Sales insights provide you with access to dashboards that offer insights into sales, cost of goods sold (COGS), and profits across all sales channels in Katana. This feature allows you to pull data from multiple channels, locations, and time periods.
Dashboards provide important insight into your business's health and can be used to make more informed decisions that will increase your bottom line.
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 them.
Note: Sales insights are only available for accounts on a Standard plan or higher.
Important aspects of sales insight dashboards
All information presented in 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.
The date range on all dashboards depends on the Picked date on the sales order (SO).
All SO data is available immediately on the Insights screen.
Note: To get real-time sales metrics directly on the Sales screen, try out the Summary Widget by Kai (Katana's AI assistant). The widget helps you conveniently monitor sales performance. Find out more.
Accessing sales insights
Click the Insights screen from the top navigation.
Inside the Insights screen, you'll find insights divided into three main categories: Sales, Manufacturing, and Purchasing.
Within Sales, you'll find 4 additional tabs — Sales overview, Products, Customers, and Orders.
The four types of sales reports
The Sales tab of Insights contains 4 unique reports.
Sales overview report
This tab provides a general overview of your business performance (sales and profitability) over a period of time.
Sales overview 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?
Products report
Provides a look into each product as well as product categories making it easier to track changes in COGS and keep products priced appropriately.
The Products report helps answer questions such as:
How is the profit and profit margin over my product categories doing?
Which products are selling the best/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).
Customers report
Provides info about customers such as where they buy from and who are the most loyal and top customers.
The Customers report 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).
Orders report
Detailed sales order data to help identify anomalies in orders and track how the sales margins are positioned in the company.
The Orders report 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?
Creating custom dashboards
For more customized dashboards, you can export sales order data from the Sell screen and create custom reports to suit your needs. 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's Insights screen is a modern dashboarding tool that offers great flexibility for filtering, sorting, and drilling 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.
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