The Current Inventory Dashboard in Treez Retail Analytics offers deeper insights into the current inventory across each dispensary location. It helps retailers assess stock levels, identify slow-moving or expiring inventory, and keep the sales floor replenished.

This section provides a snapshot of key inventory metrics:

This visual provides a breakdown of current inventory in stock by product type or category. This chart helps retailers understand the distribution of their current inventory across different product categories, allowing users to drill down into product sub category and size.

Hovering over a product type reveals the Units Remaining, Sellable Units Remaining, Cost of Inventory, and Potential Gross Sales of Inventory.

Users can right-click on a given product type to drill down into the product sub type and further into the product sizes to easily visualize the assortment of options for customers within each category.

Users can also click on a given product type to filter the other 3 Inventory Overview charts.

This chart shows inventory levels based on Inventory Location within the store, helping retailers identify how their stock is distributed across the sales floor, back stock, and other various storage and display areas. This information can assist with replenishment strategies by ensuring that inventory is appropriately allocated.

This chart provides insight into the top 25 brands that make up the majority of the inventory, helping retailers identify popular or slow-moving brands. It can also inform reordering decisions, ensuring that high-demand brands are adequately stocked.

Using this chart in concert with the clickable filtering on the Product Type chart to quickly see the highest stocked brands across different categories.

This chart helps retailers manage their stock based on product effects and preferences. It allows operators to identify which classifications are well-stocked and which may need additional attention, ensuring the right balance of products to meet customer preferences.

The Current Inventory Levels by Inventory Batch view provides a window into your batch level inventory across your organization. Using the controls at the top, you can customize this view to be batches of a specific product category, from a specific vendor, in a specific inventory location, from a specific METRC package tag, etc.

The Inventory View feature allows users to more quickly identify batches needing action.

The available views are:

The Restocking List is designed to be a quick way to identify batches in backstock (non-sellable inventory locations), where there is a corresponding SKU on the sales floor with low sellable inventory. To ignore batches that may be tied to a sales floor display or returned / defective inventory, use the Inventory Location filter on the top to filter by relevant back stock locations.

The Aging Inventory views allow a user to see the oldest batches of inventory in stock based on either the Received Date, Packaged Date, or Harvest Date.

Aging (by Harvest Date) shows the oldest inventory you have based on an item's Harvest Date. The Harvest Date is the best indicator of how old the plant matter contained in an item is. However, depending on the information we receive from the state tracking system, we may not be able to discern this date.

In contrast, all inventory has a valid Received Date. Use Aging (by Received Date) to see which batches have been in the store's inventory the longest.

For inventory with a valid expiration date, this view will show the items in stock sorted by expiration date. Any expired items will be listed first.

The Current Inventory Levels by Product view is representative of your inventory of your product assortment as a whole, supporting use cases like the "Days Remaining Inventory", regardless of how many batches are in inventory and where they are located in the store.

The Current Inventory Levels by Brand provides a window into inventory levels across an entire brand, including useful information like the number of Product SKUs in stock for a given brand, the number of batches, and the % of total inventory tied to a specific brand.

Users can also see this view of Inventory by Distributor instead if they are looking for a high-level summary of the inventory in stock, how fast its moving, and the assortment of products by the specific distributor.

Users can narrow the scope of the entire current inventory dashboard to just a smaller selection of Stores, Product Types, Brands, Sizes, or Distributors. This can be accomplished using the controls pinned in the Control Panel at the top of the dashboard.

Users can also change the behavior of the Sellable Velocity metric to look at product sales velocity over the past 14, 30, 60, 90 days, or All Time. The Sellable Velocity for selected lookback period is what determines the Days Remaining Inventory calculations.

They can also choose to exclude Sample Inventory (derived based on common naming conventions).

For detailed metric definitions, visit the Retail Analytics Glossary.