AI Insights

Fishbowl AI Insights is Powered by ConverSight. The initial release allows you to install the AI Insights plugin which automatically syncs data and links to the web app. In the future, the full interface may be accessible directly from Fishbowl Advanced. Additional information about Fishbowl AI Insights can be found here and here.

Benefits

Visibility - Gain enhanced visibility into all corners of your inventory to minimize disruption and monitor activity in real-time.
Custom Reporting - Quickly create and access custom reports with the exact data points you need.
Proactive Alerts and Monitoring - Catch errors, inconsistencies, and anomalies to mitigate risks.
AI Recommended Purchase Orders - Reduce stock outs, streamline operations, and improve customer experience.
Forecasting and Demand Planning - Understand demand and maintain the right level of inventory at the right place and time.
Automated Reports for Fishbowl - Auto-create and publish reports on sales and operations such as in-stock, on-time-in-full (OTIF), order cycle time, order linearity, excess inventory in DC, and channel inventory.
Track Performance - Track sell-in and sell-through forecasting to balance channel inventory. Accurately plan replenishments and ordering with key distributors and suppliers. Receive smart suggestions and recommendations for your business.

Tiers

AI Insights is available in 3 tiers. Tier 0 and Tier 1 get access to the queries listed under Athena Lite. For pricing and additional details, book a demo.

Getting Started

Please watch the following video to get started with Fishbowl AI Insights.

Contact your Fishbowl Account Manager to obtain your free Organization ID.
In Fishbowl Advanced, open the Plugin module, located in the Integrations group.
Select the AI Insights plugin and click Install.
Completely close all Fishbowl Clients and exit the Fishbowl Server by right-clicking the Fishbowl Server tray icon and selecting Exit.
Restart the Fishbowl Server and the Fishbowl Client and then log in.
Initially, only the admin user will have access to the AI Insights module. To grant access to additional users, assign the AI Insights-View access right to the appropriate groups in the User Group module.
Open the Reporting group, and then open the AI Insights module.
Enter the Organization ID you obtained from your Account Manager in step 1.
Enter a valid email address which will be needed later, and then click Get Started.
By default, your data will be analyzed once a day. Clicking the link in the AI Insights module will open the web app where you can explore various tabs and dashboards that are automatically populated with your data.
Click the circle near the bottom-right corner of the screen to ask Athena a question and start gaining conversational insights into your data.
Bookmark the Fishbowl AI Insights Documentation site and the FAQs page for future reference.
Watch the additional videos to learn more about how you can leverage AI Insights in your business.
When you're ready to upgrade to a higher tier, just reach out to your Fishbowl Account Manager.

Documentation & FAQs

Documentation for using Fishbowl AI Insights can be found here.
FAQs can be found here. Some of the FAQs have also been included in the sections below.

General

How many users can I add?

The number of users you can add depends on the tier you have chosen.

Tier 0 = 3 Users
Tier 1 = 5 Users
Tier 2 = 10 Users

How do I upgrade to Tier 1 or Tier 2?

Please contact your Fishbowl Account Manager if you would like to change which tier you are on.

How do I add a user?

Only users with Org Admin access can add users.

From the left menu, hover over the gear (⚙️) icon and choose Roles. If you don't see the left menu, click your profile name in the upper right-hand corner and enable the Configurations option.
From the User screen, click the Create New button.
Additional information can be found here and a video can be found here.

How often does my data refresh?

The data refresh occurs daily by default. Additionally, users can manually trigger it by accessing Dataset Management in the Data Workbench option from the configuration bar. Choose the specific dataset requiring a refresh, click on the adjacent settings icon, and select Republish to initiate a manual refresh of the data. Users also have the option to schedule the data refresh at their convenience by selecting the scheduling option.

How do I find the last time my data was refreshed?

To see the last time your data was refreshed, go to the Datasets page, click the settings icon of your dataset, and then select Show Recent Activity. This will display all the recent actions performed on that dataset.

How do I change the color scheme or branding?

Please follow the instructions here. Additional information can be found here and a video can be found here.

How do I update user permissions?

Only users with Org Admin access can create and modify the user details. Navigate to Data Governance, select the user, change the roles, and then click Update.

Platform configuration options aren't visible to me. How do I turn that on?

Click your profile name in the upper right-hand corner and enable the Configurations option.

I'm seeing issues with my data. How do I submit a support ticket?

Please submit a ticket here.

Where can I see what data is getting pulled in?

Detailed data pulls will be logged into the Show Recent Activity feature. To access this, go to the Datasets page, click the settings icon of your dataset, and then select Show Recent Activity. This will display all the recent actions performed on that dataset.

My data hasn't refreshed. How do I republish it?

Please follow the instructions in this video.

How do I connect to other connectors and load data into platform?

You can utilize the data connectors within the platform to connect to your data sources. Once connected, you can use the data management tools to create a new dataset and load data into the ConverSight platform. After loading the data, you should publish it through SME Coaching. Refer to the following links for step-by-step instructions.

Insights

The Insights module allows users to gain advanced analytics and reporting capabilities by exploring their data, identifying trends, and making informed decisions. It includes automated insights generation, rich visualization charts, and a natural language conversational bot (Athena) for querying business data.

How do I create a new Insight

You can create a new Insight through the Proactive Insights tab in Train Athena, which is located under the Data Workbench option. Additional information can be found here and a video can be found here.

How do I edit an existing Insight?

You can edit an Insight by clicking on the edit icon corresponding to the desired Insight. Additional information can be found here.

How do I delete an Insight?

You can delete an Insight by selecting the delete icon corresponding to the desired Insight. Additional information can be found here.

How do I create a drill down on data?

Please refer to the documentation found here and the video found here.

Is there a default drill down?

Yes, there is a default drill down available which is from Year to Day.

Explorer

Explorer uses an advanced and dynamic approach to report creation by categorizing data according to specific business areas within the dataset. It is designed to streamline data exploration and analysis for users of all skill levels, ensuring a user-friendly experience. This feature provides a structured methodology for gaining data insights, allowing users to selectively choose datasets and columns pertinent to their analysis.

How do I save the changes I made to the report?

Once changes have been made to the report, it can either be saved as a favorite in the Reports section or pinned to the Storyboard to keep it. Additional information can be found here.

How do I add a particular column to an existing report?

Click the left-side tab of Explorer and then select the field you would like to add from the list.

How do I add a column to the Recommended PO report?

Navigate to Configure SME in Recommended PO, edit the Recommended PO report (Smart Column), add the required column, and then update and publish the changes.

Can I select fields across different tables?

Yes, you can select fields from different tables, but you cannot select fields from different datasets.

How do I save reports as favorites without pinning them to Storyboards?

After creating a report, you can add it to your favorites by clicking the heart icon in the right-side menu. This action saves the report in a folder designated for favorite items. Additional information can be found here.

How do I create folders for reports?

You can create folders while adding a report to favorites by clicking the heart icon in the right-side menu. When prompted for Folders, type a new name to automatically create and save it as a new folder or select an existing folder from the dropdown menu. Additional information can be found here.

How do I see recently pulled reports?

You can see recently pulled reports by clicking the down arrow near the query bar. Additional information can be found here.

How do I update date and period interval parameters?

You can update the date and period interval in the Filter section. By default, the period parameters are set to All, but they can be adjusted according to your preferences. Note: The date and period interval will only function if date columns are present in the query.

Storyboards

A Storyboard is a convenient way to view and organize all of the charts, graphs, and insights that are relevant to you in one place. You can access all of the saved visualizations you have created and pin them to a Storyboard to create a custom display of your data. You can pin charts and tables to any Storyboard you have created and those that have been shared with you with the edit privilege. When you create a Storyboard, you can share it with other people with either the view or edit privilege. Storyboards are interactive and allow you to perform actions like filtering, excluding values, and drilling down on the visualizations.

How do I add data to a Storyboard?

To add data to a Storyboard, navigate to the Insights section and select the desired Insight. Click on the Add to Storyboard icon which will be a Pin shared, then either select an existing Storyboard or create a new one by entering a name and clicking Create and Add. Additional information can be found here and a video can be found here.

How can I customize the existing Storyboards or reports?

Please refer to this video and this video.

How do I share Storyboards and/or reports?

Please refer to the information found here as well as this video.

How do I schedule Storyboards and/or reports to be emailed?

Please refer to the the information found here as well as this video.

How do I clone Storyboards? Why should I clone Storyboards?

If you need to add or remove a column or make a slight change to a Storyboard, and still retain the original version, you can use the Clone option. This allows you to modify the data in the cloned Storyboard without affecting the original one. Additional information can be found here.

How do I arrange reports and metrics in a Storyboard?

Please refer to the information found here as well as this video.

How do I ensure all users have access to all Storyboards?

By default, all the users will have access to all Storyboards within the same plan.

What is Process Flow? How do I create one?

The Process Flow feature enables users to create a unified Storyboard that consolidates multiple Storyboards in a user-defined sequence. This allows for a single, streamlined space to view all selected Storyboards. Additional information can be found here.

How do I categorize Storyboards?

A Storyboard can be categorized by adding a business area, which will be displayed as a tag. Clicking on a specific tag will filter the Storyboard by that business area. To add a business area to a Storyboard, click on the settings icon on the right-side of the Storyboard and select Edit. There, you can add a business area to categorize your Storyboard. Additional information can be found here.

Athena

Athena is an advanced conversational AI analyst that transforms the way users interact with data. By allowing natural language queries, Athena simplifies complex data analysis, making it accessible to users of all technical levels. With features like voice search, contextual queries and dynamic suggestions, Athena delivers real-time insights, enabling users to explore and interpret data effortlessly. Whether through follow-up questions, comparative analysis or personalized recommendations, Athena empowers users to gain deeper, actionable insights, driving more informed decisions and improving business outcomes across diverse industries. Users can ask queries by clicking on the Athena icon.

How do I train Athena?

You can train Athena by selecting the Train Athena option under the Data Workbench. Additional information can be found here and here.

How do I interact with Athena?

You can interact with Athena by clicking on the Ask Athena icon. You can input queries by typing or using voice commands via the microphone icon. You will have access to either Athena Lite or Free Flow depending on your tier.

What should I do if I see "You don't have any active insights" in Athena?

If you sees this message, it means your user hasn't been granted access to a dataset. Contact your data administrator to request access.

How do I set alerts?

To set an alert, click on the Ask Athena icon, then select the Alert Me icon on specific insights where you want to set alerts. In the dialog box, specify the conditions that will trigger the alert, customize the template for the resulting insight, and then click Save. Additional information can be found here.

What's the proper format to ask Athena questions?

Please review the information found here. You can also try the queries included in Athena Lite.

ConverSight Academy

ConverSight Academy is a collection of video tutorials and resources. Follow the instructions below to sign up:

Complete the form located here.
Note: This login is not tied to your ConverSight platform login, so while you can use the same address email for both, the passwords can be different.
After you click the Create Account button, you will receive an email from "Academy Admin <noreply@conversight.ai>"
Click the link in the email to activate your account and then you will be able to access the site.
Once you have Academy access, we suggest going through the video tutorials in the the order listed here to ensure a smooth and thorough onboarding experience. This will provide you with a solid foundation and empower you to leverage ConverSight to its fullest potential.

You may also be interested in checking out the ConverSight Community where you can interact with other ConverSight users. If you need to create a support request for AI Insights, please click here.

Athena Lite

Tier 0 and Tier 1 get access to Athena Lite which includes the queries listed below. Athena allows for quick and easy access to Fishbowl Data for users who want to explore the breadth of metrics, reports, and insights being pulled around their business.
Tier 2 gets access to the queries listed below plus Athena Free Flow which allows users to utilize Athena's GenAI capabilities. This includes the ability to use natural language to pull metrics and reports based on the data fields in Fishbowl and to quickly source information and ask follow-up questions related to those insights, metrics, and reports. You can find additional tips about interacting with Athena here.

Sales Queries

Total Revenue for This Month
This Quarter vs Last Quarter Revenue
Monthly Revenue and Growth Rate
Top Item by Revenue This Month
Revenue Trend for the Last 6 Months
Top Customer by Revenue This Year
Average Order Value This Month
Monthly Revenue Comparison to Last Year
Items with Increasing Sales
Items with Decreasing Sales
Sales Growth by Item
Total Sales Orders Processed This Week
Items with the Highest Gross Profit Percentage This Year
Gross Profit Percentage This Year by Month
Customers with Declining Revenue This Year
Revenue by Location This Year
Item Sales This Year vs Last Year
Sales Forecast for Next 3 Months by Month
Price Details by Item
Outstanding Sales Order Details

Procurement Queries

Total Spend for This Month
Vendor Spend Comparison by Year
Top Vendor by Spend This Quarter
Spend Trend for the Last 6 Months
Average Purchase Order Spend By Month
Monthly Spend Comparison to Last Year
Highest Cost Items
Spend by Item This Year
Purchase Orders Created This Week
Total Open Purchase Orders
Past Due Purchase Orders
Average Lead Time by Vendor
Average Lead Time by Item
Purchase Order Accuracy by Vendor
On-Time Delivery Rate Vendor
In-Full Delivery Rate by Vendor
Historical Spend Trend by Vendor
Historical Item Cost by Vendor

Inventory Queries

Total Inventory Value This Month
Excess Inventory by Item
Excess Inventory by Location
Inventory Value by Location
Item Turnover Ratio This Year
Items Currently Out of Stock
Days Inventory On Hand by Item
Items at Risk of Stockout
Back Order Rate by Item This Quarter
Inventory Value Comparison to Last Month
Items With Highest Inventory Value
Items With Highest Inventory Quantity
Aging Inventory Details
Slow-Moving and Obsolete Inventory Details
Inbound Items This Week by Day
Items Received This Week
Inventory Value by Item Category
Inventory Value Comparison to Last Year

Planning Queries

Demand Forecast for Next Month
Demand Variability for Last 6 Months
Forecast Accuracy for Last Quarter by Month
Planned vs Actual Demand This Month
Periods with Largest Seasonal Trends
Monthly Demand Forecast by Item
Historical Demand by Item
Top Items by Forecasted Demand
Monthly Forecast Accuracy by Item
Forecast vs Actual Sales Comparison by Month
Demand Forecast for Top Customers
Recommended Safety Stock and Reorder Point by Item
Item Safety Stock Levels for This Month
BOM Inventory Levels vs Demand Forecast by Month This Year
Demand Forecast by Location

Distribution Queries

Total Shipments This Month
On-Time Delivery Rate This Quarter
Average Delivery Time
Total Distribution Cost This Month
Total Units Shipped by Item
Backorder Rate for Last Week
Average Time to Fulfill Orders
Top Carriers by On-Time Delivery
Orders Shipped per Day This Month
Shipment Volume Trend for Last 6 Months
Shipping Cost per Unit
Outstanding Shipments This Month
Return Rate by Item This Year

Additional Videos

AI Insights is being developed in phases, so what you see may differ from the videos below. Initially, you will install the AI Insights plugin which automatically syncs data and links to the web app. In the future, the full interface may be accessible directly from Fishbowl Advanced.