What are the features of Connex Reporting?

A list of features

FAQ

Are there report filters?

Yes, reports are filterable by selling channel and date. On each grid, you can selected columns to view.

Can I make custom reports?

You can export reports to spreadsheets and customize them.

Can I get notified?

Connex has a notifications module that alerts users of overstock, understock, sync failures or successes. Connex can send push notifications to users.

Connections and Settings

1. Pair Amazon, Bigcommerce, Shopify, ShipStation, Square.
2. Pair QuickBooks Online or QuickBooks Desktop
3. Run a manual sync of products or orders

QuickBooks

1. Sync with QuickBooks Online or QuickBooks Desktop
2. QuickBooks Desktop pulls the inventory summary, which lists the total quantity on hand and value of all inventory.
3. Both QuickBooks syncs pull sales from QuickBooks and sync them with Connex.
4. Both QuickBooks sync create or update existing products inside of Connex. This enables our tool to get COGS, average cost, and quantity on hand per item. 

Dashboard

1. Total customers
2. Total products
3. Total orders
4. Total dollar sales
5. Total revenue vs. total profit
6. Break even module shows how much to charge and when to break even, after expenses
7. Recent orders

Products

1. All charts available as tables or charts
2. Highest selling products
3. Lowest selling products
4. Best sellers compared to total revenue
5. Most refunded products
6. Highest selling category
7. Lowest selling category
8. Categorize products
9. List of products that are sold individually or as kits
10. Sync stock and pricing updates from Connex product list to various sales channels
11. Create products in Connex and create them in Shopify. Other channels to follow in time.
12. Product details shows units sold per month, product sales compared to overall sales and sales versus profit
13. Product details shows a list of orders and refunds associated with the product.
14. Product details shows total sales, total orders, and total profit for a product.
15. Product details forecasts total dollar sales and units sold.

Customers

1. All charts available as tables or charts
2. Total customers
3. Total returning customers
4. Top selling customers
5. Best customers
6. View total orders per customer and total sales

Orders

1. Total orders
2. Total revenue
3. Total orders by day
4. Total revenue by day
5. Orders per month per channel
6. Total revenue by connection
7. Total profit
8. Total expenses
9. Total number of orders
10. Total number of refunds
11. Total revenue
12. Total profit
13. Profitability by channel
14. Least Profitable Orders
15. Total refunds
16. Total refunded revenue
17. Total refunds by connection
18. Refunded revenue by month
19. Refunded revenue by weekday
20. View a list of all orders downloaded

Goals

1. Notify you of total revenue, total number of orders, total number of refunds, total refunds in dollars, total product units sold, total revenue in dollars.

Inventory

1. Top items by overstock
2. Top items by understock
3. High stock turnover
4. Lowest stock turnover
5. Planner module that shows safety stock, max sold per day, sales velocity, supply days remaining, forecast quantity sold, demand forecasting, days until next order, priority level, average lead time, stock turnover rate, value of SKUs sold, forecast COGS.
6. Planner module shows total COGS of all products, potential sales of all products, potential profit and turnover rate.
7. Turnover report shows total income, percent income, average price, quantity sold, total fees, COGS, and Gross Margin.
8. Overstock and low inventory report shows sales velocity, quantity on hand and shows if items are over or understocked.

Amazon