Inventory

This Tableau Accelerator allows you to:

• Assess the status of your inventory
  • Stock status: stock-out, below safety stock, at stock, over stock
  • Inventory Value: Total Value, Excess-stock value, Missing-stock amount
  • Deep-dive to Warehouse level, Item Level
• Assess availability of items
  • Actual stock, Location
  • Forecasted stock, inflows, outflows
• Reduce risks
  • Identify items that are out of stock or below the safety stock threshold
  • Assess how much money is needed to replenish the inventory
  • Pinpoint over-stock items and reduce the risk of dead stock
• Optimise your Stock Coverage
  • Automation of the replenishment process
  • Buffer stocks
  • Inventory controls

Demo video

Answer key business questions

• What is the value of our inventory?
• Which items are stock-out? Below safety stock?
• What is the availability of this item? What is the forecast for the coming days?
• Which positions must be refilled? What would it cost?
• Which items are in excess stock?

Monitor and improve KPIs

Inventory Value

• Inventory Value: Total value of items stored in inventory (expressed in currency)
• Excess Stock Value: Total value of items that exceed the Over-Stock threshold (defined for each position) (expressed in currency)
• Excess Stock Value %: Share of Inventory Value that is in Excess over the Total Inventory Value (expressed in %)
• Missing-Stock Value: Total amount needed to fill the missing stock at the safety-stock threshold (expressed in currency)
• Outflow Value: Total value of the items removed from the inventory during the period (expressed in currency)

Inventory Quantities

• On-Hand Quantity (SKU): Unit quantity available in stock
• Inflow Quantity: Unit quantity that was added to the inventory during the period
• Outflow Quantity: Unit quantity removed from the inventory during the period
• Net Flow Quantity: Total net evolution of the stock, in quantity, during the period
• Safety-Stock Threshold Quantity: Unit quantity under which the availability of an item is no longer secured
• Over-Stock Threshold Quantity: Unit quantity above which an item is considered Over-Stock
• Number of days before Stock-Out: Number of days left before the next expected Stock-Out of a Position or Item

Positions (Current Inventory)

• Number of Positions: Number of inventory item positions (a referenced item in a warehouse)
• Number of Positions Over-Stock: Total Number of positions that are Over-Stock in the last period
• Over-Stock Positions %: Share of positions that are Over-Stock in the last period (expressed in %)
• Number of Positions At-Stock: Total Number of positions that are At-stock in the last period
• At-Stock Positions %: Share of positions that are At-Stock in the last period (expressed in %)
• Number of Positions Below-Safety-Stock: Total Number of positions that are Below-Safety-Stock in the last period
• Below-Safety-Stock Positions %: Share of positions that are Below-Safety-Stock in the last period (expressed in %)
• Number of Positions Out-of-Stock: Total Number of positions that are Out-of-Stock in the last period
• Out-of-Stock Positions %: Share of positions that are Out-of-Stock in the last period (expressed in %)

Positions (Past Inventory: daily/monthly positions over the period)

• Number of Positions (over the period): Number of inventory item positions (a referenced item in a warehouse)
• Number of Positions Over-Stock (over the period): Total Number of positions that are Over-Stock over the period
• Over-Stock Positions % (over the period): Percentage of times positions were Over-Stock during a given period (expressed in %)
• Number of Positions At-Stock (over the period): Total Number of positions that are At-stock over the period
• At-Stock Positions % (over the period): Percentage of times positions were At-Stock during a given period (expressed in %)
• Number of Positions Below-Safety-Stock (over the period): Total Number of positions that are Below-Safety-Stock over the period
• Below-Safety-Stock Positions % (over the period): Percentage of times positions were Below-Safety-Stock during a given period (expressed in %)
• Number of Positions Out-of-Stock (over the period): Total Number of positions that are Out-of-Stock over the period
• Out-of-Stock Positions % (over the period): Percentage of times positions were Out-of-Stock during a given period (expressed in %)
• Number of Missing-Stock Positions (over the period): Total Number of Missing-Stock positions (either Below-Safety-Stock or Out-of-Stock) over the period
• Missing-Stock Positions % (over the period): Percentage of times positions were Missing-Stock during a given period (expressed in %)

Required attributes

• Inventory Date (date): Date of the Inventory
• Warehouse (string): Warehouse in which the item is stored
• Warehouse Country (string; role: country): Country of the Warehouse
• Warehouse Latitude (Numeric; role: latitude): Latitude of the Warehouse
• Warehouse Longitude (Numeric; role: longitude): Longitude of the Warehouse
• Item Family (string): Family/Business Unit of the Item
• Item (string): Item name
• Unit of Measure (string): Unit of measure of the Item
• On-Hand Quantity (numeric): Available quantity of the Item
• Unit Inventory Value (numeric): Unit value of the Item
• Safety-Stock Threshold Quantity (numeric): Limit below which the Item is under-stocked
• Over-Stock Threshold Quantity (numeric): Limit beyond which the Item is overstocked
• Inflow Quantity (numeric): Quantity of incoming flow
• Outflow Quantity (numeric): Quantity of outflow