The Insight Center is your new command hub for managing and resolving UTR insights efficiently. Whether you're tracking missing inventory, assigning ownership, or diving deep into individual cases, the Insight Center gives you the tools to act faster and smarter."
Key Features at a Glance
To access the Insight Center, click the "Insight Center" icon in the top menu of the Platform. From there, select UTR (Under The Roof) Insights in the side navigation bar. You'll then be presented with the most relevant insights, organized from newest to oldest.
Summary Column
Brief overview of each insight.
Status Column
This shows the current progress of each insight, with statuses like Pending, Ownership Taken, Work In Progress and Resolved.
Quick Overview
Clicking on a specific insight row opens a side panel that provides a summary of the insight, allows you to select a resolution reason, and displays a recap of related activity and comments.
Investigate Further
For certain insight types, you’ll see an “Investigate Further” button at the bottom of the side panel. Clicking it will take you to a dedicated page where you can dive deeper into the insight - exploring specific item IDs, viewing their last known bin, and tracing the item’s journey up to the point it was reported missing. For select insights, this button opens a deep dive with full traceability across items and bins.
Managing UTR Insights in the Main Table
You can easily sort any column in ascending or descending order by clicking on its header. Use the filters at the top of the screen to further refine the table view.
Quick Actions
From within the table, you can update the insight status and assign an owner directly, streamlining task management.
Insight Overview
Clicking on an insight opens a side panel organized into three tabs:
Overview Tab: Key insight details, recommended actions, and properties.
Insight Resolution Tab: Summarize your investigation here by providing the resolution, outcome, and other essential information.
Activity Tab: Use this space to tag coworkers, share important updates, and ask questions, ensuring seamless collaboration.
Filters
General Filters
The following filters are available for your use, enabling you to tailor the data view according to your preferences:
Owner
Status
Insight Period
Insight Domain
Facility
Region
Country
Business Process Issues
Investigation Outcome
Insight Type
Date Filters
You can customize the date range, ensuring that the table displays data relevant to your selected period of interest.
Default Filters
When applying filters, you’ll see a “Save as Default View” button. Clicking it will save your current filter selection as your personal default, ensuring a consistent experience every time you return. Your default filters are tied to your account, so it’s always ready- no need to reselect filters each time.
To update your default, just open the filters panel, adjust your selections, and click “Save as Default View” again. Your new preferences will replace the previous ones instantly.
Insight Deep Dive
For certain insight types, you’ll find an “Investigate Further” button at the bottom of the side panel. Clicking it opens a new page titled Deep Dive for Insight XXXXX.
This page contains two tabs:
Inventory Adjustments
View detailed information about the item, including its Bin ID, event time, product category, and more. You can click on a Bin ID to explore it further, opening a new tab that displays the items it contains and the events associated with it.
Inventory History
See the full workflow of all item IDs related to the insight, tracing their journey from the first bin to the last. Similar to the previous tab, clicking a Bin ID will open a new tab showing comprehensive bin details.
This page also includes filtering, sorting, and search capabilities to help you navigate the data efficiently.
Final Steps
Before marking an insight as RESOLVED, ensure you:
Indicate if there was an actionable outcome
Complete all required resolution fields
Go Explore
We’re excited to launch the new Insight Center and can’t wait for you to start exploring. These capabilities are designed to make your work easier, faster, and more effective.
As you dive in, we’d love your feedback—your insights will help us continue improving.
Need Help?
Reach out via chat or email us at support@beamup.ai