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What this page is for

The Cockpit is your home dashboard - the first thing you see when you sign in. Across the top sit three KPI (key performance indicator) cards. Think of them as the pulse of your operation: a quick, at-a-glance read on how healthy your inventory is right now, before you dig into the details. When the page loads, each number counts up from zero to its current value. That is just a visual flourish - the figure it lands on is the real one. These cards are refreshed periodically in the background, so they reflect a recent snapshot rather than a live, second-by-second feed.

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What you see

The Cockpit shows exactly three cards. (You will not see an “Inventory turnover” figure here - that is not part of this view.)

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How to read it

Availability answers “how much of what I sell is actually on the shelf?” A single product stocked in three warehouses counts as three combinations. If it is out of stock in one of them, that one drags the percentage down. Higher is better; a falling number is your cue that stockouts are creeping in. The card counts your latest stock day exactly as the availability history counts a day, so it matches that day in the daily view. Inventory value answers “how much money is sitting in my inventory?” It rises when you build stock and falls as you sell or draw it down. Overstock value answers “how much of that money is stuck in stock I do not need?” Only the portion above the healthy or excess threshold counts. When you have no overstock, this card disappears completely, so seeing it at all is a signal worth a look.

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Step by step: check your in-stock health over time

  1. On the Cockpit, click the Availability card.
  2. An availability history view opens with these columns:
    • Period - the day, week or month. When the view shows both history and a projection, the periods are grouped under History and Projected; the current period counts as projected.
    • Availability - the in-stock percentage for that period. It counts your central and satellite warehouses, and a buffer warehouse (such as a co-manufacturer that ships to customers) for the products your demand plan has forecast on there.
    • Stockouts - the number of product–warehouse combinations that were out of stock.
    • Missed revenue - the estimated revenue lost on out-of-stock days: the forecast demand you could not serve, priced at the demand plan price. For the future it uses the supply plan’s lost sales, with the recommended orders included. A ≥ in front of the amount means it is a lower bound: some of the units short have no price, or the supply plan could not work out the lost sales of some future days.
  3. In the Display menu, switch the granularity between daily, weekly and monthly to zoom in or out. History sets how far back the view reaches, Projection how far ahead.
  4. Read the chart: the availability line is solid for the past and dashed for projected periods, missed revenue shows as bars, and when the view shows both history and a projection, a dashed line labeled Today, Current week or Current month marks the current period.
  5. Use the Group and Channel filters to focus on one part of your assortment or one sales channel. With a channel selected, missed revenue counts only that channel’s sales.
  6. Scan for periods where availability dips and stockouts spike - those are the weeks worth investigating. Click a period to see which products were out of stock and how much revenue each one missed. Hover a product’s missed revenue to see how it is made up: the units short times their average price, the units short without a price, and the days whose lost sales are unknown. A product shows n.a. when none of its units short has a price.

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Step by step: find your worst overstock

  1. On the Cockpit, click the Overstock value card. (If the card is not there, you currently have no overstock.)
  2. An overstock products list opens with these columns:
    • Product and SKU - which item this is. (SKU means Stock Keeping Unit, the unique code for a product.)
    • Stock Value - the total value of the stock you hold.
    • Overstock Value - the value of just the excess portion.
    • Overstock Ratio - how heavily overstocked it is, relative to what is healthy.
  3. Sort or scan by Overstock Value to see which products are tying up the most cash.

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Example

Your Cockpit shows Availability 96.2%, Inventory value 4.8M∗∗,and∗∗Overstockvalue4.8M**, and **Overstock value 310K. Availability looks strong, but you click it and switch to weekly. Last week dipped to 92% with 14 stockouts, up from a usual 3 or 4, and the forecast view shows the dip deepening over the next three weeks. Something changed recently. You then click Overstock value and find one SKU accounting for $120K of the $310K excess - a clear place to slow down replenishment.
Tip: The KPI cards tell you that something is off; the Exceptions tab below them tells you which specific products need action and lets you do something about it.
Note: Because the cards refresh on a schedule, a number may lag a change you just made by a short while. If a figure looks stale right after a big update, give it a moment.