Daily work

Understand cards, statuses and data dates

An Overview card is a finding to investigate. Its status, impact and source date tell you how to read it.

What the labels mean

What you see	How to read it	What to do
urgent	The finding has been classified as a high priority.	Check the evidence and the source date before acting.
New / Updated	New: the finding appeared since the last check. Updated: an existing finding changed.	An Updated card can carry a different figure from yesterday. Read the current one.
Show 2 more	Overview keeps four cards in place and folds the rest under this control.	Open it before concluding there are only four findings. The heading count includes them.
Shown anyway	Your standing note would have hidden this card, but a serious finding pierces the note.	Read it. The pill is there so the override is never silent.
2 findings	The card covers more than the one item in its headline.	View products expands the card and lists each item with its own figure. They should add up to the headline; the headline names one example, not the whole set.
nothing to report	That check ran and its query came back empty.	Read it as that check, on the data it read. It is not a statement about the whole business.
looked at 1, none big enough	That check found rows and judged them too small by its own bar. This is the check's threshold, not your sensitivity setting.	Nothing to change under Edit. Ask Winston about the item if you want to see it anyway.
3 findings	On a Details row: how many findings that check has on your page right now.	Findings are counted, not cards. A grouped card can hold all three.
checked 11:53 PM	On a Details row: when that check last ran.	Compare it with the card's POS data as of line; they answer different questions.
Biggest held back: …	The largest finding a check withheld, in that check's own units.	A way to judge whether the sensitivity setting is costing you something you care about.
didn't finish, retrying 3:40 PM	The check failed and Winston will try again at the time shown.	Wait for the retry. If it keeps failing, contact Support with the check name and time.
couldn't sign in to Snowflake / Snowflake not connected / no store data yet / data only through Sep 28	Why a check could not run: the warehouse refused the login, is not connected, has no rows yet, or is behind.	An admin should look at Settings → Connections and Data Warehouse. These are gaps, not results.
7 checks ran · 1 not applicable	The coverage line under Watching. Only couldn't run is shown in amber, because only that is a gap in what Winston knows.	No checks could run means nothing on the page is an all-clear.
12 below your sensitivity	That check found things, and your sensitivity setting is holding them back.	Change sensitivity under Edit if you want the smaller ones. See Monitoring settings.
runs after a holiday	The check only applies in a particular situation, which is not in play.	Nothing to do. Its silence is not a result.
Nothing from Sales and margin right now	The area is being watched and has nothing on your page at the moment.	Open Details for the individual checks behind the area.
2 findings resolved today	Findings no longer reported. Each line names the check: "no longer reported by the Stockout risk check".	Open it and read which check stopped reporting and when. A cleared finding is not proof that anything was done about it.
Winston hasn't checked your stores yet	Connected, but no check has read your data successfully.	Open Details for each check's reason. Not an all-clear.
Winston can't sign in to your store data	Every check stopped for the same reason, and the page names it.	Reconnect the warehouse or use the Contact support button, which comes with the description filled in.
All stores look normal right now	A check read your data and found nothing it would raise.	Still read the coverage line: it says how many checks that claim rests on.
Overview requires a connected Snowflake connector	The blurred preview, shown to any workspace without a connected data warehouse.	The sample cards are not your data. Connect POS, then come back.

A grouped stockout card expanded with View products: four products each listed with Out of stock and its own weekly figure, above the POS data as of line and the Get the plan button — A grouped card expanded. The per-item figures are what the headline adds up; the New and Updated badges say whether the finding is new since the last check.

Three different clocks

Last checked: when Winston last ran its checks. Each Details row carries its own checked time, which can be older if that check did not finish.
Data as of / source date: the date of the data behind the result. Different sources may have different dates.
Analysis period: the business days or hours used to calculate a metric.

A check run this morning can use yesterday's data. A sales analysis can use completed days while inventory reflects a separate snapshot. Read the timezone and ask for clarification if the date is ambiguous. A future source date or unexplained disagreement should be investigated, not explained away by assuming the data is live.

Estimates are not transactions

Weekly sales at risk estimates potential exposure. It is not observed lost sales, a guaranteed saving, or the amount you should spend on an order. Days of stock depends on the stock definition and sales-velocity calculation. Out of stock and nearly out are different conditions.

Fictional example. A three-product group has estimates of $120, $80 and $50. The group total is $250. The figures explain the card's arithmetic; they do not establish that a $250 order is appropriate or that $250 has already been lost.

Ask Winston to show the item-level evidence, formulas, dates and missing inputs. See Reconcile a number.