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Presentation

This dashboard page shows your stock surplus.

It is composed of four main sections:

  • Stock Surplus
  • Excess-Stock Value
  • Excess-Stock Value %
  • Stock Surplus - Top Items

 

Stock surplus

This section shows the performance of following KPIs:

 

Excess-Stock Value

This DataViz shows the monthly evolution of Excess-Stock Value.

 

Excess-Stock Value %

This DataViz shows the monthly evolution of Excess-Stock Value %.

 

Stock Surplus - Top items

This DataViz shows the top 5 items & warehouses by Excess-Stock Value.

First, you can see the monthly evolution of Excess-Stock Value, as well as the value for current period.

Next, you can see the monthly evolution of Excess-Stock Value %, as well as the value for current period. 

 

Select Current Period

'Current Month' and 'Current Year' selectors allow you to easily select what is the period (month and year) you want to analyze.

 

Select Performance Scope

'Performance Scope' selector allows you to easily switch from one type of Performance Analysis to another.

Just pick-up what you want to analyze:

There are five types of Performance Analysis available:

  • Current Month vs Previous Month (e.g. if you selected Nov-2017 as being your current month, you will analyze Nov-2017 vs Nov-2016)
  • Current Month vs Same Month, Previous Year (e.g. if you selected Nov-2017 as being your current month, you will analyze Nov-2017 vs Oct-2017)
  • Current Month: Actual vs Target  (e.g. if you selected Nov-2017 as being your current month, you will analyze Actual Nov-2017 vs Target Nov-2017)
  • Year-to-Date: Current Year vs Previous Year (e.g. if you selected Nov-2017 as being your current month, you will analyze YTD Nov-2017 vs YTD Nov-2016)
  • Year-to-Date: Actual vs Target  (e.g. if you selected Nov-2017 as being your current month, you will analyze Actual YTD Nov-2017 vs Target YTD Nov-2017)

Note: 'Current Month: Actual vs Target' and 'Year-to-Date: Actual vs Target' are only available in the list if at least one of your KPIs is defined as having a related Target.

 

Filter your data

This data visualization comes with four top filters:

In your Inventory dashboard, you will be able to filter on:

  • Warehouse / StoreWarehouse / Store
  • Item FamilyItem Family / Product Family
  • ItemItem / Product / By-Product / Ingredient

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