01
One set of numbers
Every figure comes from your operational data, not a copy of a copy. Finance, operations and sales work from the same totals, so meetings start with the decision, not the reconciliation.
Dashboards and email reports your team will actually use.
BasicInsights turns the data your business already holds into dashboards and scheduled email reports. BasicData builds and maintains them, so your team gets the numbers without running exports or learning a BI tool.
Why BasicInsights
Stop assembling reports. Start reading them.
The questions are the same every week: what sold, what is late, what cash is coming in. BasicInsights has the answers ready before anyone asks.
02
Nobody builds the Monday report
Reports update on their own, live or on a schedule. Nobody spends the morning running exports, pasting into Excel and emailing the result around.
03
Drill down to the detail
Start at the group total and drill down by company, customer, supplier, season or gender to the figures behind it.
04
Delivered where people work
Open a dashboard in the browser or inside BasicPSF or FileMaker. People who work from their inbox get the same report by email.
05
Fast on years of history
Heavy reports are calculated ahead of time, so years of orders and costs open quickly instead of timing out.
06
Your terms, not ours
Seasons, currencies, company groupings and thresholds are settings, not code. Dashboards use the labels your team already uses.
See it in action
Sample dashboards, sample data.
Four dashboards and an email digest, laid out like reports we run in production. Every figure, company and supplier shown is fictional.
Season Movement 2022 to 2027
Order value, pairs, orders and GP by season · USD at each season's exchange rate · Sample data
ResetLast built 06:00
SeasonWinterW23 to W27
W23
$6.2M
- Pairs
- 205K
- Orders
- 96
- GP
- 12.4%
First season in range
W24
$9.7M▲ 56%
- Pairs
- 241K▲ 18%
- Orders
- 104▲ 8%
- GP
- 13.6%+1.2pt
Change vs W23
W25
$17.6M▲ 81%
- Pairs
- 438K▲ 82%
- Orders
- 151▲ 45%
- GP
- 14.9%+1.3pt
Change vs W24
W26
$12.5M▼ 29%
- Pairs
- 296K▼ 32%
- Orders
- 139▼ 8%
- GP
- 13.8%-1.1pt
Change vs W25
W27 *
$2.9M▼ 77%
- Pairs
- 71K▼ 76%
- Orders
- 38▼ 73%
- GP
- 13.1%-0.7pt
Change vs W26
SeasonSummerS22 to S26
S22
$9.4M
- Pairs
- 322K
- Orders
- 118
- GP
- 13.0%
First season in range
S23
$11.8M▲ 26%
- Pairs
- 371K▲ 15%
- Orders
- 127▲ 8%
- GP
- 13.9%+0.9pt
Change vs S22
S24
$14.9M▲ 26%
- Pairs
- 402K▲ 8%
- Orders
- 141▲ 11%
- GP
- 14.4%+0.5pt
Change vs S23
S25
$17.1M▲ 15%
- Pairs
- 447K▲ 11%
- Orders
- 158▲ 12%
- GP
- 14.8%+0.4pt
Change vs S24
S26 *
$12.7M▼ 26%
- Pairs
- 318K▼ 29%
- Orders
- 117▼ 26%
- GP
- 14.1%-0.7pt
Change vs S25
Winter order value by season, USD
Summer order value by season, USD
Order flow: all seasons in date order
WinterSummer
Drill-down by season Company › Customer › Buyer › Gender
| Company / Customer | W24 | S24 | W25 | S25 | W26 | S26 * |
|---|---|---|---|---|---|---|
| ▾Northfield Group | $4.1M▲ 46% | $6.3M▲ 34% | $7.4M▲ 80% | $8.2M▲ 30% | $5.9M▼ 20% | $6.1M▼ 26% |
| ›Northfield Menswear | $2.6M▲ 44% | $4.1M▲ 36% | $4.9M▲ 79% | $5.4M▲ 29% | $3.8M▼ 22% | $4.0M▼ 26% |
| ›Northfield Outerwear | $1.5M▲ 50% | $2.2M▲ 30% | $2.5M▲ 82% | $2.8M▲ 31% | $2.1M▼ 16% | $2.1M▼ 25% |
| ›Peak Outdoor | $3.0M▲ 50% | $4.7M▲ 21% | $6.2M▲ 107% | $5.6M▲ 19% | $4.1M▼ 34% | $4.4M▼ 21% |
| ›Coastline Ltd | $2.6M▲ 86% | $3.9M▲ 22% | $4.0M▲ 54% | $3.3M▼ 15% | $2.5M▼ 38% | $2.2M▼ 33% |
| Grand total | $9.7M▲ 56% | $14.9M▲ 26% | $17.6M▲ 81% | $17.1M▲ 15% | $12.5M▼ 29% | $12.7M▼ 26% |
* Season still in progress. Each change compares a season with the same season a year earlier. Sample data.
Cash Flow Forecast
Expected money in and out, December to May, converted to USD · Sample data
ResetLast built 06:00
Net to May
+$440K
$5.81M in, $5.37M out
We owe, overdue
$186K
12 supplier invoices
Owed to us, overdue
$312K
9 customer invoices
Money in and out by month ($K)
Money inMoney outCumulative net
Owed to us, overdue by age ($K)
0 to 7 days$42K
8 to 14 days$55K
15 to 30 days$88K
31 to 60 days$74K
60+ days$53K
Net cash flow by company
Northfield Group+$210KIn $2.6M · Out $2.4M
Coastline Ltd+$120KIn $1.7M · Out $1.6M
Peak Outdoor+$110KIn $1.5M · Out $1.4M
Overdue customer invoices
| Customer | Invoice | Due | Days past due | Amount |
|---|---|---|---|---|
| Coastline Ltd | INV-30412 | 14 Feb | 42 | $58,400 |
| Peak Outdoor | INV-30388 | 02 Mar | 26 | $41,900 |
| Northfield Menswear | INV-30451 | 18 Mar | 10 | $36,200 |
| Harbour Kids | INV-30470 | 24 Mar | 4 | $22,750 |
New & Active Orders
Orders created in the last 7 days, plus every order not yet shipped · total sell in USD · Sample data
ResetLive data
New orders
27
Created in the last 7 days
New orders, total sell
$1.84M
+$0.31M vs previous 7 days
Active orders
312
Not yet shipped
Active orders, total sell
$11.2M
Across 4 companies
Active orders by company and customer
| Company / Customer | Orders | Qty | Total sell |
|---|---|---|---|
| ▾Northfield Group | 118 | 412K | $4.6M |
| ›Northfield Menswear | 71 | 248K | $2.8M |
| ›Northfield Outerwear | 47 | 164K | $1.8M |
| ›Peak Outdoor | 96 | 301K | $3.5M |
| ›Coastline Ltd | 64 | 188K | $2.0M |
| ›Alder & Oak | 34 | 96K | $1.1M |
| Total | 312 | 997K | $11.2M |
Order detail Northfield Menswear
| Order | Created | Cust PO | Gender | Season | Supplier | Ship from | Qty | Total sell |
|---|---|---|---|---|---|---|---|---|
| PO-20418 | 02 Mar | NF-8841 | Mens | S26 | Eastlake Mfg | Port A | 4,200 | $58,400 |
| PO-20422 | 02 Mar | PK-2210 | Unisex | S26 | Harbourside Co | Port B | 2,800 | $41,900 |
| PO-20431 | 03 Mar | CL-5532 | Ladies | S26 | Bluewater Ltd | Port A | 6,100 | $72,150 |
| PO-20436 | 04 Mar | AO-1104 | Girls | W27 | Kestrel Textiles | Port C | 1,950 | $22,750 |
| PO-20440 | 05 Mar | NF-8860 | Mens | W27 | Eastlake Mfg | Port A | 3,300 | $46,300 |
Samples Outstanding
Every sample still waiting on a supplier or on approval, grouped by customer · Sample data
ResetLive data
Outstanding
48
Awaiting sample
19
Received, awaiting approval
14
Failed, needs resubmission
6
Overdue
9
Northfield Menswear: 3 outstanding
| Style | Supplier | Due | Status |
|---|---|---|---|
| NM-2231 Shell jacket | Eastlake Mfg | 12 Mar | Awaiting sample |
| NM-2240 Fleece zip | Eastlake Mfg | 08 Mar | Overdue |
| NM-2252 Chino short | Bluewater Ltd | 18 Mar | Received, awaiting approval |
Peak Outdoor: 2 outstanding
| Style | Supplier | Due | Status |
|---|---|---|---|
| PO-0914 Trail pant | Harbourside Co | 15 Mar | Failed, resubmit |
| PO-0922 Insulated vest | Kestrel Textiles | 22 Mar | Awaiting sample |
Weekly orders: 7 late, 18 at risk (sample)
Good morning. Here is where your active orders stand this week, most urgent first.
Active orders
312
Ship date at risk
18
Late
7
| Order | Customer | Ship date | Status |
|---|---|---|---|
| PO-20397 | Coastline Ltd | 09 Mar | Late |
| PO-20422 | Peak Outdoor | 16 Mar | At risk |
| PO-20418 | Northfield Menswear | 14 Mar | On track |
Sample email. Any BasicInsights report can be sent like this, on the schedule you choose.
How it works
From the data you hold to a report your team reads.
01
We map your data
We agree which reports matter most, then match them to the data you already hold. Nothing is re-keyed.
02
We build the reports
Each report is built on your data and kept fresh the way it needs: live for operational views, rebuilt overnight for heavy ones.
03
Your team reads them, we maintain them
Dashboards open in the browser or arrive by email. When your business changes, we update the reports so they keep matching how you work.
Report library
Reports we have already built.
Each one can be adapted to your data. If what you need is not here, we build it.
- Season-on-season movement
- Year-on-year comparison
- Cash flow forecast
- Income by company, projected
- New and active orders
- Late and cancelled orders
- Factory allocation
- Inspection and QC planning
- Quotation (RFQ) pipeline
- Days to execute by stage
- Samples outstanding
- User activity and logins
- Support ticket analysis
Under the hood
Built for the data a working business actually has.
Several currencies, shifting seasons and years of order history are normal. BasicInsights is designed around them.
One reporting currency
Orders placed in several currencies roll up to one reporting currency, at the exchange rate set for each season.
Seasons held as settings
Season and year labels are kept in a settings table. Adding a new season is a settings change, not a rebuild.
Live or scheduled, per report
Operational reports can show live data. Heavy reports rebuild overnight. Either way the numbers are ready when the working day starts.
An email version of any report
The same data, laid out for the inbox and sent on your schedule to people who need a summary, not another login.
One house style
Every report shares one stylesheet, so new reports look familiar on first open and a design change applies across the library.
Errors you can see
If a report cannot load its data, it says so and says why, instead of showing a blank page or a wrong number.
How it compares
BasicInsights vs Power BI, Tableau and spreadsheets.
Self-service BI tools are excellent if you have someone to build and maintain the reports. BasicInsights is for teams that would rather have that done for them.
| BasicInsights | Power BI / Tableau | Spreadsheets | |
|---|---|---|---|
| Who builds the reports | BasicData builds and maintains them | Your analyst or a consultant | Whoever has time that week |
| Email summaries | Available for any report, on a schedule | Available, set up by your team | Manual |
| Freshness | Live or scheduled, per report | Scheduled or live, depending on setup | As fresh as the last paste |
| Best for | Operations teams without an analyst | Teams with in-house data skills | One-off analysis |
Who it is for
For operations teams that need the whole picture, every week.
BasicInsights is used in production by retail sourcing groups. It is built into BasicPSF and also runs on FileMaker systems. Tell us what you run and we will confirm whether it can connect.
- Retail sourcing and buying
- Apparel and footwear
- Wholesale and importing
FAQ
Questions about BasicInsights.
What it is, where it runs and how it compares.
What is BasicInsights?
BasicInsights is a dashboard and reporting product from BasicData, a Cape Town software company. We build dashboards and scheduled email reports on your operational data, then maintain them for you.
Do I need BasicPSF to use BasicInsights?
No. BasicInsights is built into BasicPSF, our supply chain platform, and also runs on custom FileMaker systems. If your data lives somewhere else, tell us what you run and we will confirm whether it can connect.
Can BasicInsights work with my existing systems?
Tell us what you run and where your data lives, and we will confirm whether BasicInsights can connect before you commit to anything. If it can, we build the first reports on the data you already hold.
Is BasicInsights an alternative to Power BI or Tableau?
For many operations teams, yes. Power BI and Tableau are self-service tools where someone in-house builds and maintains the reports, while BasicInsights is managed: we build the dashboards and keep them working. If you already have an analyst who builds in Power BI, it may suit you better.
How up to date are the dashboards?
Each report is set up the way it needs. Operational reports such as late orders can show live data, while heavy reports such as season comparisons usually rebuild overnight so they open quickly.
Where do people see the dashboards?
In a web browser, in a scheduled email, or inside BasicPSF or FileMaker for teams that already work there. Every view uses the same data.
Can I get reports by email instead of logging in?
Yes. Any report can have an email version, sent on the schedule you choose, for people who want the summary without logging in.
What reports can you build?
Common starting points are season-on-season sales, cash flow forecasts, open and late orders, and samples outstanding. We adapt a report from our library to your data or build a new one.
Does BasicInsights work with FileMaker?
Yes. BasicInsights runs on Claris FileMaker using the tables you already have, and dashboards can open inside FileMaker layouts and through WebDirect.
Is the data on this page real?
No. Every number, company and supplier on this page is fictional sample data. The layouts follow reports we run in production, but client data is never published.
How do I get started?
Book a demo and send us the two or three spreadsheets your team rebuilds most often. We will suggest which dashboards to build first.
Show us the report your team rebuilds every week.
We will tell you which dashboards to build first and whether BasicInsights can run on the system that holds your data.