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Dashboards Overview

Dashboards provide real-time visibility into inventory, planning, and operations performance. This guide explains dashboards from a role-oriented perspective.
Don’t Hide Menu Items: All users see the same dashboard menu. This guide explains recommended starting points for each role, but you can access any dashboard you have permissions for.

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Executive (Summary Dashboards)

Start here:
  1. Executive Dashboard - High-level overview of key metrics
  2. KPI Dashboard - Key performance indicators
  3. Service Level Dashboard - Customer service metrics
  4. Inventory Health Dashboard - Overall inventory health
Daily workflow:
  • Review executive dashboard for overall health
  • Monitor key performance indicators
  • Review service level performance
  • Analyze inventory health trends
  • Make strategic decisions based on dashboards

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Planner (Forecasting + Replenishment)

Start here:
  1. Planning Dashboard - Forecast accuracy and planning metrics
  2. Forecast Dashboard - Forecast performance and trends
  3. Replenishment Dashboard - Replenishment recommendations and status
  4. Transfer Dashboard - Transfer recommendations and execution
Daily workflow:
  • Review planning dashboard for forecast accuracy
  • Monitor forecast performance
  • Review replenishment recommendations
  • Track transfer execution
  • Adjust planning based on dashboard insights

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Operations (Warehouse/Inventory)

Start here:
  1. Operations Dashboard - Daily operations overview
  2. Inventory Dashboard - Current inventory levels and status
  3. Shipment Dashboard - Shipment status and performance
  4. Cycle Count Dashboard - Cycle count status and accuracy
Daily workflow:
  • Review operations dashboard for daily tasks
  • Monitor inventory levels and alerts
  • Track shipment status
  • Review cycle count progress
  • Address operational issues

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Finance (COGS, Holding Cost, Cost-to-Serve)

Start here:
  1. Finance Dashboard - Cost and financial metrics
  2. Inventory Valuation Dashboard - Inventory value and holding costs
  3. Cost-to-Serve Dashboard - Cost-to-serve by channel/product
  4. On-Order Dashboard - Committed inventory costs
Daily workflow:
  • Review finance dashboard for cost metrics
  • Monitor inventory valuation
  • Analyze cost-to-serve
  • Track on-order commitments
  • Generate financial reports

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Dashboard Types

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Planning Dashboard

The planning dashboard shows:
  • Forecast Accuracy: MAPE, WAPE, bias metrics
  • Planning KPIs: Key planning performance indicators
  • Recommendations: Active planning recommendations
  • Transfer Recommendations: Pending transfer recommendations
  • Forecast vs Actuals: Comparison of forecasts to actual demand
Key Metrics:
  • Forecast accuracy (MAPE)
  • Forecast bias
  • Planning recommendation execution rate
  • Transfer recommendation execution rate

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Inventory Dashboard

The inventory dashboard shows:
  • Inventory Levels: Current inventory by location and channel
  • Stock Status: In stock, low stock, out of stock
  • Movement: Recent inventory movements
  • Alerts: Active inventory alerts
  • Valuation: Inventory value and holding costs
Key Metrics:
  • Total inventory value
  • Days of supply
  • Stockout rate
  • Inventory turnover

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Operations Dashboard

The operations dashboard shows:
  • Shipments: Recent shipments and status
  • Receiving: Recent receiving activity
  • Cycle Counts: Recent cycle counts and variances
  • Adjustments: Recent inventory adjustments
  • Tasks: Pending operational tasks
Key Metrics:
  • Shipment fulfillment rate
  • Receiving accuracy
  • Cycle count accuracy
  • Adjustment rate

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Finance Dashboard

The finance dashboard shows:
  • Inventory Valuation: Current inventory value
  • Holding Costs: Inventory holding costs
  • Cost-to-Serve: Cost-to-serve by channel/product
  • On-Order Costs: Committed inventory costs
  • COGS: Cost of goods sold metrics
Key Metrics:
  • Inventory value
  • Holding cost percentage
  • Cost-to-serve by channel
  • On-order commitment value

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Executive Dashboard

The executive dashboard shows:
  • Overall Health: High-level system health indicators
  • Key Metrics: Top-level KPIs
  • Trends: Key trend indicators
  • Alerts: Critical alerts requiring attention
  • Performance: Overall performance summary
Key Metrics:
  • Service level
  • Inventory turnover
  • Forecast accuracy
  • Operational efficiency

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Customizing Dashboards

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Adding Widgets

  1. Click Customize Dashboard
  2. Select widgets to display:
    • Metrics: Key performance metrics
    • Charts: Visual representations
    • Tables: Data tables
    • Alerts: Alert summaries
  3. Arrange widgets by dragging
  4. Save your layout

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Configuring Widgets

Configure each widget:
  • Time Period: Date range for data
  • Filters: Location, channel, product filters
  • Display Options: Chart type, table format, etc.
  • Refresh Rate: How often to refresh data

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Saving Layouts

Save custom dashboard layouts:
  • Personal Layout: Your personal dashboard
  • Shared Layout: Share with team
  • Role Layout: Default for role
  • Organization Layout: Organization-wide default

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What Success Looks Like

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Executive Success

  • ✅ Dashboard shows clear overall health
  • ✅ Key metrics visible at a glance
  • ✅ Trends easily identifiable
  • ✅ Critical issues highlighted
  • ✅ Strategic decisions supported

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Planner Success

  • ✅ Planning metrics clearly visible
  • ✅ Forecast accuracy tracked
  • ✅ Recommendations easily accessible
  • ✅ Performance trends visible
  • ✅ Planning decisions data-driven

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Operations Success

  • ✅ Daily operations clearly visible
  • ✅ Inventory status easily checked
  • ✅ Shipment status tracked
  • ✅ Tasks and alerts visible
  • ✅ Operational efficiency measured

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Finance Success

  • ✅ Cost metrics clearly visible
  • ✅ Inventory valuation tracked
  • ✅ Cost-to-serve analyzed
  • ✅ Financial reports accessible
  • ✅ Cost optimization supported

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Common Pitfalls

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1. Too Many Widgets

Problem: Adding too many widgets makes dashboard cluttered and hard to use. Solution: Focus on key metrics:
  • Limit to 6-8 widgets per dashboard
  • Group related metrics
  • Use tabs for different views
  • Create multiple focused dashboards
How to avoid: Start with essential metrics, add more only if needed.

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2. Not Customizing for Role

Problem: Using default dashboard instead of customizing for your role. Solution: Customize dashboard for your role:
  • Add role-specific metrics
  • Remove irrelevant metrics
  • Arrange for your workflow
  • Save your layout
How to avoid: Make dashboard customization part of onboarding.

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3. Not Reviewing Regularly

Problem: Setting up dashboard but not reviewing it regularly. Solution: Make dashboard review part of routine:
  • Set up daily review schedule
  • Use dashboard for decision-making
  • Update dashboard as needs change
  • Share insights with team
How to avoid: Make dashboard review part of daily workflow.

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4. Ignoring Alerts

Problem: Dashboard shows alerts but not acting on them. Solution: Act on dashboard alerts:
  • Review alerts regularly
  • Prioritize critical alerts
  • Take action on alerts
  • Track alert resolution
How to avoid: Make alert review and action part of dashboard workflow.

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Troubleshooting

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Dashboard Not Loading

Symptoms: Dashboard not displaying or loading slowly. Possible causes:
  1. Too many widgets
  2. Data query performance issue
  3. Network connectivity issue
  4. Browser cache issue
Steps to resolve:
  1. Reduce number of widgets
  2. Check data query performance
  3. Verify network connectivity
  4. Clear browser cache
  5. Refresh dashboard
  6. Contact support if issue persists

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Metrics Not Updating

Symptoms: Dashboard metrics not refreshing or showing stale data. Possible causes:
  1. Refresh rate not configured
  2. Data not available
  3. Calculation issue
  4. Cache issue
Steps to resolve:
  1. Check refresh rate configuration
  2. Verify data availability
  3. Review calculation settings
  4. Clear cache and refresh
  5. Check data source

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Widget Configuration Lost

Symptoms: Widget configuration not saving or lost. Possible causes:
  1. Configuration not saved
  2. Layout reset
  3. Permissions issue
  4. System update
Steps to resolve:
  1. Verify configuration was saved
  2. Check if layout was reset
  3. Verify user permissions
  4. Reconfigure widgets
  5. Save layout again

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Can’t Add Widgets

Symptoms: Unable to add widgets to dashboard. Possible causes:
  1. Permissions issue
  2. Widget limit reached
  3. Widget not available
  4. System issue
Steps to resolve:
  1. Check user permissions
  2. Verify widget limit
  3. Check widget availability
  4. Refresh page and try again
  5. Contact support if issue persists

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Permissions & Roles

Viewing dashboards requires standard user permissions. Customizing dashboards may require additional permissions. Some dashboards may be role-specific. Contact your organization administrator for details.