Business dashboard template: INVENTORY

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

Providea workbookcontaining at least8 attributes

Geta ready-to-use,best-in-marketINVENTORY dashboard

Inventory Cockpit

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

Inventory Home

Get a Home Page for your Inventory dashboard

Inventory Top Performers

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

Missing Stock

Visualize which positions are missing stock

8 required attributes

Date
Warehouse / Store
Item Family
Item
Quantity in Stock
Unit Value
Target Stock Min
Target Stock Max
...add your own attributes!

11 dashboard pages

Required Attributes

To get your Inventory dashboard, you need to provide a Tableau workbook file with (at least) the following 5 attributes (the name of your attributes can differ):

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

KPIs

Your Inventory dashboard will contain 28 KPIs

On-Hand Quantity (SKU)Quantity in Stock
Inventory ValueValue of Stock (currency)
Total Stock PositionsTotal Number of Stock Positions [Warehouse; Item]
Missing-Stock ValueValue to bring all Stock Positions to Minimun Stock
Excess-Stock ValueValue of Stock surplus (i.e. above Target Max)
Total Stock OccurrencesNumber of occurrences of Stock Positions over the period
Referenced ItemsNumber of Items referenced in Stock
WarehousesNumber of Warehouses
Excess-Stock Value %Share of Excess-Stock Value on Total Inventory Value
Missing-Stock PositionsNumber of Missing-Stock Positions
Missing-Stock Positions %Share of Missing-Stock Positions
Missing-Stock OccurrencesNumber of occurrences of Missing-Stock Positions over the period
Out-of-Stock PositionsNumber of Out-of-Stock Positions
Out-of-Stock Positions %Share of Out-of-Stock Positions
Out-of-Stock OccurrencesNumber of occurrences of Out-of-Stock Positions over the period
Out-of-Stock Occurrences %Share of occurrences of Out-of-Stock Positions over the period
Under-Stock PositionsNumber of Under-Stock Positions
Under-Stock Positions %Share of Under-Stock Positions
Under-Stock OccurrencesNumber of occurrences of Under-Stock Positions over the period
Under-Stock Occurrences %Share of occurrences of Under-Stock Positions over the period
At-Stock PositionsNumber of At-Stock Positions
At-Stock Positions %Share of At-Stock Positions
At-Stock OccurrencesNumber of occurrences of At-Stock Positions over the period
At-Stock Occurrences %Share of occurrences of At-Stock Positions over the period
Over-Stock PositionsNumber of Over-Stock Positions
Over-Stock Positions %Share of Over-Stock Positions
Over-Stock OccurrencesNumber of occurrences of Over-Stock Positions over the period
Over-Stock Occurrences %Share of occurrences of Over-Stock Positions over the period

Dashboard Pages & Data Visualizations

Your Inventory dashboard will contain 11 pages

Home

Inventory Home

Get a Home Page for your Inventory dashboard

Cockpit

Inventory Cockpit

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

Inventory Top Performers

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

Top 4 KPIs Trends (MTD/YTD)

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

Inventory Analytics

Missing Stock

Visualize which positions are missing stock

Stock Surplus

Visualize your stock surplus

Inventory by Warehouse

Visualize how each warehouse is managed

Inventory Historical Analysis

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

Inventory 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

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

Behavioral Analytics

Inventory Adhoc Analysis

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

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!

Inventory dashboard Live Demo

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