Business Analytics

Say hi to your KPIs. Increase revenue and optimize operations with analytics for finances, customers, and products.

Unify allows for better insight into your business data, bringing context and insight to your margins, key performance indicators (KPIs), and returns on investments (ROI). For a deeper dive, try our easy-to-use business intelligence solution, Highlight, which allows you to learn even more about your company’s financial, product, and customer metrics. Hear that? It’s the sound of you selling more.

small business financial report

Unify Financial Reports

Let’s get down to the nitty gritty

  • Track your revenue and expenses across all stores, platforms, and marketplaces
  • View sales tax totals and shipping charges
  • Monitor marketplace expenses, revenue, order trends, and profit and loss across all sales channels
  • Make better financial decisions about where you sell, what you sell, what vendors and shippers to use, and how to better serve your customers


small business customer report

Unify Customer Reports

Take care of your biggest fans

  • See a report of your top performing customers, repeat buyers, customer volume, and average order volume
  • Learn more about how, what, when, and why your customers buy
  • Tailor marketing and promotion efforts for your biggest buyers
  • Keep order-level notes about customer interactions, discounts and promotions, and other important details


small business inventory report

Unify Inventory Reports

Take stock in an instant

  • Easily create a master inventory list from any store or your accounting
  • Know what’s in stock across all channels at all times and adjust any unmatched items
  • See what is selling on what stores and adjust vendor orders and fulfillment strategies accordingly
  • Fine-tune vendor orders and sales strategies according to trends and patterns


Sales Forecasting with Lokad - Enterprise Edition

Your clairvoyant was guessing. We’re not

  • See the future by connecting your stores and Unify directly into a complimentary Lokad login
  • Automatically know when and how much to order and prepare inventory ahead of time
  • Say goodbye to manually exporting, formatting, and uploading CSV files
  • Schedule in-depth forecasting analytics reports across all sales channels to run daily, weekly, or monthly


e-commerce data analysis


Put powerful analytics to work for you

  • Get high-level perspective on company-wide trends and profit margins across all channels and promote what is truly most profitable
  • See patterns, trouble spots, and trends by ranking order counts, values, and frequency by channel
  • Pinpoint customers who provide the most profit and incentivize them to spend even more
  • Know the impact of fees and shipping costs on each product and store to maximize profit
  • Contrast fees and expenses for marketplaces, platforms, and payment processors to better understand margins


e-commerce business KPIs white paper

A Better Way to Sell: Do you know what your e-commerce KPIs are?

There are a number of top metrics all multi-channel e-commerce companies should have at their fingertips to provide key insights into their business and guide smarter decision making. Learn how to gain easy access to this information (and more) to grow profits for your multi-channel e-commerce business.


HitRECord-Webgility customer review
Unify helped us get our Shopify and QuickBooks Online in sync quickly during a critical period. It's a great solution!
—Wayne Robbins, HitRECord
Unify Enterprise customer review
We do several thousand orders per month and needed a solution that could work with that type of volume. Unify has allowed us to eliminate two full-time positions on our order entry and invoicing team.
—Jeff McRitchie,
Unify Enterprise customer review
Makes transferring orders from our website to QuickBooks seamless.
—Jamie Turpin, SOMS Technologies
Unify Enterprise customer review
Webgility has been a life saver for our business.
—Elizabeth Edwards, The Beaufort Bonnet Company
Unify Enterprise customer review
Finding Webgility was my a-ha moment.
—Carla Sancho, Wedding Collectibles
Unify Enterprise customer review
This application is extremely user friendly! It has streamlined our web sales and has DRASTICALLY cut down on data entry. We run a large operation and use QuickBooks as our primary internal system and we were manually entering every web order until I happened upon this amazing application!
—Crystal Righton, Mary Square

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