Quick Summary: Gain detailed visibility into stock performance for selected locations or consolidated regions using key indicators and trend graphs. Assess inventory health, balance, and risk exposure to support effective decision-making.
Why the Inventory Tab Matters
Inventory represents both a service capability and a working capital investment. The Inventory tab helps users understand how much stock is currently held, how it compares to model expectations, and where stock may be at risk due to potential shortages or over-supply.
Because it includes status-based categorisation and historical movement, users can identify whether inventory performance is stable, improving, or deteriorating. This helps ensure that stock issues are found early and that planning reviews are directed to the correct product groups or locations.
Key Performance Indicators
The following inventory performance measures appear on the Inventory tab for the location or region that is selected:
Stock holding: The total value of inventory currently on hand.
Model: The model stock value which represents the theoretical optimal stock position if no excess exists and all items are in balanced condition.
Fill rate: The weighted achieved fill rate which shows the percentage of days that items were available for sale in the last thirty days.
Target fill rate: The weighted target fill rate that represents the desired service level.
SKULs: The number of item or product codes represented in the selected view.
Excess: The value of stock that exceeds the order up to level.
Surplus orders: The value of open orders that would result in excess if received.
Stocked out: The potential lost sales value due to items with zero or negative availability.
Potential stock outs: The potential lost sales value from items predicted to stock out before the next order arrives.
New: The value of items with limited sales history.
OK: The value of items operating within planned stock levels.
Location and Region Behaviour
The Inventory tab can be viewed at individual location level or at consolidated region level. When viewing a region, the total excess and the total stockouts for all included locations are displayed. This differs from viewing regional information on the standard Dashboard, where excess at one location can be offset by stockouts at another. This distinction is important because the Inventory tab shows actual exposure rather than netted results.
Understanding Trend Graphs
The Inventory tab includes several graphs that show daily performance movement and stock behaviour patterns. Gaps in graph history indicate that no data import occurred on those specific days. Users can scroll through the graphs to compare results across a chosen timeframe.
Inventory value: Displays the sum of the inventory value and model stock value.
Excess value: Displays the sum of the excess inventory value.
Surplus orders value: Displays the sum of the open orders that will result in excess if received.
Fill rate: Displays both weighted target fill rate and achieved fill rate.
Stocked out value: Displays the total value of potential lost sales due to items with zero or negative availability.
Potential stock out value: Displays the potential lost sales value for items predicted to stock out before the next order arrives.
Stock turns: Displays the average number of stock turns.
New value: Displays the value of items with limited history.
OK value: Displays the value of items within acceptable stock levels.
SKULs: Displays the total number of product codes represented in view.
Status breakdown: Displays the number of SKULs in each stocking status.
Status contribution: Displays the percentage of stock value represented by each stocking status.
Group by status (bubble chart): Displays the number of items in each stock status for each item group. Larger bubbles represent more items. Hover over a bubble to view its information. Bubbles contained inside the big bubble indicate the number of SKULs in that category.
This chart is displayed only when the main Dashboard is configured to split by a grouping. If your Dashboard is not grouped, this visualization will not appear.
How To Use This Tab
Navigate to the Exec Dashboard from the main menu on the left.
Click the Inventory tab.
Use the filters at the top-right to customize your view:
Location Dropdown: Select "All Locations," specific physical locations, or consolidated regions.
Group Dropdown: Filter by a specific item group, if this is enabled for your dashboard. This is only available if your standard dashboard is broken down by a group. If so, that group will be available for selection.
Timeframe Dropdown: Select the amount of history you wish to display (e.g., "6 Months"). The longer the time frame, the longer the dashboard will take to load.
⚠️ Watchouts
Regional totals: Regional views display total values and do not offset excess in one location against stock outs in another.
Missing history: Missing dates in graphs indicate days where no data import occurred.
Long range views: Extended history displays may take longer to load depending on data volume.
Data limitation: The Fill rate graph only displays information recorded after Q4 2022.
Bubble chart availability: The Group by status bubble chart only appears when the main Dashboard is configured with a grouping. If grouping is not enabled, this chart will not be shown.
💡 Tips
Compare model versus stock holding: Differences may indicate stock balance concerns.
Use status contribution: This helps prioritise where planning attention is most needed.
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