Skip to main content
3Nsofts logo3Nsofts
Back to Documentation

Analytics & Reports

Make data-driven decisions with comprehensive analytics and reporting across your business operations.

Overview

The Analytics system provides insights into:

  • Inventory performance and trends
  • Order metrics and patterns
  • Dispatch efficiency
  • Customer behavior
  • Financial summaries

Access analytics from the Statistics buttons throughout the app or from the dashboard.

Inventory Analytics

Accessing Inventory Statistics

View detailed inventory analytics:

  1. Navigate to Warehouse tab
  2. Tap Statistics button (chart icon)
  3. Select analysis period:
    • Today
    • This Week
    • This Month
    • This Quarter
    • This Year
    • All Time
    • Custom Range (select start and end dates)

Stock In vs Stock Out

Line chart visualization showing:

Stock In (additions):

  • Purchases
  • Returns
  • Production
  • Adjustments (positive)

Stock Out (removals):

  • Sales
  • Consumption
  • Disposal
  • Adjustments (negative)

Analysis Features:

  • Moving averages to smooth trends
  • Cumulative view or period-based
  • Comparison between inflow and outflow
  • Identify stockout patterns
  • Seasonal trend recognition

Top Moving Items

Identify your most active inventory:

Metrics Shown:

  • Item name and SKU
  • Total transactions in period
  • Quantity moved
  • Transaction frequency
  • Revenue contribution

Use Cases:

  • Identify best-sellers
  • Plan inventory investment
  • Optimize storage locations
  • Forecast demand
  • Negotiate volume discounts

Stock Value Trends

Track total inventory value over time:

Value Calculations:

  • Current stock × unit cost
  • Historical value comparisons
  • Value by category
  • Change percentage
  • Peak value identification

Insights:

  • Capital tied up in inventory
  • Investment growth or reduction
  • Category value distribution
  • Dead stock value
  • Optimization opportunities

Category Breakdown

Pie chart showing stock distribution:

By Category:

  • Percentage of total inventory
  • Item count per category
  • Value per category
  • Movement velocity by category

By Status:

  • Available stock
  • Reserved for orders
  • In transit
  • Quality hold

Strategic Use:

  • Portfolio balance analysis
  • Category investment decisions
  • Risk diversification
  • Focus area identification

Transaction Volume

Activity analysis over time:

Daily View:

  • Transactions per day
  • Peak activity times
  • Quiet periods
  • Daily patterns

Weekly/Monthly View:

  • Trend identification
  • Seasonal patterns
  • Growth tracking
  • Capacity planning

Interval Grouping:

  • Group by day, week, month, or quarter
  • Aggregate or individual views
  • Pattern recognition
  • Forecasting data

Turnover Rate

Measure how quickly inventory moves:

Calculation:

  • Cost of goods sold ÷ Average inventory value
  • Higher turnover = faster movement
  • Category-specific turnover rates

Interpretation:

  • Fast turnover: Efficient operations, less capital tied up
  • Slow turnover: Excess stock, potential obsolescence
  • Benchmark against industry standards
  • Category-specific analysis

Actions Based on Turnover:

  • Reduce stock of slow movers
  • Increase stock of fast movers
  • Adjust reorder points
  • Negotiate better terms with suppliers

Order Analytics

Order Reports

Comprehensive order analysis:

Total Orders by Status:

  • Count of orders in each lifecycle stage
  • Percentage distribution
  • Average time in each status
  • Bottleneck identification

Revenue Trends:

  • Total revenue by period
  • Revenue growth rate
  • Period-over-period comparison
  • Seasonal patterns

Average Order Value:

  • Mean order value
  • Median order value
  • Trends over time
  • Segment analysis

Top Customers:

  • Customers by order count
  • Customers by revenue
  • Average order value by customer
  • Customer lifetime value

Product Performance:

  • Best-selling items
  • Revenue by product
  • Units sold by product
  • Product mix analysis

Fulfillment Metrics:

  • Average order processing time
  • Draft to Completed duration
  • Time at each status
  • On-time fulfillment rate

Order Visualizations

Graphical representations:

Revenue Charts:

  • Line chart of revenue over time
  • Bar chart by period
  • Trend lines and forecasts

Order Pipeline:

  • Funnel view showing order progression
  • Conversion rates between stages
  • Drop-off identification

Customer Segments:

  • Orders by customer type
  • Geographic distribution
  • Payment term analysis

Dispatch Analytics

Delivery Performance

Track shipping efficiency:

On-Time Delivery Rate:

  • Percentage delivered by promised date
  • Trends over time
  • By carrier comparison
  • By destination analysis

Average Shipping Time:

  • Order dispatch to delivery
  • By shipping method
  • By carrier
  • By destination zone

Courier Performance:

  • Delivery success rate by carrier
  • Average delivery time by carrier
  • Cost efficiency
  • Reliability scores
  • Damage/loss rates

Return Rate Analysis:

  • Percentage of items returned
  • Return reasons breakdown
  • Cost of returns
  • Return patterns by product
  • Return patterns by customer

Geographic Distribution:

  • Deliveries by region
  • International vs domestic
  • Shipping cost by region
  • Delivery time by region

Financial Analytics (Enterprise)

Revenue Analysis

Comprehensive financial insights:

Revenue Streams:

  • By product category
  • By customer segment
  • By sales channel
  • By time period

Profitability:

  • Gross profit margins
  • Product-level profitability
  • Customer profitability
  • Trend analysis

Payment Analysis:

  • Payment terms usage
  • Average days to payment
  • Outstanding receivables
  • Payment method preferences

Cost Analysis

Understand your expenses:

Inventory Costs:

  • Cost of goods sold
  • Inventory carrying costs
  • Storage costs by zone
  • Obsolescence costs

Operational Costs:

  • Shipping expenses
  • Returns processing costs
  • Labor allocation
  • Overhead distribution

Chart Customization

Chart Types

Choose visualization format:

Line Charts:

  • Trends over time
  • Multiple series comparison
  • Moving averages
  • Cumulative views

Bar Charts:

  • Period comparisons
  • Category comparisons
  • Stacked or grouped views

Pie Charts:

  • Distribution analysis
  • Percentage breakdowns
  • Category contributions

Combination Charts:

  • Multiple metrics together
  • Different chart types overlaid
  • Dual axes for different scales

Date Range Selection

Analyze specific periods:

Preset Ranges:

  • Today
  • This Week
  • This Month
  • This Quarter
  • This Year
  • All Time

Custom Ranges:

  • Select any start date
  • Select any end date
  • Save custom ranges for reuse

Comparison Periods:

  • Compare to previous period
  • Year-over-year comparison
  • Multiple period overlay

Filtering and Segmentation

Narrow analysis focus:

By Category:

  • Specific product categories
  • Customer types
  • Order statuses

By Location:

  • Warehouse zones
  • Delivery regions
  • Facility-specific

By Team Member (Business/Enterprise):

  • Sales performance by rep
  • Fulfillment by warehouse staff
  • Order processing by role

Exporting Reports

Export Formats

Share and analyze externally:

PDF Reports:

  • Professional formatted documents
  • Charts and graphs included
  • Summary statistics
  • Company branding
  • Ready for presentation

CSV Data:

  • Raw data export
  • Open in Excel or Google Sheets
  • Custom analysis
  • Data integration
  • Long-term archiving

Excel Format:

  • Formatted spreadsheets
  • Multiple worksheets
  • Formulas and calculations
  • Charts embedded
  • Advanced analysis ready

Export Process

Generate and share reports:

  1. Navigate to desired analytics view
  2. Configure filters and date range
  3. Tap Export button
  4. Choose format (PDF/CSV/Excel)
  5. Select export scope:
    • Current view
    • All data in range
    • Specific filters
  6. Share via:
    • Email
    • AirDrop
    • Messages
    • Save to Files app
    • Cloud storage services

Scheduled Reports (Enterprise)

Automate report delivery:

Setup:

  1. Configure report parameters
  2. Choose recipients
  3. Set schedule:
    • Daily
    • Weekly
    • Monthly
    • Quarterly
  4. Select delivery method
  5. Activate schedule

Automated Delivery:

  • Reports generate automatically
  • Sent to designated recipients
  • Consistent format
  • Historical archive maintained

Dashboard Widgets

Quick Analytics

View key metrics without full reports:

Inventory Widget:

  • Current stock value
  • Low stock item count
  • This week's movement

Orders Widget:

  • Revenue today/this week
  • Orders in progress
  • Average order value

Tasks Widget:

  • Pending task count
  • Overdue items
  • High priority tasks

Widgets update in real-time on dashboard.

Predictive Analytics (Enterprise)

Demand Forecasting

AI-powered predictions:

Stock Predictions:

  • Expected demand next period
  • Reorder recommendations
  • Safety stock suggestions
  • Seasonal adjustment factors

Sales Forecasting:

  • Revenue projections
  • Order volume predictions
  • Customer behavior patterns
  • Market trend analysis

Optimization Suggestions:

  • Inventory level recommendations
  • Pricing optimization hints
  • Customer targeting insights
  • Operational efficiency improvements

Best Practices

Regular Review Cadence

Establish consistent analysis routine:

Daily:

  • Dashboard widget check
  • Today's key metrics
  • Urgent anomalies

Weekly:

  • Inventory movement analysis
  • Order pipeline review
  • Top performers identification

Monthly:

  • Comprehensive performance review
  • Trend analysis
  • Strategic planning input

Quarterly:

  • Deep dive analysis
  • Year-over-year comparisons
  • Goal assessment
  • Strategy adjustment

Action-Oriented Analysis

Use data to drive decisions:

Identify:

  • What the data shows
  • Trends and patterns
  • Anomalies or outliers

Understand:

  • Why patterns exist
  • Root causes
  • Contributing factors

Act:

  • Make specific decisions
  • Implement changes
  • Monitor results
  • Iterate and improve

Data Quality

Ensure accurate analytics:

  • Maintain clean inventory records
  • Update orders promptly
  • Correct errors immediately
  • Regular data audits
  • Consistent data entry standards

Comparative Analysis

Gain context through comparison:

  • Period-over-period trends
  • Budget vs actual
  • Plan vs performance
  • Industry benchmarks (if available)
  • Historical performance

Troubleshooting

Data Doesn't Match Expectations

If numbers seem incorrect:

  1. Verify date range selection
  2. Check active filters
  3. Confirm data sync completed
  4. Review source data accuracy
  5. Check calculation methods
  6. Compare to raw transaction list

Charts Not Displaying

If visualizations don't appear:

  • Check internet connection (for sync)
  • Verify sufficient data exists for period
  • Try different date range
  • Clear app cache
  • Update to latest app version
  • Check device storage space

Export Fails

If report export doesn't work:

  • Verify sufficient device storage
  • Check file sharing permissions
  • Try smaller date range
  • Use different format
  • Check destination app is installed
  • Restart app and retry

Slow Performance

If analytics are slow to load:

  • Reduce date range
  • Apply more specific filters
  • Clear old cached data
  • Close other apps
  • Check device performance
  • Consider using scheduled reports instead

Next Steps