What is Toolio Insights?
Toolio Insights is a smart analytics capability built into Toolio’s AI Assistant that helps you understand your business performance across time — fast.
It delivers automated, data-driven insights at both category and product levels, pulling from your actuals and plans to answer questions like:
“How did I perform last week?”
“What performed best last month?”
“What do you recommend I do?”
Whether it’s last week, this month, or next month — Toolio Insights helps you see what happened, why it happened, and what to do next.
How Does It Work?
Whenever you ask the AI Assistant a performance-related question, Toolio automatically determines whether the query fits Toolio Insights.
What Happens Under the Hood:
Your query is classified as performance-focused.
The system retrieves relevant data (actual and plan metrics).
Data is grouped by your product hierarchy (e.g., Division, Department, Class).
Toolio generates an insight-rich response — instantly.
Even if your tenant doesn’t have formal Toolio report views set up for weekly or monthly performance, you’ll still get insights using your existing product hierarchy data.
What Data Does It Use?
Toolio Insights pulls from both historical actuals and forward-looking plans, including:
Time Frame | Type | Example Questions |
L4W | Actual & Plan | “What was my 4-week trend?” |
LW | Actual & Plan | “How did I do last week?” |
TW | Actual & Plan | “What’s my current performance?” |
NW | Plan Only | “What’s the plan for next week?” |
N4W | Plan Only | “What’s my 4-week forecast?” |
Toolio Insights is not limited to weekly data. You can ask:
“How did I perform last month?” or “What’s my forecast for the next month?” — and Toolio will return answers accordingly.
Requirements (For Full Toolio Insights Experience)
Toolio Insights works even without full setup — but to enable dynamic comparisons, automatic actions, and filtering, you’ll need:
Requirement | Description |
Analytics Pipeline enabled | Required to ingest updated data |
Scheduled Data Job | Must populate Snowflake MMR tables |
Product Hierarchy Configured | Needed to group insights meaningfully |
Choice Table Mapping | Choice data must align with hierarchy columns |
AI Bot Flag On | Org must have |
What Can I Ask?
Starter Questions
“How did I perform last week?”
“How did my Women’s division do last month?”
“What’s my forecast for the next 4 weeks?”
Follow-up or Deep Dives
“Which products had the biggest impact?”
“Which departments underperformed?”
“Any actions you recommend?”
Coming Soon (Phase 2 & 3)
Toolio Insights is evolving. Soon, you’ll be able to:
Recommended Prompts
Get proactive suggestions based on trends.Recommended Actions
Automatically spot what to chase, mark down, or promote.Filtered Jump to Assortment Plan
View action-required products with one click.Action Buttons
Take action directly from the insight (e.g., Apply Markdown).Scheduled Email Summaries
Weekly insights, auto-delivered to your inbox.
Q&A
What is Toolio Insights?
Toolio Insights is a smart performance analytics assistant built into Toolio’s AI chatbot. It helps you understand how your business is performing — by week, month, or across categories and products.
Just ask questions like:
“How did I perform last week?”
“Which products underperformed last month?”
“Any actions you recommend?”
Toolio responds with structured, actionable answers using your actuals and plans.
Do I need anything special to use Toolio Insights?
Not necessarily!
If your AI Assistant is enabled and your product hierarchy is configured, Toolio Insights will already respond to your performance questions.
Can I ask questions about “last month” or “next week”?
Yes! Toolio Insights is not limited to Mondays or weekly reports.
You can ask:
“How did I perform last month?”
“What’s my plan for the next 4 weeks?”
Toolio supports insights across a range of time frames as long as the data is available.
What happens if Weekly Report view isn't configured for my tenant?
Toolio will still answer performance-related questions using the product hierarchy and available sales data.
So you can still ask:
“How did Men’s Outerwear perform last week?”
And get meaningful answers — even without full configuration.
What follow-up questions can I ask?
After you get a high-level insight, try:
“Can you give me more detail?”
“Which products had the biggest impact?”
“Any recommendations?”
“How does this compare to my plan?”
Toolio will dive deeper using your configured hierarchy and underlying performance data.