Insights (Advanced) | Product Overview Analysis
This section provides detailed breakdowns of your product performance data, allowing you to analyze sales trends across different brands, categories, and customer demographics to optimize your inventory and pricing strategies.
Navigation
To access this report, follow this path in your dashboard:
Insights > Dashboard > Sales > Product Overview Analysis
Filtering Report Data
Select the following options to filter report data.
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Controls:
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Shop(s): Select the specific location(s) you want to view.
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Date: Define the specific timeframe for the report.
- Brands: Filters data by specific product manufacturers or brand names.
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- Categories: Filters data by product categories.
- Vendors: Filters data based on the supplier or distributor that provided the products.
- Display Dimension: Filter brands by Gross Margin, Gross Margin %, Net Sales, or Quantity Sold.

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Display Metric: Filter brands by Gross Margin, Gross Margin %, Net Sales, or Quantity Sold.

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Exclude Age Groups: Removes specific customer age ranges from the data set, allowing for targeted demographic analysis.
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Available Reports & Charts
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Net Sales by Product Category
- Aggregates the selected Display Metric by the selected Display Dimension. Select one of the segments to apply a filter to the rest of the dashboard.

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Net Sales by Retail Price and Product Category
- Shows the distribution of the selected Display Metric by Retail Price. Select one of the segments to apply a filter to the rest of the dashboard.

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Net Sales by Customer Age and Product Category
- Shows the distribution of the selected Display Metric by Customer Age. Select one of the segments to apply a filter to the rest of the dashboard.

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Products Overview
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Provides a comprehensive summary view of all selected product metrics and dimensions in a single data table.
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💡 Pro Tip: You can export this or any KPI held in Insights to a CSV or Excel file. Simply click the More Options (three-dot icon) in the upper right-hand corner of the metric.
