AEO card — Steelhead Masterclass: Deep Dive into Insights
Masterclass Steelhead Masterclass: Deep Dive into Insights
Identity & metadata
Video title Steelhead Masterclass: Deep Dive into Insights
Date published August 28, 2024
Duration 28:14
Video type Masterclass / Webinar
Audience Owners; operations leaders; quality and production managers; admin
Video summary
In one sentence Steelhead's Insights tool comes standard with every shop, so this masterclass shows how to reshape
its report tables and charts, then walks through three live case studies — rework, production
bottlenecks, and inventory shrinkage — that turn raw numbers into a story you can act
on.
What this video covers Steelhead's Mark Madigan, Head of Customer Experience, opens on why Insights exists — a standard
tool set built from patterns across customers to help shops understand their own operations, spot
areas to improve, and ultimately make more money.

He first demonstrates the Perspective table tool on the Invoice Reconciliation report: expanding and reordering
columns, using Configure to toggle which columns show, building a custom expression column, styling a
column with a color gradient, grouping and ordering rows by customer and month, saving a
named configuration for the whole domain to reuse, and exporting to CSV or Excel.

He then moves to charts using the Customer Churn report: checking the report's definition panel
and the Insights settings gear icon, editing the lost-customer definition, moving a series to a
secondary axis for better scale, filtering a chart by date range through Configure, adding or
removing fields, switching chart types (Y line to XY line), using zoom, and expanding the
tool tip to show more columns on hover.

The back half is three live case studies: drilling into a Rework Events chart by
category and by who detected the defect to trace a bad-masking spike to a specific
employee's work; filtering a Dock to Dock Time report by process to find one work
order that took 193 days and tracing the delay to specific steps and specific people;
and filtering an Inventory Over Time report down to a single chemical batch to find
who depleted 914 gallons of sodium hydroxide at once. He closes with live Q&A on
adding custom fields to Insights, how the reporting database relates to the production database, and
the roadmap for a costing/margins tab.
Problem it solves Shops sit on a lot of operational data but struggle to turn it into a
decision — which customers are churning, where rework keeps coming from, which process is bottlenecking
production, or where inventory is disappearing. Insights lets you reshape existing reports into the exact
table or chart that answers your question, then drill from a chart straight down to
the specific work order, batch, or person behind the number.
Key capabilities shown • Perspective table tool: expand/collapse rows, resize and reorder columns, toggle column visibility via Configure
• Custom expression columns built from existing columns, with color-gradient styling
• Grouping and multi-level ordering (e.g., by customer, then by month)
• Saved, domain-wide table and chart configurations everyone on the account can reuse
• Export tables as CSV/Excel and charts as CSV or image
• Report definition panel explaining exactly how each metric is calculated
• Insights-specific settings (gear icon), including editable definitions like lost-customer window
• Chart axis controls: moving a series to a secondary axis, XY line vs. Y line
chart types, zoom and reset zoom
• Chart filtering by date range, process, category, or any other field via Configure
• Expandable tool tips showing multiple fields on hover
• Drilling from a chart into the underlying table, work order, or inventory batch record
• Reporting database refreshes nightly and is a curated subset of the production database
How the demo flows • Opens the Invoice Reconciliation report to demonstrate table customization
• Toggles columns, builds and styles a new expression column, groups and orders rows, saves the
configuration, exports to CSV
• Opens the Customer Churn report to demonstrate chart customization
• Edits the lost-customer definition, rebalances axes, filters by date, adds fields, switches chart type, expands
tool tips
• Case study 1: opens Rework Events, splits by category and by detected-by field to trace
a bad-masking spike to a specific person
• Case study 2: opens Dock to Dock Time filtered by process, drills into the slow
work order and its part transfer history
• Case study 3: opens Inventory Over Time, narrows from inventory type to item to batch,
then opens Inventory Depletions to find who depleted the batch
• Opens live Q&A: adding custom fields, production vs. reporting database, and the costing/margins roadmap
Full transcript
Speaker Mark Madigan, Head of Customer Experience, Steelhead, with live audience Q&A
Transcript [00:02] All right, I think we can get kicked off here.

[00:04] I see we've got a couple of, our customers and a few people in, in
the queue.

[00:10] So anyway, we're gonna be talking about insights today.

[00:13] My name is Mark Madigan.

[00:14] I'm the head of customer experience here at Steelhead.

[00:17] I'm go to the next slide here.

[00:19] So our, our goal today is to get, kind of go over what insights are,
how they work, what they're designed to do, and then how to actually use some
of them for, business analytics and driving better decision making at your shops.

[00:31] So, what we're, we're gonna cover today is, first of all, how does the insights
tool work?

[00:36] And then I'm gonna go into some specifics on how do you actually modify the
report tables, how do you modify the charts and customize 'em to what you need
to see?

[00:43] And then, a couple case studies for how to actually do some different analyses and
things that you can do with these, these aren't intended to be all inclusive, but
just more to give you kind of an idea of what's possible.

[00:53] So if you have any questions during the demonstration, please go ahead and just drop
those in the chat, and then we'll try to get to any questions that you
have at the end.

[01:02] So with that, oops.

[01:07] So first of all, I, I want to kind of cover the, the why of
what insights are intended to do.

[01:12] So the way that this has kind of come around with Steelhead is that for,
you know, the first, the first part of our existence as a company, we, we,
we saw that we had a lot of customers with different needs for things that
they wanted to understand about how their businesses operate.

[01:26] And what we started seeing was that there were, there were a lot of things
that people were looking for that would help them make better decisions and drive, drive
better decision making on the part of anything related to finance or, you know, how
processes work and that kind of thing.

[01:39] So, what we decided to do with insights was give a kind of a tool
set that comes standard with Steelhead to prepare people to better understand how their business
operates, and completely understand every aspect of what's going on in your shop.

[01:51] Give you the power to identify areas where you can improve, make better decisions, and
then ultimately make more money.

[01:58] So that's kind of what the, the purpose of insights is.

[02:01] So let's get into some of the specifics on what we're actually gonna be covering
here.

[02:05] Lemme get outta this for a second.

[02:09] So, are you still seeing my screen here?

[02:14] Yes. Yep. Cool. Okay.

[02:17] So the first thing I want to do is just kind of go into how
do we, how do we just simply modify some of the tables with insights perspective
tool?

[02:24] So I'm gonna just start with kind of a simple example.

[02:27] [opens the Invoice Reconciliation report] So if we go into here, I'm gonna use the invoice reconciliation report as kind
of just a, a starting point for us.

[02:34] So if we're looking here, you can see this is the results of, of what
the invoice reconciliation report looks like.

[02:39] So basically what we're looking at is all invoices and everything that's kind of captured
here.

[02:44] So if we want to dive into this a little bit more, I'm gonna just
try to give some helpful tips as you're doing these, things that I think would
be helpful for anyone that wants to modify these, if you, you can kind of
toggle on and explode these out, you can go individually, but if you, you also
do, do like a shift click here that could just kind of explodes everything so
you can see everything all at once without having to open up one by one.

[03:06] [expands and reorders table columns] So first thing I want to do, kind of point out, there's a lot of
ability to kind of customize these and make them your own.

[03:13] So you can do things like if the white is kind of giving you a
headache, you can kinda modify the, the layout and how this looks.

[03:21] You can kind of expand these out, make them as big or as small as
you want.

[03:25] You can filter by, you can see I'm ordering by just clicking along the tops
here, toggling.

[03:31] So I'll expand a couple more of these out.

[03:33] Another thing that you can do is you, you're not limited to seeing what you
have here.

[03:38] [opens Configure to toggle columns on and off] So if you want to, you can go into where it says configure, and then
you can actually start by kind of toggling on what columns show.

[03:46] So what I'm gonna do, just as an example, is I'm going to get rid
of most of these and just kind of leave these two for right now.

[03:54] And I'm just gonna kind of leave it just like that.

[03:58] And then, one thing that's possible with perspective is that you can also create new
columns here based on the data that's already in the table.

[04:05] [creates a new expression column] So I'm gonna create a new expression column, is what they're called.

[04:08] So we already have a subtotal column and that's here.

[04:11] But what I'm gonna do just for this example, is recreate it to kind of
show you how this can work.

[04:15] And then you can think of ways that you can apply this for your business.

[04:17] So I'm gonna go to new column like this.

[04:21] I'm gonna call this, give it a unique name here.

[04:27] And then, and then, so all we have to do for an expression is you
can, basically just like tag any column that's already in here.

[04:36] So I'm gonna do in quotes, And then when I, when I do this, then
I can actually create a new column based on these two other columns that I've
got here.

[04:50] And then I can add this in, just like that.

[04:53] And then also another thing that's kind of cool that you can do is you
can drag these columns around, rearrange 'em.

[04:58] You can also style them the way you want.

[05:00] So you can see this one kind of comes ready with the, the blue already
there.

[05:04] [styles the new column with a color gradient] But what I'm gonna do here, I'm gonna go to style, I'm gonna disable the
foreground color, and then from my background, I'm just gonna do like a gradient.

[05:12] I can kind of see kind of like the hotspots here, right?

[05:15] So there's, there's a lot of ways you can use this, but I'm just kind
of demonstrating what the capability looks like.

[05:21] So you can, you can do all kinds of different things here.

[05:24] [groups the table by customer and orders by month] So you can, if you wanna start splitting this out or grouping them, you can
do things like group by customer.

[05:31] So now these are group by customer.

[05:32] I'm also gonna do order by.

[05:35] I'm actually gonna take that off first order by customer.

[05:39] So now you can see like these are in customer order.

[05:42] I can see here that these aren't quite grouping the way that I want.

[05:45] So if I actually go by customer first, and then year, month, now they're in
customer order with the month as like a secondary thing.

[05:54] So, I would encourage you, you know, go through your tables and arrange them in
a way that is most helpful for what you wanna see.

[06:03] And then when you're done with that, there's a few things you can do.

[06:05] You can also, first of all, if you wanna save this, you wanna come back
to it and not have to recreate it every time.

[06:11] [saves the table configuration] You can go ahead and save your configuration.

[06:12] So I'm just gonna call it default demo and save that as a new configuration
is. So now when you, Oh, oops, I was supposed to No, it's okay.

[06:21] Go ahead.

[06:23] Sorry. I was gonna say when you save it as if I save it like
Roy cost or whatever mm-hmm.

[06:29] Right. Will it just be seen on my screen or can everybody see it?

[06:33] That's gonna be, across, everyone in your domain.

[06:36] So anyone else that has, access to this page will be able to see any
configurations that you save.

[06:42] Okay, thank you. So, yep, no problem.

[06:45] So yeah, so if I do that, then I can, I can always come back
to my configuration that I save here.

[06:49] Some other things that you can do.

[06:50] There's obviously some different analyses that you might wanna do outside of just this editor.

[06:55] [exports the table as a CSV] So you can also go to export and you can export this as a CSV.

[06:59] So I'm just gonna go sit and save invoice rec like that, and then I
can save that and then open it up as an Excel file.

[07:07] And then I can do whatever analysis I want that way.

[07:09] Or you can export it and put it into, you know, a third party platform
if that's what you want to do with it, or, you know, just save kind
of a cold copy.

[07:17] You can also do that with, charts.

[07:20] So any data that is feeding into these charts allows you to export that as
a CSV.

[07:24] But the charts also let you save, as a image as well.

[07:27] So if you want to put, if you get a chart that you like, you
wanna put it in some kind of a report or something like that, you've got
the option for that too.

[07:35] So I think that's, that's the first part for tables.

[07:38] We can come back to any questions at the end too, if we have them.

[07:42] So I think for the next step, I want to get into how are we
gonna actually look at modifying some of these charts.

[07:48] [opens the Customer Churn report chart] So if I go back to up at the top here, this is a new
chart that I actually like.

[07:53] So with customer experience, I obviously really, focus on churn.

[07:57] So I love to see that we're kind of feeding that same philosophy into our
insights with our customer churn report, which is pretty cool.

[08:04] So one thing I always do is when I open these up, I want to
get a good idea of what it is that I'm looking at.

[08:10] So at the bottom of every insights report, there's this little gray button that lets
you see what exactly is this report looking at, how are the numbers defined?

[08:18] Just a lot of good info in here.

[08:21] So reading through this, I can see that this field here, lost customer definition is
a setting that we need to modify if we want this to be of any
use to us.

[08:29] [opens the Insights settings gear icon] So one thing that's kind of cool is that, rather than having everything just in
the domain settings, this little gear icon up at the top gives you the settings
that are just for, insights.

[08:40] [edits the lost customer definition] So in here, I can go down to the bottom, I can see, all right,
here's our lost customer definition.

[08:44] And I can see that, you know, if a customer hasn't, entered an order for
six months, we identify them as lost.

[08:50] Well, to me, six months is pretty long.

[08:51] So I'm gonna go ahead and I'm gonna say, let's say two months if they're
buying stuff and then all of a sudden they go dark for two months, then
we probably wanna trigger some kind of an outreach.

[09:01] So we'll save that. Okay, so now what I'm seeing, I've got my churn rate
and my cumulative churn rate.

[09:08] So that's just like kind of the churn rate accumulated over time.

[09:11] But because these are both in the same axis using the same units, I'm not
kept getting quite the discrimination that I want in this chart.

[09:18] [moves the cumulative churn rate to the right-side axis] So I'm gonna go ahead and move this cumulative churn rate over to the right
side.

[09:22] All I gotta do is hover over here and then click, and then all of
a sudden, because the scales are different, then I can see a little bit more
granularity what's going on here.

[09:31] And then the next thing I can see is that, well, now that I've got
this axis on the right side, my legend is kind of in the way.

[09:36] So I'm gonna go ahead and I can actually grab this and move it, and
then I can make it a little bigger as well.

[09:42] So these are pretty highly modifiable.

[09:45] So the first thing I want to do here, I wanna really kind of focus
in on, on this couple months right here, 'cause that's what it looks like things
are happening.

[09:54] So I'm gonna go into my configure.

[09:56] [opens Configure to filter the chart by date range] And then all the commands that you have here basically are, are telling your chart
what it is that you wanna see.

[10:01] So the one that I'm gonna do right now is this, where, so I'm interested
in seeing the results where the month is greater than, and let's say right here,
maybe 2023-09.

[10:17] So then that limits up the backend.

[10:18] And then I also don't really care so much about what's going on over here.

[10:21] So I'm gonna grab this and do a month, again, I'm gonna say month is
less than 2024-08.

[10:31] So I've kind of zoomed in on my chart a little bit.

[10:33] Now, some other things that you can do.

[10:36] [adds active and lost customer fields to the chart] So you can also add, fields into here on your graph.

[10:40] So I'm interested in the churn rate, the cumulative churn rate, but I also wanna
see, let's maybe take cumulative off and let's see what's my total number of active
customers and what's my total number of lost customers.

[10:54] And so now I can see all these in the same chart too.

[10:57] So if I take this and put that over to the right side again, and
that kind of evens that out, and I can have a little bit better visibility
on what actually is going on.

[11:05] Another thing you can do here is that you can adjust the kind of chart
that you're looking at.

[11:09] So right now, this is a y line chart.

[11:11] [switches the chart type to XY line] I'm gonna go ahead and switch this to a XY line chart, and that gives
us a little bit more clarity.

[11:17] So obviously when I switch that, the chart gets a little bit confused and I've
gotta give it better data.

[11:21] So what I want to do here now is I'm going down to what is
my definition for the x axis and the y axis.

[11:28] So I want my x axis to be month, and I don't want it to
be account of the month.

[11:34] I want it to be any, right?

[11:35] So there goes that, and then now my active customer count is already here.

[11:40] So this is pretty good. another thing that you can do, it's kind of cool,
is some of these chart types is that when you have, XY line is one
that does this, you can actually kind of like zoom in and out, kind of
like dial in on what you're looking at.

[11:53] And then if you kinda get to a point where it's not really helpful anymore,
you just reset zoom and then it will just kind of automatically capture the min
and the max.

[12:02] Last thing I wanna show for this one is that there's also this option for
tool tips.

[12:06] [expands the tool tip to show more columns] So the tool tip is when you hover over something, the little dialogue box that
pops up, that's your tool tip.

[12:12] So in here, I wanna see on my tool tip, I'm gonna make this a
little bigger so I can see all my columns.

[12:18] I wanna see just not how many active customers I have, but I wanna see
customers that I lost and also new customers.

[12:26] So I'm gonna put those in there too. And then now when I hover over
this, I can see, all right, so I have a total of the 49 customers
and then new seven and didn't lose any, and then I can kind of see
that for every month.

[12:41] And so obviously there's a lot of other columns in here that we can do
things with, but just for the sake of demonstration.

[12:45] And there's obviously a lot of different things you can do.

[12:48] So, you know, don't be afraid to dream big and come up with an analysis
that you think is gonna be helpful for you.

[12:55] I've got a couple more examples I can give here.

[12:58] So the next one I wanna do is getting a little bit more into the
analysis side, not so much how to just manipulate the charts, but actually how to
dive in and, and start seeing where there things that you can be improving with
your business.

[13:09] [opens the Rework Events report] So, example that I've got for that is, under quality management, we've got one for
rework events.

[13:17] And so I can see here, like my rework isn't really telling me a whole
lot.

[13:20] I can see there's some variability here, but I really wanna try to drill down.

[13:24] [switches the chart to a Y bar type and splits by rework category] So what I'm gonna do here is I'm gonna go to configure, I'm gonna switch
this to a Y bar type, and now I can see it like this.

[13:33] And then now what I'm gonna do is I'm gonna go into splitting this up
by rework category.

[13:40] So grab rework category, I'm gonna put it here, and then now I can see,
whoops.

[13:44] Not category id, root category. That's what I want.

[13:48] Okay? So now I can see the different types of rework that are contributing to
the total.

[13:53] Now looking at these categories, unspecified doesn't really help me all that much.

[13:57] And I really wanna try to focus on the ones that I know what's going
on.

[14:00] So what I'm gonna do is I'm gonna go into my wear.

[14:02] [filters out unspecified rework categories] So I, I wanna see results where rework category is not equal to unspecified, okay?

[14:15] And now we're getting somewhere, right?

[14:16] So I can look at this and I can see, all right, I'm seeing a
lot of blue over here and I'm not seeing it over here.

[14:22] And it looks like there's kind of an increasing trend, right?

[14:25] So that's bad masking. I wanna take another look at this.

[14:28] [filters the chart down to bad masking only] So what I'm gonna do is, I'm gonna clear this out, I'm gonna go back
to equals and I want to see just bad masking.

[14:35] And now we can see this, there's clearly some kind of a trend going on,
right?

[14:39] So at this point, I'm scratching my head a little bit and trying to understand
why am I seeing more bad masking in the last couple months?

[14:46] Like, what's going on that's increasing this.

[14:49] Now, I might not be able to find the answer directly in here, but what
I can do is I can point myself in the right direction.

[14:55] [splits the chart by detected-by field] So I'm gonna take off my split by, and I'm gonna go grab this detected
by field.

[15:01] I'm gonna put my split by right here, and now I can see, alright, who's
finding these bad masking jobs?

[15:07] And I can see here, Brent found a couple of 'em, looks like, what was
that?

[15:13] July? And then some more in August.

[15:15] So I'm probably gonna go walk over and find Brent and say, Brent, how's that
new guy that you hired from asking, working out what's going on there?

[15:23] And then this is where you can kind of lead into a discussion about why
are we seeing more of this, this problem?

[15:28] So again, just an example.

[15:30] But, it's a one one way that you can kind of dive into rework.

[15:34] So I can go, I've got a couple more examples we can go through.

[15:39] Next one, if we look at on the production side.

[15:44] So this actually is a example that one of our customers recently found.

[15:47] [opens the Dock to Dock Time report filtered by process] So I'm looking at dock to dock time, basically what this report is showing.

[15:50] So I go down to the bottom and describe it again, right?

[15:53] This is showing me how much time it takes for parts to go all the
way from the point that they received to the point where they're shipped again.

[16:00] And right now we've got this filtered by process.

[16:05] So I can see there's some variability here and there, there's one that's catching my
eye right away, and that's this brown line here.

[16:12] So I can see for the most part, they're kind of trending down or, you
know, looking okay, but I, I see in this brown line, there's this big spike
in January.

[16:21] So I'm curious what this is. So I'm hovering over this.

[16:24] I got my tool tip, and I can see that my process here is auto
line powder coat.

[16:29] [filters the chart to the auto line powder coat process] So what I'm gonna do is I'm gonna go over to configure, and I wanna
see and where I wanna see results, where my process is equal to auto line
powder coat, okay?

[16:43] Now I can see here what's going on.

[16:46] Now I'm looking, why, why is there this spike in January?

[16:49] What's happening? And now this is where I would dive into my table down here,
and I can see what's going on in my table, right?

[16:58] So I'm looking at specifically for January, I can kind of explode this up.

[17:02] I wanna look specifically at the auto line powder coat process.

[17:06] [drills into the table to find the slow work order] And I can see, okay, I've only got one work order here.

[17:09] And when I look at this, I see this work order.

[17:12] It took 193 days to complete like that.

[17:14] [opens the work order from the report hyperlink] That's not really good. So what I want to do, I'm going to actually click
on this hyperlink here and go check out that work order.

[17:22] [opens the part transfer history on the work order] I'm gonna get it down to my part transfer, and I can see from here,
all right, we've got some numbers that look a little concerning.

[17:29] So it looks like Lars here took 10 weeks to move the parts from receiving
to ready for shipping.

[17:35] And then Brent took 16 weeks to make a packing slip.

[17:40] So at this point, I'm gonna go talk to Lars and say, all right, like,
what's taking 10 weeks here?

[17:44] What's going on? And then we'll talk to Brent, like, how does it take 16
weeks to make a packing slip again?

[17:50] So again, example of how you can look at your, dock Doc and figure out,
all right, are there hiccups in my production?

[17:56] What's going on? are there things that we need to address?

[18:00] So just kind of an example of how that could look.

[18:03] And then I've got one more example here before we get into our qa.

[18:08] Go back into here.

[18:11] And this time I'm gonna look at, I, I have some suspicions about what's happening
with inventory in my shop, and I wanna see what's going on.

[18:18] I, I think there's some batches that might be some, some weird things are happening.

[18:21] I wanna kind of investigate a little bit.

[18:22] [opens the Inventory Over Time report] So I'm gonna go into the supply chain, and then I'm gonna look at my
inventory over time report.

[18:29] Now we got a fairly nice clean graph here, but there's not, not a whole
lot that we can see.

[18:34] And right now what we're looking at is this is just our total value.

[18:39] So what I want to do first is I'm gonna switch this over to quantity.

[18:43] Instead of that, I'm gonna take my total value off and kind of the same
trend, a little bit more exaggerated, maybe I wanna see, well, that's not really helpful
for me.

[18:52] [splits the chart by inventory item, then switches to inventory type] So what I'm gonna do, I'm gonna grab my inventory item, and I'm gonna split
by that.

[18:57] The problem that happens when you do this, I can say, oh, I've got so
many inventory items, just doesn't really work.

[19:02] So instead of inventory item, I'm gonna get rid of that and I'm gonna try
inventory type instead.

[19:10] Okay? So now I'm seeing that all of my variability here is almost all accounted
for by this gray line, which is part number inventory.

[19:18] So, well, part numbers aren't the inventory that I'm really concerned about right now.

[19:21] So what I'm gonna do, I'm gonna go back to my filter here.

[19:25] [filters out part number inventory] I'm gonna say where I wanna see results, where inventory type is not equal to,
part number.

[19:39] That's what I want. Okay?

[19:43] And so now what I'm looking here, all right, now I see my chemicals have
got a lot of variability going on, so I wanna check on that a little
bit.

[19:50] So now I'm gonna switch this.

[19:51] Instead of saying where inventory type is not equal to part number, I'm gonna clear
that out.

[19:57] [filters the chart down to chemicals] I'm gonna say I wanna see where inventory type is equal to chemicals.

[20:03] And now that we've got just the one, I can go back to my split
buy and then now I can grab the item and I can see that for
the most part, things are looking pretty stable except for right here.

[20:14] And this inventory item is sodium hydroxide.

[20:18] So now I'm gonna go back, I can see sodium hydroxide, looks like it's kind
of a cause of concern here.

[20:22] [filters down to the sodium hydroxide item] So now I'm gonna get rid of this, and I'm gonna say where if I
can type inventory item is equal to, so item hydroxide, and now I can see
this drop.

[20:40] Now what I want to do is split it one more time so I can
get rid of the item now.

[20:44] And now I want to go into the specific batches.

[20:47] [splits the chart by batch] So what I'm gonna do is I'm gonna grab my batch, I'm gonna split my
batch, and then here I can see, right, like I, I see some expected usage
happening here, but up at the top, I see that in the month of March,
at the end of March, I had 932 gallons.

[21:02] And then in April I've got nothing.

[21:05] So where did that 932 gallons go?

[21:08] So that's my first question.

[21:09] So what I want to do is, now that I have this, I, I could
do a few things.

[21:12] [opens the inventory batch record] I could just go right to inventory batch 31, 9 59, or I could go
down to my inventory operations and look specifically at my inventory depletions, which are here.

[21:25] [opens Inventory Depletions filtered by chemicals] So I'm gonna go into inventory depletions, look at my chemicals, look at my sodium
hydroxide, and then I can see here that's that same batch that we were just
looking at up top.

[21:35] And then I see here I've got 914 gallons all depleted all at once.

[21:40] [opens the inventory batch to see who depleted it] So it's going on with that. I'm gonna go to my inventory batch, click here,
and then now I can see, all right, we saw 914 gallons depleted all at
once by none other than Mr. Dean here.

[21:54] So this is where I go say, Dean, like, did you spill this?

[21:56] Or you know, did you take it out the back door and sell it at
a discount or what, what happened?

[22:02] So just a way to find an analysis on, you know, what's happening with inventory.

[22:06] So the take home message that I want to kind of communicate is that there's
all kinds of different things you can do.

[22:11] You can, you can spend a lot of time doing detective work in here and
trying to figure things out.

[22:15] But what my recommendation is is for you to go through and identify what are
the charts and the tables and the view that you want see that you wanna
look at that are gonna be the most helpful for you.

[22:25] And then try to figure out a way to make that, like find, find a
way to get the story outta the numbers, right?

[22:30] Like just looking at numbers doesn't really help all that much, but if you can
find the narrative and understand the story of what's going on by using these tools,
then, then that's where you're positioned to make better choices for your company.

[22:42] So I think with that can probably flip back to this.

[22:51] And then I think we've got a couple minutes left.

[22:54] I do have a hard stop at one 30 here, but you know, for the
last couple minutes open to any questions that you have, Glenn, I see you've got
your hand up.

[23:06] Yeah, you bet. Thanks Mark for this.

[23:08] It was beneficial for sure.

[23:11] I've been looking at this and trying to figure out how to use a little
better, so that's good.

[23:15] I still have a couple of things.

[23:17] So, in here, if there are columns that, or data, points that we don't have
listed in the insights, what are our options for that that we wanna try and
split by or to look at?

[23:32] Oh, so you're talking about getting additional columns into insights?

[23:35] Yeah, like if there's something, I know we've had some conversation about on the quality
management side, some custom fields that we have in our set versus what's showing up
in here, but are there standard ones?

[23:47] Like have you guys selected just everything that's available in each of the database, tables
that we can pick or have you kind of had to make a selection?

[23:56] Yeah, so that, that's one thing I didn't quite cover at the beginning that maybe
I should have.

[24:00] So the production database that we have is what basically runs your day-to-day with Steelhead.

[24:06] The database that that we have for reporting is a subset of that, that actually,
maybe I should flip back to, Steelhead for a second here.

[24:14] So how that works is that if you can see up at the top right,
your reporting data is current, so this regenerates every night overnight, but it doesn't necessarily
include everything that's in production just because the, the complexity of what's in there could
just absolutely, absolutely explode this and make it so that the performance is just not,
not gonna function.

[24:35] So for example, with quality, I think we did end up being able to get
for at least for some of these, if you look at, I believe it was
this report actually the NCR overview, we were able to get a lot of the
custom inputs here.

[24:48] And partially, Glenn, you know, this was due to your feedback.

[24:51] You know, so much of the important information specifically around quality does come in the
form of these custom inputs.

[24:56] So these are available in here now. Yeah.

[24:58] But if there, if there are other fields that you think are gonna be beneficial
for you to see that, that you're not currently seeing, that that's where you should
have a discussion with, with Carl, I believe Yep.

[25:08] Is your CSM. And so Carl, is the best person on our side to take
that back to engineering and say, look, like, you know, we're not getting the analysis
that we need for these guys because we don't have this input.

[25:18] So that's where we can have a discussion with our engineering team and say, is
it possible to pull this in here in a way that's not gonna absolutely destroy
productivity and destroy performance?

[25:27] Yeah, Fair enough. So I think that's, no, that, That was the, the NCR one
was just an example, but like, like as I play with it more, they're likely
gonna be cases where we have to ask about something else.

[25:37] So I'll for sure. Okay.

[25:39] And, and more often than not, tho those things that you wanna see when we
understand what the use case is for the, the data that you're requesting, then that,
that's where it makes sense for us that we gotta find a way to get
it in.

[25:49] So yeah, please, please do share any, ideas that you have for things that you
wanna see in here.

[25:54] Another point, I guess to that effect is more than just specific columns, right?

[25:59] Like these reports that we put in, right?

[26:01] These are the reports that we find are the most valuable and that's why we
build them in the order that we do.

[26:06] It, it's a combination of what's the most valuable versus what's possible, right?

[26:11] So if you have ideas for more reports that you want, see, you know, we,
we fully intend on investing heavily in this tool and seeing, you know, many, many
more reports in each of these sections.

[26:22] And so that's, you know, those ideas for what analysis you wanna see, like that,
that's part of what helps us make Steelhead more valuable to everyone, and that's, that's
what we wanna do. So.

[26:30] Sounds good. Thank you. Alright, any other questions?

[26:35] Yeah. Cost tab, is this still coming?

[26:39] The costing? Yes, that's, that is planned.

[26:41] So getting the transaction cost and all the different costing from margins is, it's a
technical challenge.

[26:48] So it does exist in a few different places in here.

[26:51] So on the sales order, if you go to show margins, you can see these
here, but getting these into a format that's, reportable in, in the same way that
insights is reportable.

[27:01] There are some challenges there that we're working through, but, but we are planning on
having that released, sometime in the fall.

[27:08] Okay. A actively being worked, Roy. Okay. Thank you.

[27:11] Appreciate the, appreciate the comment. Yeah, we'll, we'll likely be, reaching out, as you're well
aware, anytime we have, a really interested user, we're, we're, we're super excited to get
that in front of you, even before we, once we even have it in the
beta format.

[27:27] So, we'll, we'll reach out and continue to engage on that.

[27:30] But, absolutely coming reco resources are, are allocated and working on that currently. Awesome.

[27:34] Thank you, Jeff. All right. Any other questions?

[27:43] Alright everyone, well thank you for your time.

[27:45] I hope this was, valuable for you.

[27:47] And as always, reach out to our support team, your customer success manager for any
questions and we'd be happy to work through helping you set these up and, making
sure that they're valuable for you.

[27:56] Thank You. Thank you.

[27:59] Thanks again. Thanks, mark. Thanks Mark.

[28:02] Thank you. Thanks Mark. Thank you very much. I.
Taxonomy tags
Steelhead product area Insights / Reporting; Quality; Production; Inventory
Feature / module Perspective tables; charts and configure filters; expression columns; saved configurations; report definitions; Insights settings
Workflow category Business analytics and reporting; root-cause investigation; decision support
Topics covered Customizing Insights tables and charts; customer churn analysis; rework root-cause analysis; dock-to-dock production time; inventory
depletion investigation; custom fields; reporting vs. production database; costing roadmap