Analytics
See what drives growth
Insight across sales, orders, customers, products, pricing, inventory and website traffic, for your POS, your online store and your ERP data, with conversational AI analytics on top.
Book a DemoGeneral
Analysis
Customer
Sales Channels
Integrations
Sales analytics
What is driving revenue
Total sales
$148,210
Gross margin
27%
Avg. order value
$796
Returns
2.1%
Sales over time
By customer type
One workspace
Pick a question, see the report
Seven reports across your POS and online store, built around the questions you ask every week.
General
Analysis
Customer
Sales Channels
Integrations
Sales analytics
What is driving revenue
Total sales
$148,210
Gross margin
27%
Avg. order value
$796
Returns
2.1%
Sales over time
By customer type
Dashboard and analytics
Today in the dashboard, the bigger picture in analytics
The dashboard
Run today
- Real-time sales, traffic and conversions
- Quotes and orders with live status
- Payments and shipping updates as they happen
Analytics
Plan what is next
- Trends and period comparisons
- Margin, product, customer and discount analysis
- Forecasts for sales, demand and stock
Who uses it
The right report for everyone on your team
Reports respect roles, so each person sees the reports their role allows.
The owner
Revenue, margin and who drives it.
The buyer
What to stock, and what is tying up cash.
The sales manager
Top accounts, repeat buyers and order flow.
Marketing
What brings buyers in, and which offers work.
Take it with you
Export, schedule and email your reports
Reports are not locked in a screen. Export them, schedule them, or have them emailed, and they include your ERP data alongside your POS and online sales.
Export
Export any report to work with the numbers in your own tools.
Schedule
Schedule reports to run on a regular cadence, so the numbers come to you.
Email reports to owners, managers and your accountant.
Look ahead
Not just what happened, what to do next
Reports tell you where you have been. Forecasts, alerts and AI analytics help you buy, stock and sell ahead of demand.
Sample insight
Deck lumber and fasteners drove most of this quarter's growth, led by your Contractor group. Demo Builders and Demo Framing are your top accounts.
Ask follow-up questions in conversation. Demo data.
Sales trend and forecast
Forecast demand is above current stock.
Demo data
Forecast sales
Use trend analysis to forecast future sales and spot slowdowns early.
Forecast demand and stock
Forecast product demand and inventory needs, with restocking alerts and suggestions before you run out.
AI analytics on top
AI analytics sits on top of your sales, customer, product and inventory data.
One set of data, connected to the rest of the platform
Revenue by location
Compare sales and orders across every yard and store.
See store locationsCampaign results
Email and SMS reports for every campaign.
See marketingWhere buyers come from
A Google Analytics connection and discoverability tools.
See discoverabilityYour ERP data
ERP data is included, so reports match the system you already run.
See integrationsWorks with
Orders
Every order from every channel, in one place.
Products
Variants, bundles, bulk pricing and inventory.
Marketing
Email and SMS campaigns by customer group.
Common questions
What can I analyze?
Sales, orders, customers, products, pricing and discounts, inventory and stock, and website traffic and conversion.
Does it cover POS and online sales together?
Yes. Track total orders and sales across your POS and your online store in one view, and ERP data is included too.
Can I export, schedule or email reports?
Yes. Reports can be exported, scheduled, or emailed.
Are reports limited by role?
Yes. Reports respect roles, so each person sees the reports their role allows.
Is AI analytics conversational?
Yes. You can ask questions about your sales, customer, product and inventory data in conversation, including follow-up questions.
Can I compare Pro and Regular customers?
Yes. Customer analytics segments Pro versus Regular customers and shows top spenders and repeat buyers.
Does it forecast?
Yes. Trend analysis forecasts future sales, and forecasts cover product demand and inventory needs.
Is analytics in the mobile app?
Not yet. Analytics is currently available on desktop.