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Inventory Historical

The Inventory Historical Dashboard provides insights into past inventory movements, sales performance, and valuation trends. This dashboard helps businesses analyze historical stock data, track changes over time, and optimize inventory management.

Key Metrics at a Glance:​

  • Balance: The total stock available at a given historical period.
  • Valuation: The total historical value of inventory.
  • Sales Amount: The total revenue generated from inventory sales.
  • Sales Cost: The cost associated with sold inventory.
  • Sales Profit: The net profit earned from inventory sales.
  • Sales Profit Margin: The percentage of revenue retained as profit.

Visual Components:​

  • Inventory Balance & Valuation Over Time: A bar and line chart tracking rolling inventory balance and valuation over different time periods.
  • Cost Range Over Time: A line chart showing variations in inventory cost (low, high, and average) across different timeframes.
  • Movement Breakdown: A detailed table displaying:
    • Item Groups
    • Opening Balances
    • Quantity In and Out
    • Closing Balance
    • Rolling Balance for Inventory Valuation

Benefits of this Dashboard:​

  • Historical Inventory Tracking: Provides insights into stock levels and valuation trends over time.
  • Cost Trend Analysis: Helps understand cost fluctuations for better pricing strategies.
  • Sales Performance Monitoring: Tracks sales revenue, costs, and profitability.
  • Stock Movement Visibility: Analyzes past inventory inflows and outflows for better forecasting.

Filtering​

You can filter the dashboards using these filtering panels:

  • Company
  • Warehouse
  • Item Group
  • Item
  • Supplier Group Code
  • Supplier