Inventory KPI Dashboard (Extensions)

Inventory KPI Dashboard (Extensions)

Overview

The Inventory KPI Dashboard is a visual display of the critical information decision-makers need to achieve their objectives. With four distinct reports, this tool allows you to track all inventory on a single page, providing a quick overview of potential issues before they escalate and impact performance.

Included in the dashboard are the following:
  1. Inventory Turnover Rate: Calculates the turnover rate for a specific period.
  2. Days Sales of Inventory: Displays the length of time required to convert inventory into sales.
  3. Inventory Valuation: Shows the profit and value of goods in stock during a specific time period.
  4. Stock Status (On Hand/Under Stock/Out of Stock Positions): Monitors stock levels to ensure you maintain the optimal balance—never too much and never too little!




Installation

To install the Inventory KPI Dashboard extension:
  1. Navigate to Extensions → Extension Store.
  2. Find and select the extension Inventory KPI Dashboard.
  3. Click Install.


Usage

  1. Launch the Inventory KPI Dashboard extension. You can do this from three locations:
    1. From My Extensions: Navigate to Extensions → My Extensions. Double-click Inventory KPI Dashboard and click Launch.
    2. From the Inventory Module: Navigate to Inventory. Under the Tools section, click Extensions. When the pop-up appears, select Inventory KPI Dashboard.
    3. From the Extension Store: Navigate to Extensions → Extension Store. Double-click Inventory KPI Dashboard and click Launch.



  2. Select the time period for the data you wish to view.



  3. Filter your data. The Inventory Valuation and Stock Status charts allow you to filter by additional dimensions, such as location or category. Select the desired dimension type and value; the chart will refresh automatically.



    Info
    You can double-click any section of a chart to drill down into a detailed report of the displayed data.


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