This report helps you gauge the health of your inventory flow, so you can make sure you have enough supply to meet anticipated demand and prevent bottlenecks from tying up inventory. The following sections describe each page in this report.
Inventory recap page
Overview tiles
These visualizations appear at the top of the page and provide key performance indicators (KPIs) for this year to help you get a quick snapshot of your inventory health.
- Total Sales Units: The sum of all units sold (regular, promotional and clearance), minus returned units and gift cards.
- USPSPW (Units per store per week): The total sales units per store per week, using active stores.
- Avg Sell Price: The average selling price based on the ratio of sales dollars to units.
- EOH $ Store: The ending inventory retail value of all merchandise on hand at stores.
- EOH Units (Store): The total ending units on hand at stores.
- EOH $ (DC): The total ending inventory retail value of all merchandise on hand at distribution centers.
- EOH Units (DC): The total ending units on hand at distribution centers.
- WOS (Weeks of supply): The number of weeks of supply of inventory available based on the time period selected.
Other visualizations
- EOH Units and WIP % by Target Week (chart): This bar chart visualizes your ending on hand (EOH) units over time. The line graph overlay displays the percentage of your inventory that is considered work in progress (i.e., inventory that is not ready to be put away into an active or reserve location right after being received and requires some additional work to be done). Tracking your WIP% alongside your EOH inventory allows you to ensure that your received inventory is moving efficiently through the warehouse and becoming sellable as quickly as possible.
- Lost Sales $ and WIP % by Target Week: This bar chart shows the dollar value of lost sales due to stockouts. A negative bar indicates that you have inventory on hand but are not selling it, while a positive bar shows the amount of sales you are missing because you don't have enough product. The line graph overlay displays the percentage of your inventory that is considered work in progress.
Inventory Item Detail page
This page provides a granular, item-level view of your inventory health, sales performance, and on-shelf availability. It's designed to help you pinpoint specific product SKUs that are driving sales, experiencing stockouts, or have high inventory levels.
This report is divided into two sections: top and bottom performers and a detail table.
Top and Bottom Performers
- Top Items in Lost Sales: This chart highlights the SKUs with the highest dollar value of lost sales. Use this to quickly identify your most urgent inventory issues, as these are the items where addressing a stockout will have the most significant financial impact.
- Top Items in Sell Through %: This chart shows the SKUs with the highest sell-through percentage. A high sell-through rate indicates a product is selling quickly once it hits the shelf. If you see items with a low sell-through percentage, it might be a sign of overstocking or merchandising issues.
- Top Items in EOH Units (End of Hand Units): This chart displays the items with the highest number of units currently in stores. This can signal strong sales but also potential overstocking if not balanced with sales velocity.
- Bottom Items in EOH Units (End of Hand Units): This chart shows the items with the lowest number of units in stores. This is a crucial area to monitor for potential stockouts or items that are not being properly merchandised.
Details table
The table at the bottom of the dashboard provides a detailed, row-by-row breakdown for each item. You can sort the table by any column to organize the data according to your needs. You can select a product in the table to filter the other visualizations on this page by that product.
Inventory Trends page
This page provides a historical view of your inventory levels at both the distribution center (DC) and the store level. This page helps you gauge your level of service to DCs and pinpoint areas where you may be over- or under-shipping. By tracking how inventory moves through your supply chain over time, you can make smarter decisions to ensure product availability and optimize your working capital.
Visualizations
- Summary table: This table provides a high-level summary of key inventory metrics for five distinct time periods. This allows you to quickly compare your current inventory metrics to historical data from the last week, 4 weeks, 13 weeks, 52 weeks, and the previous fiscal year. This table helps you compare values to the prior year, so you can spot trends. For example, if your EOH Units at the store are up YOY, but your Weeks of Supply (WOS) are down, it could mean that while you have more product on shelves, sales velocity is outpacing your inventory growth.
- EOH Units Weekly Average (Store) and Crisp In Stock %: This chart displays your average weekly EOH units in stores (blue bars) against your Crisp In Stock Percentage (red line). Use this to see if a decline in on-shelf availability (a dip in the red line) corresponds with a drop in your store-level inventory (a drop in the blue bars). Note: Crisp In Stock percentage is calculated as the percentage of locations where a product is available (on hand is greater than 0) and meets presentation minimums.
- EOH Units Weekly Average (DC), EOH Units Weekly Average (Store) and WOS: This chart shows the relationship between your inventory at the distribution center (DC) and the store level. You can this chart to:
- Identify bottlenecks: High DC inventory (tall blue bar) that is not reflected in your store inventory (flat red line) could signal a distribution issue.
- Effective Inventory Flow: A coordinated rise and fall between your DC and store inventory lines indicates a healthy, flowing supply chain.
Tips for Effective Analysis
- Correlate the Charts: The two charts on this page are designed to be used together. For instance, if you see a drop in your In Stock % (top chart), you can look at the second chart to see if that drop corresponds with a decrease in your store-level inventory or an increase in sales velocity.
- Identify Seasonal Trends: The charts, especially when a long time period is selected, can help you identify seasonal spikes in demand and plan your inventory accordingly for the next year.