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Inventory and Sales Opportunities
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The Opportunities panels on the Inventory page and on FlightDeck show the 10 largest opportunities of each kind. These two reports list every one, by the same rules. Open them from Report Center > Prebuilt Reports, or click See all under a tab on either Opportunities panel to go straight to that kind.

A row of buttons at the top switches between the kinds. Each kind has its own table, which you can search, sort and export like any other prebuilt report.

Inventory Opportunities

  • Stock to win sales: parts a branch doesn't reorder that it picked up locally or turned away at least 3 times in the last 6 months. At Stake is what was bought locally plus the sales turned away. Stock is a month's worth.
  • Dead stock to sell: dead stock, most valuable first, with up to 3 customers who bought it before and up to 3 branches still selling it. Dead stock is unlocked (reorder lock 99, blank, 0 or 00), with no sales in 12 months and last received over a year ago. An item with neither buyers nor branches is one to return or clear.
  • Seasonal pre-buy: items whose next month has usually sold at least half again a normal month, and whose stock and orders, less what's committed, won't cover it.
  • Right supplier: parts picked up from someone other than the branch's supplier for them, with what was paid above the part's last cost where it's known.

Sales Opportunities

  • Add-on gaps: categories most customers buy together. Each line counts the customers who buy the first category but not the second, and what they'd be worth at the typical spend of customers who buy both.
  • Season ahead: categories whose next month has usually sold well above a normal month in the last two years.
  • Branches behind: categories that grew company-wide over the last 12 months where a branch fell well behind. Catching Up is what the branch would have sold if it had grown as the company did.
  • Customers on the rise: accounts spending well above the same 90 days last year, with any categories they've just started buying.

Filters: branches. The Dead stock list can take a little longer to open when there's a lot of dead stock, since it looks up past buyers for every item.

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