Providea workbookcontaining at least8 attributes
Geta ready-to-use,best-in-marketINVENTORY dashboard
Inventory Home
Inventory Home![Inventory Home]()
Get a Home Page for your Inventory dashboard
Inventory Cockpit
Inventory Cockpit![Inventory Cockpit]()
Get instant overview of your inventory KPIs: At-Stock Items%, Under and Over-Stock Items%, Out-of-Stock Items, Under and Over-Stock Value
Inventory Historical Analysis
Inventory Historical Analysis![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
Inventory Historical Performance![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
8 required attributes
Date
Warehouse / Store- Item Family
- Item
Quantity in Stock- Unit Value
- Target Stock Min
- Target Stock Max
14 KPIs
- On-Hand Quantity (SKU)
- Inventory Value
- Items in Inventory
- Out-of-Stock Items
- Under-Stock Items
- At-Stock Items
- Over-Stock Items
- Under-Stock Value
- Over-Stock Value
- Out-of-Stock Items %
- Under-Stock Items %
- At-Stock Items %
- Over-Stock Items %
- Under-Stock Value %
11 dashboard pages
Detailed presentation of the INVENTORY dashboard
Your INVENTORY dashboard will contain 14 KPIs
- On-Hand Quantity (SKU)Quantity in Stock
- Inventory ValueValue of Stock (currency)
- Items in InventoryNumber of Items referenced in Stock
- Out-of-Stock ItemsNumber of Items with no stock
- Under-Stock ItemsNumber of Items below minimal stock limit
- At-Stock ItemsNumber of Items within stock target
- Over-Stock ItemsNumber of Items over maximal stock limit
- Under-Stock ValueTotal Value of the missing stock (currency)
- Over-Stock ValueTotal Value of the overstock (currency)
- Out-of-Stock Items %Share of of Items with over stock
- Under-Stock Items %Share of of Items with under stock
- At-Stock Items %Share of of Items within Stock target
- Over-Stock Items %Share of Items with over stock
- Under-Stock Value %Share of Items Value with under stock
and 11 dashboard pages
Home
Inventory Home
Inventory Home![Inventory Home]()
Get a Home Page for your Inventory dashboard
Cockpit
Inventory Cockpit
Inventory Cockpit![Inventory Cockpit]()
Get instant overview of your inventory KPIs: At-Stock Items%, Under and Over-Stock Items%, Out-of-Stock Items, Under and Over-Stock Value
Inventory Top KPIs Evolution
Inventory Top KPIs Evolution![Inventory Top KPIs Evolution]()
Visualize how your Inventory KPIs are evolving (Month-to-Date, Year-to-Date)
Inventory Top KPIs Overview
Inventory Top KPIs Overview![Inventory Top KPIs Overview]()
Get a transversal view on your top 6 Inventory KPIs, split by the dimension of your choice
Inventory Analysis
Inventory Historical Analysis
Inventory Historical Analysis![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
Inventory Historical Performance![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
New and Dereferenced Items
New and Dereferenced Items![New and Dereferenced Items]()
Visualize new and dereferenced items over time.
Inventory by Items and Warehouses
Inventory by Items and Warehouses![Inventory 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 Analysis
Inventory Trends Analysis
Inventory Trends Analysis![Inventory Trends Analysis]()
Visualize the evolution of any of your Inventory KPIs: Trends, Performance & Year over Year
Distribution Analysis
Inventory Segmentation Analysis
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Inventory Segmentation Analysis![Inventory 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 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 of the inventory
-
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
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).
Dashboard Template
- Predefined (and customizable) KPIs
- Predefined DataViz
Finance
Procurement
Digital Marketing
Processes
Case Management
Banking
Healthcare
Telecommunications
Fundraising
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!
Just give it a try here :-)
