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Sales and Inventory

The Sales and Inventory dashboard provides visibility into product sales, cost of goods sold (COGS), stock availability, and shipping trends. It helps businesses track inventory levels, evaluate product performance, and improve replenishment and fulfillment decisions.

Benefits of this dashboard

  • Optimize inventory levels: Highlights items below the reorder point to support replenishment decisions.
  • Increase sales performance visibility: Shows top‑selling items to guide revenue planning and merchandising.
  • Gain profitability insight: Compares sales and COGS to assess margin performance by product line.
  • Understand shipping trends: Identifies high‑volume shipped items to support logistics planning.
  • Support informed decisions: Consolidates performance data to improve inventory control and sales strategy.

Visual components

TitleView typeDescription
Top 10 Items by Dollars SoldHorizontal BarRanks the 10 items with the highest total sales revenue.
Top 10 Items by Quantity ShippedHorizontal BarShows the 10 most shipped items, including quantity shipped and quantity returned.
Sales vs. COGS by Product LineHorizontal BarCompares sales revenue and cost of goods sold by product line.
Available Quantity below Reorder PointWorksheetLists items with available quantity below the reorder point.

Filters

You can filter the dashboard with these panels:

  • Inventory Product Line
  • Inventory Item