AI Analytics & Insights
Ask focused reporting questions with BI Analysis and check the data behind each answer.
Who is this article for?
Ask Crunchy a focused reporting question when you want to explore performance or summarise your records. Use BI Analysis for profitability, sales, pricing and stock-value questions.
Ask a reporting question
Choose BI Analysis in the composer for a reporting conversation.
State the location, date range and comparison you need.
Review which records and calculations support the answer. Ask for missing coverage or assumptions if they are unclear.
Good questions include:
- What is our stock value at [location]?
- Summarise purchase-order spend for [date range].
- Which products had the highest gross profit percentage at [location] last week?
- Which items have missing cost information in this comparison?
Know which data is available
Answers depend on the records Crunch can access and the features included in your plan. OPS supports operational questions such as inventory, purchasing and stock takes. Interactive Square queries and raw-sales analytics require Full Crunch and the relevant connection.
Gross profit percentage and stock value answer different questions. Check the measure, dates and data coverage rather than treating an AI summary as a complete financial record.
Continue in the dashboard or a report
Open Dashboard and choose the relevant analytics tab to inspect the on-screen figures. For an approved Weekly Profit Control report, open Business Files and choose Open interactive report.
If you need a file, ask Crunchy for a CSV, spreadsheet or PDF and specify the same location and dates. Review the exported figures before sharing them.
Find dashboard analytics
Read your Weekly Profit Control report
Export and download reports