What is an Inventory Analysis Report with Drill Down to Sales Orders?

Inventory Analysis Report with links to sales orders are considered inventory optimization tools and are used by purchasing and inventory managers to carefully watch inventory levels and related orders from customers. Some of the main functionality in this type of report is that it is parameter-based and the user can run it with a variety of filters to see exactly the data they are looking for. The report can also be scheduled to automatically run with email distribution or for display on e.g. a monitor. It shows key data like: Inventory value, Quantity on hand, Customer orders, Quantity available, Min/Max levels with red color for low alert and green for ok, Inventory minimum notification level, and 30 day forecast. These metrics are shown by supplier, Item class Item, and distribution center. One of the the key valuable features of the report is that the user can drill down on any Customer Order figure and see the details of the underlying sales orders. This should be easy, convenient and a time saver for the user. You find an example of this type of report below.

Purpose of Inventory Analysis Reports with Drill-down to Sales Orders

Distribution businesses use Inventory Analysis Reports with Drill-down to Sales Orders to optimize and speed up inventory decisions. When used as part of good business practices in Financial Planning & Analysis (FP&A), warehousing, purchasing and sales departments, a company can improve its revenues, reduce carrying costs and increase profits, and it can reduce the chances that managers sub-optimize profits due to poor visibility into supply and demand.

Inventory Analysis Report Example

Here is an example of an Inventory Analysis Report with alerts and direct drill down to underlying sales orders.

Example of an Inventory Analysis Report with Drill Down to Sales Orders

Example of an Inventory Analysis Report with Drill Down to Sales Orders

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: Sales executives, inventory managers, purchasing managers and analysts.

Other Reports Often Used in Conjunction with Inventory Analysis Reports

Progressive Financial Planning & Analysis (FP&A), warehousing, purchasing and sales departments sometimes use several different inventory  reports, along with  sales transaction reports, inventory dashboards, sales forecasts, sales budgets, supplier rating reports and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples