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Wholesale: Insights Reports
Wholesale: Insights Reports

A walkthrough of the Insights Reports in GrowFlow Wholesale

Madie avatar
Written by Madie
Updated this week
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Insights

Access the Insights by clicking the Insights tab in the top-left.

The Insights Summary is filterable by date and includes:

  • Net Sales: Total sales over the date range

  • Pending Sales: Total sales on pending orders not yet transferred within the date range

  • Order Count: Total amount of orders within the date range

  • Avg Order Size: Average size of orders within the date range

  • Products Sold: Products sold within the date range

  • Category Sales: Net Sales, # of Orders, and Average Order Size within the date range

  • Sales by Week and License Group: Graph report of sales separated by week and license group

  • Pending Sales by Stage: Total sales on pending orders by stage not yet transferred within the date range

Sales

The Sales tab offers a comprehensive breakdown of your total sales filterable by license and date range. Sales Reports include:

  • Metrics by Product

  • Product Size

  • Sales by Traceability Type

  • Sales by Category

  • Sales by Parent Category

  • Sales by Category and Package Size

  • Sales by Day

  • Strain

  • Brand

  • Customers Sold To

Customers

Report of Customer Retention to help predict expected sales, filterable by license and date range. Report includes the Customers:

  • Last Order Date

  • DBA

  • License

  • License Group

  • Phone

  • Estimated Day until Order

  • Expected Sales

Grow

Insights enhancements are in progress and will be available soon. We predict great things ahead! Stay tuned for more details.

Inventory

Product Inventory report filterable by Type, Category, Room, Size and Strain.

Reports

Reports are generated as a tool to see how your products and inventory are selling or for auditing purposes. Click on the Reports tab within the Insights to access.

Note: The reports available in your account are based on workflows related to your license type and state. If you do not see a report in your account that is mentioned below, the report is not applicable to your license type or state.

Double-click on any column header when viewing any report to sort the reports alphanumerically based on that specific column.

Click on the blue Export button when viewing any report to download a .csv file for use outside of GrowFlow. Note that the file will be exported with any filters, search criteria, and column sorting applied.

Sales

The Sales tab offers comprehensive reports for:

  • Transfers: Each item transferred on an order

  • Transfers by Order: Each order transferred from your account

  • Inbound Transfers: Each order received in your account

  • Sales by Product: A breakdown of each product sold

  • Returns: Items returned to you on an Inbound Transfer

  • Sales by Type/Vendor: Total sales by receiving license type, receiving vendor, or traceability type

  • Sales by Type: Total sales by traceability type

  • Sales by City: Sales by city in your state

  • Sales by Person: Sales by sales user assigned to each order in your account

  • Refunded Sales: Total return sales records

Utilize the search bar to narrow the report results. Depending on the Sales Report you are viewing, you will have the option to filter the report by:

  • Date Range

  • License type

  • Vendor

  • Strain

  • Products

  • Traceability type

  • Usable Weight

  • Price

  • City

  • Sales User

Grow

The Grow tab offers comprehensive reports for:

  • Plants: Active plant counts in veg, flower, and drying by strain

  • Derivatives

  • Yield stats: First and last harvest date, total and average wet and dry weights by strain

  • Flower Weights: Total drying, bulk flower, lotted flower, and test flower weights by strain

Utilize the search bar to narrow the report results. Depending on the Grow Report you are viewing, you will have the option to filter the report by:

  • Date Range

  • Strain

  • Room

  • Traceability type

Samples

A breakdown of reports based on educational and vendor samples, or employee samples created in or transferred from your account.

Changes

The Changes tab offers comprehensive reports for:

  • Destruction: Plant or Inventory waste scheduled for destruction in your Waste Logs

  • Disposals: Plant or Inventory waste disposed of from your account

  • Inventory Adjust: Adjustments made to the remaining quantities of inventory items

  • Daily Plant Waste: A record of your daily plant waste collection entries

  • Plant Batch Waste: A record of your plant batch waste

Utilize the search bar to narrow the report results or use the date filter to view the report within a specific date range.

Note: Don't see the report you're looking for? Submit the need to our teams, Wholesale: We Love your Feedback!

OMMA Compliance

A monthly summary is offered for Oklahoma users only. As Metrc is now the state-mandated traceability system in Oklahoma, this feature is no longer supported by GrowFlow.

Note: It is your responsibility to validate all data for accuracy before submitting reports to OMMA. This report cannot account for data entry errors or changes to product weights, counts, unit of measure, or adjustments after the end of the reporting period. Note that this report uses a standardized conversion formula for grams to pounds as follows: [Total lbs] = [grams] * 0.0022046.

Tip: To view past OMMA summaries, append the date in the format “YYYY-MM-01" to the end of the OMMA summary page URL to get that month’s summary.

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