Once you connect Easy Insight to Katana, a prebuilt dashboard will help you get started with common reports we've seen customers need. You can modify any of these reports and you can add or remove reports from the dashboard to fit it to your business needs.
The dashboard contains the following sections:
The Overview provides you with trend charts for invoiced amount, new customers, average order value, gross profit, gross margin, contribution profit, contribution margin, and return rate. You can set monthly goals on these KPIs. You can also toggle the display between a variety of modes--you can sum up values by the time period, look at this month compared to the last full month, this month compared to the last month to the current day, and the last full month compared to the previous month.
When you click on reports on the dashboard (or on your own custom reports), Easy Insight will drill into details on the data if possible. For example, clicking on order data will pull up a dashboard that includes details of the order lines and orders in the data:
The drillthrough dashboard also includes trend reports so that you can look at how the underlying data has changed between time periods:
The Margins section is designed to help you understand your margins. The chart on the first page of margins defaults to showing you gross revenue on the left, then showing the subtraction of discounts, credits, and COGS. If you've connected your shipping product, you'll see shipping costs as a further subtraction. If you've connected your e-commerce platforms, you'll see channel fees as one more subtraction. And finally, if you've allocated variable costs from your accounting system, that will show as the last subtraction on the chart.
Additional pages in the Margins section provide you with tables breaking down costs and profits by order and order line. You can also look at gross and contribution margin in more detail. These pages will show you the number of orders in each margin range:
The Sales Trends section enables you to compare sales performance of SKUs, product categories, brands, sales channels, and more. The trend report will compare to the previous time period as well as the same time period in the previous year. You can specify the Comparison grouping and the Metric:
The Sales Mix section lets you look at sales, quantity, and gross profit as both total dollars and % of total. You can open up the tree to look at the % of each SKU within the specified grouping:
The Credit and Returns section provides you with five reports. You have Credit Total/Credit Rate by Source Channel to see how much has been credited per source channel and what % of total that represents. Credits by Supplier breaks out credits by the supplier of the credited product to help identify suppliers with higher defect rates. Credits by Reason will break out credits by reason if you've connected return data from Shopify, Loop Returns, Amazon, or other e-commerce return data. Credits by SKU lists credit totals by SKU.
The Discounts section includes a list breaking out discounts, the cost of the discounts, the # of orders that used the discount, the # of new customers who made their first purchase using that discount, the # of repeat customers who made their first purchase using that discount, and the lifetime sales/gross/contribution profit of those customers acquired by the discount. If the discount code is available in the Katana data, it will show here. Otherwise, you can link in discount/promotion codes from your Shopify/Amazon data. This page also shows a report of the monthly total discount rate across your sales.
The Forecasting section includes a list of products with sales velocity, current stock information, days of stock, projected reorder date, and more. The Forecasting by Location section has the same data, but with the ability to choose a particular location in your data.
The Forecast by Supplier sections provide a count of the number of products in each range out of days until out of stock and days until reorder point, grouped up by supplier. You can click on a value in either table to pull up the list of products that need reorder.
For more information on forecasting in Easy Insight, see Forecasting.
The Products section includes a variety of reports for looking at your products. The Product Sales report shows you your sales totals, COGS, and more for each SKU in your system.
The Product Prices and Stock page shows you products, average cost, last purchase information, price tier data, stock data, and more.
The Stock Level as of Date and Stock level as of Date Across Locations reports enable you to pull up the historical stock quantities and values in your system. Choose the date you want the stock level for, run the report, and it'll show you the stock levels and values for that point in time.
The Movement History page lets you pull up the history of inventory movements by SKU, location, movement type, or anything else.
The Inventory KPIs page shows you stock turn rate, sell through rate, and GMROI across your system and per SKU.
The Searchable BOM Tree lets you explore the bills of materials that make up the different products in your Katana system. Production BOMs, auto assembly BOMs, and other assembly BOMs are all consolidated into a single view. You can see the current stock values for the different products that make up the BOM.
The Aging Inventory section contains multiple views into your aging inventory, both by quantity and by value. You can click on any value in these reports to pull up the underlying inventory to find details including where the inventory is currently located.
The Customers section has charts of # of new customers by first order date, revenue split between new and existing customers by month, and a table of your customers with their sales, COGS, lifetime sales, lifetime gross profit, and lifetime contribution profit.
Customer Acquisition by Product shows you the number of customers and the lifetime value of those customers whose first order included that product. You can use this report to help identify which products are best at attracting the most profitable customers.
The Customer Sales Rep View shows you sales, # of customers, # of customers added in the last 30 days, # of customers with a sale in the last 30 days, and more. You can use this report to help identify customers that a particular sales rep needs to reach out to because they haven't made a purchase in a while.
The Lost Customers view shows you customers with their last order more than 365 days ago. You can filter by rep and sort by lifetime value to help identify customers worth reaching out to try and reengage.
The Customers With Orders Outside Normal Order Days page shows you customers who have gone longer than normal since they made their last purchase. You can use this view to identify high value customers that may be losing interest in your business before they drop off entirely.
The Purchase Orders section provides views into performance by supplier to help understand what exactly is going on with your purchasing.
The Operations calendar shows you all open sales orders, purchase orders, transfer orders, and production orders by due date. You can click on any order in the calendar to pull up the order in Katana.
The Open Sales Orders page provides views into open sales orders and their status.
The Completed Sales Orders page provides views into completed sales orders and how long they took to complete from order to pick.
The Stock Transfers page lets you look at transfer orders and how much quantity is remaining in each transfer order.
The Manufacturing tab provides you with a high level view of your manufacturing orders across a variety of reports.
The Manufacturing Operations tab breaks down planned manufacturing hours to help identify resource allocation of resources and operators.
The Material Used tab helps break out the cost of materials used over the specified itme period across your manufacturing.
