Inventory Historical
The Inventory Historical dashboard provides visibility into historical inventory movement, sales performance, and valuation trends. It helps businesses analyze past stock behavior, track changes over time, and improve inventory planning.
Benefits of this dashboard
- Track historical inventory: Provides insights into stock levels and valuation trends over time.
- Analyze cost trends: Helps identify cost fluctuations to support better pricing strategies.
- Monitor sales performance: Tracks sales revenue, costs, and profitability.
- Review stock movement: Analyzes past inventory inflows and outflows to improve forecasting.
Key performance indicators (KPIs)
| KPI | Description |
|---|---|
| Balance | Stock quantity on hand for the selected historical period. |
| Valuation | Inventory value for the selected historical period. |
| Sales Amount | Revenue generated from inventory sales in the selected period. |
| Sales Cost | Cost associated with inventory sold in the selected period. |
| Sales Profit | Profit from inventory sales in the selected period. |
| Sales Profit Margin | Profit as a percentage of sales amount for the selected period. |
Visual components
| Title | View type | Description |
|---|---|---|
| Inventory Balance & Valuation Over Time | Combination | Track inventory balance and valuation over time. |
| Cost Range Over Time | Combination | Shows low, high, and average inventory cost over time. |
| Movement Breakdown | Worksheet | Shows item group movement and valuation details, including opening balance, quantities in and out, closing balance, and rolling valuation balance. |
Filters
You can filter the dashboard with these panels:
- Company Code
- Warehouse
- Item Group
- Item
- Supplier Group
- Supplier