The integration of Dashboards and Copilot into the CIP environment, including artificial intelligence and generative AI solutions, will transform the way you work by providing:
- Extensive flexibility beyond retailer hierarchies (Custom Product and Custom Store hierarchies)
- Composable UI (build your own custom dashboards that refresh with the latest data automatically)
- Integrated source to customize metrics and visualizations (access sales, inventory, etc. in a single place)
- Faster decision making with generative AI
Key Terminology
- Boards – Each board is made up of Widgets that function as individual Business Visualizations within the dashboard. Configure the Board to meet your needs: the Scope, Widgets, names, layout, and more!
- Widgets – The individual Business Visualizations that make up a Board. Widgets inherit the Scope of the Board, and can have their own Scope, independent of the Board Scope. Select the attributes and metrics for each Widget.
- Scope – data parameters for a Board or Widget. These include dimensions such as Product, Store, and Date. A default scope can be set for all boards and the scope of each board and widget can be adjusted.
Boards and Widgets
A Board is made up of Widgets. The Widgets are individual Data Visualizations that display within the Board. Scope selection for both Boards and Widgets can be uniquely configured to meet your specific needs. Note: Widget Scope defaults to the Board Scope if no adjustments are made.
First, create a Board (new or copy existing) and set its Scope, then add Widgets to the Board and adjust the Group By, Metrics, and Size, if desired.
Board Library
Click the Boards option in the navigation menu on the left to open the Board Library screen. From here, view and access your Boards, Boards shared with you, template Boards, and favorite Boards. Delete and copy existing Boards from here as well.
