🗝️ Key workflows

Click the link and follow the guided steps below, then bookmark each report using your browser bookmarks for easy, repeat access!

Find your best selling products 

  1. Set your desired lookback period

  2. Sort descending on units per day (default)

  3. Can further refine by store, category, brand, and more

Find your most profitable products

  1. Set your desired lookback period
  2. Sort descending on estimated profit
  3. Can further refine by store, category, brand, and more

Get a list of inventory that needs to be replenished (backstock to sales floor)

  1. Select a single location
  2. Apply a minimum predicted days on hand of 3
  3. Add a maximum sellable days on hand of 2
  4. Sort descending by units per day

Identify stagnant products

  1. Set your desired lookback period
  2. Show in stock only products
  3. Sort ascending on last activity
  4. Can further refine by store, category, brand, and more

View recently out of stock products

  1. Set your desired lookback period to 7 days
  2. Show out of stock only products
  3. Toggle on active products and set last # days to 3

View products that are soon to be out of stock

  1. Select your desired lookback period
  2. Show in stock only products
  3. Set predicted days on hand to a maximum of 3
  4. Can further refine by store, vendor, brand, and more

View your brand leaderboard

    1. Go to the Inventory Health page
    2. Select the tab for brands 
    3. Toggle on separate by store (optional)
      1. If on, use the store selector to filter by location
    4. Sort descending by total profit (default)

    Identify overstocked brands

    1. Go to the inventory health page
    2. Select the tab for brands 
    3. Toggle on separate by store (optional)
      1. If on, use the store selector to filter by location
    4. Sort descending by predicted days on hand

    Uncover excessively aged inventory

    1. Go to the all products page
    2. Show in stock only products
    3. Select all categories except accessories, merch, and uncategorized
    4. Sort descending on units aged 90+
      1. Open the actions menu and customize columns if you do not see aging inventory in your view

    * You can do this at the store, category, and brand levels from inventory health