The full picture

Everything we do, in depth

The same idea runs through all of it: turn your data into a single source of truth, automate the reporting, and make it easy to explore in plain English — so you're always deciding from information you trust. Here's exactly how that works.

What we solve

The problems wholesale distributors bring us

Margin visibility

Know exactly which products, suppliers, and customers drive your margin — and which quietly erode it.

Inventory control

Track stock levels, dead stock, and pressure points so you stop tying up cash in products that don't move.

Supplier performance

See which suppliers cost you the most in landed costs, delays, and margin leakage across your product lines.

Less manual reporting

Eliminate repetitive spreadsheet work with a consistent, automated process. Time goes to decisions, not data cleanup.

Confident decisions

Stop making purchasing, pricing, and stocking calls on instinct. Decide from reporting built around what matters.

Core reporting areas

Built around what you actually decide on

Not generic KPIs that look good — the views that drive purchasing, pricing, and stocking calls.

Inventory Dashboard

Stock on hand, inventory position, and product-level performance across your entire range in one clear view.

Revenue (YTD)
$1.15M8.2%
vs. last year
Dead Stock
$38.9K6 SKUs
no sales in 6 months
Cash Stuck
32.1%4.3pt
of inventory value

Margin & Profitability

Your most and least profitable products, customers, and suppliers — so every decision is grounded in real numbers.

Kitchenware
34.2%
Textiles
28.6%
Servingware
22.1%
Tools
18.4%
Seasonal
11.3%

Slow Movers & Cash Visibility

Underperforming products and exactly where inventory is tying up cash that could be working harder.

32.1%stuck
  • Stuck in dead stock32.1%
  • Working inventory67.9%

Customized Business Reporting

Reporting built specifically around your data, your business model, and the decisions you make every month.

JFMAMJJASOND
AI Data Analyst

Ask your data anything

On the Full BI Partnership, your dashboard does the heavy lifting — the full, current picture of your business, delivered automatically. When a number raises a question, anyone on your team can ask it in plain English and dig into the detail behind it instantly, instead of waiting days for someone to pull a report. You stay in control of every decision — it just makes the answers easier to reach.

  • No technical knowledge required
  • Answers grounded in your real data, not guesses
  • A faster way to explore the detail behind your numbers — you stay the decision-maker
AI AnalysisPowered by Claude

How much cash is stuck in dead stock?

32.1% of your inventory value — $38,895 across 6 SKUs. Chicago Hub holds the most at $13.0K.

Which category has the weakest margin?

Seasonal, at 11.3% gross margin — less than a third of Kitchenware (34.2%). It's dragging your blended margin down.

What should I reorder this week?

Your bottom 6 SKUs haven't sold in 158+ days, so there's little signal to reorder them. Kitchenware, by contrast, is up 8.2% YoY — worth a closer look.

How it works

From spreadsheets to clarity in four steps

1

Book a free data audit

We review your current setup — spreadsheets, exports, reports — and identify exactly where the gaps are. No obligation, no pitch.

2

Share your data

Provide your business files in a simple agreed format. Sales records, inventory files, purchase orders — if it's a spreadsheet or system export, we can work with it.

3

Reporting is built

Your dashboard is built, refined, and structured around your specific products, suppliers, and reporting priorities.

4

Ongoing support

We monitor, update, and improve your reporting as your business grows. You never start from scratch again.

Why YG Insights

Built for the businesses everyone else skips

Most BI agencies chase enterprise. Most SaaS tools are built for e-commerce. Wholesale and distribution businesses fall through the gap — too complex for a generic dashboard, too small for an enterprise BI team.

We fill it. Every solution is shaped around how product businesses actually operate — supplier relationships, landed costs, inventory pressure, margin by SKU — without the enterprise price tag.

Purpose-built for wholesale and distribution — not a generic dashboard for everyone

More practical than spreadsheet reporting — built for how product businesses run

A practical alternative to standing up an in-house data team before you're ready

Questions

Frequently asked questions

No. Most clients come with messy, disconnected files. Organizing and preparing your data is part of what we do — it's built into the process.

Sales records, inventory files, purchase orders, supplier invoices, and accounting exports. If it's in a spreadsheet or exported from your system, we can work with it.

Those tools give you software to configure. We deliver a finished system — we clean and connect your data, build the reporting around your business, and keep it running. The picture stays clear without you learning anything technical, so your attention stays on the decisions.

Yes. Cleaning and structuring your data so the reporting is accurate and maintainable is a core part of every engagement.

The AI Data Analyst is part of the Full BI Partnership. The Reporting Foundation gives you clean, automated dashboards; the Partnership adds the ability to ask follow-up questions and explore the detail behind your numbers in plain English.

Who it's for

Built specifically for product businesses

If you sell physical products, manage suppliers, and need clarity on margins and inventory — this is for you.

01

Wholesale Distributors

02

Import & Export Businesses

03

Consumer Goods Companies

04

Multi-Channel Product Businesses

05

Growing Product Brands

About

About YG Insights

YG Insights started from a simple observation: wholesale and distribution businesses generate enormous amounts of valuable data — and most of it goes unused, scattered across disconnected spreadsheets with no clear reporting structure.

Founded by a BI professional with 6+ years of hands-on experience in business intelligence and data analytics, YG Insights brings enterprise-quality BI to mid-sized product businesses that previously only large corporations could access — without the overhead of building an internal data team before you're ready.

See it live

A real dashboard, not a screenshot

Explore an interactive sample built in Power BI — the kind of reporting we set up for clients.

YG Insights · Sample dashboard
Three ways to work together

Pricing built for product businesses

Start with clean, automated reporting, add an AI analyst to explore the detail, or hand us the whole BI function — custom-built around your business.

Save $9,207/month — $9,707/mo in-house vs. $500/mo with YG Insights. (Source: Glassdoor, avg. US BI Analyst salary, May 2026)

Reporting Foundation

Clean data and automated reporting, fast.

$500/month

+ $700 one-time setup

  • Clean, structured single source of truth
  • Template-based inventory & sales dashboards
  • Core reporting areas, built around your products
  • Monthly refresh & support

Reporting + AI Analyst

Most Popular

Everything in Foundation, plus an AI analyst to dig deeper.

$700/month

+ $700 one-time setup

  • Everything in Reporting Foundation
  • AI Data Analyst — ask follow-ups and explore the detail behind your numbers
  • Powered by Claude, always on

Full BI Partnership

Built around your exact business, not a template.

$900/month

+ $2,000 one-time setup

  • Everything in Reporting + AI Analyst
  • Fully custom dashboards built from scratch around your business
  • Custom metrics, KPIs & automated workflows
  • Ongoing monitoring, refinement & priority support

Not sure which fits? Book a free audit and we'll help you find the right fit.

Stop making decisions from spreadsheets.

Book a free 30-minute data audit. We'll review your current setup, find your biggest reporting gaps, and tell you exactly what's possible — no pitch, no obligation.