Quick Summary: The Executive Dashboard provides Client Admins with a high-level view of business performance across inventory, sales, and orders by consolidating key KPIs. Track results, identify risks, and make strategic decisions using focused business performance lenses.
Why the Executive Dashboard Matters
Executives and senior planners need rapid access to accurate, context-rich information. The Executive Dashboard removes the need to investigate several individual screens by presenting a unified view that highlights trends, problem areas, and performance patterns. When used consistently, it supports proactive decision-making rather than reactive analysis.
Executive Dashboard at a Glance
📌 Summary Tab
Quickly review KPIs such as stock holding, excess, surplus orders, and stockouts across locations or regions. Supporting graphs show trends in inventory value, fill rate, sales, and lost sales.
📌 Inventory Tab
Dive into detailed KPIs on stock holding, model stock, fill rate, SKULs, and statuses like excess, surplus orders, stocked out, and new. Graphs give a day-by-day picture of inventory health, including potential lost sales.
📌 Sales Tab
Analyze historical sales performance across locations and products. View KPIs such as sales, revenue, and margin, plus graphs that highlight top performers and locations with frozen forecasts.
📌 Recommended Orders Tab
Understand how recommended orders are created, amended, and downloaded. KPIs track total orders, supplier vs DC orders, and the variance between system recommendations and user changes.
📌 Orders Tab
Review sales and purchase order activity in detail. Metrics cover overdue orders, open sales and purchase orders, suppliers with risk, and ratios that connect orders to stock holding.
Access the Executive Dashboard
Navigate to Exec Dashboard in the left pane.
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