Inventory

The Inventory dashboard provides an overview of stock levels, including items on order, on hand, on hold, and available. It helps businesses track inventory movement, optimize stock levels, and improve supply chain efficiency.

Benefits of this dashboard

• Improve inventory management: Helps track stock levels and prevent both overstocking and shortages.
• Enhance demand planning: Provides insight into frequently ordered and readily available items to support more accurate forecasting.
• Optimize the supply chain: Identifies items that require replenishment or reallocation to maintain smooth operations.
• Gain real‑time stock visibility: Supports faster, more informed decisions with up‑to‑date inventory data.
• Reduce holding costs: Helps minimize excess inventory and the storage expenses associated with carrying surplus stock.

Key performance indicators (KPIs)

KPI	Description
On Order	Total quantity of inventory items ordered but not yet received.
On Hand	Total quantity of inventory items currently in stock.
On Hold	Total quantity of inventory items reserved or held for specific purposes.
Available	Total quantity of inventory items available for sale or use.

Visual components

Title	View type	Description
Top Items On Order	Horizontal Bar	Shows the most frequently ordered inventory items.
Top Items On Hand	Horizontal Bar	Shows the most stocked items in inventory.
Top Items On Hold	Horizontal Bar	Shows items that are currently reserved or restricted.
Top Items Available	Horizontal Bar	Shows items with the highest available stock.
Inventory Details	Worksheet	Provides a detailed breakdown of inventory quantities, including item lists, document numbers, transaction dates, last sold/received information, quantity breakdowns (On Hand, On Hold, On Order), and standard unit cost and valuation.

Filters

You can filter the dashboard with these panels:

• Company
• Location
• Warehouse
• Item