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Easy Insight for Manufacturers and E-Commerce

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Track Performance End to End

Pull in marketing performance metrics from Google Analytics, Facebook, Mailchimp, and Klaviyo. Gather CRM contact and opportunity data from Salesforce, Hubspot, Pipedrive, and many more. Track your incoming e-commerce orders through Shopify and Amazon. Ensure that pick, pack, and ship operations are going smoothly through DEAR, LOCATE, Cin7, Netsuite, Epicor Prophet 21 and Katana. Keep a pulse on shipping costs through ShipStation.


Single Customer View

Easily create a single view of the customer across your entire business. Look at LTV across all systems. Measure customer acquisition costs and customer churn to ensure that marketing campaigns are getting you new business and retaining existing customers.

Quarter over Quarter Dashboard

Calculate Complex Metrics

By integrating the different systems of your business together, Easy Insight enables you to calculate complex metrics like landed cost that require information from multiple points in the system. What might otherwise be a difficult ongoing integration process is simplified by Easy Insight's robust data integration and transformation capabilities. Using these integrations, you can calculate such things as landed costs, capturing the full cost of your products from their original purchase order components through the full range of shipping costs.


Report Editor Sample

Validate SKUs and Invoices

Use validation reports to ensure that SKUs are in sync across all of your systems. Make sure that product names, descriptions, and prices are all synchronized to ensure that you don't get a nasty surprise from a data error or a failed update. Filter down to products with a certain margin and track your sales by SKU or product category across your entire business. Make sure that invoices are correctly propagated to your accounting system before something results in a long outstanding unpaid invoice and missed revenue.


Inventory Snapshots

Take snapshots of inventory levels at daily or monthly levels to look for errors and help measure historical stock levels. Identify SKUs that frequently have too much stock on hand relative to demand, or SKUs that come dangerously close to stockouts.


Add Web Conferencing, Project Management, and Customer Support

With Easy Insight, you aren't limited to e-commerce and inventory data either. You can pull in data from web conferencing products like Zoom, project management products like Asana and Trello, and customer support data from Zendesk and Freshdesk. Create true executive dashboards that provide C level visibility into business performance across multiple departments.


Set Goals

Set goals and track your performance against those goals to ensure continuous improvement. Aim to improve your margins, reduce stockouts, and minimize warehouse turnaround time by setting clear goals within Easy Insight and tracking metrics on an ongoing basis against those metrics.

Report Email Example

Need More?

Whether you need connections to more systems, particularly complicated reports, or anything else that you might think of in getting the best business intelligence product for your business, we're here to help. We take pride in our ability to quickly help you solve problems, so reach out and we'll get you there.

Have questions? Contact us!
Call us at 720-316-8174 or contact us at sales@easy-insight.com.
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