Coverage Dashboard Menu

Coverage Dashboard sits under Inventory, Reporting, alongside Coverage Report, Coverage Data, Critical Products, Risk Products, Overstock Products, dedicated charts, and Historical Snapshots.

Executive Coverage Dashboard

The dashboard opens with seven KPI tiles (Total Products, Critical, At Risk, Overstock, Total Stock Value, Stockout in 7 Days, plus a Blocked Capital banner). Below sit a Coverage Health bar, a Financial Impact breakdown, a Warehouse Risk Matrix, a Top 10 Products to Reorder list with lead time and reorder quantity, and a Top 10 Overstocked Products list.

Coverage Report Menu

A dedicated entry under Coverage Analysis opens the report builder for multi-company and multi-warehouse runs.

Set Scope, Dates, and Method

Choose the company, warehouses, locations, products, and product categories on one side, the From and To dates and the coverage method (Average Daily Sales or Static Coverage Days) on the other. Tick Include Internal Transfers if those moves should count as consumption. Then pick View Report, Export PDF, or Export Excel.

On-Screen Coverage List

Sort by Coverage Days to find outliers, group by Coverage Status to batch-process reorders, and read the colour-coded rows. The status, days of cover, and value columns are right there for every product.

Ready-Made Filters

Quick filters isolate data by Vendor, Warehouse, or Product Category, or jump straight to Show only Critical, Show only Risk, or Show only Overstock to focus the workflow.

Pivot Analysis

Use the pivot view to compare Total Stock Value by category, Average Coverage Days by warehouse, or consumption rates across product lines, with totals on every axis.

Dedicated Analysis Menus

Separate menu entries open Coverage Data, Critical Products, Risk Products, Overstock Products, and a Charts and Analysis section, so the team lands on the right view without rebuilding filters.

Coverage Data and Charts

Every coverage line is available as a list, pivot, or graph, so finance and operations can read the same data the way that suits them.

Critical Products View

A focused list of items where stock is zero or coverage falls below vendor lead time. Open it to raise replenishment requests before the stockout actually happens.

Overstock Products View

This view highlights products above their maximum stock or holding more than 90 days of cover. Useful when planning clearance, promotion, or trimming future purchase orders.

Coverage Health Chart

See the proportion of stock that is Healthy against At Risk, Critical, and Overstock in a single chart, ready for management reviews and KPI tracking.

Financial Impact by Status

The Financial Impact chart breaks inventory value down by status, showing how much capital is tied up in Overstock and how much is at risk under Critical.

Warehouse Risk Matrix

A pivot view that shows which warehouses are holding the most Critical or Overstock items, useful for balancing inventory through internal transfers.

Historical Snapshots Menu

Daily, weekly, and monthly snapshots run on schedule so the history builds itself. An auto-cleanup keeps the data set tidy by removing entries older than 365 days.

Snapshot Records

Open All Snapshots to browse every recorded run, filter by date, warehouse, or status, and compare past readings side by side.

Stock Value Trend

A graph view showing how total stock value has moved over time, with pivot and list options for deeper drill-down on specific periods.

Status Trend Analysis

Track how the Critical, Risk, Healthy, and Overstock buckets shift period over period to measure whether your inventory is actually getting healthier.

PDF Coverage Report

A formatted PDF for sharing with managers and stakeholders. The applied filters, KPI totals, and the colour-coded product table all print together.

Excel Coverage Export

Download the full dataset to Excel with every calculated metric and classification, ready for further analysis in finance or planning tools.

Granular Data in Excel

The Excel export carries every line of detail (opening, purchases, sales, adjustments, transfers, closing, coverage days, status, value) so custom reporting and audit work has all the data it needs.