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The Inventory Insights Dashboard Template is a report that can be used to gain quick insights into inventory and inventory KPIs. This report was built to provide a direct correlation of inventory values with finance objectives. The focus of this report is to understand inventory metrics to better support operations and reduce costs. The objective is to bring visibility to current and projected inventory to make better decisions about stock, supply chain, and forecasting. This report provides region, location, and customer slicers to assist with narrowing down the population.
Below are the key areas highlighted in the report:
The Inventory Insights Dashboard Template contains pre-made csv document datasets based on data extracts from an ERP, MES, and finance system into data models of facts and dimensions. These data sets were recreated and simplified to provide the maximum use of inventory data with very few criteria.
Below are the tables in the Inventory Insights Dashboard Template:
TABLE NAME | DEFINITION |
Snapshot Dates | This table contains the snapshot dates the supporting fact tables align to. |
Regions | This table is where users can add their locations and regions. Make sure your locations match/align with the supporting fact tables. |
No Demand Inventory | This table contains data related to inventory with no demand, in a snapshot format. |
ME_Control | This table is a reference that aligns the actual/ current inventory as a control. |
Inventory Turns Target | This table contains the details related to the inventory turns target by day. |
Inventory Status | This table contains details related to the current and projected inventory. This table contains raw material as well as finished goods. It provides location, customer, and status of the inventory. |
Finance Data | This table contains details to the finance data used in the report. This includes: · Return on Average Operating Assets (ROA), before PBP · Inventory Obsolescence Allowan · Customer Inventory Deposits · Total Inventory · Total Tangible Inventory · Total Operating Assets · Inventory Adjustment Accruals (11470) · Revenues · Direct Costs-Material · Cost of Goods Sold Users are able to add or remove fields as needed. |
ABC Classes | This table is manually applied in the report. This table captures the inventory turn targets, and Days of Supplies Target Days by Class. |
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