2. Analytics

Updated 11 months ago by Pete

Analytics

Analytics (powered by Looker) gives you robust visibility and reporting throughout. Through these standard delivered reports, you can find powerful reporting tools around compliance, inventory, module-specific performance (i.e. cultivation and manufacturing), and sales.

For custom reports, please see Dashboards Overview.

If for some reason you don’t see an Analytics tab inside of your Flourish instance please contact your local rep or Flourish Support.

Grant users access

...to new Dashboards and Reports through your User Roles settings.

From your Settings, navigate to User Roles. You can specify which User Roles are allowed to view or update Dashboards and Reports within the new Analytics section.

Feb-24-2020 08-51-05

Once Analytics are enabled, you will see a new tab on your left side bar navigation.

A few Flourish clients already have access to the Analytics tab as they helped us do the initial testing and QA. Thank you to those who helped us enhance our analytics and reporting features! It’s now time to turn this on for everyone and expand our offering. 

The Reports tab at the bottom of the list and the Dashboards tab at the top will still be available in the application as we work to transition all legacy and custom queries and reports over to the Analytics tab.

Within the Analytics tab

...are your Dashboards and Reports.

Each section (Dashboards and Reports) will have a custom list of categories depending on the customer and their license types.

Dashboards will be based on your License type(s) and can be customized based on your specific data points. We’ll discuss your dashboards in depth below.

Flourish Software_Cannabis Analytics_Dashboards Menu

Dashboards

...All of your operational data is displayed by custom attributes and facility settings. 

Your new Dashboards will provide a holistic view of specific operational data depending on license type. For example, cultivators can set up their dashboards to highlight:

  • Sales by Strain
  • Total Plants by Status
  • Orders by Status
  • Total on-hand plants based on grow phase
  • Average Harvest Yields by Strain

...and so much more.

Feb-20-2020 13-32-32

You can further filter your dashboards using the the options listed at the top of your Dashboard screen. 

Feb-20-2020 14-54-29

Filters let you organize data by:

  • Date
  • Strain Name
  • Strain Type
  • Parent Item
  • Item Variation
  • Item Class
  • Item Category
  • Group Nickname
  • Harvest Nickname

And within each of these filters, you can narrow or expand your filter searches by keyword attributes or user attributes.

Flourish Software_Cannabis Analytics_Data Filters

Within each module of a Dashboard, you can set custom alerts notifying you when stock is low, sales are made, etc. 

Feb-20-2020 15-57-06

Hovering your mouse over certain data points will give you access to more in depth records. For example, 

Feb-20-2020 15-54-31

Sample data points

...you can collect on your new dashboards:

Compliance:

  • Package Adjustments
  • Outgoing Transfers
  • Incoming Transfers
  • Expiring Lab Results
  • Expiring Customer Licenses

Cultivation:

  • Sales by Strain Type
  • Total Plants by Status
  • Orders by Status
  • Total on-hand plants based on grow phase
  • Average Harvest Yields by Strain

Sales, Inventory and Distribution:

  • Sales Details by Package
  • Sales Details
  • Total Sales by Customer
  • Total Sales by Brand
  • Total Sales by Category

Reports

...You will have access to a small collection of reports based on specific license and license data points. 

Flourish Software_Cannabis Analytics_Reports Menu

Reports are updated in real time and can be exported into various formats with custom file names and export settings.

A set of standard reports are available in the Analytics Reports module. The reports available are tied to the Facility's license.

Standard Reporting Elements

  • Use filters to filter the report selected. The filter options displayed depend on the report.
  • Click "Run" to generate report output
  • Select your timezone to show data localized to where you are located. The timezone is defaulted based on the facility's location.
  • Click the gear symbol to see export options to download the data as a PDF or CSV.
  • Click the gear symbol to send the report to a recipient.
  • Click the gear symbol to schedule the report

Download, Send and Schedule Dashboard Data 

When viewing a report or dashboard, hover the top right corner of the screen, near the time zone entry and a Settings icon will appear. After clicking the Settings icon you can choose to Download, Send or Schedule a report or dashboard.

Flourish Software_Cannabis Analytics_Settings

Download Reports

You can download your reports in various file formats including Excel, CSV or PNG, custom name the file and set additional download and format settings.

Feb-21-2020 08-55-30

Download Dashboards 

You can download your visual dashboards as PDFs or CSVs.

Flourish Software_Cannabis Analytics_Dashboard Export

Send and Schedule Reports and Dashboards

Send a copy of your report to a colleague. You can also schedule a recurring send of the reports, as they are updated in real time.

Flourish Software_Cannabis Analytics_Schedule

We plan to further enhance this list of available reports and new reports will be added automatically to each facility based on geographical and license-specific criteria.

 


How did we do?