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ID772 - Inventory Management (Power BI) Overview & Sample:

Want to easily see all your stale inventory? Understand what your inventory turn rate is? Know what "orphaned" accessories (no copier to attach them to in stock) you have?

 

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Overview

Overview

This inventory dashboard is designed to replace  our browser based SSRS inventory reports, while also adding additional functionality to slice and dice your inventory.

The metrics we want you to focus on are; Inventory Accuracy, Inventory Turns and Stale or potentially Stale inventory.

We will soon be adding in;
ID75 Stale inventory
ID90 Parts Warranty
ID500 Potentially obsolete items

Click here for getting Power BI in place.

Click here to download the Power BI template. 

-For ECi Hosted clients: We are working with ECi to open up our access so we can set an ODBC connection for you. If you are interested, then please provide us the public static IP address for your company network so that ECi can whitelist it to allow us access.

Type of Output: On Demand Power BI Report

 

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Sample

Sample

Home Page:

ID772HomePage.png

Executive Summary:

ID772ExecSummary.png

Inventory Turns:

ID772InvTurns.png

Inventory Aging:

ID772Aging.png

Stale/Dead Inventory:

ID772DeadInv.png

Inventory Ledger Transactions:

ID772LedgeDetails.png

Inventory Turns:

Inventory Turns:

 

 

 

 

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Variables

Variables

This alert has no variables

 

 

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Alert Functionality

Alert Functionality

1. See here for getting Power BI in place. 

2. Click here to  download the template. 

3. For ECi Hosted clients: We are working with ECi to open up our access so we can set an ODBC connection for you. If you are interested, then please provide us the public static IP address for your company network so that ECi can whitelist it to allow us access.

4. This report requires our ID806 Inventory Turns process is subscribe to and running. The first time your company downloads the template, the refresh will NOT work. We will see you downloaded the template and will subscribe you to ID806. The process will run that night, so please wait until the next day to attempt a refresh.

5. You can view Wholesale Inventory available for sale from other dealers. In order for this page to populate, the other dealer must be a CEO Juice client and must be signed up for our ID411 Process. You too can share your Wholesale Inventory with ALL or just with those you are a member of a Dealer Group with. More HERE.

 

 

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Power BI Reporting

Power BI Reporting

1. Home page provides access to various reports, just click on any report page for results:

 

ID772HomePage.png

 

2. Use sliders on right to set your parameters for defining Dead/Stale Inventory. These parameters hold through all pages until you change and are considered 'AND' statements (not 'OR').

Definitions:

Days since item creation: number of days since Item Created in eAuto

Min. Days since SO: Number of days since order last used on Sales Order

Min. Days since SC: Number of days since order last used on Service Call

Min. Days since PO: Number of days since order last used on Purchase Order

ID772StaleInv.png

3. Most pages have special notations about content and every page has date filter:

ID772Details.png

4. Many options for filtering available on each page. **Please note, these filters stick as you navigate to different pages.

ID772Filters.png

5. You can view Wholesale Inventory available for sale from other dealers. In order for this page to populate, the other dealer must be a CEO Juice client and must be signed up for our ID411 Process. You too can share your Wholesale Inventory with ALL or just with those you are a member of a Dealer Group with. More HERE.

ID411 ID772 Sample.png

 

 

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KPIs Glossary

KPIs Glossary

COMIING SOON!

 

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Related Alerts

Related Alerts

ID281 - Customer Retention Rate Power BI

ID411 - Wholesale Inventory Push into ID772 Power BI

ID568 - eAuto Activity Trends Power BI

ID704 - The Financial "Model" Power BI

ID770 - Financial Dashboard Power BI

ID771 - Service MIF & Profitability Power BI

ID774 - Customer Business Review Power BI

 

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Webinar

Webinar

Webinar recorded December 21, 2022:



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