Key Steps
1. Accessing the Home Screen 0:02
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Log in to Green Edge.
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Familiarize yourself with the home screen, which includes:
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Quick start guides
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BDSA track markets
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Recent 90-day sales changes
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Green Edge release notes
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Common FAQ topics.
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2. Navigating to the Help Center 0:22
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Click on the 'Resources' dropdown menu.
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Select 'Help Center' for additional support.
3. Understanding the Dashboards 0:38
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Explore the five use case-focused dashboards:
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Market Overview: Overview of market activities.
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Category Performance: Insights into category trends.
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Brand Spotlight: Performance analysis of brands.
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Pricing Assistant: Optimal pricing and promotional strategies.
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Competitive Landscape: Analysis of top brands.
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4. Building Your Map Controller 1:41
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Select your market (e.g., Arizona).
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If applicable, use the 'Regions' tab to choose specific cities or territories.
5. Filtering Categories 2:01
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Open 'Inhalables' and select 'Flower' at Level 2 to focus on specific category trends.
6. Applying Changes 2:12
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After selecting your market and categories, click 'Apply Changes' to populate the dashboard.
7. Using Additional Filters 2:31
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Utilize filters on the right to refine your data.
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If a retail data share partner, use 'Exclude My Stores' to remove your data.
8. Adjusting Date Range 2:46
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Modify the date range using options for weeks, months, quarters, or years.
9. Filtering by Pack Sizes 3:00
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Specify pack sizes (e.g., eighths of flower) to narrow down results.
10. Creating a Competitive Set 3:09
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Select a brand (e.g., 22 Red) to view its competitive set.
11. Customizing Dashboard Views 3:47
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Adjust the number of top brands displayed (e.g., change from top 10 to top 15).
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Modify minimum availability to filter out high-velocity outliers.
12. Changing Data Views 4:34
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Adjust date aggregation (day, week, month) and granularity (brand house, brand, product SKUs).
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Change metrics displayed (dollars, units, share, velocity, etc.).
13. Downloading Data 5:14
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Click the three vertical dots at the top right of any widget to:
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Maximize the widget to full screen.
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Resort the view.
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Export data in formats like Excel.
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14. Saving Dashboard Views 5:36
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Click the bookmark icon to save your current view.
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Name your view (e.g., 'Test View').
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Optionally, save as a default view for future sessions.
15. Managing Saved Views 6:04
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Open the 'Manage Saved Views' tab to adjust or delete saved views.