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Sales insights

Analyze sales and profit performance across all sales channels

Michael De Giovanni avatar
Written by Michael De Giovanni
Updated this week

Analyze sales and profit performance across all sales channels in Katana.

Sales insights give you access to dashboards that track sales, cost of goods sold (COGS), and profits across multiple channels, locations, and time periods. With clear visual reports, you can monitor performance, identify trends, and make data-driven decisions to grow your business.


Before you start

  • Dashboards include only delivered or packed orders (including partially delivered/packed lines).

  • All values are shown in your base currency (excluding taxes).

  • Sales data is available for the last 13 months.

  • Date range is based on the Picked date of the sales order (SO).

  • All SO data is updated in real time on the Insights screen.

Tip: For real-time metrics directly inside the Sales screen, try the Summary Widget by Kai (Katana’s AI assistant).


Accessing sales insights

  1. Go to the top navigation bar and select Insights.

    Screenshot highlighting the Insights screen

  2. Inside Insights, you’ll find three main categories:

    Screenshot highlighting the 3 main tabs of the Insights screen
    • Sales

    • Manufacturing

    • Purchasing

  3. Within Sales, there are four report tabs:

    Screenshot highlighting the 4 sub-tabs of the Sales tab inside the Insights screen
    • Sales overview

    • Products

    • Customers

    • Orders


The four types of sales reports

1. Sales overview

Sales overview tab inside the Insights screen

A general snapshot of business performance over time.

Helps answer:

  • How is this month performing compared to the previous one?

  • How are profit margins trending?

  • Which channels and shipping locations perform best?

  • Which products are underperforming?

  • What are the total sales for the year?


2. Products

Products sub-tab inside the Insights screen

Detailed view of each product and category to track profitability and pricing.

Helps answer:

  • How are profits and margins across product categories?

  • Which products are top-sellers vs. low performers?

  • Which products fall below the average margin?

  • What are sales totals across all products? (How to use pivot tables)


3. Customers

Customers sub-tab inside the Insights screen

Understand customer behavior and loyalty.

Helps answer:

  • How much revenue comes from repeat vs. new customers?

  • Where are orders coming from?

  • What is profit margin per customer?

  • Who are your top customers?

  • What are the detailed profiles of each customer?


4. Orders

Orders sub-tab inside the Insights screen

Dive into sales order details to detect trends and anomalies.

Helps answer:

  • How many orders per channel were picked over time?

  • How are margins trending at the order level?

  • Which order lines look unusual or inconsistent? (How to select on a chart)

  • What are the full details of each sales order?


Creating custom dashboards

  • Export sales order data from the Sell screen to create custom reports.

  • Use integrations for advanced dashboards:

    • Easy Insight → ready-made visual dashboards and custom report builder.

    • SyncHub → connect Katana’s data model to BI tools like PowerBI, Tableau, or Excel.


Practical tips

  • Use filters by date, customer, product category, or product.

  • Interact with charts:

    • Drag across a line chart to select a specific date range.

    • Click on chart values to cross-filter data instantly.

  • Combine filters to quickly narrow down the insights you need.


Key takeaways

  • Sales insights track delivered/packed orders only.

  • Four main report types: Overview, Products, Customers, Orders.

  • Data is real-time, in base currency, and goes back 13 months.

  • Use filters and interactive charts for deeper analysis.

  • Export or integrate with BI tools for fully custom dashboards.


Your feedback is invaluable. Let us know your thoughts on this article or anything in Katana you'd like to see improved: [email protected]

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