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How to Access Webgility Analytics from Webgility Online

This article guides Webgility Online users on how to access and utilize Webgility Analytics within Webgility Online. It outlines the different types of reports available Sales, Profitability explaining their purpose and the insights they provide. Users will learn how to log in, navigate to the Analytics section, and apply filters or drill down into specific data for detailed performance analysis. By following these steps, users can gain actionable insights into sales performance, profitability trends, and payout details, enabling better business decision-making.

Types of Analytics Reports

✅ Sales Report
Provides a detailed overview of orders and sales by sales channel and product. It also includes comparative and forecast views across your connected channels. You can filter by date range or zoom in on a specific sales channel for in-depth performance analysis.

✅ Profitability Report
Shows profitability at both the product and channel level. Webgility pulls revenue and fee data from your connected sales channels and syncs cost of goods sold (COGS) from your QuickBooks Online account to generate an accurate profit overview.

Steps to Access Analytics

  1. Open a browser and go to https://my.webgility.com/. Log in using your Webgility Online credentials.

  2. Once logged in, locate and select the Analytics tab from the left-side navigation menu.

  3. Choose from one of the following report types to begin exploring:
    - Sales
    - Profitability

Each report includes filters and drill-down features to help you tailor the data to your specific needs.