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Business problem

Inventory & Working Capital

What you're holding, why it's there, and what it costs to hold it.

Inventory is three questions wearing one coat: how much is on hand, why it is there, and what holding it costs. Most inventory dashboards answer only the first, because the other two are authored decisions rather than sums over a ledger — which stock counts as excess, whether a reorder point is compared against on-hand or against inventory position, whether age is a mean or a distribution. The definitions here fix those choices explicitly, the dashboard pattern shows the star schema underneath, and the reference build runs the whole set over a frozen year of simulated daily ledger data so the arithmetic is visible rather than asserted.

Metric definitions

Computable definitions from the KPI Dictionary — every decision switch made explicit, with the formula and the source tables in each ERP.

Dashboard patterns

A wireframe paired with the star schema underneath it: fact grain, measures with their additivity rules, and the source tables per reference.

Cross-ERP guides

Modeling guides that hold across every source system rather than inside one.

Reference builds

Working implementations of the definitions and patterns above, running over frozen, simulated data. Not a resource and not a case study — no client data, and no client named.

Simulated data, frozen snapshot — not a live client system.

In the references

Where this data lives in each source system. A way into the ERP references, not an index of them — every reference landing lists all of its modules.

The other business problems

See this domain in the whole library

Maintained by Summit Analytics, a supply chain analytics practice. The tools and references are free — the consulting is selective.

Part of the Summit Analytics reference library.

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