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Cin7 Prebuilt Reports in Easy Insight

Once you connect Easy Insight to Cin7, a prebuilt dashboard will help you get started with common reports we've seen customers need. You can modify any of these reports and you can add or remove reports from the dashboard to fit it to your business needs.

The Overview provides you with a variety of quick views into different aspects of your Cin7:

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The Product Analysis page is designed to help you with product replenishment. You can see at daily demand, current stock levels, days of stock, next expected purchase date and quantity, and more. This report factors in BOM components for BOMs, so if a particular SKU is used across multiple production jobs, it'll include that in its calculation for demand.

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The Trend Charts section provides a variety of month over month views into performance of different metrics across your Cin7:

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The Customers section helps to track the rate of new customer acquisition, lifetime value per customer, and other customer specific metrics.

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The Purchase Orders section provides views into performance by supplier to help understand what exactly is going on with your purchasing.

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The Product Type section provides you with charts, crosstabs, and a tree view of your order quantities, order totals, and gross profit by product category:

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The Sales Team section provides you with charts, crosstabs, and a tree view of your order quantities, order totals, and gross profit by sales representative:

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The Brand section provides you with charts, crosstabs, and a tree view of your order quantities, order totals, and gross profit by brandr:

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The Maps section provides you with mapping displays of where your orders are shipping:

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