Learn how to track and analyze your COGS and take advantage of forecasting improvements!

COGS Analytics

We've extended our COGS Analytics functionality to work on Katana and Order Time as well as Cin7 Core and Omni.

We've also added options to track and apply additional landed purchase order costs and to track and apply additional manufacturing costs. If you have purchase order fees or manufacturing costs that aren't tracked in your inventory system, you can use this to apply those fees and see how your COGS change as a result.

Since rolling out this functionality, we've helped customers with scenarios like:

• Identifying just which purchases the stock for a sales order came from to help track down incorrect purchase order amounts
• Tracking expired inventory back to its original purchase order
• Adding and tracking additional freight costs on purchase orders all the way through to sales COGS
• Adding and tracking additional manufacturing costs on production orders all the way through to sales COGS

Marketing Reporting

We've added a connection to Google Ads and made a number of updates to help you track your marketing data in combination with your sales data. For example, you can:

• Allocate ad spend from Google Ads, Amazon Ads, and Meta down to an order line level
• Compare your impressions, clicks, and ad attributed sales to your other sales and inventory metrics by SKU
• Identify just how much actual profit you're making as a result of your marketing efforts, not just revenue

For example, in the report below, you can see your contribution profit by source, ad spend by source, and the ratio of contribution profit to ad spend:

To learn more, take a look at Marketing Spend.

Lightspeed X-Series

We are now an approved Lightpeed integration partner! We've added a variety of updates to the Lightspeed prebuilt reports to help you quickly get going with Lightspeed X-Series reports. For more, see Lightspeed Prebuilt Templates.

Katana

We've added sales returns to the Katana data source.

Order Time

We've made a large number of fixes and improvements to the Order Time prebuilt templates. We've also changed the initial load of data from Order Time to pull incrementally, which will help if you're connecting a large data source.

Export Headers

You can now easily add additional header information to your Excel and PDF exports such as the report name, included filters, and more. For more, see Exporting Reports.

Crosstab Sorting

You can now enable interactive sorting on crosstab reports. With this setting, you can click on the header cells on your crosstab to sort. For example, in the below example, clicking on 2025-11 sorts as shown:

Commission Statement Documentation

We've added documentation to help explain how you can customize commission statement template reports to meet your particular needs for commission statements at Commission Statements.

Non-Inventory BOMs

If you're using Easy Insight directly on your Shopify, Amazon, QuickBooks Online, Xero, or other non-inventory data sources, you can now load in templates to help with forecasting and other reports that need bills of materials (BOMs) to help identify the needed quantities of components that go into finished goods. For more, see Non-Inventory BOMs.

Rounded Currency and Lazy Load Dashboard Settings

We've added two new account level settings that can be found under General Settings. With Rounded Currency enabled, charts will automatically show rounded currency values as in the below example, instead of you having to customize it per report:

The other new setting, Lazy Load Dashboards, will incrementally load sections of your dashboards as you access them. With this setting, the initial load of dashboards in your browser should be considerably faster. Both of these settings can be found under Account Settings -> General Account Settings.