How to use features in Navigator, including how to view insights and each type of statistical information.
Viewing Real-time Statistics and Insights
Navigator is a tool set designed to provide order-automation metrics and insights so that you can make data-driven decisions to improve order accuracy, automation, and operational efficiency.
For a more complete overview and what Navigator offers, see: Getting Started with Navigator.
Navigator, Manager View
1 |
The Navigation Rail on the left side of your screen includes links to:
At the top of the list, click the three-line “Hamburger” icon ( Note: To display the field to select companies, first click the Hamburger icon to display the names. (For more information, see Navigation Bar). |
2 |
Headlines of Key-Metrics in large boxes for quick, at-a-glance viewing, including:
(For more information, see Headlines of Key-Metrics). |
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Tabs act as the main navigation menu to access each of the Statistical Graphs and the Data Grids that allow you to explore the data in more depth. They include:
Note: Only the first tab is shown in the screenshot above. (For more information, see Viewing Tabs). |
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Filters, include the following:
(For more information, see Filters). |
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Key Metric Totals on each individual tab. For example, on the default, Order Statistics tab, the following totals are available:
(For more information, see Key Metric Totals). |
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Statistical Graphs offer the relative size of different metrics. Graphs are different on each of the Detail Tabs you select from the Header. (For more information, see Viewing Tabs). |
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Data Grids display the written statistics that comprise the Statistical Graphs. Like Graphs, Data Grids are different on each of the Detail Tabs you select from the Header. (For more information, see Viewing Tabs). |
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Insights on operations, including:
(For more information, see Insights). |
Navigation Rail
The Navigator interface has a new look and feel. In navigating through the Premier application as a whole, on the left side of your screen is a new Navigation Side Bar. The Navigation Side Bar provides a vertical navigation menu that includes:
- Sidebar Toggle Button: Allows users to expand or collapse the sidebar to show names of features or simple icons for saving viewing space. Click the three-line “Hamburger” icon (
). - Company Selector: A dropdown or selector for choosing a company, useful in multi-company applications. To access, click the Hamburger icon to display feature names and then click the white, rectangular field near the top of the feature list.
- Navigation links to navigating different features of the application, including Dashboard, Reporting, Customers, Alerts, and Documents, but also Settings and Support pages. Click the name or the icon.
Headlines of Key Metrics
Headlines of Key Metrics Average displays in large boxes for quick, at-a-glance viewing. They summarize the data to help you visualize trends. These metrics reflect data over the previous 7 days.
They include:
- Orders to ERP on Time
- Order Automation
- Orders with Errors
- Order Accuracy
- Average Cost to Serve
Detailed source data behind statistics can be found below in the statistical graphs and Data Grids.
Tabs
Tabs provide targeted insights on different areas of the automation process and CSR performance through Statistical Graphs and Data Grids.
Statistical Graphs offer the relative size of different metrics in a way that’s often easier to understand. Graphs are different on each of the Detail Tabs you select from the Header.
Data Grids display the individual statistics that are reflected in the statistical graphs. This data is also the source for other statistical displays, such as averages. These grids are different on every tab.
Viewing Tabs
You can view the information tabs in two different ways. Click the Display icon () on any Statistical Graph screen and the format of the page reorganizes to show the Statistical Graph and the Data Grid in different locations. For example, if you click icon when the four squares are in colors, it allows the view of two tables in the space that one would normally occupy one.
Using the Order Statistics Tab
Each tab displays trading-partner data based on the filters you have set. (See Filters). To view an individual trading-partner’s statistics, do the following:
- On the Order Statistics tab, in the Data Grid click the corresponding row. That row is then highlighted and the screen displays changes to show that trading partner’s statistics in the Statistical Graph, and the Key Metric Totals directly above.
- On all other tabs, click the bar of the Statistical Graph that represents that trading partner. That bar is then highlighted and moved to the top of the list. The screen displays changes to show that trading partner’s statistics in the Data Grid and the Key Metric Totals directly above.
Note: To return to the previous screen, click Order statistics over time, in the upper left of the Statistical Graph section. The view moves back one screen at a time. Note also that filters will not be reset with this action.
To view more than one trading partner in combination, do the following:
- On the Order Statistics tab, in the Data Grid click on each of the rows that correspond to the trading partners you want to view. Each of the chosen rows become highlighted. The Statistical Graph and the Key Metric Totals change to reflect the combined totals of each of the trading partners.
To eliminate one or more trading partners from the total, click the corresponding row. That trading partner’s totals are eliminated from the combined totals and the highlighting disappears. - On all other tabs, click the bars of the Statistical Graph that represents that trading partners whose statistics you want to view. That bars are then highlighted and moved to the top of the list. The screen displays changes to show that trading partner’s statistics in the Data Grid and the Key Metric Totals directly above.
To eliminate one or more trading partners from the total, click the corresponding row. That trading partner’s totals are eliminated from the combined totals and the highlighting disappears.
Note: To return to the previous screen, click Order statistics over time, in the upper left of the Statistical Graph section. The view moves back one screen at a time. Note also that filters will not be reset with this action.
Filters
To help narrow your focus, use filters on each tab to show only the specific data you choose. Depending on the tab, for example, these can include Date Range, Divisions, Trading Partners, and Customer Service Representatives (CSRs).
Note: The Divisions filter is not operable at this time.
To select each of the filters, follow these steps:
- To select a Date Range, click the Calendar icon and then select the beginning and ending of the date range or select time periods from the Quickset.
- Click to select which of your company’s Trading Partners to view.
- From the drop-down menu that displays, check each of the boxes that correspond to the Trading Partners you want to view. Your choices are reflected in both the statistical graphs and the Data Grids. Click the box at the top of the list to select all Trading Partners.
- Click each box whose selection you want to eliminate from the view. Or click the box at the top of the list to eliminate all choices.
- Click to select which of your company’s Customer Service Representatives (CSRs) to view.
- From the drop-down menu that displays, check each of the boxes that correspond to the Customer Service Representatives (CSRs) you want to view. Your choices are reflected in both the statistical graphs and the Data Grids. Click the box at the top of the list to select all Customer Service Representatives (CSRs).
- Click each box whose selection you want to eliminate from the view. Or click the box at the top of the list to eliminate all choices.
Individual filters remain in place until they are reset. To do so, return to the drop-down menus, described above or click the individual listing in the Data Grid.
Sorting Data in the Data Grid
In the Data Grid, you can sort data by different factors. For example, depending on what data displays, you can sort by trading partner, Customer Service Representative, or by the time period, among others.
To sort a table by a column, do the following:
- Click that column heading. The table reorganizes.
- To reverse the order of the column, from ascending to descending order, click the column heading again. The column displays the new order.
Note: The Divisions filter is not operable at this time.
To select each of the filters, follow these steps:
- To select a Date Range, click the Calendar icon and then select the beginning and ending of the date range or select time periods from the Quickset.
- Click to select which of your company’s Trading Partners to view.
- From the drop-down menu that displays, check each of the boxes that correspond to the Trading Partners you want to view. Your choices are reflected in both the statistical graphs and the Data Grids. Click the box at the top of the list to select all Trading Partners.
- Click each box whose selection you want to eliminate from the view. Or click the box at the top of the list to eliminate all choices.
- Click to select which of your company’s Customer Service Representatives (CSRs) to view.
- From the drop-down menu that displays, check each of the boxes that correspond to the Customer Service Representatives (CSRs) you want to view. Your choices are reflected in both the statistical graphs and the Data Grids. Click the box at the top of the list to select all Customer Service Representatives (CSRs).
- Click each box whose selection you want to eliminate from the view. Or click the box at the top of the list to eliminate all choices.
Individual filters remain in place until they are reset. To do so, return to the drop-down menus, described above or click the individual listing in the Data Grid.
Key Metric Totals
Key Metric Totals at the top of each tab provides a quick summary of the most important metrics displayed within that tab. The totals are dynamically updated based on the visible data, so if filters are applied, the totals will reflect only the filtered data, offering an accurate snapshot of the current information.
For example, on the default, Order Statistics tab, the following totals are available:
- Delivered on Time
- Total Documents
- Total Line Items
- Dollars Processed
This information corresponds to data in both the Statistical Graphs and the Data Grids.
Insights
The Insights section displays real-time warnings, recommendations, possible actions, and forecasts. Each includes a description of the issue and what may be affected for that trading partner, including trading partners, users, and documents.
Insights are generated based on patterns observed in customer data across trading partners, such as recurring errors or inefficiencies. They are triggered when specific patterns are detected in documents from the past two weeks that exceed thresholds for two critical factors:
- The number of documents affected
- The number of fields that were corrected within those documents
Each insight offers actionable suggestions and recommendations to help address the root cause of the problem. Many are tied to settings or transformations that are within your control. Follow that individual recommendation for instructions.
Example of an Insight
Reviewing an Insight’s Statistics
Each insight concerns only a single trading partner, field, and potential root cause. To review that trading partner’s statistics, click Review. The screen changes to display only statistics for the trading partner to which the insight belongs, including the Data Grid, the Statistical Graph, and the Key Metric Totals directly above the Statistical Graph.
Note: In addition to insights concerning only one trading partner, they are specific for each user. If one user dismisses or filters out some insights, doing so will not affect what the next user can view, even if they share access to customers and trading partners.
To return to the previous screen, click Order statistics over time, in the upper left of the Statistical Graph section. The view moves back one screen at a time.
For more information on Navigator, Manager's view, also see: Getting Started with Navigator and Settings for Navigator.