Overview (Dashboard)

The Dashboard provides a real-time operational snapshot of your inventory activity. It combines high-level KPIs, actionable stock alerts, recent movement visibility, and productivity tools (tasks and notes) so teams can prioritize work quickly without navigating through multiple pages.

Where you find it
Operations → Overview

1. Key KPIs (Top summary cards)
   The top cards provide instant metrics that help you understand current stock health at a glance:

• Inventory (Total SKUs): number of unique items in your catalog.

• On-hand (Units on hand): total units currently available across all items.

• Low stock: items that reached or dropped below their reorder point (requires review).

• Out of stock: items with zero on-hand (requires action).

Why it matters
These KPIs are designed for rapid decision-making: you can immediately see whether replenishment is needed and how large your active inventory is.

2. Operational Widgets (Insights & Alerts)
   The dashboard can display multiple widgets depending on your enabled layout, such as:

• Recent movements
  Shows the latest inbound/outbound movements with reference, type, quantity, and timestamp. This gives supervisors and operators quick traceability of what changed recently and supports fast verification during busy shifts.

• Demand radar
  A visual view of the most requested/most moved items in the last period (example shown: last 30 days). Useful for forecasting and identifying fast-moving SKUs.

• Inventory alerts
  Highlights items that are Low or Out of stock, including reorder points, enabling quick replenishment decisions without opening each item individually.

• Top customers
  Shows customers with the highest outbound demand in the last period, supporting sales and supply planning.

3. Tasks (To-Dos)
   The Tasks widget helps teams organize daily operational work directly inside Stockra (e.g., audit today’s stock, check expiry dates, update item details). It supports assigning responsibility and tracking progress so work does not get lost across shifts.

Typical use cases

• Daily warehouse checklist

• Stock audit reminders

• Receiving/issuing follow-ups

• Operational compliance tasks

4. Notes (Team or Personal)
   Notes provide lightweight operational documentation (instructions, reminders, handover notes). Notes are designed for quick capture and visibility control, which is especially helpful for multi-user environments.

New Note (Drawer)

• Title: short label (e.g., “Delivery instructions”)

• Note: detailed content

• Visibility: controls who can see the note:

  • Only me (private)

  • Everyone (team-wide)

  • Specific staff member (assigned visibility) — when supported by your build

Why it matters
Notes reduce reliance on external tools (paper, chat apps) and keep operational context inside the system.

5. Customizable Layout (Context Menu & Breakpoints)
   The dashboard layout is fully configurable through a context menu. This allows each business to prioritize what matters most, and optimize the experience for different screen sizes.

What you can do from the context menu

• Edit layout: rearrange widgets (drag-and-drop) and change the dashboard composition.

• Show/Hide widgets: toggle widgets like Overview, Flow insights, Demand radar, Top customers, Recent movements, Inventory alerts, Tasks, Notes.

• Presets: switch between saved widget configurations (if enabled).

• Reset layout: return to the default dashboard arrangement.

Responsive breakpoints
You can set and manage layout priorities by device type:

• Desktop

• Tablet

• Mobile
  This ensures the most important widgets appear first and remain usable on smaller screens.