Easy Insight
Power up your Cin7 with beautiful custom reports and dashboards
Developed by: Easy Insight
Support Email: support@easy-insight.com
About 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:
- CRM contacts, activities, and opportunities from Hubspot, Prospect, Salesforce, and more
- Marketing spends and results from Google, Meta, and Amazon
- E-Commerce channel fees, order details, item details, and more from Shopify, Amazon, Faire, Etsy, Walmart, and more
- Shipping costs and tracking information from Shipstation and StarshipIt
- 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.
Easy Insight and Cin7
Create Custom Reports and Dashboards
Easy Insight's report builder automatically pulls over your Cin7 orders, products, purchase orders, BOMs, customers, and production jobs to create the custom reports you need in a few clicks. Get meaningful insights into your e-commerce data.
Cin7 Reports Made Easy
Create beautiful interactive dashboards on your Cin7 data. Combine it with other systems such as CRMs, e-commerce, accounting, and other SaaS products to get a full view of the client.
Take Action
Go from high level dashboards into tables of detailed reports in a click. Make better business decisions by making sense of the data.
Use cases
- Custom Reports
Create custom reports on any on your data in Cin7 Core or Omni. Whatever specific business questions you need to answer from any of the modules in Cin7, you can create custom reports to assemble, filter, and produce those answers.
- Profit Reporting
Start with your Cin7 COGS, discounts, and credits, then add in channel costs such as FBA or Walmart fulfillment fees, add in shipping costs captured in ShipStation or StarshipIt, and accounting costs such as warehouse costs, marketing spend, or other variable expenses from your Xero or QuickBooks Online to get an accurate view of profit by SKU, brand, category, or any other attribute.
- Health Checks
Set up health checks to compare and validate data between the different systems in your business. Sell on four Shopify stores, Houzz, Etsy, and two Amazon stores? Make sure your prices all match with what you've set as the prices in Cin7. Make sure orders are accurately flowing between systems and make sure invoices match what then goes into your accounting system.
- Inventory KPIs and Forecasting
Track sell through rate, stock turnover, average inventory, and GMROI to get an accurate understanding of SKU level inventory performance. Look at expected out of stock and projected reorder dates based on historical sales velocity, factoring in seasonality and excluding holidays to avoid inflated totals. Recreate your inventory levels at any point in time to assist with accounting.
- Seamless Historical Reporting
Take the data from the systems you used before Cin7, import it into Easy Insight, and create reports that seamlessly blend that history with your ongoing Cin7 data. Instead of losing five years of critical sales history that can guide your business decisions, pull that history in and keep it going in combination with the power of what you're now able to do with Cin7.
- TV Dashboards
Want a high level dashboard showing the orders currently waiting on pick, pack, and ship for display on a TV screen in your warehouse? Want sales matched up to goals shown on a dashboard? You can set up high level dashboards in Easy Insight for display in a TV environment.
