Stop losing stock to silence
Identify dead stock and slow-moving inventory before it ties up more cash and warehouse space. See how to combine sales and stock information in the same analysis, then filter for products with no sales activity but stock still on hand. You can sort the results to find your biggest inventory concerns and save the analysis as a favorite, add it to a dashboard, or create an alert. You'll also see how to build custom inventory calculations using sales and stock measures, then compare results across different reporting periods. This gives you a clearer picture of stock movement and helps you make informed purchasing and inventory decisions.
Supporting documentation
Analytics 
Related video tutorials
Analytics Know your weeks of cover
Bring sales, purchasing, and stock information together to get a clearer view of your inventory position. See how to add measures such as sales quantity and stock on hand, then use those values to create calculations directly in the grid. You’ll also see how to build measures such as weeks of cover and stock turnover, and adapt the calculations for different reporting periods. Because the results use the data already in your analysis, they update as new ERP data becomes available.
Analytics Use alerts
Learn how to monitor important results with alerts. You'll set the metric and red, yellow, and green thresholds, choose when you're notified, and set up email delivery. You'll also test an alert before creating it, subscribe to shared alerts, and restore deleted alerts within 45 days.
Analytics See margin next to every sale
Look beyond sales revenue to understand the profitability behind your results. See how to add profit and margin alongside sales so you can compare revenue and profitability in the same analysis. You can identify periods where margin is falling, move into customer-level detail, and sort the results to find the accounts contributing most to the change. From there, drill into the underlying transactions to identify low-margin or unprofitable sales and review the discounts or individual transactions behind them.
Analytics Get your own answer in seconds
Ask questions about your data in plain language and get answers directly in Workspaces. See how conversational AI can return a chart or grid, highlight relevant figures, and provide observations that help explain the result. You can continue the analysis by asking follow-up questions or opening the result for a closer look. When you have what you need, you can save it as a favorite, add it to a dashboard, or export it to share with your team.
