Primary Blog/Use Case/Item Inventory and Transactions

Item Inventory and Transactions

Intro / Purpose
• We need a dashboard to better understand inventory and transactions details for a specific item
• Need to be able to break down into several different metrics and see precise detail
• Important to highlight total volumes but also see recent trends

Data Used
• Datasource: Inventory and Transactions Detail
• Key Fields: Date, Product, Category, Sub Category, Container, Qty, Cost, Reorder point

• Total transaction volume for item with trending
• Inventory balances for item with trending

• Filter on timeframe and Item

Sample Questions Answered
• What has our recent transaction volume looked like for this item? Any unusual spikes on additions or subtractions from inventory?
• What has our inventory balance for this item done over time? Are we currently in a good inventory position?
• How often have we been at a good inventory level vs too low?

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