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Operations KPI Dashboard

Distributor guide to the Operations KPI Dashboard in Encompass: pick completion and productivity, inventory value, out-of-stock lost sales, count activity, receiving stats and depletions. v24.05+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 24.05

Steps

Tiles:

Click the three dots in the top right of any tile to access the following options: Expand Report, Refresh Data, Switch Graph, Report Data, Change Filters


Pick Complete Today
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  • Percentage of today's pick completion
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  • Base ReportID: 17170903

Pick Productivity
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  • Total Cases, Cases per picking hour, cases per shift hour, and total pallet count picked
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  • Base ReportID: 17190207

Inventory Value
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  • Total & Expiring inventory values
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  • Base ReportID: 17171592

Out of Stock Lost Sales
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  • Upcoming lost sales due to lack of inventory and average days of inventory
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  • Base ReportID: 17171666

Count Activity
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  • Total counts completed, number of bins not included in any count expressed as a number and percentage, and bins with negative inventory
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  • Base ReportID: 17194532

Receiving Stats
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  • Total Shipments and average unload time, Year-to-Date
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  • Base ReportID: 17200796

Reports:

Click the three dots in the top right of any report to access the following options: Expand Report, Refresh Data, Switch Graph, Report Data, Change Filters

Out of Stock Lost Sales
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  • Year-to-Date lost sales due to Out of Stock. expressed in units and revenue by Brand
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  • Base ReportID: 6059019

Average Daily Inventory
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  • Rolling 52 week comparison of average inventory, in units, color coded by Location
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  • Base ReportID: 18048592

The Depletions Report
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  • Inventory movement, by Supplier and transaction type
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  • Base ReportID: 4698958

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