Getting Started
Insights Welcome
The one-shot post-backfill report. Patterns, KPIs, and what to act on first.
Insights Welcome is the one-shot report that runs the moment your initial backfill finishes. It’s your “here’s what RefundSentry already learned about your shop” moment — the page where you decide whether the engine’s findings match your gut, and what to do about it.
Report verdict and supporting figures
- Orders reviewed— How many orders were scored during backfill.
- Refunds analysed— The historical refund volume, including refund-only events with no native return.
- Open dispute opportunity— A fallback verdict shown only when no matched refund-pattern total leads the report. It uses expected recovery when sufficient outcome history exists; otherwise the gross contestable amount. Both are labelled estimates or ceilings, not money already saved.
- High-risk customers identified— The number of unique customers who scored HIGH at least once.
Headline finding
A single plain-English sentence describing the most important pattern we found — e.g. “Worn-once returns in dress categories account for 18% of HIGH-risk returns” or “A fraud-ring of 7 customers shares 3 shipping addresses.” This is the line you should actually act on first.
Historical scenario
When the data supports one, a separate scenario explains what a stated policy assumption might have changed during the historical window. It remains diagnostic and never enters post-install verified recovery or observed avoided exposure.
Pattern grid
Up to six patterns we detected in the historical data — sizing-driven returns, repeat offenders, address clusters, etc. Each pattern card has a one-click drill-down into the relevant analytics surface.
Top customers table
The handful of customers who contributed disproportionately to your historical refund volume. Each row links to the customer profile so you can decide whether they belong on the watchlist or the blocklist.
Refund reason distribution
How your refund reasons broke down across the backfill window. The same data appears (with date-range filtering) on the Insights Reasons tab.
One-shot, not a live dashboard
Insights Welcome is a static snapshot of the backfill moment. We generate it once when backfill finishes and keep it around so you can revisit it later, but the numbers don’t update with new activity. For the live equivalent, use the Dashboard and the Insights hub.
Next steps
- Set up automations based on the headline finding.
- Tune your thresholdsif the zone distribution doesn’t match your tolerance.