Once you connect Easy Insight to Cin7 Core, 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 Core:
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 assembly BOMs, so if a particular SKU is used across multiple assemblies, it'll include that in its calculation for demand. Right now, it doesn't handle production BOMs.
The Sales Trend section enables you to compare sales performance of SKUs between two time periods. You can adjust the date filters at the top of the report to choose the two periods you wish to use for your comparison.
The Trend Charts section provides a variety of month over month views into performance of different metrics across your Cin7 Core:
The Customers section helps to track the rate of new customer acquisition, lifetime value per customer, and other customer specific metrics.
The Purchase Orders section provides views into performance by supplier to help understand what exactly is going on with your purchasing.
The Financials section enables you to easily look at revenue, COGS, gross profit, and margin % by SKU.
The Categories section provides you with charts, crosstabs, and a tree view of your order quantities, order totals, and gross profit by product category:
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:
The Product Suppliers section provides you with charts, crosstabs, and a tree view of your order quantities, order totals, and gross profit by product supplier:
The Brand section provides you with charts, crosstabs, and a tree view of your order quantities, order totals, and gross profit by brand.
