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Insights | Inventory Overview

This dashboard provides a comprehensive financial snapshot of your entire product catalog. Use this tool to track your inventory's value over time, monitor stock aging and shelf life, and proactively identify low-stock items before they run out.

Navigation

To access this report, follow this path in your dashboard:

Insights > Dashboard > Inventory > Inventory Overview

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Filtering Report Data

You can easily customize the data displayed on your dashboard to fit your specific needs. Use the following filter controls to narrow down your view.

  • Controls:

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    • Shop(s): Select the specific location(s) you want to view.

    • Date: Define the specific timeframe for the report.

    • Brands: Filter the inventory data to show items from specific brands.

    • Categories: Narrow down the view to specific product types or categories.
    • Vendors: View inventory supplied by specific distributors or vendors.
    • Group By: Organize the report data by specific groupings (e.g., Day, Month, or Week) for customized aggregation based on duration.
    • Deleted: Toggle to include or exclude deleted, inactive, or archived inventory items in the report.

Dashboard Metrics & Reports

The dashboard provides a comprehensive view of your sales through various Key Performance Indicators (KPIs), detailed breakdowns, and visual charts.

  • Key Metrics

    • Inventory Value - Yesterday: The total financial value of your on-hand inventory at the close of the previous business day.

    • Inventory Value - End of Last Month: The total financial value of your inventory at the close of the previous calendar month.

    • Inventory Value - Start of Last Month: The total financial value of your inventory at the beginning of the previous calendar month.


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Available Reports & Charts

  • Inventory Snapshot Value by Date: A visual trend chart showing the total value of your on-hand inventory over your selected timeframe, helping you track valuation fluctuations.

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  • Received Inventory Value by Date: A chart displaying the total monetary value of incoming stock received into the system on specific dates. 


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  • Inventory Aging Drilldown (Age -> Category -> Brand -> Product): Drill down from the age of the inventory to the specific category, brand, and individual product to easily identify slow-moving items.

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  • Expiring/Expired Products - Less than 90 Days Left: A critical report highlighting perishable items that have already passed their expiration date or will expire within the next 90 days, aiding in shelf-life management.

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  • Low Inventory: A list of flagged items that have dropped below their designated threshold levels, signaling that it is time to reorder to prevent them from showing out of stock.

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💡 Pro Tip: You can export this or any KPI held in Insights to a CSV or Excel file. Simply click the More Options (three-dot icon) in the upper right-hand corner of the metric.