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Start your day with Overview

Overview brings findings that may need your attention into one place. Instead of starting with a blank question, start with a card, check its evidence and decide what to do next.

Read one card

  1. Confirm the workspace in the left menu. If the finding names a store, check that too.
  2. Read the headline and impact. A card may describe one issue or group several related findings.
  3. Open View products where the card offers it. The card expands in place and lists each product with its own state and its share of the figure.
  4. Check POS data as of or the source date. This tells you how old the supporting data is.
  5. Use the card's main button to take the finding to Winston. The button is named for what it does: Get the plan on a stockout, Prepare on a vendor credit, Fix it on a failed scheduled task. View products only expands the card.

A New badge means the finding appeared since Winston last checked; Updated means an existing finding changed. Overview shows four cards in place and puts the rest behind Show N more; the count in the heading includes all of them.

The Overview screen: a finding card with its headline, impact figure, source date and Get the plan action, above the monitoring summary with its Watching list, Edit control and Details link
Overview on a workspace with monitoring configured. Card headline and impact first, source date and Get the plan on the same card.

A useful first message is:

Explain this finding using the card's saved evidence. Show the affected items, the source dates and the assumptions. Recommend the next step, but do not place orders, change records or contact anyone.

Opening a review is not the same as approving a change. If a message is drafted for you, read it before sending. A draft asking for an order plan can be edited into a narrower question.

The card menu

The ⋯ menu on a card is about what reaches you. Nothing in it changes what Winston runs. Each item says its consequence on a second line; read it before choosing.

ItemWhat it does
Snooze for a dayHides the finding for a day and stops emails about it. It returns at the next check if it is still there. On a grouped card this reads Snooze all N for a day.
Dismiss this oneHides this finding for good, for you, even if the problem is still there. Dismissing teaches Winston nothing; it only hides the card.
Show me fewer like thisAdds to your standing instructions so Winston shows fewer findings of this kind. Serious problems still get through.
Email me <check> findingsEmails you when this check finds something new or something gets worse, not while a problem simply continues. Reads Stop emailing me once it is on.
Your checks…Opens the panel where you choose which checks you see and which ones email you.
The ⋯ menu open on a grouped stockout card: Snooze all 4 for a day, Dismiss all 4, Show me fewer like this, Email me stockout risk findings, and Your checks, each with a line explaining what it does
The card menu. Every item says what it does on a second line; on a grouped card Snooze and Dismiss name the count.

Snooze and Dismiss show a toast with Undo. A dismissal or snooze is yours alone; a teammate still sees the card. See Choose what Winston watches for the panel and the email options.

Why there are only a few cards

Overview prioritizes findings rather than displaying every monitored item at once. A card can cover several products or related issues: its tag line says how many, as in 2 findings, while the headline names only one of them. The number of cards is not the number of things being watched.

The number and selection of cards can vary by workspace settings and available findings.

Check coverage as well as alerts

The line under Watching counts what ran: 7 checks ran · 1 not applicable is a normal day, 3 couldn't run in amber is a gap, and No checks could run means nothing on the page is an all-clear. Open Details beside it. Each check appears once under its area, with one plain status and when it last ran: nothing to report, looked at 1, none big enough, a count below your sensitivity, 3 findings, runs after a holiday, or didn't finish, retrying 3:40 PM. A held-back check shows the biggest thing it withheld, in its own units. These mean different things, and none of them is a clean bill of health. See Understanding cards and statuses.

Details expanded under the coverage line: each check listed under its area with a one-line description, its status on the right (12 below your sensitivity, 4 findings, looked at 1, none big enough, runs after a holiday, nothing to report), the time it was checked, and a Biggest held back line where something was withheld
Details by area. One row per check, one plain status, and the time that check last ran.
Last checked tells you when Winston ran its checks. It does not mean the source data was refreshed at that time. Check now requests another check; it should not be treated as a command to refresh your POS connection.

Set your priorities

Use Edit beside Watching to choose monitoring areas, sensitivity and standing instructions. If a note could not be applied, open Edit and read the explanation before assuming the new instruction is active. See Choose what Winston watches.

What "resolved" means

The count beside Check now opens Resolved today. Each line names the finding, the check that stopped reporting it, and how long ago: "no longer reported by the Stockout risk check", for example. That is all it means. A cleared finding does not by itself prove that Winston placed an order, fixed a record or saved the amount shown on an earlier card. Verify any real-world action separately.

When there is nothing to read

All stores look normal right now appears only after a check actually read your data and found nothing. Until then the page says Winston hasn't checked your stores yet and points you at Details. If every check stopped for the same reason, the headline names it, as in Winston can't sign in to your store data, and offers Contact support with the description already written.

A workspace without a connected data warehouse sees a blurred sample of the page with a Connect POS button and the line "Overview requires a connected Snowflake connector". The sample cards are not your data. See Connect your tools. If the page is connected but shows no relevant finding, try a supported prompt in Learn Winston. An empty queue is not proof that every part of the business was checked.