Overview

The AGR Power BI app transforms the AGR inventory data and metrics into actionable insights that drive smarter decisions.

This article explains each page dashboards and reports that is designed to help you see patterns, trends, and anomalies at a glance

To see how to install the app, and ways of working in the power bi reports, read the Power BI Dashboard article

AGR Power BI Pages

The AGR app comes with standard Power BI pages for

Total Stock Value
Overstock Value
Estimate Future Stock Value
Estimated Future Stock Delivery Value
Stock Turnover
Stock Availability
Forecast Analysis
Information

Total Stock value

This report page provides a comprehensive view of the company’s inventory valuation. The Total Stock Value represents the monetary worth of all available stock, calculated by multiplying the quantity of each item by its unit cost price.

Key insights include:

Stock value by date and importance: Visuals that track changes in stock value over time, helping to identify seasonal fluctuations, stock buildup, or depletion patterns. Highlighting the current value of inventory held across all warehouses or locations, color coded by ABC importance classification.
Category/Location/vendor Breakdown: Drill-downs that allow users to see how stock value is distributed by product categories, suppliers, or storage sites.
Safety stock value by vendor: The current safety stock value by supplier, helping to identify how the buffer stock is placed.
Decision Support: By monitoring stock value, management can optimize purchasing, reduce overstocking, and improve working capital efficiency

Overstock Value

This report page highlights the financial impact of holding inventory quantities that exceed the demand.

The Overstock Value represents the total cost of excess stock, calculated per item above a predefined overstock multiplier, the default is stock above twice the demand for each order period is labelled overstocked.

Key insights include:

Excess Inventory value: Showing the monetary value tied up in overstocked items, highlighting inventory reduction opportunities.
Vendor/Category Breakdown: Drill-downs that identify which suppliers, categories and ABC class contribute most to overstock.
Location Analysis: Drill downs showing location specific overstock.
Trend Monitoring: Visuals tracking overstock value over time to reveal persistent surpluses or improvement from corrective actions.
Decision Support: Helps managers reduce carrying costs, free up capital, and make data-driven adjustments to purchasing and stocking policies.

The associated settings page can be found via AGR App > cogwheel > settings > Inventory insights > Overstock

here you can adjust the multiplier to define when items are labelled overstocked and

here you can read about the order period

Estimated Future Stock Value

The Estimated Future Stock Value provides a forward-looking view of how stock levels will translate into financial value at specific points in time.

Key insights include:

Projected Inventory Worth: Forecasted value of stock across upcoming weeks or months, helping anticipate financial exposure in inventory.
Category/Location Forecasts: Breakdown of future stock value by product category, supplier, or warehouse for more granular planning.
Trend Forecasting: Visuals showing expected stock value patterns, highlighting growth and seasonal swings.
Decision Support: Enables better inventory planning, budgeting, and working capital management by anticipating upcoming stock valuations.

Estimated Future Stock Delivery Value

This report page focuses on the projected financial value of stock that is scheduled to arrive from suppliers in the future.

The Estimated Future Stock Delivery Value reflects purchase orders, shipment schedules, and expected delivery dates, providing visibility into incoming inventory and its associated cost.

Key insights include:

Incoming Inventory Value: shows the monetary worth of stock currently on order or in transit.
Estimated future deliveries: show how AGR estimates orders to be delivered into the future, given future demand, stock status etc. helping align procurement with finance and operational needs.
Supplier / location/ category Breakdown: Drill-downs to identify which suppliers, locations, or product categories contribute most to upcoming deliveries.
Decision Support: Assists in planning cash flow requirements, and inventory strategy by anticipating the financial impact of future deliveries.

Stock Turnover

This report page measures how efficiently inventory is being sold and replaced over a given period. The Stock Turnover metric reflects the ratio of cost of goods sold to average stock value, helping assess the speed at which inventory moves through the business.

Key insights include:

Turnover Ratio: A headline figure showing how many times stock is sold and replenished during the selected timeframe, optional to view by four different time frames.
Category / location / vendor Analysis: Drill-downs highlighting which groups have faster or slower turnover rates. Helping to identify inefficiencies or best practice
Trend Insights: Visuals showing turnover trends over time, useful for spotting seasonal patterns or operational shifts.
Decision Support: Helps managers balance stock levels, reduce obsolescence, and optimize purchasing and sales strategies for improved working capital.

Stock Availability

This report page provides a clear picture over your assortment, the current product availability and stock investment, and an overview of historic performance across all items in all locations, broken down to vendors, item groups and ABC importance.

Key insights include:

Current Availability: A headline figure showing the percentage or value of stock ready for immediate sale or use.
Product/Category View: Drill-downs that highlight which products, categories, or suppliers are well-stocked versus in shortage.
Trend Tracking: Visuals that monitor changes in availability over time, useful for detecting recurring stock-outs or sustained surpluses.
Decision Support: Supports demand planning, order fulfillment, and customer satisfaction by ensuring critical items remain consistently available.

Forecast Analysis

This report page evaluates the accuracy and reliability of demand forecasts compared to actual sales.

The Forecast Analysis view helps measure how well predictions align with real sales, usage, or inventory consumption, offering insights into where the demand uncertainties lie.

Key insights include:

Forecast vs. Actuals: A comparison of projected demand against real outcomes, highlighting variances in units and percentage.
Accuracy Metrics: KPIs such as forecast error, bias, or accuracy percentage MAPE that assess prediction performance.
Category/Product Trends: Drill-downs to see which products, suppliers, or categories consistently over- or under-perform against forecasts.
Time-Based Insights: Visuals showing how forecast accuracy changes over time, 1 month before sales, vs 6 months before sales, matching your supply chain setup to evaluate the forecast uncertainty at the point of purchase.
Decision Support: Improves procurement planning, and inventory control by learning from historical deviations and evaluate safety stock needs.