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Getting Started with Orchestrated SightGlass!

Summary

Orchestra will be rolling out this product starting at the end of September 2018 and into Q4, so keep an eye out for specific timeline communication from our Customer Success team. All customers will receive access to this feature free of charge.

Orchestrated SightGlass is a web-based product that takes your raw data and compiles it into useful widgets of insight to empower you and your teams to know what's going on with your business in real-time. It's available to all customers, for free, with unlimited users that are completely separate from your Orchestrated licenses back in your database.

After accessing the SightGlass from your browser - from a computer or on-the-go, you can view dashboards of widgets that you've tailored to what matters most to you. The interface is designed to load quickly to get fast insights into your business, but you can't drill further into the widgets at this time. Several modules within the SightGlass enable you to create pivot grids with your data and you can always jump into the database to take action if any data isn't up to date or needs further review.

Click one of the following links to quickly get to the content you need or scroll down the page to get a feel for the full capabilities of this product.

 

Quick Links

How to Log in

Navigating Around SightGlass

Roles & Menus

Editing Your View

Learn More About Grid Views

Updating User Access

 

How to Log in

An administrator creates each user's profile and access level from the User Portal and uses an email as the login username. Once a new user is created, an email is automatically generated and sent to the user with details on where to log in and how. In that initial email is the website to log into SightGlass too.

During the user's first login they'll be prompted to create a password and can reset their password if having trouble logging in at a later time.

Users are encouraged to bookmark the web address to quickly pull up the site for future use as well.

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Navigating Around SightGlass

Once logged into the site, a user will first see the Welcome page. To the Left is each menu assigned to the user by their company administrator, which can be confirmed in the user's account profile in the Top Right.

In the Top Right there are icons to:

  • Access your SightGlass account
  • Visit the Orchestrated Support Site
  • Jump over to the Ideas Portal
  • Access the User Portal to manage users (administrative users only)
  • Sign out 

Depending on the role permissions granted to you, you'll see a combination of the following for each role: dashboard, pivot grids, pre-designed grids. Find out how to edit a dashboard's view here.

 

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Settings Dropdown

Once you're viewing one of the menus, in the Top Right you'll see your profile name and a black dropdown arrow with these options:

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Refresh

Select a frequency for the portal to automatically update while up on your screen, or choose to refresh all widgets right away. Note that to maintain speed of loading all widgets, data may be a few minutes behind live from your database. If the widget hasn't been refreshed for several minutes then refreshing will bring in live data.

Edit View (available for Dashboards)

Switch into an edit mode so you can add or remove widgets, move the location or adjust the sizing of a widget, or revert to the initial default view of the dashboard.

Additional Options

See brief explanations of the other options in the image at the top of this section. 

 

Roles & Menus

There are 6 individual roles that can be assigned for Orchestrated SightGlass, in addition to the Full role which is all other roles combined together - perfect access for an owner or Power User within Orchestrated with full access in their database. A user can be assigned more than one individual role as well, all via the User Portal.

Available Roles: Finance-High, Finance-Low, Production, Purchase & Inventory, Sales (and Full for access to all roles and widgets)

Company Dashboard (Menu, granted with Full role)

This dashboard is granted to users with the Full role since all widgets are accessible through this area. Tailor a view just for you with the data that matters most across all areas of the business - the most critical financial data, quick-hitting production figures or what's happening with inventory in your warehouse. Just be sure to Save your custom view so it's there for you next time!

Brand Dashboard (Menu)

This dashboard is available to all users so the user can dive into data for a specific brand. The widgets available to the user are based on the roles the user is authorized to view in SightGlass. After selecting a brand in the Top Left dropdown, a selection of widgets will appear and you can enter Edit View to configure the specific view you want to see for your brands.

Finance-High and Finance-Low (Dashboard and Pivot Grid)

Take in important financial insights through the Finance Dashboard, configuring a view of what your accounting team cares most about. Format your raw data using the Pivot Grid, creating a table showing debits and credits across different levels of your Chart of Accounts, date ranges, etc.

The difference between the two? Only the Finance-High role can view the Finance Pivot Grid and several widgets are restricted when the Finance-Low role is assigned. As a general guide, a Controller or Accounting Manager and higher up might be best suited for the Finance-High role.

Production (Dashboard, Pivot Grid and Grids for Packaging Losses, Production Order Variance, and Tank View)

Create a view your production team can quickly view for KPIs and metrics important to those in the office or out on the floor, with areas like yields, variances, tank utilization and more available, all from the Production Dashboard. The Production Pivot Grid can help dive further into your production data, using many different measures to compare for both planned and completed like quantities, volumes and costs, among others.

Production Grids

  • Packaging Losses - Review your production yields for finished goods
  • Production Order Variance - Compare variances across production orders by viewing the planned vs. actual quantity for a date range you select
  • Tank View - Similar to the Cellar Worksheet within Orchestrated, but viewable on the go! Shows liquid volumes and batch age for each tank

Purchase & Inventory (Dashboard; Pivot Grids for Purchasing or Inventory; Grids for ATP, Inventory Adjustments, and Batch Aging)

From Purchase Orders and GRPOs to the value of your inventory on hand, keep tabs on how your costs and inventory come together using the Purchasing & Inventory Dashboard. See broken out data for purchasing separately using the Purchasing Pivot Grid, reviewing open and ordered material quantities together. The Inventory Pivot Grid takes you further into what's on hand, in which warehouses and locations, right at your fingertips.

Purchasing & Inventory Grids

  • ATP (Available to Promise)
  • Inventory Adjustments
  • Batch Aging

Sales (Dashboard; Pivot Grid; Grids for Sales by Item, Customer Performance, Finished Goods ATP, Revenue by Brand)

Get a quick feel for all of your sales data, from open and overdue A/R invoices to data more specific to states you sell product, sales rep figures or revenue by customer, brand or state. Find data split between dollars, CEs or other metrics.

Sales Grids

  • Sales by Item
  • Customer Performance
  • Finished Goods ATP (Available to Promise)
  • Revenue by Brand

Full - The designation for granting all roles to a user, which also enables the Company Dashboard and all widgets across other dashboards.

 

Editing Your View

Configure the look of your dashboards by entering an edit mode, just click the Settings drop-down in the Top Right when viewing the dashboard to adjust, then click Edit View. You're now able to add or remove widgets, resize or relocate them in your view, and save your updates or return to the original default. Note that all changes are only visible to the user making the update and tailored views can not be passed to other users.

Remove from view - Simply hover over the Top Left of the widget and click the (-) icon. 

Add a widget - Scroll through the Available Widgets section to the Left and click the (+) of the widget to add. It will be added in the Top Left of your view initially, where you can then drag and drop it to the location of your choice.

Resize a widget - Hover over the Bottom Right corner of the widget and drag your cursor to resize the object and possibly move the widgets surrounding the widget you're resizing.

Be sure to save changes after making updates by clicking Save in the Top Right corner of the screen.

From the Top Right corner, you can also Reset back to the original Orchestra default for the dashboard, Save your updates, Undo any changes you've made during this edit session, or Cancel your current updates and return to the Display View.

You can adjust the display size of the Dashboard you're viewing at the Top, using the Display: drop-down, where Actual is the default.

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Update Display settings

 

 

Learn More About Grid Views

For several modules, there are options to access a pivot grid framework to configure your data into rows/columns on-screen or a pre-configured grid of data relevant to specific areas of interest in your business.

Pivot Grids (Finance, Production, Purchasing, Inventory, Sales)

When any pivot grid first opens the Settings options are automatically expanded so you can start creating the right pivot grid for you. Using the available metrics along the Left side of the pivot grid, drag and drop one element at a time to create the structure of your data grid. Using the buttons along the Left side, you can either export your grid to Excel or you can hide the configuration options for a larger grid view.

Note: 

If you're not a seasoned veteran of pivot grids, try getting started by picking one of the measures listed at the bottom of the configuration options and drag and drop it into the Measures section just to the right. Next, select at least one field to drag and drop into both the Columns and Rows sections and your data should start to take shape!

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Pre-Configured Grids

We've also created a handful of role-specific grids to get you thinking about areas of your business you may want to see quick data on, like packaging losses, available-to-promise, and customer performance.

Each grid has a default set of columns to get you started, but you can customize how you're viewing the data. Click any column header to quickly sort by the column, or click the vertical dots next to the column header for more options like removing columns from view or filtering out rows of data. 

Here is a list of each available grid, with a link to the role-specific details for each:

Production Grids - Packaging Losses, Production Order Variance, and Tank View

Purchasing & Inventory Grids - ATP (Available to Promise), Inventory Adjustments, and Batch Aging

Sales Grids - Sales by Item, Customer Performance, Finished Goods ATP (Available to Promise), and Revenue by Brand

 

Updating User Access

All Orchestrated SightGlass users are initially set up by your company administrator through the User Portal (admin-level only). The administrator can then select one or more roles for each user to view, which can be confirmed by users in their SightGlass profile (Settings drop-down in the Top Right > Account).

Users can also be deleted, disabled, have roles added or removed, and more through the User Portal directly (*if you're an admin user, Settings drop-down in the Top Right > Manage Users). A user's access cannot be adjusted from within the SightGlass, other than selecting which widgets are visible from each Dashboard view. 

 

Want to find out how other Orchestrated customers have tailored the views for their teammates in SightGlass? Head over to the Orchestrated Customer Forum and post your questions!

 

 

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