Lightspeed X-Series Reporting Use Cases

Financial Reporting

• Visualize sales totals, quantities, and margins by SKU, product category, outlet, 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.
• Pull in COGS from your inventory management system to help accurately apply FIFO costs to your profit margins.
• Track trends in your sales across multiple years, analyzing the trends by category, outlet, SKU, customer, or anything else. If you've loaded your historical data from before you started using Lightspeed, your trend reports will automatically include that data as well.
• Create custom reports on any fields in your Lightspeed data. Reports will automatically combine data from sales, products, inventory, and other areas of Lightspeed.

Data Validation

• Make sure Lightspeed and your inventory management system are staying in sync and accurately showing you the right numbers.
• Compare invoices to your accounting invoices in Xero and QuickBooks Online to make sure your financials are accurate.

Forecasting

• Report on sales velocity to help calculate projected inventory demand.
• Have a new implementation of Lightspeed? 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 Cin7.
• Exclude orders and days
• 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.

Full View of Your Business

• Have multiple Lightspeed accounts you need to combine into a single view? You can use Easy Insight to create reports and dashboards going across multiple instances of Lightspeed.
• Pull in historical sales or purchase data from the systems you used prior to using Lightspeed.
• 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 Lightspeed data? Upload and join it to your Lightspeed data for custom reports.
• Display stock levels and operational metrics on a TV screen in your warehouse.