Cin7 Core Reports and Dashboards

Financial Reporting

• Visualize sales totals, quantities, and margins by SKU, product category, sales rep, customer, or any other field, filtered by whatever fields you want and across any time period in your data.
• Find your true profit on orders and SKUs. Allocate your shipping fees, channel marketplace fees, advertising spend, warehouse expenses, and more to figure out how much money you're actually making at the end of the day.
• Analyze your COGS by splitting out costs between the base purchase cost, purchase freight, purchase duties, manufacturing costs, and any other landed costs.
• Customize your COGS calculations--if for whatever reason you need to specify your own costs per product, you can. Use average cost to calculate estimated COGS for orders before they've been fulfilled.
• Track trends in your sales across multiple years, analyzing the trends by category, brand, SKU, customer, or anything else. If you've loaded your historical data from before you started using Cin7, your trend reports will automatically include that data as well.
• Create custom reports on any fields in your Cin7 data. Reports will automatically combine data from sales, products, inventory, and other areas of Cin7.
• Recreate your inventory levels and values at any point in time based on all historical inventory movements while correctly handling stock transfers.

Data Validation

• Make sure your SKUs and their prices match with your e-commerce integrations. You can create validation reports showing any price differences between sales channels and Cin7 Core.
• Ensure your orders from e-commerce integrations are coming into Cin7 Core. You can connect Easy Insight to your SellerCentral, Shopify, BigCommerce, WooCommerce, Etsy, and other channels, then validate that no orders are being dropped.
• Compare invoices to your accounting invoices in Xero and QuickBooks Online to make sure your financials are accurate.

B2B Reports

• Set goals for your sales teams and sales sources and continuously track to ensure you're staying on target.
• Combine CRM data like pipelines and contact activity with your Cin7 data.
• Create commission statements for your reps, whether you just need a simple percentage of revenue or a complex formula.
• Limit each rep to only see their own accounts when they log into Easy Insight and look at a dashboard.

Forecasting

• Report on sales velocity to help calculate projected inventory demand.
• Have a new implementation of Cin7? Seamlessly pull in history from your previous system to inform forecasting.
• Calculate reorder points and reorder quantities to drive replenishment.
• Need to customize those reorder points or quantities yourself? Define specific ones per SKU or pull in the ones you've already configured in Cin7.
• Exclude orders and days
• Look at lead time trends by supplier to identify which suppliers are falling behind on fulfilling your purchase orders.
• Calculate inventory turnover to find overstocked items and reduce your warehouse costs.
• Track seasonality with your forecasts to help accurately capture upcoming demand.

Operations

• Send out a daily email of overdue orders, stock adjustments, inventory writeoffs, or anything else.
• Track your pick, pack, and ship performance to drive faster operations out of your warehouses.
• Look at manufacturing cost, time, input and output compared to expectations.
• Find batch or serial numbers to help with any recalls or other regulatory reports.

Full View of Your Business

• Have one Cin7 Core for your China manufacturing and one for your US, Australia, or NZ operations? Create reports that combine data from the two.
• Pull in historical sales or purchase data from the systems you used prior to using Cin7 Core.
• Click directly from a sales report back into the source order in Shopify, Walmart, or other e-commerce system.
• Click directly from an accounting report back to the invoice in Xero or QuickBooks Online.
• Have Excel or CSV data you need to combine with your Cin7 data? Upload and join it to your Cin7 data for custom reports.
• Display stock levels and operational metrics on a TV screen in your warehouse.