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Sales & Inventory Dashboard

Specialized analysis to make sense of sales & inventory data.

No reviews
Free plan available
Pulse Insights

Key values section

At-a-glance Analysis

The dashboard provides intuitive analysis to help you see your sales and inventory in a way that helps drive efficiency and profitability.

Charts That Uncover Insight

Charts that provide clarity for sales and margin trends, products that require attention and identify effective pricing strategies.

Detailed Data Grids

Data grids are provided with each analysis to see the detail shown in the chart. The grids support grouping, sorting and export.

App details

Sales & Inventory Dashboard

Sales & Inventory Dashboard

Identify Trends - Overall and by Product Category

  • 12 month sales trend with prior year comparison
  • 12 month margin trend with prior year comparison
  • 12 month rolling monthly average sales trend

Identify Outperforming and Underperforming Products and Categories

  • What stock do you have too much of and what stock do you not have enough of?
  • What stock is stale? Can you create incentives to move this inventory and free up cash to purchase new stock?
  • What stock is showing negative? Identify the causes and correct the situation before it becomes unmanageable.

Identify Potential Pricing and Costing Issues

  • Lower-than-expected margins or higher-than-expected margins can indicate costing errors, pricing errors and discounting errors; identify these items before they are a big problem

Extend Analysis with Filters

  • Category and department grouping helps you identify specific areas in your inventory that require attention
  • Brand filters help you evaluate and compare individual brand performance
  • Specify any historic date range for analysis; it is not limited to current data

Drill down from Summary to view Detailed Information

  • Simple and intuitive click-to-view detail on charts
  • Expanded views with additional detail
  • Export data easily

Evaluate Purchase Patterns using our Price Point Analysis

  • Align price points with sales volumes and inventory levels
  • See which price points produce sales and margins for your business
  • Default price points are automatically generated via our intelligent pricing algorithm

Launch date

Integrates with

  • QuickBooks
  • ReACT EKG
Sales & Inventory Dashboard

Sales & Inventory Dashboard

Identify Trends - Overall and by Product Category

  • 12 month sales trend with prior year comparison
  • 12 month margin trend with prior year comparison
  • 12 month rolling monthly average sales trend

Identify Outperforming and Underperforming Products and Categories

  • What stock do you have too much of and what stock do you not have enough of?
  • What stock is stale? Can you create incentives to move this inventory and free up cash to purchase new stock?
  • What stock is showing negative? Identify the causes and correct the situation before it becomes unmanageable.

Identify Potential Pricing and Costing Issues

  • Lower-than-expected margins or higher-than-expected margins can indicate costing errors, pricing errors and discounting errors; identify these items before they are a big problem

Extend Analysis with Filters

  • Category and department grouping helps you identify specific areas in your inventory that require attention
  • Brand filters help you evaluate and compare individual brand performance
  • Specify any historic date range for analysis; it is not limited to current data

Drill down from Summary to view Detailed Information

  • Simple and intuitive click-to-view detail on charts
  • Expanded views with additional detail
  • Export data easily

Evaluate Purchase Patterns using our Price Point Analysis

  • Align price points with sales volumes and inventory levels
  • See which price points produce sales and margins for your business
  • Default price points are automatically generated via our intelligent pricing algorithm

Launch date

Integrates with

  • QuickBooks
  • ReACT EKG

Basic

Free

  • 1 User
  • Manual Sync (Max 30 Days History)
  • Inventory Values & Sales Trend Analysis
  • 2 Categorization Levels
  • 1 Year Data Retention
  • Email Support

Extended

$39/month

  • Up to 2 Users
  • Auto Daily Sync (Max 6 Months History)
  • All Analysis Tools
  • 4 Categorization Levels
  • 2 Years Data Retention
  • Email & Chat Support

Expert

$99/month

  • Up to 3 Users
  • Auto Hourly Sync (Max 1 Year History)
  • All Analysis Tools
  • 7 Categorization Levels
  • 5 Years Data Retention
  • Email & Chat Support

* All charges are billed in USD.
** Recurring charges, including monthly or usage-based charges, are billed every 30 days.

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