Use AppInsights

Insights is an advanced data visualization tool designed exclusively for Advisor Services. It empowers you to effectively track critical KPIs that impact your businesses, ensuring informed decision-making and strategic growth.

Key features

• Data visualization: You can visualize your data through intuitive dashboards, making it easier to identify trends and insights at a glance. You can also drill down the widgets to view the underlying data within Insights.
• KPI tracking: Monitor essential KPIs relevant to your business, allowing for proactive adjustments and enhanced performance.
• User-friendly interface: The dashboard environment is designed for ease of use, enabling users to gather data effortlessly.

Prerequisites

Before using AppInsights, ensure that the following prerequisites are met:

• You must hold an eligible Marketplace role (see the role table below). AppInsights is a native Marketplace capability; AppInsights product assignment is no longer required.
• Depending on your role, a default set of dashboards and widgets are available on AppInsights.
• A self-serve marketplace manager user must have at least 10 subscriptions to see the AppInsights dashboards. This is applicable for the Self-serve Marketplaces only.

Accessing AppInsights

1. Sign in to the marketplace.
2. Click the AppInsights icon in the Marketplace top navigation.

📝 Note: The AppInsights icon appears in the Marketplace top navigation when the marketplace uses the universal header with the latest theme. In marketplaces that use the universal header with an older theme, the icon may not be displayed. Users with an eligible role can still access AppInsights at /insights/app until the marketplace navigation theme is updated.

For more information about this change, see Integrating AppInsights as a native capability.

Important notes

• AppInsights is only available on prod.shared.use1 cluster (us-east-1) on:
  • catalog.appdirect.com for advisors+company admins, company admins, and marketplace managers.
  • Self-serve marketplaces for company admins, and marketplace managers (non-enterprise editions only).

The below table displays the role combinations and the dashboards and widgets available for each.

Role Combination	Marketplace Insights (Dashboards)	Custom Insights (Widget Types)
Company Admin	Company Usage	N/A
Marketplace Manager	Commerce, Products & Orders, Revenue	For information on the available widgets for this role, see Marketplace Insights Dashboards and Widgets.
Marketplace Manager + Company Admin	Commerce, Products & Orders, Revenue, Company Usage	For information on the available widgets for this role combination, see Marketplace Insights Dashboards and Widgets.
Advisor + Company Admin	Provider Sales, Commissions, Subscriptions, Company Usage	For information on the available widgets for this role combination, see Marketplace Insights Dashboards and Widgets.
Marketplace Manager + Advisor + Company Admin	Commerce, Products & Orders, Revenue, Provider Sales, Commissions, Software Sales, Company Usage	For information on the available widgets for this role combination, see Marketplace Insights Dashboards and Widgets.
Reseller + Company Admin	Provider Sales, Commissions, Subscriptions, Company Usage; reseller operational dashboards where applicable	For information on the available widgets for this role combination, see Marketplace Insights Dashboards and Widgets.
Reseller	Commissions; orders, quotes, and subscriptions (reseller operational dashboards)	N/A. For more information, see AppInsights dashboard for Resellers and Reseller Managers.
Reseller Manager	Commissions; orders, quotes, and subscriptions (reseller operational dashboards with marketplace-level visibility)	N/A. For more information, see AppInsights dashboard for Resellers and Reseller Managers.
All Remaining Roles	N/A. Shown a page indicating they don’t have access to Insights	N/A

• Insights is only available in the US-shared production environment and only for advisor companies.

• New filters and a data table have been introduced in the new experience. If you notice any discrepancies in custom insights created in the old experience, clear and reapply the filters to resolve the issue. For further assistance, contact your AppDirect representative.

• Upon migration to the new experience, widget positions are sorted based on their addition date. If you notice any changes in positioning, you can either create a new view or contact your AppDirect representative.

• Insights widgets display data for the past 12 months in the default dashboards/ market insights. The maximum data visualization limit in custom insights is 3 years, excluding the current month. For more historical data, generate a report or contact your AppDirect representative.The data displayed in default and custom insights is the latest up to the previous day.

• Orders, Quotes, and Tickets that have no Advisor ID, Location ID, Product ID, and Provider ID are invalid. They might be visible in Provider Sales but won’t be in Insights.

• The Bar Graph widgets for an L1 advisor will display data for both their company and all associated L2 companies. All other widgets will only show data for the advisor’s own company.

• Marketplace Managers are designated as Company Admins by default and may hold multiple additional roles, like Reseller. Role-specific icons are displayed to clarify the level of data available in each Marketplace Insights dashboard title. These icons help Marketplace Managers easily understand the scope of data accessible within each dashboard.

• Advisors are not granted Marketplace Manager (MM) access on catalog.appdirect.com. Provider Sales is not available on self-serve marketplaces. Also, L1/L2 hierarchy is not applicable for Marketplace Managers. As a result, Marketplace Managers will not see any hierarchy in their visualizations.

  View for an Advisor L1 company:

  

  View for an Advisor L2 company:

  

  View for a Marketplace Manger:

  

• To maintain clarity and readability in the visualization, an 'Others' bar is used. This bar groups less prominent data points when the number of items exceeds a certain threshold in the stacked bar graph. This ensures that the chart highlights the most important information while still representing all data. The threshold for grouping items into the 'Others' bar adjusts dynamically based on the total number of items.

Interface walkthrough

Users are welcomed with a user-friendly interface designed for easy navigation and data analysis through dashboards.

Insights dashboards

Dashboards serve as the primary interface for visualizing your data within AppInsights. They provide an organized and intuitive way to display key metrics and insights.

Marketplace Insights dashboard

• Upon accessing AppInsights, Advisors are provisioned with three default dashboards: Provider Sales, Commissions, and Software Sales.
• These dashboards require no user action to set up.
• Default dashboards can be found under the Marketplace Insights folder, which is also the landing folder when you visit AppInsights.

To access marketplace insights

1. Click the AppInsights icon in the Marketplace top navigation.

   

   The deafult dashboard screen appears.

   

Marketplace Insights Dashboards and Widgets

The below table displays the list of default dashboards for all role combinations:

Role	Dashboard	Exclusive to catalog.appdirect. com	Widget	What does it show?
Advisor + Company Admin	Provider Sales	Yes	Booked Orders	Number of orders per month for the past 12 months for the advisor company.
Advisor + Company Admin	Provider Sales	Yes	Booked Order Amount	Order amount per month for the past 12 months for the advisor company.
Advisor + Company Admin	Provider Sales	Yes	Quotes Created	Number of quotes per month for the past 12 months for the advisor company.
Advisor + Company Admin	Provider Sales	Yes	Tickets Created	Number of tickets per month for Commissions and Elite Commissions departments for the past 12 months for the advisor company.
Advisor + Company Admin	Commissions 📝 Note: This Dashboard is available for L2 advisors only.	Yes	Commissions	Total commissions (amount) per month for the past 12 months for the advisor company.
Advisor + Company Admin	Software Sales	Yes	Subscriptions	Number of newly created orders per month for the past 12 months for the advisor company.
Advisor + Company Admin	Software Sales	Yes	Subscriptions Pending Provisioning	Number of newly created orders (subscriptions) with status = Initialized, per month for the past 12 months for the advisor company.
Marketplace Manager	Commerce	No	Total Subscriptions	Subscription amount growth for the past 12 months on the marketplace. Data point for a month = This month’s data + cumulative data until this month For example, Jan Value = 100, Feb Value = 50, Mar Value = 60 The graph will show Jan, Feb, Mar as 100, 150, 210
Marketplace Manager	Commerce	No	Total Companies	Company growth for the past 12 months on the marketplace. Data point for a month = This month’s data + cumulative data until this month For example, Jan Value = 100, Feb Value = 50, Mar Value = 60 The graph will show Jan, Feb, Mar as 100, 150, 210
Marketplace Manager	Commerce	No	Total Users	User growth for the past 12 months on the marketplace. Data point for a month = This month’s data + cumulative data until this month For example, Jan Value = 100, Feb Value = 50, Mar Value = 60 The graph will show Jan, Feb, Mar as 100, 150, 210
Marketplace Manager	Commerce	No	Invoiced Amount	Invoice amount per month for the past 12 months on the marketplace.
Marketplace Manager	Commerce	No	Received Payments	Received amount per month for the past 12 months on the marketplace.
Marketplace Manager	Commerce	No	Assigned Seats	Number of assigned seats per month for the past 12 months on the marketplace.
Marketplace Manager	Products & Orders	No	New Order Volume	Newly created order amount by company per month for the past 12 months on the marketplace. Data point for a month = A month’s data
Marketplace Manager	Products & Orders	No	New Companies	Number of newly created companies per month for the past 12 months on the marketplace. Data point for a month = A month’s data
Marketplace Manager	Products & Orders	No	Best Performing Products (total $)	Top 5 products by total sales volume in the past 12 months on the marketplace.
Marketplace Manager	Products & Orders	No	Worst Performing Products (total $)	Bottom 5 products by total sales volume in the past 12 months on the marketplace.
Marketplace Manager	Revenue	No	Recurring Revenue per user (Monthly average)	Monthly recurring revenue / total # of users for the past 12 months for the reseller companies on the marketplace. 📝 Note: ‘Advisor'=‘Reseller’ on every marketplace apart from AppDirect Marketplace.
Marketplace Manager	Revenue	No	Recurring Revenue per company (Monthly average)	Monthly recurring revenue / total # of companies for the past 12 months for the reseller companies on the marketplace. 📝 Note: ‘Advisor'=‘Reseller’ on every marketplace apart from AppDirect Marketplace.
Marketplace Manager	Revenue	No	New One Time Revenue for Advisor Companies	Newly created order amount per month for the past 12 months for the reseller companies on the marketplace. Data point for a month = A month’s data 📝 Note: 'Advisor'=‘Reseller’ on every marketplace apart from AppDirect Marketplace.
Company Admin	Company Usage	No	Spending by Product	Total spend on subscription services for the logged in user’s company per month for the past 12 months. 📝 Note: This does not include zero-dollar SKUs.
Company Admin	Company Usage	No	Unique Logins	Unique login count on the marketplace per month for the past 12 months.
Company Admin	Company Usage	No	Logins by Location	Logins on the marketplace displayed by location per month in the past 12 months.
Company Admin	Company Usage	No	Successful vs Failed Login Attempts	Successful and failed login attempts on the marketplace over the past 12 months.
Company Admin	Company Usage	No	Top Accessed Products	Top 10 accessed products by the logged in user’s company employees for the past 12 months.
Company Admin	Hardware	Yes	Orders Over Time	Total number of orders placed over time, broken down by order type and status.
Company Admin	Hardware	Yes	People by Status	Count of users grouped by their current status.
Company Admin	Hardware	Yes	Inventory by Status	Count of inventory assets grouped by their current status.

Custom Insights dashboards

• Users can create Custom Dashboards tailored to their specific visualization needs.
• Custom Dashboards include various filters for enhanced granularity and understanding of analytics.
• Supported visualization types include:
  • Line Graphs
  • Bar Graphs
  • Key Insights

To build custom insight dashboards

1. Click the AppInsights icon in the Marketplace top navigation. The default dashboards screen appears.

2. Click Custom Insights.
   A new dashboard appears
   

3. Click Add Insight.

4. Select the Add Widget Type.

5. Select the Visualisation Type.

6. Click Show Insight.

7. (optional) Click the '+' button next to your current dashboard to add more dashboards.

The below table displays the list of available Widgets and visualization types:

Role	Widget	How can I visualize my data?	What does it show?
Advisor + Company Admin	Booked Orders	BAR GRAPH KEY INSIGHT LINE GRAPH	Number of orders per month for the past 12 months for the advisor company.
Advisor + Company Admin	Booked Order Amount	BAR GRAPH KEY INSIGHT LINE GRAPH	Order amount per month for the past 12 months for the advisor company.
Advisor + Company Admin	Quotes Created	BAR GRAPH KEY INSIGHT LINE GRAPH	Number of quotes per month for the past 12 months for the advisor company.
Advisor + Company Admin	Commission Tickets Created	BAR GRAPH KEY INSIGHT LINE GRAPH	Number of tickets per month for Commissions and Elite Commissions departments for the selected time period for the advisor company.
Advisor + Company Admin	Commission Tickets by Age (Count)	BAR GRAPH	Number of open commission tickets for Commissions and Elite Commissions departments bucketed by age. Buckets: <30, 31-90, >90
Advisor + Company Admin	Commission Tickets by Provider	BAR GRAPH	Count of commission tickets by provider for Commissions and Elite Commissions departments for the advisor company for a time period. 📝 Note: Each commission ticket should be associated with a single provider. Having multiple providers linked to the same ticket is not expected behavior and may lead to data mismatches. If you encounter a ticket with multiple providers, please contact the Provider Sales team to correct the data at the source.
Advisor + Company Admin	Commission Tickets by Status	BAR GRAPH	Count of commission tickets by status for Commissions and Elite Commissions departments for the advisor company for a time period.
Advisor + Company Admin	Commission Tickets Open v/s Resolved	BAR GRAPH MULTI BAR GRAPH	Count of commission tickets with open and closed status for Commissions and Elite Commissions departments for the advisor company for a time period.
Advisor + Company Admin	Commissions by Provider 📝 Note: This widget is available for L2 advisors only.	BAR GRAPH	Commission amount (payout) for the advisor company grouped by provider for a time period.
Advisor + Company Admin	Provisioned Order Amount Pending Commissions	BAR GRAPH KEY INSIGHT LINE GRAPH	Order amount for orders provisioned pending commission for the advisor company for a time period.
Advisor + Company Admin	Provisioned Order Count Pending Commissions	BAR GRAPH KEY INSIGHT LINE GRAPH	Count of orders for orders provisioned pending commission for the advisor company for a time period.
Advisor + Company Admin	Net Billed 📝 Note: This widget is available for L2 advisors only.	BAR GRAPH KEY INSIGHT LINE GRAPH	Net billed amount for the advisor company for a time period.
Advisor + Company Admin	Booked Order amount by product category	BAR GRAPH	Booked order amount by product category for the advisor company for a time period.
Advisor + Company Admin	Booked Order amount by provider	BAR GRAPH	Booked order amount by provider for the advisor company for a time period.
Marketplace Manager	New Companies	BAR GRAPH KEY INSIGHT LINE GRAPH	Count of companies per month for the selected time period on the marketplace.
Marketplace Manager	New Subscriptions	BAR GRAPH KEY INSIGHT LINE GRAPH	Subscription amount per month for the selected time period on the marketplace.
Marketplace Manager	Invoiced Amount	BAR GRAPH KEY INSIGHT LINE GRAPH	Invoice amount per month for the selected time frame on the marketplace.
Marketplace Manager	New Users	BAR GRAPH KEY INSIGHT LINE GRAPH	Count of users per month for the selected time period on the marketplace.

Key features and functions

Using Insights you can do the following:

• Visualize and filter data
• Set the time frame for which the insight is rendered
• Aggregate data by grouping the data within Insights
• View the underlying data within Insights
• Edit, rename and download insights
• Delete insights
• Expand the insight to fill the row
• Maximize a widget
• Delete entire dashboard

Visualization types

Currently, the following visualization types are supported:

• LINE GRAPH - Displays trends over time using connected data points. It is ideal to visualize continuous data and identify patterns or changes.
• BAR GRAPH - Represents categorical data with rectangular bars, where the length of each bar is proportional to the value it represents. It is useful for comparing discrete categories or groups of data.
• MULTI BAR GRAPH - Used to compare multiple categories in a single visualization.
• KEY INSIGHT - Shows the cumulative count of a metric over time.

Filters

AppInsights offers multiple filters for each Insight, allowing users to customize and refine the data displayed. These filters can be accessed while configuring an Insight through the Add Insight or Edit Insight options.

📝 Note: Filters are interdependent, selecting one filter may impact the options available in others. The values selected in a filter are saved and you can no longer choose any new values in the filter till you reset the filter.

Time frame

The Time Frame filter defines the period for which the Insight is rendered. This filter corresponds to the date column of the Insight and allows users to focus on data from a specific time period.

Aggregated By

The Aggregated By filter groups data within the Insight. For example:

• Selecting Monthly will display the graph grouped by months.
• Selecting Quarterly will display the graph grouped by quarters.

❗ Important: The Aggregated By filter only affects how the graph within the Insight is rendered. It does not influence the data displayed in the data table.

View insight data

To view the underlying data within Insights you can drill down the widgets. You can view the data in the following ways:

• From the action menu, click View and Filter Data to see the data for the entire Insight.

  

• Click on a visualization segment to see the data for that legend item and time frame combination.

  

• Click on the shadow behind a visualization segment, if available, to see the data for that time frame.

  

❗ Important: The drillability feature provides a view-only interface to explore the data behind the Insights. Any changes made within this view will not be saved to the Insight. To make updates to an Insight, see Edit Insight section.

Download insight data

You can download the insights data in any of the following ways:

• You can filter and download the data from the data table that opens when you drill an insight.

  

• You can download the data for any insight from the action menu of the insight.

  

Edit insight

You can edit any insight on the custom-created dashboards from the action menu of the insight.

To edit insights:

1. Click the action menu of the insight.

2. Select Edit Insight.

   

3. Make the desired updates, and click on Show Insight to render the updated Insight.

   

Rename insight

You can rename any insight on the custom-created dashboards by doing any of the following:

• Click the pencil icon next to the insight name.

  

• Go to the action menu of the insight, select Edit Insight and click the pencil icon next to the insight name.

  

Delete insight

You can delete any insight on the custom-created dashboards from the action menu.

Fill Space

To expand the Insight to fill the entire row click Fill Space under Custom Insights.

Fullscreen

• You can maximize a widget by hovering over it and clicking the maximize icon on the top right corner of the widget.
• You can exit fullscreen mode by clicking the minimize icon.

Delete Dashboards

You can delete a dashboard by navigating to the action menu next to the dashboard name and selecting Delete.

Insights view for L1 advisor

• The L1 advisors can now view the data for themselves and their associated companies, presented through the bar graphs.

• The Bar Graph widgets for an L1 advisor display data for both their company and all associated L2 companies. All other widgets only show data for the advisor’s own company.

  View for L1 company

  

  View for L2 company