Sales Insights provides you with access to dashboards that offer insights into sales, cost of goods sold (COGS), and profits across all sales channels in Katana. With this feature, you'll be able to pull data from multiple channels, locations, and time periods.

Dashboards provide important insight into the health of your business and can be used to make more informed decisions to increase your bottom line. Managing sales and profit margins are an essential part of running any business.

Katana offers flexible dashboard capabilities which allow you to easily access your sales data and create sales reports that help you identify trends and make decisions based on these trends.

Quickly find details on the following:

  • Sales and profit margin trends over time

  • The most profitable products or product categories

  • Your top clients

  • The most successful sales channels

  • The highest performing shipping locations

Learn how to use Insights and get the full value the feature

Important things to know about Sales Insights dashboards

  • All information presented on Sales Insights is based on delivered or packed orders. (including partially delivered or packed order lines)

  • All monetary values are in your base currency excluding taxes.

  • Sales data goes back as far 13 months in Katana.

  • The date range on all dashboards depends on the Picked date on the Sales order (SO).

  • All SO data is immediately available in the Insights dashboard.

Accessing Sales Insights

  1. In Katana, find the Insights screen from the top navigation bar.

  2. The Sales insights tab gives a general overview of business sales and profitability over a specified period of time.

    NOTE: Learn more about how to use the dashboard.

  3. Navigate to other tabs for further exploration into the details of your company's sales and profits.

Exploration into further aspects of sales data

The Insights screen consists of four unique tabs, each with a different angle on sales.

Sales Insights tab

This tab provides a general overview of your business performance (sales and profitability) over a period of time.

Katana Sales Insights dashboard page

This tab helps answer questions such as:

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

  • How's the profit margin trending over time? (learn how to set a filter)

  • Which channels and shipping locations perform the best?

  • Which products are performing below the expected levels?

  • What are the total sales numbers for the year?

Product Insights tab

Provides a look into each product as well as product categories making it easier to track changes in COGS and keep products priced appropriately.

Katana Product Insights dashboard page

This tab helps answer questions such as:

  • How is the profit and profit margin over my product categories doing?

  • Which products are selling the best or worst? (How to change the date range)

  • Which products are below the average profit margin?

  • What are the sales numbers like for all of your products? (How to use pivot tables).

Order Insights tab

Detailed SO data to help identify anomalies in orders and track how the sales margins are positioned in the company.

Katana Order Insights dashboard page

This tab helps answer questions such as:

  • How many orders per channel over time have been picked?

  • How's the profit margin trending over time?

  • Which order lines don't align with the rest of sales and could be anomalies? (How to select on a chart)

  • What are the specific details of orders?

Customer Insights tab

Provides info about customers such as where they buy from and who are the most loyal and top customers.

This tab helps answer questions such as:

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

  • Where are orders coming from?

  • What is the profit margin by customer?

  • Who are the top customers?

  • What are the specific details of customers? (How to use pivot tables).

Creating custom dashboards

For more customized dashboards, you can export SO data from the Sell screen and create custom reports to suit your need. You can also use our integration with Easy Insight to access visual dashboards for sales analysis and create your own reports or use SyncHub to access Katana's data model and create custom reports with BI tools (eg. PowerBI, Tableu, Excel etc).

Tips and tricks

Katana Insights is a modern dashboarding tool that offers great flexibility to filter, sort and drill into data. This makes it easier to find the information you need quickly.

When accessing a report, you can filter the data by date, customer, product category, or product. You can also interact with charts and cross-filter the data by selecting a value on a chart. For example, you can select a specific time period on a line chart by dragging and selecting a date range.

Learn how to use Insights and how to get the most value out of the feature

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