Dynamics 365 Finance & Operations

Inventory analytics for Dynamics 365 Finance and Operations

Reports and dashboards designed for critical analysis.

Metrixs inventory analytics gives Dynamics 365 Finance and Operations teams ready-made Power BI reports on stock availability, planning, movement, and valuation. Track on-hand quantity across warehouses and locations, along with on-hand value, inventory turnover, days of stock, and fill rate. Data refreshes every 15 to 30 minutes, depending on Fabric capacity.

See if you qualify for a free 6-month trial

Key dashboards

  • Inventory analysis Provides a summary of stock levels, turnover rates, and valuation.
  • Stock aging analysis Tracks aging inventory to prevent obsolescence and optimize stock rotation.
  • Demand planning analysis Analyzes open orders, delays, and fulfillment rates.

Key metrics

  • On-hand quantity
  • On-hand value
  • Inventory turnover rate
  • Average monthly sales
  • Quarantine stock
  • Days of stock
  • Weeks on-hand
  • Days since last usage
  • Avail physical quantity
  • Fill rate

Availability reports

  • Inventory on-hand Displays current stock levels across warehouses and locations, and dimensions.
  • ABC classification Categorizes inventory based on importance for better stock control.
  • Overstock and understock Identifies inventory levels exceeding or falling short of optimal stock quantities.
  • Inventory turn Measures how frequently stock is sold and replaced over a given period.
  • Safety stock analysis Evaluates stock levels against defined safety thresholds to prevent shortages.

Planning reports

  • Demand vs. supply Compares forecasted demand with available and planned inventory supply.
  • Reorder point analysis Identifies items that need replenishment based on stock levels and reorder policies.
  • Open purchase orders Lists pending purchase orders and expected delivery dates.
  • Procurement lead time Analyzes supplier delivery times to improve inventory planning
  • Vendor-managed inventory Provides insights into inventory levels maintained by suppliers.

Movement reports

  • Inventory transactions Lists all inbound and outbound inventory movements.
  • Warehouse transfers Tracks inventory movement between different warehouses or storage locations.
  • Inventory adjustments Summarizes manual stock adjustments and their financial impact
  • Picking and packing efficiency Evaluates warehouse fulfillment speed and accuracy.
  • Quarantine items Monitors quarantined inventory with near real-time insights for efficient quality control and compliance.

Valuation reports

  • Inventory valuation Provides details on physical and financial inventory quantities and amounts to aid in reconciliation.
  • Inventory aging Analyzes the age of stock, identifying slow-moving or obsolete inventory.
  • Costing sheet analysis Breaks down inventory costs, including materials, labor, and overhead.
  • Standard cost variance Compares actual vs. standard costs for inventory items.
  • Inventory revaluation Tracks adjustments in inventory value due to cost changes.

Frequently asked questions

Inventory reports fall into four groups: availability; planning; movement; and valuation. They include Inventory on-hand, ABC classification, Demand vs. supply, Reorder point analysis, Inventory valuation, and Inventory aging. The summary dashboards are Inventory analysis, Stock aging analysis, and Demand planning analysis.

Key metrics include on-hand quantity, on-hand value, inventory turnover rate, average monthly sales, quarantine stock, days of stock, weeks on hand, days since last usage, available physical quantity, and fill rate.

Metrixs reads Dynamics 365 Finance and Operations data through Link to Microsoft Fabric or Azure Synapse Link, models it for inventory reporting, and delivers the reports in Power BI. Data refreshes every 15 to 30 minutes, depending on Fabric capacity, without slowing down ERP transactions.

Metrixs goes live in about six weeks, with Veratas running planning, configuration, deployment, and handoff. Companies on Dynamics 365 Finance and Operations can also see if they qualify for a free 6-month trial.