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Detailed presentation of the INVENTORY dashboard

Your INVENTORY dashboard will contain 28 KPIs

and 13 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 KPIs Overview

Inventory Top KPIs Overview
Inventory Top KPIs OverviewInventory Top KPIs Overview
Get a transverse view on your top 6 Inventory KPIs, split by the dimension of your choice

Inventory Top KPIs Evolution

Inventory Top KPIs Evolution
Inventory Top KPIs EvolutionInventory Top KPIs Evolution
Visualize how your Inventory KPIs are evolving (Month-to-Date, 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

Warehouse Analysis

Warehouse Analysis
Warehouse AnalysisWarehouse Analysis
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

Inventory by Items and Warehouses

Inventory by Items and Warehouses
Inventory by Items and WarehousesInventory by Items and Warehouses
Analyze stock status per item and warehouse. Visualize Over-Stock, At-Stock, Under-Stock and Out-of-Stock at a glance!

Trends Analytics

Inventory Trends Analysis

Inventory Trends Analysis
Inventory Trends AnalysisInventory Trends Analysis
Visualize the evolution of any of your Inventory KPIs: Trends, Performance & Year over Year

Distribution Analytics

Inventory Segmentation Analysis

Inventory Segmentation Analysis
Inventory Segmentation AnalysisInventory Segmentation Analysis
Visualize the value of any of your Inventory KPIs, split by the dimension you selected (market share analysis)

Inventory Pareto Analysis

Inventory Pareto Analysis
Inventory Pareto AnalysisInventory Pareto Analysis
Perform a Pareto Analysis on any of your Inventory KPIs: the 80/20 rule.

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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