How to set up Insights for orders

Insights based on sales and cost analysis data (commissions and/or shipping costs) uses order data to break down your listing performance.

In this article, we explain how to set up Insights for orders in your Channable account. After setting up Insights for orders, you’ll:

• Get a graphical overview of revenue compared to costs

• Be able to use Insights fields to create rules

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Before you start

You’ll need:

• A unique ID for each item to provide in Setup > Project settings (usually ‘id’)

• An active order connection for the supported channel

Creating an Insights Dashboard

1. In your Channable account, create or open a project and go to Setup >Insights.

2. Click Setup Insights.

3. Select an existing order connection and fill in the required fields: 1. For Name, give your dashboard a distinct name

4. For Date range setting, choose between a fixed range or rolling date range (continuous).

5. For Date range, choose the date range you want to pull data from (if fixed range) or the maximum number of days to pull data from (if rolling date range).

   Note: The preview version of Insights only supports a 90 day rolling date range.

6. Click New Insights dashboard.

You can also group data by category, brand and fields from your imported items.

Tip: You can create multiple dashboards for a channel and set different date ranges and/or data combinations.

Reviewing data

Check in on your listing performance any time by clicking the Insights tab and selecting the dashboard.

Reviewing at product level

1. In [your Insights dashboard], go to View all items.

2. Select the product you want to examine.

A graph and data will appear providing more information about your product.

Tip: To change your Insights dashboard settings, go to Setup > Insights > [your order Insights channel] and click Settings.

Learn more:

• Using Insights in rules