Introduction
The Insights Center is your central hub for managing and resolving UTR (Under the Roof) insights with speed and precision. Whether you’re tracking missing inventory, assigning ownership, or conducting deep investigations, the Insights Center equips you with the tools to work smarter and faster.
Understanding Shrink Insights
Shrink Insights highlight cases where there is a high risk or confirmed occurrence of product loss within a facility. By comparing expected and actual inventory movements, the system detects patterns such as missing items, unexplained adjustments, or unusual handling activity. These insights help you quickly identify potential shrink issues, investigate root causes, and take corrective actions to prevent future losses.
Key Features
Accessing the Insights Center
Click the Insights Center icon in the platform’s top menu.
From the side navigation bar, select UTR Insights.
You’ll see the most relevant insights listed, organized from newest to oldest.
Summary Column
A quick snapshot of each insight.
Status Column
Shows the current progress of every insight, with statuses such as Pending, Ownership Taken, Work in Progress, and Resolved.
Quick Overview
Clicking on an insight row opens a side panel with:
A summary of the insight
Resolution reason selection
A recap of related activity and comments
Investigate Further
For certain insight types, an Investigate Further button appears at the bottom of the side panel. Clicking it takes you to a dedicated page where you can explore details like specific item IDs, last known bins, and the item’s journey until it was flagged missing. For some insights, this button opens a deeper view with full traceability across items and bins.
Main Table Overview
Sort any column in ascending or descending order by clicking its header.
Use filters at the top of the screen to refine the table view.
Quick Actions
Update an insight’s status or assign ownership directly from the table, streamlining task management without extra clicks.
Insight Overview
Clicking an insight opens a side panel with three tabs:
Overview Tab: Displays key details, recommended actions, and properties.
Insight Resolution Tab: Record your findings by adding the resolution, outcome, and essential notes.
Activity Tab: Tag teammates, share updates, and ask questions for smooth 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
Apply a custom date range to display only insights from your chosen period.
Default Filters
When filters are applied, you’ll see a Save as Default View button. Click it to store your current filter setup as your personal default. This default is tied to your account, so it’s ready every time you log in.
To update, adjust your filters and click Save as Default View again. Your new selection instantly replaces the old one.
Insight Deep Dive
For some insight types, the Investigate Further button opens a detailed page titled Deep Dive for Insight XXXXX.
This page includes two tabs:
Inventory Adjustments
View details such as Bin ID, event time, product category, and more. Clicking a Bin ID opens a new tab showing its contents and associated events.
Final Steps
Before closing an insight as Resolved, make sure to:
Indicate if there was an actionable outcome
Complete all required resolution fields
Need Help?
Contact us anytime:
📩 support@beamup.ai
💬 Live chat available in the platform