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INVENTORY & SUPPLY CHAIN ANALYTICS

See What’s Moving. See What Needs Attention.

Transform inventory, purchasing, warehouse, supplier and product data into focused Power BI dashboards that help teams understand stock positions, movement, purchasing activity, supplier performance and operational trends.

Inventory KPIs Stock Movement Warehouses Procurement Suppliers Product Analysis Power BI
Discuss Your Inventory Dashboard
01
Stock Visibility

Understand inventory positions across available locations.

02
Movement Analysis

Analyze stock movement and product activity.

03
Supplier Insight

Review purchasing and supplier performance indicators.

04
Management Reporting

Bring inventory and supply chain KPIs into one view.

01

Overview

TURN INVENTORY DATA INTO OPERATIONAL INSIGHT

Understand inventory beyond a simple stock quantity.

Inventory information can exist across ERP systems, POS applications, warehouse systems, purchasing records, spreadsheets, supplier databases and custom business applications.

Incodiv Tech develops Power BI inventory and supply chain dashboards that organize suitable data into clearer KPIs, trends, comparisons and operational reporting.

The objective is to help management understand what is in stock, what is moving, where inventory is located, how purchasing is progressing and which areas may require further attention.

02

Capabilities

INVENTORY ANALYTICS CAPABILITIES

Build a clearer view of stock and supply activity.

01

Inventory Overview

Consolidate important stock and inventory measures into a focused reporting experience.

02

Warehouse Analytics

Compare available inventory across warehouses, stores, branches or locations.

03

Stock Movement

Analyze stock-in, stock-out, transfers and other recorded inventory movements.

04

Low Stock Analysis

Highlight products approaching defined stock thresholds where suitable data exists.

05

Overstock Analysis

Identify inventory quantities that exceed agreed operational or reporting thresholds.

06

Slow-Moving Inventory

Analyze products with limited movement across selected reporting periods.

07

Purchasing Analytics

Review purchase activity, purchase orders and related procurement information.

08

Supplier Analytics

Compare supplier activity and available purchasing or delivery indicators.

09

Product Analytics

Understand stock and movement by product, category, brand or other dimensions.

10

Inventory Value

Report inventory value using agreed business calculations and available cost data.

11

Inventory Trends

Compare relevant inventory measures across reporting periods.

12

Management Reporting

Give operational and management teams a consolidated inventory reporting view.

03

Business Challenges

WHEN INVENTORY DATA IS HARD TO READ

Stock exists. Visibility is still limited.

01

Disconnected Inventory Data

Stock, purchasing and supplier information may be spread across multiple systems and files.

02

Spreadsheet-Based Reporting

Teams may repeatedly export, combine and prepare inventory reports manually.

03

Limited Warehouse Visibility

Comparing stock across stores, branches or warehouses may require additional manual work.

04

Slow-Moving Stock Is Hard to Spot

Products with limited movement may remain difficult to identify without structured analysis.

05

Purchasing Is Disconnected

Purchase activity may not be analyzed alongside stock and supplier information.

06

Management Lacks One View

Decision-makers may receive separate reports rather than one consolidated dashboard.

04

Analytics Model

FROM STOCK RECORDS TO INSIGHT

Connect inventory activity with management reporting.

01

Data

Products, stock, purchases, suppliers and locations.

02

Prepare

Clean, combine and structure reporting data.

03

Measure

Define inventory and supply chain KPIs.

04

Analyze

Compare products, suppliers and locations.

05

Act

Surface areas requiring management attention.

05

Inventory KPIs

MEASURE WHAT MATTERS

Build KPIs around your inventory definitions.

Inventory KPIs should reflect the way your organization records stock, movements, costs, products, locations and purchasing activity.

KPI 01 Stock On Hand

Available inventory based on agreed source records.

KPI 02 Inventory Value

Stock value calculated using available costing information.

KPI 03 Stock In

Recorded incoming inventory during selected periods.

KPI 04 Stock Out

Recorded outgoing inventory during selected periods.

KPI 05 Low Stock Items

Products below defined stock thresholds.

KPI 06 Slow-Moving Items

Products with limited movement under agreed definitions.

KPI 07 Purchase Activity

Relevant purchasing volume and transaction indicators.

KPI 08 Supplier Activity

Supplier-related purchasing and delivery indicators.

06

Stock Position

UNDERSTAND CURRENT INVENTORY

See stock from multiple business perspectives.

A structured inventory dashboard can help users move from an overall stock position into product, category, warehouse, branch and item-level detail.

01

By Product

Review available inventory at product level.

02

By Category

Group inventory into relevant product categories.

03

By Warehouse

Compare stock across available storage locations.

04

By Branch

Understand stock positions across business locations.

07

Stock Movement

FOLLOW INVENTORY ACTIVITY

Understand how stock moves through the business.

Where movement records are available, reporting can organize inventory activity into incoming, outgoing, transfer and adjustment-related views.

Stock In Incoming inventory
Stock Out Outgoing inventory
Transfers Location-to-location movement
Adjustments Recorded stock adjustments
08

Stock Levels

IDENTIFY INVENTORY EXCEPTIONS

Surface stock positions that need attention.

When minimum, maximum, reorder or other business thresholds are available, dashboards can highlight products based on agreed inventory rules.

LOW STOCK Below Threshold

Products below an agreed stock level.

REORDER Reorder Attention

Products meeting defined replenishment conditions.

OVERSTOCK Above Threshold

Products exceeding agreed stock levels.

LOCATION Stock Imbalance

Compare inventory distribution across available locations.

09

Slow-Moving Stock

UNDERSTAND INVENTORY MOVEMENT

Find products with limited movement.

Slow-moving analysis can use agreed time periods, movement quantities, sales activity or other business definitions to classify inventory for management review.

01 Recent Movement Active inventory
02 Reduced Movement Lower product activity
03 Slow Moving Limited movement
04 Review Required Defined management exception
10

Warehouse Analytics

MULTI-LOCATION INVENTORY

Compare inventory across warehouses and locations.

For businesses operating multiple warehouses, stores or branches, Power BI can consolidate suitable location-level inventory data while retaining the ability to analyze individual locations.

Stock Quantity Inventory by location
Stock Value Inventory value by location
Transfers Inter-location stock movement
Location Trends Compare inventory activity
11

Purchasing Analytics

CONNECT PROCUREMENT WITH INVENTORY

Understand purchasing alongside stock.

Purchasing dashboards can organize suitable procurement data around purchase requests, orders, suppliers, receipts, products, quantities and purchasing values.

01 Request Purchase requirement
02 Purchase Order Approved purchase
03 Supplier Vendor activity
04 Receiving Goods received
05 Inventory Updated stock
12

Supplier Analytics

UNDERSTAND SUPPLIER ACTIVITY

Compare suppliers using available business data.

Supplier dashboards can provide a clearer view of purchasing activity and other measurable supplier indicators where the necessary source information exists.

01 Purchase Value

Purchasing totals by supplier and reporting period.

02 Order Volume

Purchase order activity across suppliers.

03 Product Supply

Products or categories associated with suppliers.

04 Delivery Indicators

Delivery-related measures where reliable dates exist.

13

Product Analytics

PRODUCT-LEVEL VISIBILITY

Understand which products drive inventory activity.

Stock Position Available quantity by product
Movement Incoming and outgoing activity
Categories Compare product groups
Movement Trend Product activity over time
14

Inventory Value

VALUE BEHIND THE STOCK

Understand inventory from a value perspective.

Where suitable quantity and costing information is available, dashboards can report inventory value using calculations aligned with agreed business definitions.

VIEW 01 Total Inventory Value

Consolidated inventory value based on available data.

VIEW 02 Value by Warehouse

Compare inventory value across locations.

VIEW 03 Value by Category

Understand value distribution across product groups.

VIEW 04 Value by Product

Drill into product-level inventory value.

15

Management View

INVENTORY AT A GLANCE

Give management a focused operational overview.

INVENTORY OVERVIEW Supply Chain Dashboard
MANAGEMENT VIEW
KPI Stock On Hand Current inventory
KPI Stock Value Inventory valuation
KPI Low Stock Threshold exceptions
KPI Slow Moving Movement exceptions
KPI Purchases Purchasing activity
KPI Suppliers Supplier activity
16

Data Sources

CONNECT INVENTORY DATA

Build reporting from existing business systems.

Available connectivity depends on the source platform, database, API, connector, permissions and technical environment.

Excel & CSV
SQL Server
MySQL
ERP Systems
POS Systems
Inventory Systems
Procurement Systems
SharePoint
Dataverse
REST APIs
17

Data Quality

RELIABLE REPORTING STARTS WITH RELIABLE DATA

Dashboard quality depends on source data quality.

Product codes, warehouse identifiers, supplier records, transaction dates, quantities and costing information should be reviewed when building inventory analytics.

Dashboard refresh frequency also depends on the source systems, connectivity approach, gateways, Power BI environment and the intended reporting architecture.

01

Product Master

Consistent product identifiers and classifications.

02

Location Data

Reliable warehouse, store and branch information.

03

Transactions

Structured movement and purchasing records.

04

Business Definitions

Agreed KPI, stock and reporting definitions.

18

Technology

ANALYTICS TECHNOLOGY

Technologies for connected inventory reporting.

Power BI Power Query DAX SQL Server T-SQL MySQL Excel SharePoint Dataverse REST APIs Power Platform Business Applications
19

Our Process

FROM INVENTORY DATA TO DASHBOARD

Build reporting around operational requirements.

01

Discover

Understand inventory, purchasing and reporting needs.

02

Assess

Review systems, files, tables and available data.

03

Define

Agree stock KPIs, rules and dimensions.

04

Model

Structure products, locations, transactions and measures.

05

Build

Develop focused Power BI inventory dashboards.

06

Improve

Refine reporting as operational needs evolve.

20

Why Incodiv

BUSINESS SYSTEMS + DATA ANALYTICS

Inventory analytics connected with operational systems.

Incodiv Tech combines Power BI and data analytics with experience across inventory systems, ERP, POS, procurement, SQL databases, custom software and Microsoft technologies.

This allows us to approach inventory dashboards as part of the wider business operation rather than as isolated charts.

01

Business-focused inventory reporting

02

Power BI dashboard development

03

SQL & data modeling experience

04

Inventory & ERP integration capability

05

Custom operational KPIs

06

Management-focused reporting

22

FAQ

COMMON QUESTIONS

Inventory and supply chain analytics, explained.

What is inventory analytics? +

Inventory analytics uses stock, product, movement, purchasing and related operational data to understand inventory positions, trends and management indicators.

Can you build inventory dashboards in Power BI? +

Yes. We can develop Power BI dashboards around suitable inventory data, stock KPIs and operational reporting requirements.

Can we track stock across multiple warehouses? +

Yes. Where warehouse or location identifiers are available, dashboards can provide consolidated and location-level inventory views.

Can low-stock products be highlighted? +

Yes. Products can be categorized against agreed minimum, reorder or other stock thresholds where the required data exists.

Can we identify slow-moving inventory? +

Yes. Slow-moving definitions can be designed around suitable movement, transaction or sales data and agreed reporting periods.

Can supplier performance be included? +

Yes. Supplier purchasing, order and delivery-related indicators can be included where reliable source data is available.

Can Power BI connect to our ERP or inventory system? +

Potentially. Connectivity depends on the system, database, APIs, connectors, permissions and technical architecture.

Can inventory reports update automatically? +

Scheduled or other supported refresh approaches may be configured depending on the data source, gateway, Power BI setup, licensing and intended architecture.

Can our existing Excel inventory reports be moved to Power BI? +

Often yes. Existing spreadsheets, calculations, source data and reporting requirements can first be reviewed before designing the Power BI reporting model.

YOUR INVENTORY DATA SHOULD SHOW WHAT NEEDS ATTENTION

Turn stock data into clearer operational insight.

Tell us where your inventory data lives and which stock, warehouse, purchasing, supplier or product KPIs your team needs to understand.

Discuss Your Inventory Analytics
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