Understanding Webgility Analytics: A Complete Guide to Sales and Profitability Tracking
This article helps you understand how to use the Webgility Analytics module to gain real-time insights into your sales performance and profitability across multiple sales channels. It explains the key features, including sales reporting, profitability analysis, AI-driven forecasting, and comparative insights, enabling you to make data-driven decisions without relying on manual spreadsheets.
The Webgility Analytics module is a business intelligence suite designed to provide multichannel e-commerce sellers with real-time visibility into sales performance and profitability. It acts as a bridge between your sales channels (Shopify, Amazon, etc.) and your accounting system (QuickBooks, Xero) to eliminate manual spreadsheet tracking.
1. Sales Reporting
This section tracks performance KPIs across all connected channels with data refreshed as often as every 30-60 minutes.
1. Sales Reporting
This section tracks performance KPIs across all connected channels with data refreshed as often as every 30-60 minutes.
- Real-Time KPIs: Track Total Sales, Order Volume, and Average Order Value (AOV).
- Visual Dashboards: Includes hourly/daily sales charts, order heat maps by state, and a channel heat map to identify peak shopping times.
- Product Insights: Automatically lists the "Top 10 Products" by both revenue generated and total quantity sold.
- Filtering: Users can drill down by specific sales channel, currency, order status (Open vs. Completed), and fulfillment method (e.g., FBA vs. FBM).
2. Profitability Analytics
The Profitability tab provides a financial "snapshot" by syncing revenue data from stores and Cost of Goods Sold (COGS) from the accounting system.
The Profitability tab provides a financial "snapshot" by syncing revenue data from stores and Cost of Goods Sold (COGS) from the accounting system.
- Financial Snapshot: A pivot table that calculates Net Profit by subtracting COGS, shipping fees, taxes, and Cost of Sales (processor, selling, and advertising fees) from gross revenue.
- Margin Tracking: Automatically calculates your Net Profit Percentage to help identify which channels or products are actually making money after all expenses.
- Performance by Channel: Compares revenue vs. profit across different platforms to see where marketing spend or operational focus should be adjusted.
3. AI-Driven Forecasting
Webgility uses machine learning to predict future business trends based on historical data.
Webgility uses machine learning to predict future business trends based on historical data.
- Short & Long Term: Provides order and sales forecasts for the next 30 days and the next 14 months.
- Seasonality: The algorithms account for seasonal variations over time, becoming more accurate as more data is collected.
4. Comparative Analysis
- Period Comparisons: Allows users to compare current performance against previous periods (e.g., this month vs. last month) to identify growth trends or slowdowns.
- Performance Trends: A waterfall chart and heatmap view that visualizes top-performing channels and products over custom date ranges.
Key Technical Details
- Data Sync: Most reports update every 6–8 hours, while the "Today" view updates hourly. Data is displayed in USD and Pacific Time (PT).
- Exportability: All KPI data and pivot tables can be exported to CSV or Excel for further custom reporting.
- Requirements: Profitability reports require item costs to be present in the connected accounting system (currently COGS is not supported for QBO International or manual Shopify imports)