Intro / Purpose
• We need a dashboard to better understand our Inventory Balances
• Need to be able to see inventory balances by product category, location, and highest individual items
• Important to highlight current inventory data but also see recent trends

Intro / Purpose
• We need a dashboard to better understand our Inventory Balances
• Need to be able to see inventory balances by product category, location, and highest individual items
• Important to highlight current inventory data but also see recent trends

Data Used
• Datasource: Inventory Detail
• Key Fields: Date, Product, Category, Sub Category, Qty, Cost,

Topics
• Summary of # of items and inventory $’s in each category with trending over time
• Current balance by Category and trend over time
• Current balance by Location and trend over time
• Current balance by Top Item and trend over time

Features
• Filter on timeframe

Sample Questions Answered
• What is our current inventory investment and how has that changed over time?
• Do any categories or items look to have too much inventory compared to others?
• How much inventory is in each location in our facility? Is that normal or recently changed?