Hr/docs/support/images/show_by_product_over_time.png?fit=max&auto=format&n=hAIFVRhvGJHJU0Hr&q=85&s=1691c3d3295d906f10d5defabb1beda9" alt="Show by product over time drill-through" width="708" height="350" data-path="docs/support/images/show_by_product_over_time.png" />

#### New forecast columns on the UNFI Insights Natural Distribution Center (DC) Inventory dashboard

🔧 **Enhancement**

**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.

<img src="https://mintcdn.com/crispinc/hAIFVRhvGJHJU0Hr/docs/support/images/inventory_by_product.png?fit=max&auto=format&n=hAIFVRhvGJHJU0Hr&q=85&s=c4611dec88790a50ef25b62b881cf5e0" alt="Inventory by product with forecast columns" width="1371" height="742" data-path="docs/support/images/inventory_by_product.png" />

#### New 'Weight' column on UNFI Conventional sales dashboards helps you better monitor variable weight products

🔧 **Enhancement**

**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.

<img src="https://mintcdn.com/crispinc/hAIFVRhvGJHJU0Hr/docs/support/images/image-20240719-204854.png?fit=max&auto=format&n=hAIFVRhvGJHJU0Hr&q=85&s=e4dfd33948c8af5a86438f1c9896366e" alt="Weight column on Conventional sales dashboard" width="1124" height="530" data-path="docs/support/images/image-20240719-204854.png" />

#### New 'Product Code' column on UNFI Natural dashboards helps you track products that don't have a UPC

🔧 **Enhancement**

**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.

## June 2024 updates

Nothing major to report this month, but important work is happening behind the scenes.

## May 2024 updates

#### The Conventional Distribution Expansion dashboard now loads faster

🔧 **Enhancement**

**What's new?**

We've made performance enhancements to this dashboard to help reduce load times and get your data to you even faster.

## April 2024 updates

#### New filter allows you to choose how you group products that may be the same

🔧 **Enhancement**

**What's new?**

Previously, UNFI Insights identified and grouped products that have the same product name together to try to consolidate your data. Now, you can choose whether you want to group products that may be the same by product or UPC, to help you ensure that separate products are not grouped together.

**How do I see it?**

Just select the new **Group by Product or UPC** filter on any dashboard and 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.

#### UNFI Insights Chain filter and fields now reflect the chain name rather than the store owner name

🔧 **Enhancement**

**What's new?**

Previously, chain filters and fields were based on the store owner, rather than the chain name familiar to most suppliers. We have updated the Chain filters and fields in UNFI Insights dashboards to be based on a different source field that provides the actual chain name to help you more easily filter and analyze data by chain.

#### The Conventional Distribution Expansion dashboard now loads faster

🔧 **Enhancement**

**What's new?**

We've improved how our data is structured to reduce load times for this dashboard.
