Financial Reports

Stop thinking, let things happen,
and be the data.

If your goal is to have a powerful multi-channel e-commerce business, you’ll need a powerful multi-channel e-commerce solution—one that will allow you to see all sales channels, expenses, and inventory and provide relevant business analytics for optimizing operations and increasing revenue. Unify Enterprise Edition provides that company-wide financial view, but it also allows you to drill down on specific areas like customer behavior and shipping details. Financial reports in Unify Enterprise Edition and your accounting system allow for a more holistic understanding of all revenue streams, bringing context and insight into your margins, key performance indicators, and returns on investments.

Unify Enterprise Edition provide the stepping stones to financial success and pave the way for your business to reach its full potential. Cue rainbow and chirping birds.

Financial Reports

Let’s get down to the nitty gritty

  • Track your revenues and expenses across sales channels
  • View tax and shipping charges collected
  • Monitor marketplace expenses, revenue, and order trends and see your business from a holistic perspective
  • Make better financial decisions about where you sell, what you sell, what vendors and shippers to use, and how to better serve your customers
  • Increase business-wide efficiency


Customer Reports

Who butters your bread, anyway?

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


Inventory Reports

Serenity now. No, really

  • Easily connect your master inventory list (from any store or your accounting)
  • See what’s in stock and instantly know when price and quantity is mismatched
  • See what is selling on what stores and adjust vendor orders and fulfillment strategies accordingly


Sales Forecasting

Your clairvoyant was guessing. We’re not

  • See the future by connecting your stores and Unify Enterprise Edition 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


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.
—Jeff McRitchie,
Unify Enterprise customer review
Unify makes transferring orders from our website to QuickBooks seamless.
—Jamie Turpin, SOMS Technologies
Unify Enterprise customer review
Webgility has been a lifesaver 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 were manually entering every web order until I happened upon this amazing solution.
—Crystal Righton, Mary Square