Easy Insight
Easy Insight plugs into Cin7 to provide you fully customizable dashboards that you can extend to whatever your business needs are. Take advantage of prebuilt reports for sales analysis, forecasting, product reports, shipment tracking, and more. Create your own custom reports on any data found in Cin7--whether you need sales, purchasing, manfacturing, or stock data, the answers you need are just a few clicks away. Your reports can be visualized as anything from tables to charts to maps, with any number of filters to help you pare down the data. Export reports to Excel, PDF, or Google Sheets, or set them up as recurring emails to go out to your team on a scheduled basis. You can even consume a report as an API itself if you need to. These features all come together to help give you the flexibility to dig deep into sales trends, analyze project out of stock date, stockturns and sellthrough rates on your SKUs, track open stock transfers and purchases to ensure efficient operations, and much, much more. Need to pull in data from more systems to get a full view of your business? Easily integrate in: 1. CRM contacts, activities, and opportunities from Hubspot, Prospect, Salesforce, and more 2. Marketing spends and results from Google, Meta, and Amazon 3. E-Commerce channel fees, order details, item details, and more from Shopify, Amazon, Faire, Etsy, Walmart, and more 4. Shipping costs and tracking information from Shipstation and StarshipIt 5. Accounting information from Xero and QuickBooks Online Once you have your data from everything in your business, create detailed margin reports to truly understand your profitability and costs. Identify costs that are more than you realized and drive improvement not just on revenue, but on the true profit that's coming to you at the end of the day.