Easy Insight Logo

User Interface Changes, Inventory Metrics, Walmart, and more!

Interface Changes

We have a number of user interface updates available. These changes include:

The Data Source list includes a status icon to indicate if a data source has any refresh errors. The status icon also indicates if the data source isn't scheduled for refresh. If the data source is currently refreshing data, it'll show refresh progress in the data source list.

If you're creating a new connection, it'll also show in the data source list with progress towards its initial load of data. This way, you have a better idea of what the system is doing, particularly with large data sources that take a while to load in data.

Folder Alias Configuration
Folder Alias Configuration

The Report list has also been updated to try and make it a little more clear to use. The different sections such as Reports and Dashboards, Configuration, and Custom Fields all go down the left now. We've split the Configuration section itself out into Basic and Advanced to make it more manageable.

We've made a handful of tweaks to dashboard look and feel. This includes a new color scheme, an icon on the upper right of reports on the dashboard for exporting, and a general attempt to simplify down how everything looks.

Folder Alias Configuration
Folder Alias Configuration

You can toggle your account over to try out the new interface changes by going to Account Settings, then User Interface Changes, and doing 'Toggle Interface Changes'. You can always toggle back as well.

Any feedback, suggestions, or other things you'd like to see with interface enhancements? Reach out and let us know!

Inventory Metrics

We've added inventory turnover, sellthrough rate, GMROI, and average inventory value to our integrations with Cin7 Core, Cin7 Omni, Katana, and Finale Inventory. These metrics can help guide you when it comes to identifying products that are overstocked or understocked. We've updated prebuilt templates to include reports around these metrics.

Walmart Integration

We're now an approved Walmart solution provider! With this approval, our integration pulls over data around orders, items, inventory, and fees to help you extend your reporting into your Walmart sales.

Katana Dashboard Updates

We've updated our Katana prebuilt dashboard with a variety of improvements. These improvements include better margin reports, new sales and manufacturing trend reports, better stock movement reports, and much, much more! You can find documentation for these updated prebuilt reports at Katana Prebuilt Templates.

Cin7 Omni Dashboard Updates

We've updated our Cin7 Omni prebuilt dashboard with a variety of improvements. These improvements include better margin reports, new sales trend reports, B2B reports to help your sales reps, stock movement reports, and much, much more! You can find documentation for these updated prebuilt reports at Cin7 Omni Prebuilt Templates.

Twitter Logo