Sales and Inventory
The Sales and Inventory dashboard connects product sales data with stock availability in a single view. It covers which items sell the most (by revenue and by quantity shipped), how sales and COGS compare across product lines, and which items have fallen below their reorder point. Use this dashboard to review product performance alongside inventory status and identify items that need replenishment.
How to use this dashboard
- Identify top selling items by revenue and by quantity shipped to understand what moves the most.
- Compare sales against COGS by product line to see which lines have healthy margins and which are tighter.
- Review quantity shipped vs. returned for top items to spot products with high return rates.
- Monitor items below reorder point to catch stock shortages before they affect fulfillment.
Visual components
| View | Type | What it shows |
|---|---|---|
| Top 10 Items by Dollars Sold | Horizontal Bar | Ranks the top 10 items by total dollars sold, with COGS shown alongside for margin comparison. |
| Top 10 Items by Quantity Shipped | Horizontal Bar | Ranks the top 10 items by quantity shipped, with quantity returned shown alongside to compare fulfillment against returns. |
| Sales vs. COGS by Product Line | Horizontal Bar | Compares dollars sold against cost of goods sold by product line, showing the gap between revenue and cost for each line. |
| Available Quantity below Reorder Point | Worksheet | Lists items where available quantity is below the reorder point, with on hand quantity, available quantity, reorder point, and action quantity. |
Filters
Use the filtering panel at the top of the dashboard to control which data is shown. The filters apply to all views and ensure the dashboard reflects the selections you choose.
- Inventory Product Line
- Inventory Item