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Quick Start: Your First Review

1 min read
Updated 27 Jul 2026

New to VitalSigns? Begin reviewing your data with this quick start guide. You do not need to master every report to get value on day one. This sequence walks you through a first pass in about fifteen minutes, and each step maps to a view covered in detail elsewhere in this library.

  1. Review the Home Dashboard for a quick read on current performance
  2. Compare POS vs. Fulfillment to see where friction is happening
  3. Use Insights AI to surface likely patterns quickly
  4. Validate those patterns by reading comments and checking your filters
  5. Review benchmarks and trends over time
  6. Identify one clear friction point and one clear strength to act on

From here, be sure to repeat the sequence on a regular cadence. A quick daily glance and a deeper weekly pass will surface most issues before they show up in your scores.

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