Stock Management Dashboard

• Real-time inventory tracking for all products and warehouses

• Analyze product movements: receipts, deliveries, transfers

• Calculate inventory turnover rates

• Low stock alerts and reorder point warnings

• Track inventory value by cost and valuation methods

• ABC analysis: classify products by value and frequency

• Shipping dashboard: delivery on-time rate, backorders

• Trend charts for receipts and deliveries by day, week, month

• Multi-dimensional pivot tables by product, location, category

• Export Excel reports with stock valuation and movement history

• On Hand Quantity: Actual current inventory quantity

• Available Quantity: Usable quantity = On Hand - Reserved

• Reserved Quantity: Quantity reserved for orders

• Incoming Quantity: Quantity coming from purchase orders

• Outgoing Quantity: Quantity going out for sales orders

• Reorder Point: Minimum inventory level to reorder

• Inventory Turnover: Turnover rate = Cost of Goods Sold / Average Inventory

• Stock Valuation: Inventory value by FIFO, AVCO, or Standard Cost

• Lead Time: Time from order placement to receipt

• Safety Stock: Safety inventory to avoid stockouts

1. Go to Spreadsheet > Dashboards, click Create

2. Select "Stock Analysis" template or create from scratch

3. Add Pivot Table: Insert > Pivot, select Stock Quants data source

4. Configure Pivot: Rows = Product, Columns = Location, Values = Quantity

5. Add 2nd Pivot: Stock Moves, Values = Quantity In/Out

6. Create charts: Insert > Chart, select data from Pivot tables

7. Add KPI cards: Total stock value, Low stock items, Turnover rate

8. Set up filters: Product category, Location, Date range

9. Add conditional formatting: Highlight low stock in red

10. Save dashboard and share with warehouse team

• Line Chart: Inventory level trends over time

• Bar Chart: Compare inventory by product category or location

• Stacked Bar: Incoming vs Outgoing quantity by week

• Pie Chart: Inventory value distribution by category

• Waterfall Chart: Stock movement analysis (opening + in - out = closing)

• Heatmap: Stock levels by product and location

• Gauge Chart: Inventory turnover rate vs target

• Combo Chart: Quantity (bars) and Value (line) by month

• Total Stock Value: Total current inventory value

• Stock by Location: Inventory distribution by warehouse/location

• Low Stock Items: Number of products below reorder point

• Out of Stock Items: Number of completely out-of-stock products

• Inventory Turnover Rate: Average inventory turnover rate

• Days of Inventory: Inventory days = 365 / Turnover Rate

• Stock Accuracy: Accuracy between system vs physical count

• Obsolete Stock: Value of slow-moving inventory

• Backorder Rate: Rate of orders without sufficient stock

• On-Time Delivery Rate: On-time delivery percentage

• Distributor: Track 5000+ SKUs, 10 warehouses, $2M inventory

• Manufacturer: Analyze raw materials, WIP, and finished goods

• Retail store: Dashboard per store with stock levels

• E-commerce: Real-time alerts when bestsellers running low

• Warehouse Manager: Optimize space utilization and picking routes

• Purchasing Manager: Identify products to reorder based on turnover

• CFO: Report inventory value and impact on working capital

• Operations: Analyze delivery performance and identify bottlenecks

• Category A (20% products, 80% value): Most important products

• Category B (30% products, 15% value): Medium products

• Category C (50% products, 5% value): Low-value products

• Calculation: Sort products by revenue or quantity sold

• Strategy: A = tight control, B = moderate control, C = simple control

• Application: Reorder points, safety stock, cycle counting frequency

• Visualization: Pareto chart showing cumulative percentage

• Review: Update ABC classification quarterly

• Multiple data sources: Stock Quants, Stock Moves, Inventory Valuation

• Calculated fields: Turnover Rate = COGS / Average Inventory

• Conditional formatting: Red for below reorder point, Green for optimal

• Drill-down: Click product to view detailed movements

• Grouping: Group by product category, location, warehouse

• Sorting: Sort by value descending to identify top items

• Filters: Filter by date, product type, location, stock status

• Subtotals: Display totals by category and location

• =ODOO.PIVOT("Stock Quants", "Quantity", "Product", "Location")

• =ODOO.PIVOT("Stock Moves", "Quantity", "Product", "Date")

• =On_Hand - Reserved - Calculate Available Quantity

• =IF(On_Hand < Reorder_Point, "Order", "OK") - Reorder alert

• =COGS / ((Opening_Stock + Closing_Stock) / 2) - Turnover Rate

• =365 / Turnover_Rate - Days of Inventory

• =SUMIF(Products, Category, "A") × Unit_Cost - Category A value

• =COUNTIF(Stock_Status, "Low") - Count low stock items

• Inventory: Get stock levels, movements, and valuations data

• Purchase: Track incoming shipments and purchase orders

• Sales: Analyze outgoing shipments and backorders

• Manufacturing: Track raw materials and finished goods

• Accounting: Stock valuation and balance sheet impact

• Barcode: Real-time updates from warehouse operations

• Quality: Track quality checks and rejected items

• Maintenance: Link with equipment and spare parts inventory

• Economic Order Quantity (EOQ): Calculate optimal order quantity

• Safety Stock Calculation: Based on lead time and demand variability

• Reorder Point Formula: (Average Daily Usage × Lead Time) + Safety Stock

• ABC Analysis: Focus resources on high-value items

• Slow-Moving Analysis: Identify items not sold in 90+ days

• Obsolete Stock: Mark items not sold in 180+ days

• Stock Rotation: FIFO/FEFO to minimize expiration

• Space Optimization: Analyze utilization and reorganize layout

• Daily monitoring: Review dashboard every morning to catch issues early

• Set thresholds: Clearly define reorder points and safety stock levels

• Regular cycle counts: Reconcile physical vs system weekly

• Automate alerts: Set up email notifications for low stock

• Trend analysis: Review historical data to forecast demand

• Seasonal adjustment: Adjust stock levels seasonally

• Supplier performance: Track lead times and on-time delivery

• Cost tracking: Monitor stock valuation changes and variances

• Documentation: Note reasons for stock adjustments

• Team training: Ensure warehouse staff understand KPIs

• Stock not updating: Check if stock moves are validated

• Numbers don't match: Perform inventory adjustment and reconciliation

• Negative stock: Check allow negative stock configuration

• Wrong valuation: Verify costing method and product cost prices

• Slow pivot table: Reduce date range or filter by location

• Chart not displaying: Check data has values and not null

• Export error: Ensure no circular references in formulas

• Permission issues: Check user has Inventory module access

• Spreadsheet Dashboard module must be installed

• Inventory/Stock module must be activated

• Purchase module (optional) to track incoming

• Sales module (optional) to track outgoing

• Access rights: User (view), Stock Manager (edit), Admin (configure)

• Browser: Latest Chrome, Firefox, Safari versions