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:
Executive Summary:
Inventory Turns:
Inventory Aging:
Inventory on Hand Vs Min Stock
Stale/Dead Inventory:
Inventory Ledger Transactions:
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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:
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
3. Most pages have special notations about content and every page has date filter:
4. Many options for filtering available on each page. **Please note, these filters stick as you navigate to different pages.
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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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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