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Overview
Note: The Sales channels report currently supports Shopify, Brightpearl, and Mintsoft connections. Support for more connectors will be added soon.
While most reports in Inventory Planner are filtered and aggregated by warehouse (where sales orders are fulfilled), the Sales channels report is filtered and aggregated by channel (where sales orders originate).
The Sales channels report helps you understand how each sales channel contributes to your business performance. You can view sales, revenue, profit, margin, and returns across channels, then drill down by product attributes like brand, vendor, or category to spot trends and take action.
How are sales attributed to channels?
A sales channel is the source through which a customer places an order. It represents where demand comes from, such as an online store, marketplace, or physical retail location.
In Inventory Planner, the connected platform determines which channel is attributed to a sale.
Some platforms, such as BigCommerce and eBay, don’t provide channel information. Others, like Linnworks and Cin7, can provide channel information but the connectors have not yet been updated to sync that data.
When a connection’s sales orders are missing channel data, sales are reported under the connection name instead.
Connection | Field | Details |
Shopify | Channel | This includes Online store and any other installed sales channels such as Shopify POS, Shop, marketplaces and social commerce channels. Orders created in Shopify admin have no channel and are excluded from the report. |
Brightpearl | Channel | In Brightpearl, channels are configured in Settings > Company > Channels and are assigned to a sales order's ‘Channel’ field. |
Mintsoft | Order channel |
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Configuring sales channels
Sales channels are configured in Account › Settings › Reports & metrics › Sales channels.
Enabling and disabling channels
You can choose which sales channels are shown in the report using the Status toggle next to each channel name.
When enabling channels, the underlying data must be updated before the report is ready. While this is happening, you'll see an update running in the left-hand menu.
Once the update finishes running, the report is ready to view.
Renaming channels
By default, the report uses the connection's name for each channel. You can set a friendlier name to display in the channel settings.
Using the Sales channels report
You can access the report under Reports > Sales channels report.
Choosing a channel
Use the channel selector at the top of the report to quickly switch between viewing totals across all channels and viewing individual channel performance.
Picking a date range
The date picker on the top right-hand side filters metrics by the sales order created date. You can select a predetermined period (for example, last 7 days or last 30 days) or set a custom date range.
You can also add comparison periods, which let you compare metrics across different periods. For example, you could compare the current month to the previous month, or to the same month last year.
Grouping results
Like other reports, you can switch between different segments to further drill down into your data. Some uses may be:
Variants | View how specific SKUs are performing per channel |
Products | View how your parent products are performing per channel |
Vendors | View which suppliers are driving sales and profit |
Brands | Compare demand and margins by brand |
Categories | See category-level trends by channel, useful for assortment planning |
Tags or IP tags | Use the way you manage your catalog to slice performance per channel |
Configuring report columns
Use the gear icon on the top right-hand side to select which metrics and attributes to include. You can choose from sales metrics such as Revenue or Units sold, and profitability metrics such as Profit and Margin.
Frequently Asked Questions (FAQs)
Why is there no warehouse filter or stock metrics?
The Sales channels report focuses on commercial performance by channel using sales order data. Inventory and warehouse-level insights are available in dedicated inventory and replenishment reports.
How are channels determined for each connector?
Inventory Planner reflects the channel or equivalent field provided by your connected platform. For example, if the platform exposes multiple storefronts, marketplaces, or POS locations as channels, you'll see each one individually in the channel selector.
What if my platform doesn't have channels?
Where no channel is provided, the report groups sales under the platform as a whole.
By default, the report uses the connection's internal name, but you can set a different display name for clarity under Settings > Reports and metrics > Sales channels.
What happens if a channel name changes in my connected platform?
If a channel name changes in your connected platform, the change is reflected in Inventory Planner unless you have already set a custom name.
If you've set a custom display name, Inventory Planner retains it unless you edit it again.
Inventory Planner also continues to attribute historical and future sales data to the same underlying channel identifier where possible.