Compare sales, profit, and quantity across brands, categories, products, and more between multiple time periods through trend reports.
Create commission statements using any combination of ways to calculate commission.
Dig into your sales discounts to identify how much new business they bring in versus how much they cost you.
Visualize where your sales are coming from on maps.
Format your data for seamless import into Avalara for sales tax reporting.
Have sales history from prior to using Katana? Import your historical sales data and your reports will seamlessly blend that historical data with your ongoing Katana data.
Do you need a more customized sales report? Use our own custom report builder to create your own sales report with any fields, filters, and visualization you need.
Restrict user access so that each sales rep can log in and see only their clients on their reports.

Margin Reporting

Calculate margins by SKU, product category, sales rep, or customer. Go beyond calculating gross profit to calculating Contribution Margin for a true view of your profitability all the way down to the SKU level.
Pull over your shipping fees from ShipStation or StarshipIt to calculate how much it's costing you to ship your orders.
Pull over your channel marketplace fees from Amazon SellerCentral or Shopify to find out how much it's costing you to sell on each platform.
Pull in variable expenses from your accounting system as such QuickBooks Online or Xero and add those to your margin calculations as well.
Calculate projected COGS before orders have been completed. By default, Katana will only show you COGS on completed orders. You can customize the COGS calculation in Easy Insight to use average cost on those pending orders, or pull from your own spreadsheet of COGS if necessary.

Product Reporting

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Compare prices to profits per product to make sure you're not losing money on certain SKUs.
Look at average inventory, inventory turnover, sell through rate, and GMROI to optimize your inventory performance.
View all of your product bill of materials across assemblies and production in a single screen.
Recreate your inventory levels and values at any point in time based on all historical inventory movements.
Identify dead stock by using an aging inventory report that lets you track aging inventory quantities and amounts across brand, category, and more.

Look at key customer KPIs like churn rate, repeat customer %, new customer acquision rate, customer acquisition cost, and more.
Identify which products are best at acquiring high value new customers.
Track B2B customer activity per sales rep to identify customer activity across different time ranges.
Identify lost customers and see if you can do anything to bring them back to your business.
Track customers who haven't made an order in their normal order interval and get them back on track before they become lost customers.

Report on sales velocity to help calculate projected inventory demand. Forecasts include assembly material calculations to help you understand requirements of components for finished products.
Look at products by projected out of stock date and suggested reorder date by supplier to help quickly identify what you need to reorder.
Calculate safety stock amounts by average/max, uncertain lead time, uncertain demand, or uncertain demand and lead time.
Look at lead time trends by supplier to identify which suppliers are falling behind on fulfilling your purchase orders.
Track seasonality with your forecasts to help accurately capture upcoming demand.
Define reorder points and reorder quantities per SKU.
Have sales history from prior to using Katana? Import your historical sales data to factor into your forecasting.

Send out a daily email of overdue orders, stock adjustments, inventory writeoffs, or anything else.
Track your pick, pack, and ship performance to drive faster operations out of your warehouses.
Look at open sales orders and what's left to ship per sales order in a single easy to read view.
Find batch or serial numbers to help with any recalls or other regulatory reports.
View a calendar that consolidates open sales orders, purchase orders, stock transfers, and production orders.

Have one Katana for your China manufacturing and one for your US, Australia, or NZ operations? Create reports that combine data from the two.
Set goals for your sales teams and sales sources and continuously track to ensure you're staying on target.
Display stock levels and operational metrics on a TV screen in your warehouse.

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 Katana.
Ensure your orders from e-commerce integrations are coming into Katana. 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.