Stock Analytics
Understand what is on your shelves, what is moving, and what needs attention. Stock Analytics groups inventory by brand, warehouse, rotation category, or SKU, then lets you drill, filter, export, and ask Henry AI.
Accessing Stock Analytics
| Location | Scope |
|---|---|
| Hub > Stock Analytics | All stock across your organization |
If enabled, Stock Analytics appears in your Hub menu.
KPI bar
The top row summarizes the current view:
| KPI | What it shows |
|---|---|
| Daily Brief | AI-picked SKUs worth reviewing today — click a pick to filter the table |
| At Risk | Active SKUs projected to stock out within 15 days at current sales velocity |
| Stock Value | Total value of stock on hand at cost |
| Total Quantity | Sum of quantities across SKUs and warehouses |
| Dead Stock | Value of stock with no sale during the selected period that was already on the shelf before it began — just-arrived stock is excluded |
| Rotation Health Mix | Share of stock value across High, Regular, Moderate, and Low rotation categories — click a segment to filter |
Click any KPI where supported to apply a matching filter.
Rotation categories
Rotation is computed from sales activity in the last six months:
| Category | Meaning |
|---|---|
| High | Active sellers — sold within the last 6 months with high velocity (≥2 units/month) |
| Regular | Steady movers — sold recently but below the high-velocity threshold |
| Moderate | Slow — last sale 6–12 months ago and low velocity (<0.5 units/month) |
| Low | Low-rotation stock — no sale in the last 365+ days |
Open the help icon on the rotation health bar for the same definitions in the product.
The control bar
The bar below the KPIs is built from chips you can click to change the analysis. On desktop, filters and grouping live in this bar; on mobile, use Filters and Actions for the same controls in bottom sheets.
| Chip | What it controls |
|---|---|
| Period | Snapshot date range for the analysis |
| Compare | Optional comparison period (year over year, previous period, previous month, or previous quarter) |
| Group by | How rows are grouped |
| Filters | Narrow which SKUs are included |
| Drill | Breadcrumb trail as you click into rows |
| Adjustments | Value-column adjustments (e.g. cost basis tweaks) |
| Including sold-out | Whether zero-quantity SKUs are included |
Use Clear filters to return period, comparison, grouping, filters, columns, sort, drill trail, and adjustments to defaults.
Grouping dimensions
| Dimension | Groups by |
|---|---|
| Brand | Product brand |
| Family | Brand family |
| Warehouse | Warehouse or branch location |
| Rotation | Rotation category (High, Regular, Moderate, Low) |
| SKU | Individual product reference |
Filters
Built-in filters include:
| Filter | Use it to |
|---|---|
| Days since last sale | Find SKUs with no recent sales (minimum day threshold) |
| Stockout risk | Show only SKUs at risk of stocking out soon |
| Rotation category | Limit to one or more rotation bands |
| SKU | Search for a specific product reference |
| Brand / Warehouse | Pick from values in your data |
Custom fields on products can appear as additional filters and columns when configured for your organization.
Metrics and columns
Open Columns to add or remove measures. Defaults include stock value, quantity, SKU count, dead stock, and dead stock percentage.
Additional columns cover average cost, rotation value by category, velocity, coverage days, inventory turnover, and sell-through rate.
Custom product fields can appear as optional columns with color rules and shared team settings.
Value adjustments
On the Stock Value column header, open adjustment settings to tweak how value is calculated for the current view.
Drilling down
Click any row to drill deeper. Typical paths:
- Brand → Family → SKU
- Warehouse → SKU
- Rotation → Brand
The Drill chip shows your path. Click a breadcrumb step to jump back, or remove a drill chip to unwind part of the path.
Sorting and export
Click a column header to sort; click again to reverse. The table paginates large result sets — footer totals reflect the full filtered dataset, not just the current page.
Use Export to download the current analysis.
Saved views and share
- Views — save, apply, share with your team, or manage named configurations (period, filters, grouping, columns, sort)
- Share view (link icon) — copy a URL that reproduces your current analysis for colleagues
Ask AI
Click Ask AI to question your live stock data — dead stock by warehouse, rotation trends, SKUs at risk, and more. Henry can suggest filters or views to apply. Verify suggestions before acting on them.
Each AI reply may use up to two credits when both the planning and response phases run. See Credits for details.
Daily Brief
The Daily Brief widget in the KPI bar highlights a short list of SKUs Henry flags for review each day after stock data is ingested. Click a pick to filter the table to that SKU, or dismiss the widget for the session.
The brief regenerates when new stock snapshots arrive. Generating a brief uses 1 credit per run.
Alerts
Click the alerts badge to open the Alerts center. Create definitions that watch stock metrics in this view and notify you when conditions are met.
You can also create an alert from a table cell when the metric supports it.