The Insights section in techOMS provides powerful, interactive dashboards to monitor key sales metrics, analyze your fulfillment performance, and get a clear overview of your operational health. This article shows you how to access them.
NOTE: This feature requires special user permissions. To verify your permissions, see: techOMS User permissions structure [Information].
NOTE: The dashboards available in your menu depend on your current subscription plan and configuration. Additionally, new dashboards may be released periodically. For a complete catalog of all available dashboards and their definitions, see: Insights Dashboards Master List [Guides List].
NOTE: Ensure that no account is selected in the header dropdown menu.
To access a dashboard, click the desired dashboard name under the Insights section in the left menu.
Once you access a dashboard, you can start analyzing your data. For guidance, see:
- Insights Dashboards Master List [Guides List], which provides an overview of all available dashboards and their main purpose.
- How to Use the Insights Dashboards [Guide], which explains how to filter, view details, and export data.
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