Search for an opportunity from Insights

When to use it

When you need to get an opportunity from Insights at the Editor.

Requirements and permissions

• Session initiated at the Winerim Editor.
• Access to the module shown and the exact role depends on the account and should be confirmed with an administrator.

Steps

1. Open Insights.
2. Check opportunities, popular or missing wines.
3. Choose a concrete reference.
4. Before performing, be valid if it fits My letter and Margins.

Expected result and readback

Result: Before performing, be valid if it fits My letter and Margins.

Check: Before performing, be valid if it fits My letter and Margins.

Common errors

• Amend a reference, variant, period or restaurant other than intended.

Recovery or rollback

Go back to the previous screen, clear filters or reload once. Do not repeat a write action until check if the first was applied.

Evidence

The product screenshot is in Spanish. Use the highlighted area together with the translated steps.

Full screenshot

Frames reviewed: 2026-09-28. Screenshots: 2026-09-28.

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