Connect your cloud apps in a couple of clicks to get immediate transparency on your inventory management, conversion rates, and project timelines. Gain actionable insights and extend your data into beautiful, easy-to-read dashboards from SaaS apps such as Basecamp, Cin7, Katana, Xero and many others.
Easily integrate your inventory system, e-commerce channels, marketing data, CRM data, shipping and 3PL systems, and financial data into a single view. Understand just how much money you're making at the end of the day down to a SKU and order level. Forecast inventory demand to help drive replenishment. Analyze your cost of goods, reduce stockouts, ensure systems are in sync, and improve your margins.
Build your own custom reports and dashboards to answer questions specific to your business. Choose the fields you want to see, choose the visualization, customize filters, create custom formulas, and more. Pull reports together into your own custom dashboards.
Results are minutes away with our robust library of prebuilt dashboard templates. Quickly adjust templates to what you need through intuitive, easy customization options. Whether you primarily sell wholesale, direct to consumer, or both, Easy Insight has a wealth of prebuilt and customizable options to take your business to the next level.
“The endless filters, groupings, and measures Easy Insight offers has provided us the flexibility to view our project data unlike we have before.”
Want to showcase your data dashboards to your clients, teammates or customers? Embed your custom dashboards directly into your site and use SAML sign-on to create simple user login features. In addition, we provide robust data level security to ensure users only see their particular data, so no more worrying about who can access what.
Whether you sell B2B, B2C, or both, Easy Insight can help you. Set up and track progress against goals for your sales reps. Take advantage of commission statement templates and customize them to your requirements. Link data between your sales and CRM systems for a single view of leads, opportunities, and sales. Combine ad spend and metrics with your sales data to understand just how much profit your marketing efforts are generating.
