Stock Overview Dashboard

The Stock Overview Dashboard provides a real-time snapshot of inventory performance, stock risks, and valuation accuracy.

It allows management to immediately identify:

•Sales performance trends

•Pricing issues

•Overstock and understock risks

•Negative stock problems

•Stock valuation discrepancies

Key Metrics Displayed

Units Sold

Calculated from the beginning of the month to the current date.

Displays:

•Current Month-to-Date (MTD)

•Previous Month (same period)

•Percentage increase or decrease

This helps identify sales momentum or slowdown early in the month.

 

Average Selling Price

Displays:

•Current Month-to-Date average selling price

•Previous Month comparison

•Percentage variance

 

Items Sold Below Cost.

Displays the number of stock items sold below cost.

Click the Magnifier Icon to view a detailed list of affected items.

 

This helps identify:

•Pricing errors

•Unauthorized discounts

•Margin leakage

 

Inventory Risk Indicators

 

Slow movers.

Displays items where:

•Stock On Hand > 0

•More than 2 months of stock available

These items tie up working capital and may require:

•Discounting

•Promotions

•Purchase adjustments

 

Understocked.

Displays items where:

•Less than 15 days stock available

•Average sales ≥ 0.5 units

•At least 1 unit sold last month

These items are at risk of stock-outs and lost sales.

 

Negative Stock

Displays the total number of items currently in negative quantity.

Negative stock can:

•Distort Cost of Sales

•Cause incorrect profit reporting

•Create General Ledger discrepancies

Best practice: Disable negative stock in Stock Items > Stock Options.

 

Stock Value vs General Ledger Value

Displays a comparison between:

•Inventory book value (Average Cost × Quantity)

•General Ledger Stock Control account value

If there is a difference, refer to:

Stock Value Reconciliations Procedure

Discrepancies directly affect:

•Gross Profit

•Income Statement accuracy

•Balance Sheet accuracy

 

Management Benefit

The Stock Overview Dashboard allows you to:

•Detect margin erosion immediately

•Prevent stock-outs

•Reduce excess inventory

•Protect working capital

•Ensure financial accuracy