dashboard page template for tableau on Supply Chain & Manufacturing Inventory Management Inventory Inventory Cockpit data visualization dataviz

 

Presentation

This dashboard page provides you with an overview of your inventory.

It is composed three main sections:

  • Current Inventory
  • Stock Positions
  • Inventory Value

 

Current Inventory

Here, you can see:

 

Stock Positions

In this section (top of the page), you can see all what is related to stock positions:

In panel "Stock Positions", you can see Total Stock Positions. Just below, the Total Stock Positions split by Stock Status.

In panel "Missing Stock", you can see Out-of-Stock Positions % and Under-Stock Positions %.

In panel "Stock Surplus", you can see Over-Stock Positions %.

At the right, you can see Total Stock Positions evolution split by Stock Status.

 

Inventory Value

In this section (bottom of the page), you can see all what is related to Inventory Value:

In panel "Inventory Value", you can see Inventory Value

In panel "Missing Stock", you can see how much money is needed to get back all stock positions to minimum levels: Missing-Stock Value and Missing-Stock Value split by Stock Status.

In panel "Stock Surplus", you can see how much you have as stock surplus: Excess-Stock Value and Excess-Stock Value %.

At the right, the gray area shows Inventory Value evolution. Above the red line, you can see Excess-Stock Value.

 

 

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

 

How to read a KPI Card

This DataViz shows the performance of a given KPI.

It combines three components.

  • In the foreground, you can see the KPI name, its value and a symbol that indicates whether the KPI is above or under the reference (the reference is defined by the chosen value in the Performance Scope selector). This first component is colored depending on the evaluation.
  • In the background, an area chart shows the monthly evolution of the KPI across the last 24 months based on the selected period.
  • Below the chart, the variance in % vs the reference is displayed.

Other DataViz in "Inventory" Pack

Home

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Cockpit

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Get instant overview of your inventory KPIs: Inventory Value, Status by Stock Positions, Out-of-Stocks...

Inventory Top Performers

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Get an instant understanding of your top Inventory performers: current, mid and long term performance

Top 4 KPIs Trends (MTD/YTD)

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Visualize how your Performance is evolving (Month-to-Date and Year-to-Date)

Inventory Analytics

Missing Stock

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Visualize which positions are missing stock

Stock Surplus

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Visualize your stock surplus

Inventory by Warehouse

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Visualize how each warehouse is managed

Inventory Historical Analysis

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Understand Stock status over time, highlight Out-of-Stock, Under-Stock and Over-Stock occurrences over time per Item.

Inventory Historical Performance

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Understand Stock status over time, highlight Out-of-Stock, Under-Stock, Over-Stock and Out-of-Stock occurrences over time per Item and Warehouse

Item Availability

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Analyze stock status per item and warehouse: on-hand quantity

Behavioral Analytics

Inventory Adhoc Analysis

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Perform simple ad-hoc analysis on your Inventory data set: analyze any of your KPIs across any dimension (trends, distribution and pareto analysis)

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