Easy Insight Logo
Call 1-(720)-316-8174

Use Cases for Katana and Easy Insight

Financial Reporting

  • Calculate margins by SKU, product category, or customer
  • Use custom calculations of net profit taking into account shipping and marketplace fees. Pull over your shipping fees from ShipStation or StarshipIt and pull over your channel marketplace fees from Amazon SellerCentral or Shopify in order to accurately calculate net profit. For more information, see Net Profit Configuration.

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 Katana.
  • Ensure your orders from e-commerce integrations are coming into Katana. 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.
  • Look for products with $0 COGS to find gaps in your stock adjustments or imports.


For your Forecasting needs, we recommend starting with the Product Analysis report from the prebuilt dashboard and modifying it as you need.

  • Report on sales velocity to help calculate projected inventory demand.
  • Calculate safety stock amounts by average/max, uncertain lead time, uncertain demand, or uncertain demand and lead time.
  • Calculate inventory turnover to find overstocked items and reduce your warehouse costs.
  • Look at lead time trends by supplier to identify which suppliers are falling behind on fulfilling your purchase orders.
  • Track seasonality with your forecasts to help accurately capture upcoming demand.
  • Define reorder points and reorder quantities per SKU.


  • Send out a daily email of overdue orders, stock adjustments, or anything else.
  • Track your pick performance to drive faster operations out of your warehouses.
  • Create reports on your manufacturing data to look at resource and component costs and track what's currently in production.
  • Find batch or serial numbers to help with any recalls or other regulatory reports.

Full View of Your Business

  • Pull in historical sales or purchase data from the systems you used prior to using Katana.
  • Create reports combining your orders from one or more Shopify stores with your orders in Katana.
  • Set sales goals and continuously track to ensure you're staying on target.
  • Display stock levels and operational metrics on a TV screen in your warehouse.
Twitter Logo