Viewing Site Metrics

Site Metrics link

Site metrics include a read-only list of closing balances, inbound quantity, outbound quantity, and flow through on a selected date relating to sites for every combination of location and product. Live charts are available for these grids.

Flow Through is the Outbound quantity over a period divided by the Inbound quantity. Below 100% means more product items have been received (inbound) by the site than sent (outbound) in the period. Above 100% means more have been sent than received. This figure is capped at 1,000%.

1. Expand Reporting within the navigation menu, open Site Metrics page.
2. Tabs will appear at the bottom, open Daily Totals, Transactions or Stocktakes to view the detail grid related to the Site.

Hover over data points in each chart for more detail.

1. Click the chart button to display a bar chart for closing balances. This chart is suitable for data on a specific date.
2. Open the Running Balances detail grid, and click the chart button to display a line chart for running balances. This chart is suitable for data within a date range.

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Charts cycle through three display modes; grid + chart, full chart and full grid.

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By default, location and product of the current row are displayed. Use the blue arrow and link filters tool to filter accordingly.

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By default, last 30 days are displayed, however, there are optional columns for 7 days and 365 days that can be unhidden if more suited to the business.

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The Transactions and Stocktakes detail grid displays transactions and stocktakes matching on location, product and sending date - last 30 days. Use the blue arrow and Link Filters tool to filter accordingly.

Row Grouping link

Row grouping allows summarised data into group rows in the Site Metrics grid.

1. Expand Reporting within the navigation menu, open Site Metrics page.
2. Click the window icon on the top-left of the grid to open the column selection tool.
   
3. Drag displayed column headers of 'Date', 'Location', 'Product' and/or 'Account' to the Groups section in the column tool.
4. Drag 'Closing Balance' column into Values section in the column tool to sum.

For example, grouping by 'Product' and summing by 'Closing Balance' will display the combined site balance for each product.

Verifying Data link

If the balance does not seem accurate, recalculate the database.

1. Expand Reference Data within the navigation menu, open Databases page.
2. Click the Verify button, and click No to verify all calculated fields. A progress bar will appear at the top of the page. A success message will pop-up once complete.

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This function is only available to group super users.