Inventory Historical
The Inventory Historical dashboard for Sage 200 Evolution follows past inventory movement, sales performance, and valuation trends. It includes stock balance, valuation, and sales revenue, cost, profit, and margin by period.
How to use the inventory historical dashboard
- Track historical inventory: Provides insights into stock levels and valuation trends over time.
- Analyze cost trends: Helps identify cost fluctuations to support better pricing strategies.
- Monitor sales performance: Tracks sales revenue, costs, and profitability.
- Review stock movement: Analyzes past inventory inflows and outflows to improve forecasting.
Filters
Use the filtering panel at the top of the Inventory Historical dashboard to control which data is shown. The filters apply to all views and ensure the dashboard reflects the selections you choose.
Company Code: multiple values
Warehouse: multiple values
Item Group: multiple values
Item: multiple values
Supplier Group: multiple values
Supplier: multiple values
Key performance indicators (KPIs)
The key performance indicators (KPIs) at the top of the dashboard show six historical stock and sales measures, and update based on the filters you apply.
| KPI | What it measures |
|---|---|
| Balance | Stock quantity on hand for the selected historical period. |
| Valuation | Inventory value for the selected historical period. |
| Sales Amount | Revenue generated from inventory sales in the selected period. |
| Sales Cost | Cost associated with inventory sold in the selected period. |
| Sales Profit | Profit from inventory sales in the selected period. |
| Sales Profit Margin | Profit as a percentage of sales amount for the selected period. |
Visual components
| View name | Type of view | What it shows |
|---|---|---|
| Inventory Balance & Valuation Over Time | Combination | Follows inventory balance and valuation over time. |
| Cost Range Over Time | Combination | Displays low, high, and average inventory cost over time. |
| Movement Breakdown | Worksheet | Lists item group movement and valuation, including opening balance, quantities in and out, closing balance, and rolling valuation balance. |