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Inventory Dashboard

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📦 Nimbly Inventory Dashboard: Master Your Stock Levels

Take control of your inventory with Nimbly’s intuitive “Inventory” Dashboard! This powerful feature provides a centralized view of your stock, featuring both detailed “Stock Balance” insights and proactive “Low Stock” alerts. Stay ahead of demand, prevent stockouts, and ensure optimal resource availability across all your sites with real-time, actionable data.

🌟 Feature Overview

The Inventory Dashboard within the Nimbly web application offers a critical centralized view for comprehensive stock level monitoring across your various operational sites. It comprises two primary and highly functional tables:

  • Stock Balance Table đź“Š: Provides a granular display of current stock quantities for various Stock Keeping Units (SKUs) across different locations, showing daily balances over a specific date range.
  • Low Stock Table ⚠️: Proactively highlights SKUs that have fallen below their pre-defined critical threshold, indicating potential stockouts.

This dashboard is an essential tool for proactive inventory management, enabling users to quickly identify potential stockouts, ensure adequate stock levels, and optimize supply chain efficiency.

🟢 Current Status

The Nimbly Inventory Dashboard is Fully Released and readily available for use.

đź’» Platform Compatibility

This dashboard is primarily accessible via:

  • Web: Full functionality is available through the Nimbly web application (e.g., accessed at admin.hellonimbly.com/analytics/inventory).

🔑 Access & [Permissions](../Settings/Access control/Access Control.md)

Access to the Inventory Dashboard is controlled to ensure relevant [Data Visibility](../Settings/Data Visibility/Data Visibility.md):

  • Authenticated Users: Requires users to be logged into the Nimbly web application (e.g., user “CS Nimbly”).
  • Role-Based Access: Primarily intended for users with roles in inventory management, operations, logistics, or procurement who need to monitor and manage stock levels effectively.
  • Data Scope: Access to data for specific sites or SKUs displayed on the dashboard may be determined by individual user [permissions](../Settings/Access control/Access Control.md) and assigned roles.

✨ Key Capabilities: Precise Inventory Oversight

The Inventory Dashboard provides a robust set of features for detailed stock analysis:

A. Tabbed Interface for Focused Views 🗂️

  • Stock Balance Table: The default tab, providing a detailed breakdown of stock levels.
  • Low Stock Table: A dedicated tab for immediate identification of critical stock situations.

B. Dynamic Filtering System 🔍

  • A prominent “Filters” button at the top right allows users to precisely refine the data displayed in both the “Stock Balance” and “Low Stock” tables.
  • Filter Criteria Include:
    • Site: Select one or multiple specific sites to view their inventory.
    • SKU ID: Filter by specific Stock Keeping Unit identifiers.
    • SKU Name: Filter by the name of the Stock Keeping Unit.
  • Multi-Select & Control: Dropdowns offer “Select all” and “Deselect all” options for convenience.
  • Application: “Apply” button to confirm filter selections; “Reset” button to clear all active filters.

C. Detailed Data Display - Stock Balance Table đź“Š

  • Core Columns: Displays SKU ID, SKU Name, and Site.
  • Dynamic Date Columns: Crucially, the table presents stock quantities for a series of specific dates (e.g., 2025-05-23, 2025-05-24, etc.), allowing historical and current balance tracking. The table can be horizontally scrolled to view a wider range of dates.
  • Pagination: Robust navigation controls (e.g., “First < 1 2 3 … 38 > End”) allow users to efficiently navigate through large datasets spanning multiple pages.

D. Targeted Data Display - Low Stock Table ⚠️

  • Core Columns: Displays SKU ID, SKU Name, and Site.
  • Critical Metrics: Clearly shows the current “Balance” (actual stock quantity) and the predefined “Threshold” (the low stock limit) for each SKU, enabling quick identification of items needing attention.
  • Pagination: Similar pagination controls are available for navigating this table.

E. Comprehensive Data Export ⬇️

  • Flexible Formats: “Download as Excel,” “Download as CSV,” and “Download as PDF” options are conveniently located at the bottom of both tables.
  • Filtered Data Export: Users can export the currently displayed and filtered data, ensuring that only relevant information is downloaded for offline analysis.

🚀 Core Workflows & UI Walkthrough

Here’s how to effectively navigate and utilize the Nimbly Inventory Dashboard:

1. Accessing the Inventory Dashboard

  1. Login: Log in to the Nimbly web application with your credentials.
  2. Navigate: From the left-hand sidebar, click on “Reports,” then select “Inventory” from the sub-navigation.
  3. Default View: The “Inventory” dashboard will load, initially displaying the “Stock Balance Table” tab by default.

2. Viewing the Stock Balance Table đź“Š

  1. Initial Load: Observe the table, which presents columns for SKU ID, SKU Name, Site, followed by multiple columns representing stock quantities on specific dates.
  2. Scroll Through Dates: If needed, scroll horizontally within the table to view stock balances for a wider range of historical or future dates.
  3. Navigate Pages: Use the pagination controls at the bottom (e.g., “First < … > End”) to move between pages of SKU data if the list is extensive.
    • Example: You might see SKU “111029” (Fillet Dada Ayam) showing its stock levels across various “Remboelan” sites for specific dates like 2025-05-23, 2025-05-24, etc.

3. Viewing the Low Stock Table ⚠️

  1. Switch Tab: Click the “Low Stock Table” tab located at the top of the content area.
  2. Review Critical Items: The table will then display SKU ID, SKU Name, Site, the current “Balance” of stock, and the defined “Threshold” for each SKU that is currently below or at its low stock limit.
  3. Navigate Pages: Use pagination controls if the list of low stock items is long.
    • Example: You might see SKU “LKT0324” (Lap Putih Kitchen Stripe) at “Remboelan Bintaro XChange” with a “Balance” of 2 and a “Threshold” of 2, indicating it’s at its critical limit.

4. Applying Filters to Refine Data 🔍

  1. Open Filters: Click the “Filters” button at the top right of the dashboard.
  2. Select Filter Options:
    • Click on a filter dropdown (e.g., “Site”). A list of sites will appear (e.g., “Remboelan Pondok Indah Mall”). Select one or multiple sites.
    • Click the “SKU ID” dropdown. Select one or more specific SKU IDs. Use “Select all” or “Deselect all” as needed.
    • Click the “SKU Name” dropdown. Select one or more specific SKU names (e.g., “Lap Putih Kitchen Stripe”).
  3. Apply Filters: After making your selections in the filter dropdowns, click the “Apply” button.
  4. Refresh: The currently active table (either Stock Balance or Low Stock) will instantly refresh to display only the data matching your filter criteria.
  5. Reset Filters: Click “Reset” to clear all applied filters and return to the unfiltered view.

5. Exporting Data for Offline Analysis ⬇️

  1. Choose Table: Ensure you are on the tab (Stock Balance or Low Stock) from which you wish to export data.
  2. Select Format: At the bottom of the table, click one of the download options:
    • “Download as Excel”
    • “Download as CSV”
    • “Download as PDF”
  3. Download: The system will generate and download a file in your selected format, containing precisely the data currently displayed in the table (including any applied filters).
    • Example (Stock Balance Export): An Excel file (e.g., nimbly-stock-balance-table-30-05-25.xlsx) will download, containing “Report Details” and a separate sheet with columns for SKU ID, SKU Name, Site, and individual columns for each date with stock balances.
    • Example (Low Stock Export): A CSV file (e.g., nimbly-low-stock-table-30-05-25.csv) will download, containing columns for SKU ID, SKU Name, Site, Balance, and Threshold.

⚙️ Configuration & Customization

The Inventory Dashboard provides powerful ways to tailor your view:

  • Filter Application: Users can precisely customize the displayed data by applying dynamic filters for Site, SKU ID, and SKU Name.
  • Table View Selection: Users have the flexibility to switch between the granular “Stock Balance Table” and the proactive “Low Stock Table” based on their immediate analytical needs.
  • Dynamic Date Columns (Stock Balance): The date range displayed in the Stock Balance table columns is dynamically generated, typically reflecting a recent period. While no explicit global date filter is shown on this specific dashboard, the dates usually align with a logical reporting timeframe.

đź”— Related Features & System Connections

The Inventory Dashboard is a vital component connected to Nimbly’s broader operational ecosystem:

  • Inventory Management System (Underlying): This dashboard acts as a front-end visualization and reporting tool for a sophisticated backend inventory management system. This is where all SKU details, current stock levels, site information, and crucial low stock thresholds are maintained.
  • Procurement/Purchasing System: Critical insights derived from the “Low Stock Table” can directly trigger procurement processes, ensuring timely reordering and replenishment.
  • Sales/Operations Systems: Real-time stock levels directly impact sales fulfillment capabilities and overall operational efficiency.
  • Data Export Service: Facilitates the seamless downloading of comprehensive data in various formats for offline use and integration with other analytical tools.

âś… Best Practices: Optimize Your Inventory Management

To maximize the insights and utility of the Nimbly Inventory Dashboard, adhere to these best practices:

  • Regular Monitoring: Make it a routine to regularly review both the “Stock Balance” and “Low Stock” tables to maintain continuous awareness of your inventory levels.
  • Utilize Filters for Targeted Investigations: When you have a specific query, leverage the Site, SKU ID, and SKU Name filters to quickly pinpoint relevant information about particular items or locations.
  • Proactive Action on Low Stock: Pay immediate attention to the “Low Stock Table” and initiate necessary actions (e.g., reordering, stock transfers, expediting shipments) to prevent critical stockouts.
  • Analyze Stock Balance Trends: Use the “Stock Balance Table” by horizontally scrolling through dates to understand historical consumption patterns, identify slow-moving items, or detect unusual fluctuations.
  • Export Data for Detailed Analysis: Download data (especially in Excel or CSV format) for more in-depth analytical tasks, such as calculating precise turnover rates, conducting demand forecasting, or building custom reports for specific stakeholders.
  • Verify Thresholds Regularly: Ensure that the “Threshold” values defined for your SKUs in the underlying system are appropriately set and regularly reviewed. Accurate thresholds are vital for providing timely and effective low stock warnings.

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