Inventory reports
Data Explorer
This table presents a summary of sales performance and inventory data across different locations. The report helps in understanding location-specific sales performance, stock levels, and associated costs.
Location name: The specific store or location name.
Sales incl tax: Total sales revenue including tax for each location.
Sales excl Tax: Total sales revenue excluding tax for each location.
Sales cost: The total cost involved in production of goods or services sold at each location.
Sales units: The total number of units sold during the period.
EOP Cost: The total value of inventory (end-of-period cost) still on hand at each location.
EOP Qty: The total quantity of items remaining in stock at each location at the end of the period.
Fast moving items
This report shows a list of the fast moving items ranked by the inventory turn for each of the products for the selected date range.
Product name: The name of the item/product.
Sales @retail price: Total sales revenue excluding tax for each of the products.
Sales excl Tax week earlier: Total sales revenue excluding tax from a week earlier.
Sales year ago: Total sales revenue excluding tax for the same period from a year ago.
Inventory Turn: The number of times inventory is sold and replaced during the selected period for each of the products.
Product Group performance
This section shows a table that represents an overview of the sales performance across the various product groups over a specific period. It provides insights into the sales performance, profitability and inventory efficiency of different product groups.
Group name: The name of the specific group of products.
Avg cost: The average inventory cost of products within each group.
Sales excl Tax: The total sales revenue for each group, excluding tax.
Sales cost: The cost associated with the production of goods or services for sale in each group.
Sales profit: The total profit earned from the sales of products in each group.
DSI (Days Sales of Inventory): The average number of days inventory is held before being sold.
Inventory turn: The number of times inventory is sold and replaced during the period.
GMROI (Gross Margin Return on Investment): The percentage return on the investment made in the group’s inventory.
Brand performance
This report presents an overview of the sales performance, profitability and inventory efficiency across the various product brands. The report helps in assessing the profitability of each of the product brands within the specified period.
Brand name: The name of the specific products' brand.
Avg cost: The average inventory cost of products within each brand within the selected period.
Sales excl Tax: The total sales revenue for each brand, excluding tax.
Sales cost: The cost associated with the production of goods or services for sale in each brand.
Sales profit: The total profit earned from the sales of products in each brand.
DSI (Days Sales of Inventory): The average number of days inventory is held before being sold for a specific brand.
Inventory turn: The number of times inventory is sold and replaced during the period for each brand.
GMROI (Gross Margin Return on Investment): The percentage return on the investment made in the brand's inventory.
Supplier performance
This report presents an overview of the sales performance, profitability and inventory values across the various vendors/suppliers within the selected date periods.
Supplier name: The name of the specific vendor/supplier.
Avg cost: The average inventory cost of products from each supplier within the selected period.
Sales excl Tax: The total sales revenue generated from each supplier, excluding tax.
Sales cost: The cost associated with the production of goods or services for sale from each supplier.
Sales profit: The total profit earned from the sales of products from each supplier.
DSI (Days Sales of Inventory): The average number of days inventory is held before being sold for a specific vendor.
Inventory turn: The number of times inventory is sold and replaced during the period from each supplier.
GMROI (Gross Margin Return on Investment): The percentage return on the investment made from the supplier's inventory.
Product profitability
This report provides a detailed breakdown of the financial performance of various products. The report is essential in assessing which products are driving profitability and which ones may need further attention.
Product name: The name of the specific product.
Sales excl Tax: The total sales revenue generated from each product, excluding tax for the selected date range.
Sales profit: The total profit earned from the sale of each product.
Avg stock: The average quantity of inventory/stock of each product within the selected period.
GMROI (Gross Margin Return on Investment): The percentage return on the investment made from the product's inventory.
DSI (Days Sales of Inventory): The average number of days inventory is held before being sold.
Inventory turn: The number of times the product's inventory is sold and replaced during the period.
Profitability Grade: It indicates the financial performance of the specific product. A profitability of grade A indicates a strong financial performance of the specific product while profitability grade C shows a weak performance, profitability grade B indicates an average performance.
Sell through rate
This report provides a detailed breakdown of the sell-through rate for each product. The sell-through rate is a measure that compares the total amount of goods sold by a store to the total amount of stock initially received from suppliers. It is expressed as a percentage. This report is used to estimate how much and how quickly inventory is sold thereby determining how effectively inventory is turned over and to estimate how soon it takes to turn a product's initial investment into income.
Product name: The name of the specific product.
Product group: The name of the specific product group in which the product falls in.
Sales excl Tax selected period: The total sales revenue excluding tax from each product within the selected period.
Current Stock Quantity: The total amount/quantity of stock for each of the products during the selected period.
Units sold: The total number of items of the product sold within the selected period.
Item sell-through: Represents the percentage of inventory sold compared to the stock available at the start of the period (units sold divided by the starting inventory).
Product group sell-through: This shows the sell-through rate but aggregated at the product group level which is calculated by dividing the total units sold in the product group by the total starting inventory in that group.
Matrix report
The "Matrix Report" is a pivot table that summarises the stock quantities of different product variants across various locations for the selected period. It gives a breakdown of the total amount of stock that is available for each product and its variants in each location.
A good example is if the product has more than one option/variant for example; a wrist watch that comes in silver and gold colours or a pair of shoes that comes in more than one size.
First Column (Product Name): Lists the names of products.
Second Column (Location Names): Indicates the locations where these products are stocked.
Remaining Columns: Represent different product variants or options with their respective stock quantities at each location.
This table is useful for analysing inventory distribution and availability of specific product variants across multiple locations, helping in decision-making for stock management and reordering processes.