Stock Analysis
Analyse inventory levels, stock movements, and warehouse utilisation.
Stock Analysis provides insights into your inventory — stock levels, movement trends, warehouse utilisation, and potential issues like overstocking or stockouts.
AnalysisOverview
The Stock Analysis page helps you make informed decisions about purchasing, warehousing, and product range management. It combines data from your inventory, sales, and warehouse systems to give you a complete picture of how your stock is performing.
Accessing stock analysis
Navigate to Insights → Stock Analysis from the sidebar.
Filters
| Filter | Description |
|---|---|
| Scope | Switch between organisation-wide data or a specific client's data |
| Client | Select which client to analyse (if using client scope) |
| Date range | Set the period for movement and trend analysis |
Key metrics
The summary cards at the top show:
| Metric | Description |
|---|---|
| Stock Value | The total financial value of all held inventory, in your base currency |
| Total SKUs | The number of distinct products currently in stock |
| Stockouts | The number of products that have reached zero available stock during the selected period |
Understanding your stock data
Stock levels
Current quantities across all warehouse locations. This includes stock in all states — available, allocated, reserved, and in transit. The breakdown helps you understand not just how much stock you have, but how much is actually available to sell.
Stock value
The financial value of your inventory, calculated using your recorded purchase costs. This figure appears on your Balance Sheet and is an important measure of working capital.
Movement trends
How quickly stock is moving — also known as stock turn or velocity. Products with high velocity sell quickly and need frequent replenishment. Products with low velocity may be overstocked or in declining demand.
Stockout risk
Products that have recently experienced a stockout, or are approaching zero available stock. Stockouts mean missed sales, so identifying at-risk products early allows you to place purchase orders before stock runs out.
Overstock
Products where the quantity on hand significantly exceeds the rate of sale. Overstocked products tie up cash and warehouse space. Consider reducing future purchase quantities or running promotions to clear excess stock.
Using stock analysis effectively
- Location filter — Analyse stock at a specific warehouse to understand capacity and utilisation per site
- Category breakdown — View stock grouped by product category or supplier to identify which segments are well-stocked and which need attention
- Movement history — Track how stock levels have changed over time to spot seasonal patterns
- Alerts — Pay attention to the stockout count and investigate any products at risk
Purchasing decisions
Use stock analysis alongside your purchase order data to optimise buying. Understanding stock turn rates and current levels helps you order the right quantities at the right time — avoiding both stockouts and overstocking.
Warehouse map
For a visual view of how stock is distributed across your warehouse, see the Warehouse Map page under Operations. It shows bin-level utilisation on an interactive floor plan.