Inventory

Sage Intacct, Dashboard

The Inventory dashboard for Sage Intacct tracks stock levels across items on order, on hand, on hold, and available. It helps you spot items that need replenishment or reallocation and review the full inventory breakdown by item.

How to use the inventory dashboard

• Track items on order to anticipate incoming stock and plan for what's arriving next.
• Compare quantities on hand across items to see which ones are running low or overstocked.
• Flag items placed on hold to understand what's reserved or restricted from sale.
• Prioritize items with the highest available stock to see what's ready to fulfill demand.
• Pull item-level details such as document numbers, transaction dates, and standard unit cost for deeper analysis.

Filters

Use the filtering panel at the top of the Inventory dashboard to control which data is shown. The filters apply to all views and ensure the dashboard reflects the selections you choose.

Company: multiple values

Location: multiple values

Warehouse: multiple values

Item: multiple values

Key performance indicators (KPIs)

The key performance indicators (KPIs) are displayed at the top of the dashboard. They show current stock levels by order status, and update based on the filters you apply.

KPI	What it measures
On Order	Total quantity of inventory items ordered but not yet received.
On Hand	Total quantity of inventory items currently in stock.
On Hold	Total quantity of inventory items reserved or held for specific purposes.
Available	Total quantity of inventory items available for sale or use.

Visual components

View name	Type of view	What it shows
Top Items On Order	Horizontal Bar	Shows the most frequently ordered inventory items.
Top Items On Hand	Horizontal Bar	Shows the most stocked items in inventory.
Top Items On Hold	Horizontal Bar	Shows items that are currently reserved or restricted.
Top Items Available	Horizontal Bar	Shows items with the highest available stock.
Inventory Details	Worksheet	Provides a detailed breakdown of inventory quantities, including item lists, document numbers, transaction dates, last sold/received information, quantity breakdowns (On Hand, On Hold, On Order), and standard unit cost and valuation.