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Inventory Dashboard

The inventory dashboard gives you an overview of the value and breakdown of your inventory, on a per-branch or aggregate basis.

Warning: Unlike sales information, the majority of the inventory information is not fully managed by COUNTERPOINT, and therefore the values displayed can only be as good as the data provided.

Window Switcher

The window switcher for the inventory dashboard allows you to select one or more of your branches to load the inventory data from.

Inventory Summary

The inventory summary consists of 4 tiles offering at-a-glance stats about the inventory data you have loaded. This includes:

  • Inventory Cost

Sum of Average Cost * Quantity, per part

  • Forecasted Annual Turns

Sales over past 12 months  vs current value of inventory

  • Currently Stocked Items

Unique count of items with stock > 1

  • Items With Invalid Stock

Unique count of items with stock < 1

Inventory Breakdown Graphics

Inventory for the current window is broken down into "top 10" graphics, categorized by:

  • Category
  • Branch
  • Part Number
  • ACA Category

Inventory Low Stock

The Inventory Low Stock table lists all of the parts within the current window that have what we consider to be "low stock". By default, the low stock threshold is (On Hand + On Order) < (Sold Last 12 Months / 24). Or in other words, you have lower stock between On Hand and On Order than you are expected to sell over half a month.

Inventory Old Stock

The Inventory Old Stock Table lists all of the parts within the current window that have not been sold in the past 24 months, as well as the quantity and overall inventory value of the parts.

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