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Dashboard Overview

The Synplex dashboard provides a high-level view of your inventory health and key performance metrics, helping you spot issues and make quick decisions.

Dashboard Components​

1. Inventory Status Indicators​

Your inventory is organized into five status categories:

StatusMeaningAction
HealthyBalanced inventory levelsMonitor normally
Running LowApproaching reorder thresholdPlan to reorder soon
Out of StockNo available inventoryUrgent reorder needed
OverstockedExcess inventoryReview demand forecast
Stock GapTemporary unavailability due to supply delaysMonitor incoming stock

2. Key Financial Metrics​

Track the capital invested in your inventory:

  • Total Cost Value — Total capital invested in your current inventory
  • Total Retail Value — Total market value of your products
  • Cost Value in No Sales — Capital tied up in non-selling products
  • Cost Value in Overstocked — Capital tied up in excess inventory

Use these metrics to understand where your money is tied up and optimize your inventory investment.

Understanding Your Inventory Health​

What Do the Status Categories Mean?​

Healthy Products

  • Have balanced inventory levels
  • Sufficient stock to meet demand
  • No immediate action needed
  • Monitor periodically

Running Low Products

  • Approaching the reorder threshold
  • Should plan to create purchase orders
  • Common for slow-moving items
  • Check lead times before ordering

Out of Stock Products

  • Have zero available inventory
  • Risk of losing sales
  • Urgent reorder needed
  • Create PO immediately

Overstocked Products

  • Have excess inventory on hand
  • Consuming capital unnecessarily
  • Review demand forecast
  • Plan clearance or reduce orders

Stock Gap Products

  • Have temporary unavailability
  • Waiting for incoming shipments
  • Will return to stock soon
  • Monitor expected delivery date

Last Synced Status​

The dashboard shows when your inventory data was last synced with Shopify. You can see this in the top-right corner of the page.

By default, Synplex syncs your data automatically once or twice daily. Use manual sync for immediate updates when you need the latest information for time-sensitive decisions.

How to Use the Dashboard Daily​

Morning Check (5 minutes)​

  1. Open Synplex dashboard
  2. Review Running Low and Out of Stock counts
  3. Check if any Grade A products need urgent reorder
  4. Note any significant changes from yesterday

Weekly Review (15 minutes)​

  1. Review financial metrics trends
  2. Check cost value tied up in non-selling products
  3. Assess overstocked inventory
  4. Plan optimization actions

Monthly Assessment (30 minutes)​

  1. Review overall inventory health trends
  2. Analyze which products are consistently problematic
  3. Update forecasts if demand patterns have changed
  4. Adjust safety stock settings if needed

Tips for Dashboard Success​

Tip 1: Focus on Grade A products first. They drive most of your revenue and inventory problems here have the biggest impact.

Tip 2: The dashboard refreshes automatically, but you can manually sync for the latest data before making critical decisions.

Tip 3: Use the financial metrics to understand your inventory investment. High "Cost Value in No Sales" indicates products that need to be cleared or forecasted better.

Tip 4: Check the "Stock Gap" count weekly. These indicate incoming shipments—make sure to follow up on delayed deliveries.

Quick Reference​

TaskWhereTime
Check inventory healthDashboard home2 min
Review running low itemsInventory Status section3 min
Understand capital allocationKey Metrics section5 min
Verify data freshnessLast Synced indicator1 min

Next Steps​