Insights Details
Understanding Insights Details
The Insights Details page provides comprehensive information about a specific insight, including root cause analysis, key metrics, recommendations, and related insights. This page helps you understand the issue, assess its impact, and determine the appropriate actions to resolve it.
Accessing Insight Details
To view detailed information about an insight:
Navigate to the Insights page
Locate the insight you want to review in the Insights table
Select the Insight ID (displayed as a blue hyperlink)
The Insights Details page opens
Page Header and Navigation
At the top of the page:
Breadcrumb navigation: Shows your current location (Home > Insights > Filtered Insights) and allows you to return to the Insights listing page
Status and severity indicators: Display the current insight status (for example, "Dismissed") and severity level (for example, "Critical")
Last updated timestamp: Shows when the insight was last modified (for example, "Last updated April 16, 2025 03:07 UTC")
Insight Overview
The main header displays key information about the insight:
Insight Title: A descriptive summary of the issue (for example, "ACDN-M15-RPA-0070 at DC-SAN-001: No sourcing rules configured, zero inbound supply against massive demand causing stockout")
Key Metrics (displayed on the right):
Impact Date: When the issue is expected to occur
Impact: Financial impact amount (for example, "USD 3,561,955")
Insight ID: Unique identifier with copy functionality
Created: Date when the insight was generated
Summary: A brief paragraph explaining the core issue, business context, and why the insight was generated
Root Cause Analysis Section
Below the overview, the Root Cause Analysis section provides detailed investigation of what caused the issue.
Section Structure: The root cause analysis appears as expandable sections with descriptive titles
To view root cause details:
Locate the Root Cause Analysis section
Select the arrow icon next to any section to expand it
The expanded section displays:
Detailed explanation of contributing factors
Quantitative evidence and data points
Timeline of events or conditions
Related business context
Common root cause categories include:
Forecasted Inventory Decline
Identified Root Cause (for example, Missing Sourcing Rules)
Evaluated Available Inventory
Calculated Order Quantity Requirements
Calculated Delivery Dates
Relevant Data Section
The Relevant Data section provides links to supporting information:
Data visualizations: Links to charts and graphs showing inventory trends, demand patterns, or other relevant metrics
Analytical resources: References to vendor lead time analysis, inventory policy constraints, or other supporting data
Related metrics: Connections to performance indicators that informed the insight
Select any link to drill into the underlying data that supports the root cause analysis.
Recommendations Section
The Recommendations section presents system-generated suggestions for resolving the insight.
Recommendation Cards: Each recommendation appears as a card containing:
Recommendation title: A clear description of the suggested action (for example, "Create purchase order for 3,205 units of ACDN-M15-RPA-0070")
Recommendation details: Specific parameters including:
Quantities and units
Locations (sites, warehouses)
Dates and timelines
Product or supplier identifiers
Timestamp: When the recommendation was generated
Details link: Select "Details" to view complete recommendation information including rationale and expected outcomes
Action status: Current state of the recommendation (for example, "Actions available")
To expand a recommendation:
Select the arrow icon next to the recommendation title
The card expands to show:
Complete action parameters
Supporting rationale and analysis
Expected outcomes and benefits
Related data and calculations
Activity Log
The Activity Log section tracks all actions and updates related to the insight.
Log Entry Structure: Each entry includes:
Action description: What occurred (for example, "Stock Out Risk item for ACDN-M15-RPA-0070 and DC-SAN-001")
Insight ID reference: Links to related insights
System information: API calls or system processes involved
Timestamp: When the action occurred
Details link: Select to view additional information
Actions available button: When applicable, shows available next steps
To view activity details:
Locate the Activity Log section at the bottom of the page
Select "Details" on any log entry to expand it
Review the detailed information about that activity
The Activity Log displays entries in reverse chronological order, with the most recent actions at the top.
Related Insights Section
At the bottom of the page, the Related Insights section displays other insights connected to the current issue.
Section Header: Shows the count of related insights (for example, "Related Insights (6)")
Related Insights Table displays:
Columns:
Insight ID: Task identifier as a clickable link
Description: Brief summary of the related insight
Status: Current workflow state with icon (for example, "Dismissed")
Product: Product identifier
Site: Site identifier
To view a related insight:
Select any Insight ID in the Related Insights table
The system navigates to that insight's Details page
Related insights help you understand whether the current issue is part of a broader pattern or connected to other supply chain challenges.
Understanding Visual Indicators
Throughout the Insights Details page, visual elements help you quickly interpret information:
Status badges: Color-coded indicators show the current insight state
Dismissed: Gray indicator for discarded insights
In progress: Blue indicator for active work
Not started: Default state for new insights
Severity indicators: Color and icon communicate priority
Critical: Red indicator for highest priority
High: Orange indicator for significant issues
Medium: Yellow indicator for moderate concerns
Low: Gray indicator for minor issues
Expandable sections: Arrow icons indicate collapsible sections with additional details
Clickable elements: Blue hyperlinks indicate interactive elements like Insight IDs and details links
Action buttons: Gray "Actions available" buttons indicate where you can take action on recommendations
Navigating the Insights Details Page
From the Insights Details page, you can:
Return to the Insights listing: Select "Insights" or "Filtered Insights" in the breadcrumb navigation
View related insights: Select any Insight ID in the Related Insights section to investigate connected issues
Access supporting data: Select links in the Relevant Data section to open related dashboards and analysis views
Take action on recommendations: Use the action buttons to accept or mark recommendations as complete
Page Updates
The Insights Details page updates automatically when:
New data becomes available
Recommendations are generated or updated
Actions are taken on the insight
Related insights change status
The "Last updated" timestamp at the top of the page shows when the most recent update occurred.
