In Beta
This feature is in beta. Contact your CSM to learn more.
The Recommendations widget, on the Home dashboard, surfaces prioritized suggestions tied to the Profitability Score and R365 Adoption Score for a location.
From this widget:
Review a recommendation.
Open usage details for a recommendation.
Follow the suggested next actions for a recommendation.
Explore a capability recommended to close a profitability gap.
Security
The recommendations widget on the Profitability dashboard is available to users with the following permission:
Administration → Dashboards → Home Dashboard → View Home Dashboard
Completing the tasks determined by the recommendations are also determined by the permissions associated with the action.
Recommendations Widget
Recommendation Card
Button/Field | Description | |
|---|---|---|
1 | Priority Badge | Indicates the recommendation's priority, for example, Pay attention or Opportunity. |
2 | Recommendation | Short description of the issue the recommendation addresses, for example, Schedules aren't checked against actuals. |
3 | Recommendation Description | One or two sentences explaining the issue and its impact. For an Opportunity-priority recommendation, this description also notes when the recommended capability requires a plan upgrade. |
4 | View Usage / Explore | Opens the details for the recommendation. Reads View usage for a recommendation tied to a capability the location already owns, and Explore [Capability Name] for a recommendation to acquire a capability the location does not yet own. |
No Recommendations State
This appears when there are no recommendations for the selected period.
Recommendation Usage Details
Button/Field | Description | |
|---|---|---|
1 | Usage Type | Identifies which R365 feature the usage score applies to, for example, Inventory usage. |
2 | Usage Score | A 0 to 100 score of how consistently the location uses the identified feature, rolled up to an overall status such as Healthy or At risk. |
3 | What's Driving It | The specific behavior lowering the usage score, with a brief explanation. |
4 | Do This Next | A numbered list of suggested actions, each linking to the relevant page to resolve the issue. |
5 | Action Button | Takes user to complete the issue. This action button will vary depending on the recommendation. |
Buy Recommendation Details
Button/Field | Description | |
|---|---|---|
1 | Driver Score | The metric driving the recommendation, for example Food cost, with a Healthy or At risk status, a percentage, and a tier such as Good or Critical. Uses the same scoring tiers as the Profitability Score. |
2 | How [Capability] Closes the Gap | A checklist of the capability's features that address the gap, each with a brief description of the pain point it resolves. |
3 | Visit R365 Marketplace | Opens the R365 marketplace to explore or purchase the recommended capability. |
Review a Recommendation
Follow these steps to review and act on a recommendation:
Click steps to expand for additional information and images.
1) Select View usage on a recommendation card.
2) Review the usage score and the What's driving it reason.
3) Select an action under Do this next to open the related page.
Explore a Buy Recommendation
Follow these steps to explore a recommended capability:
1) Select Explore [Capability Name] on a recommendation card.
2) Review the driver score and the explanation of why it's the limiting driver.
3) Review how [Capability Name] closes the gap.
4) Select Visit R365 marketplace to explore or purchase the capability.
FAQ
What does the usage score measure?
The usage score reflects how consistently a location uses a specific R365 feature, such as Inventory, rolled up to an overall status such as Healthy or At risk.
Why don't I see any recommendations?
Recommendations only appear when a specific improvement is identified for the selected period. If none apply, the widget shows No recommendations yet.
Does following a recommendation change my Profitability Score or R365 Adoption Score?
Completing a recommended action does not update the score immediately. The Profitability Score and R365 Adoption Score update once the related event is reflected and calculated.
Why does a recommendation ask me to upgrade my plan?
A recommendation asks for a plan upgrade when it identifies a capability that would close a profitability gap, but the location does not currently own that capability. Selecting Explore [Capability Name] on the recommendation card opens details about the capability along with a link to the R365 marketplace. This differs from a usage-based recommendation, which addresses a capability the location already owns but is not using consistently.