Inventory KPI Dashboard (extension)

Inventory KPI Dashboard (extension)

Overview

The Inventory KPI Dashboard gives you a graphical representation of the health of your company's inventory.  This dashboard can help to effectively control inventory and improve the efficiency and profitability of your company.
Include in the dashboard are the following.
  1. Inventory Turnover Rate - calculates the turnover rate for a specific period.   (1)
  2. Days to Sell - displays length of time to convert inventory into sales. (2)
  3. Inventory Valuation - shows the profit and value of goods in inventory during a specific time period. (3)
  4. Stock Status - monitor the stock status to ensure the right stock level exists in your inventory - never too much and never too little! (4)

Installation

Usage

  1. Launch the dashboard by navigating to Inventory / Tools / Extensions.
  2. When the pop-up appears, choose Inventory KPI Dashboard and click Execute.
  3. Select the time period for which you'd like to view data. (5, 6, 7, 8)
  4. The Inventory Valuation and Stock Status charts allow you to filter the data by additional dimensions (location, category, etc).   Select the type and value of the dimension.  The chart will refresh itself.
You may double-click on a part of the chart to drill down to a report of the data displayed.


    • Related Articles

    • Managing Extensions

      Installing Extensions To install an extension,  Click the Extensions menu item in the main menu Click Extensions Catalog. Double click the extension you wish to install. In the pop-up window, click install. Usage instructions are included in the ...
    • Auto Purchase Orders (extension)

      Introduction Use predictive AI to automate purchase order workflow to ensure you are never out of stock. Automation leads to more efficient warehouse management, fulfillment operations, and in the end to better customer experience. The Automated ...
    • Multi-currency Balance Sheet Report (extension)

      Introduction Now available with multiple currencies, CustomBooks™’s Balance Sheet report gives business owners the ability to manage the company's assets, liabilities and shareholders equity in the default or target currencies. Installation Please ...
    • Gross Margin Report (extension)

      Overview The Gross Margin Report looks at the percentage and profit margin based solely on sales and the cost of producing those sales. For financial reporting, it gives you a picture of how much revenue is left after deducting all the direct costs ...
    • Multi-currency A/R Aging Report (extension)

      Introduction Now available with multiple currencies, CustomBooks™’s standard A/P Aging Report helps business owners manage the payables process by allowing them to switch between their default and target currencies. Installation Please see this ...