Executive Summary
This Power BI dashboard provides a comprehensive view of inventory health for Quality Shoppers, highlighting aging stock, safety stock violations, and brand performance. Key findings:
- $58K of inventory at Basalt Logistics is aging beyond 12 months, risking obsolescence.
- 5 products are below safety stock levels, including top sellers like Cold Press Juicer (Pink).
- Aster brand dominates inventory (2,928 units) but shows slow turnover in some categories.
Key Insights
1. Inventory Aging & Obsolescence Risk
| Logistics Partner | 0–3 Months | 4–6 Months | 7–9 Months | 10–12 Months | Beyond 12 Months |
|---|---|---|---|---|---|
| Apsis Logistics | 2K | 51K | 35K | 11K | 8K |
| Basalt Logistics | – | – | – | – | 58K (❗High risk) |
| Ceres Logistics | – | 19K | 35K | – | – |
Risk Analysis:
- $58K at Basalt Logistics has been stagnant for over 12 months—urgent action needed (e.g., discounts, bundling).
- Apsis Logistics has $35K in the 7–9 month range, nearing obsolescence.
🔹 Recommendation:
- Launch a clearance sale for aged inventory at Basalt.
- Adjust purchasing forecasts to prevent overstocking (e.g., reduce orders for slow-movers like Mizer).
2. Safety Stock Violations
Products Below Safety Stock Levels:
- Rice Cooler 1.0L (Silver) – 1,053 units (Safety stock: 1,533)
- Cold Press Juicer (Pink) – 897 units (Safety stock: 1,272)
- Compact Juicer (Pink) – 983 units (Safety stock: 1,574)
Impact: Potential stockouts could lead to lost sales and customer dissatisfaction.
🔹 Recommendation:
- Prioritize replenishment for juicers and rice coolers (high-demand items).
- Set up automated alerts for stock levels falling below 110% of safety stock.
3. Brand & Product Performance
Top Brands by Inventory Volume:
- Aster (2,928 units)
- Bells (2,276 units)
- Cilias (2,675 units)
Slow-Moving Products:
- Miconave (881 units) and Oven (258 units) show low turnover.
🔹 Recommendation:
- Bundle slow-movers with bestsellers (e.g., Aster blenders with Miconave accessories).
- Analyze sales trends to determine if slow stock is due to pricing or demand shifts.
4. Location-Level Insights
- P066 (Rice Cooler 1.0L) and P007 (Cold Press Juicer) are critically low across multiple locations.
- P020 (Microwave 25L) is overstocked (2,226 units vs. 1,651 safety stock).
🔹 Recommendation:
- Transfer inventory of overstocked items (e.g., microwaves) to locations with shortages.
- Use geographic sales data to align stock levels with regional demand.
Dashboard Features
✅ Interactive Filters: Drill down by brand, product group, or location.
✅ Aging Analysis: Color-coded by time buckets (e.g., red for >12 months).
✅ Real-Time Alerts: Highlight safety stock violations.
Strategic Recommendations
- Liquidation Plan: Discount aged inventory (>9 months) by 20–30%.
- Vendor Collaboration: Work with Basalt Logistics to reduce holding costs.
- Demand Forecasting: Integrate historical sales data to optimize purchasing.
Conclusion
This dashboard reveals critical gaps in inventory management, from aging stock to replenishment risks. Immediate actions can reduce carrying costs and improve product availability.