SOS Inventory Reports and Dashboards

Financial Reporting

• Visualize sales totals, quantities, and margins by SKU, product category, sales rep, customer, or any other field, filtered by whatever fields you want and across any time period in your data.
• Find your true profit on orders and SKUs. Allocate your shipping fees, channel marketplace fees, advertising spend, warehouse expenses, and more to figure out how much money you're actually making at the end of the day.
• Analyze your COGS by splitting out costs between the base purchase cost, purchase freight, purchase duties, manufacturing costs, and any other landed costs.
• Customize your COGS calculations--if for whatever reason you need to specify your own costs per product, you can. Use average cost to calculate estimated COGS for orders before they've been fulfilled.
• Track trends in your sales across multiple years, analyzing the trends by category, brand, SKU, customer, or anything else. If you've loaded your historical data from before you started using SOS Inventory, your trend reports will automatically include that data as well.
• Create custom reports on any fields in your SOS Inventory data. Reports will automatically combine data from sales, products, inventory, and other areas of SOS Inventory.

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 SOS Inventory.
• Ensure your orders from e-commerce integrations are coming into SOS Inventory. 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.

B2B Reports

• Set goals for your sales teams and sales sources and continuously track to ensure you're staying on target.
• Combine CRM data like pipelines and contact activity with your SOS Inventory data.
• Create commission statements for your reps, whether you just need a simple percentage of revenue or a complex formula.
• Limit each rep to only see their own accounts when they log into Easy Insight and look at a dashboard.

Forecasting

• Report on sales velocity to help calculate projected inventory demand.
• Have a new implementation of SOS Inventory? Seamlessly pull in history from your previous system to inform forecasting.
• Calculate reorder points and reorder quantities to drive replenishment.
• Need to customize those reorder points or quantities yourself? Define specific ones per SKU or pull in the ones you've already configured in SOS Inventory.
• Exclude orders and days
• Look at lead time trends by supplier to identify which suppliers are falling behind on fulfilling your purchase orders.
• Calculate inventory turnover to find overstocked items and reduce your warehouse costs.
• Track seasonality with your forecasts to help accurately capture upcoming demand.

Full View of Your Business

• Send out a daily email of any report you build in Easy Insight.
• Pull in historical sales or purchase data from the systems you used prior to using SOS Inventory.
• Click directly from a sales report back into the source order in Shopify, Walmart, or other e-commerce system.
• Click directly from an accounting report back to the invoice in Xero or QuickBooks Online.
• Have Excel or CSV data you need to combine with your SOS Inventory data? Upload and join it to your SOS Inventory data for custom reports.
• Display stock levels and operational metrics on a TV screen in your warehouse.