dashboard template for tableau on Supply Chain & Production Inventory Management Inventory cockpit

Detailed presentation of the INVENTORY dashboard

Your INVENTORY dashboard will contain 28 KPIs

and 11 dashboard pages

Home

Inventory Home

Inventory Home
Inventory HomeInventory Home
Get a Home Page for your Inventory dashboard

Cockpit

Inventory Cockpit

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

Inventory Top Performers

Inventory Top Performers
Inventory Top PerformersInventory Top Performers
Get an instant understanding of your top Inventory performers

Top 4 KPIs Trends (MTD/YTD)

Top 4 KPIs Trends (MTD/YTD)
Top 4 KPIs Trends (MTD/YTD)Top 4 KPIs Trends (MTD/YTD)
Visualize how your Performance is evolving (Month-to-Date and Year-to-Date)

Inventory Analytics

Missing Stock

Missing Stock
Missing StockMissing Stock
Visualize which positions are missing stock

Stock Surplus

Stock Surplus
Stock SurplusStock Surplus
Visualize your stock surplus

Inventory by Warehouse

Inventory by Warehouse
Inventory by WarehouseInventory by Warehouse
Visualize how each warehouse is managed

Inventory Historical Analysis

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

Inventory Historical Performance

Inventory Historical Performance
Inventory Historical PerformanceInventory Historical Performance
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

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

Behavioral Analytics

Inventory Adhoc Analysis

Inventory Adhoc Analysis
Inventory Adhoc AnalysisInventory Adhoc Analysis
Perform simple ad-hoc analysis on your Inventory data set: analyze any of your KPIs across any dimension

Creating your INVENTORY dashboard Step-by-Step

You want to get a clear understanding on your Inventory results? You want to build a Tableau dashboard to better understand your Inventory data?

Using LinPack-for-Tableau.com, you can generate an eye-catching, fit-for-purpose Tableau Dashboard on your Inventory data in less than 5 minutes!

1st STEP: Create the initial Tableau workbook file

Create a Tableau workbook in which you map your Inventory data (whether it comes from: ERP, database, Excel, CSV file...)

You must retrieve at least the following attributes (it is ok if the names don't match, and it is better to add additional attributes to analyze):

  • date
    Date Date of the inventory (Date used for time-series analysis)
  • string
    Warehouse / Store Warehouse / Store
  • string
    Item Family Item Family / Product Family
  • string
    Item Item / Product / By-Product / Ingredient
  • numeric
    Quantity in Stock On-hand Quantity of Product in inventory (at Stock Keeping Unit)
  • numeric
    Unit Value Value of Item per SKU
  • numeric
    Target Stock Min Target minimal stock for this item
  • numeric
    Target Stock Max Target maximal stock for this item

2nd STEP: Upload your Tableau workbook file

On LinPack-for-Tableau.com, select 'create dashboard from template: Inventory' and upload your Tableau workbook (note: your data is NOT uploaded).

3rd STEP: Map your attributes

Map the attributes of your workbook on the attributes of the template.

Finally, click 'Confirm & Download'... and your Inventory dashboard is already downloading :-)

Open the Tableau workbook file you received, it will automatically reconnect to your data sources.

Your Inventory dashboard is now ready to be used or customized!


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