Real-time dashboarding for inventory KPIs

Purpose

1.1. Automate real-time dashboarding for inventory KPIs to visualize current stock, track reorder thresholds, measure turnaround, and empower proactive decision-making across locations.
1.2. Automated monitoring of product quantities, supplier lead times, and shipment frequency, ensuring seamless replenishment and minimizing stock-outs or overstock.
1.3. Automates alerts, trends, and actionable insights for purchasing, demand planning, and warehouse teams from data piped from POS, ERP, and supplier tracking APIs.

Trigger Conditions

2.1. Automated update when inventory count changes in POS/ERP system.
2.2. Threshold-triggered automation when items reach preset minimum or maximum levels.
2.3. Scheduled automation (e.g., every 15 minutes, hourly).
2.4. Event-driven automator from supplier delivery webhooks.
2.5. Dashboard scheduled refreshes via automation whenever sales or receiving events occur.

Platform variants

3.1. Microsoft Power BI
• Feature/Setting: DirectQuery; Automated data refresh; configure “Dataflow” with POS webhook endpoint.
3.2. Tableau
• Feature/Setting: Live Connections to SQL/Cloud Warehouse; automate Table Calculation for inventory KPIs.
3.3. Google Data Studio (Looker Studio)
• Feature/Setting: Scheduled automated refresh; connect via Google Sheets API.
3.4. Qlik Sense
• Feature/Setting: REST Connector automation for ERP integration; triggers on inventory table update.
3.5. Klipfolio
• Feature/Setting: REST API Data Source; automate data pulls from POS or ERP system.
3.6. Databox
• Feature/Setting: Automated Data Sync; use push API for real-time inventory metrics.
3.7. Domo
• Feature/Setting: Workbench DataSet automation; set up DataSet Alerts for inventory change.
3.8. Zoho Analytics
• Feature/Setting: Automated Data Import Schedule; Warehouse API connection configuration.
3.9. Grafana
• Feature/Setting: Data Source automation via JSON or SQL API; setup real-time dashboard refresh.
3.10. Amazon QuickSight
• Feature/Setting: Scheduled Data Refresh; automate ingestion using AWS Glue triggers.
3.11. SAP Analytics Cloud
• Feature/Setting: Automated Data Connection to SAP HANA; define scheduled data refresh automator.
3.12. Sisense
• Feature/Setting: Automated ElastiCube Build with REST integration to inventory back-end.
3.13. Redash
• Feature/Setting: Query Schedule automation; connect via PostgreSQL inventory DB credentials.
3.14. Geckoboard
• Feature/Setting: Push API automation for real-time warehouse feed.
3.15. ClicData
• Feature/Setting: Data Connector automation to POS; schedule auto-refresh.
3.16. Smartsheet
• Feature/Setting: Automated connector to inventory data via Data Shuttle; triggers on file upload.
3.17. Chartio
• Feature/Setting: Live Data Source with scheduled automation; connect to cloud SQL.
3.18. Airtable
• Feature/Setting: Scripted automation to sync inventory movements with dashboard table.
3.19. Monday.com
• Feature/Setting: Integration automates inventory board with Google Sheets or SQL.
3.20. Slack
• Feature/Setting: Workflow Builder automates KPI update alerting via channel webhook integration.
3.21. Notion
• Feature/Setting: Automated API call to update visual dashboard when inventory changes.
3.22. Trello
• Feature/Setting: Automation using Power-Ups to update inventory lists/cards based on webhook data.
3.23. Integromat (Make)
• Feature/Setting: Automated scenario to aggregate and send inventory KPIs to reporting tool.

Benefits

4.1. Automates error-free, real-time insight for procurement, logistics, and management.
4.2. Facilitate automated detection of trends, reducing manual review cycles.
4.3. Streamlined automation optimizes inventory turns and minimizes working capital.
4.4. Early automated alerts prevent stockouts and excess inventory.
4.5. Enables automatable, scalable insight distribution to all operational stakeholders.
4.6. Improves transparency by automating granular, item-level data visibility.
4.7. Reduces human intervention, automator increases operational resilience.