[ADD] inventory: addition logistics dashboards kpis

task-5122922

closes odoo/documentation#15256

X-original-commit: d4ac1b0c05
Signed-off-by: Siobhan McGonigle (mcsi) <mcsi@odoo.com>

content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting.rst

@@ -12,3 +12,4 @@ Reporting
    reporting/locations
    reporting/moves_history
    reporting/aging
+   reporting/dashboards

content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst

@@ -1,5 +1,5 @@
 =========================
-Stock valuation dashboard
+Stock valuation reporting
 =========================
 
 .. |SVLs| replace:: :abbr:`SVLs (stock valuation layers)`
@@ -26,19 +26,19 @@ methods used in Odoo: *standard price*, *average cost* (AVCO), and *first in, fi
 accounting. It is important to know that the valuation method chosen for a product impacts the
 calculation of several fields in the stock valuation reports.
 
-Open the dashboard
-==================
+Open the reporting screen
+=========================
 
-Odoo's *Stock Valuation* dashboard displays the financial value of all tracked inventory, according
-to each product's stock valuation method. This report can provide insights into potential issues in
-the supply chain, such as sunken purchase costs or delays in profitability. To access the dashboard,
-go to :menuselection:`Inventory app --> Reporting --> Valuation`.
+Odoo's *Stock Valuation* reporting screen displays the financial value of all tracked inventory,
+according to each product's stock valuation method. This can provide insights into potential issues
+in the supply chain, such as sunken purchase costs or delays in profitability. To access stock
+valuation reporting, go to :menuselection:`Inventory app --> Reporting --> Valuation`.
 
 .. important::
    The :menuselection:`Reporting` menu in **Inventory** is only accessible to users with
    :doc:`admin access <../../../../general/users/access_rights>`.
 
-This dashboard has three different views, or inventory reports — :ref:`list view
+This reporting screen has three different views, or inventory reports — :ref:`list view
 <inventory/warehouses_storage/valuation-report>` (i.e. the default stock valuation report),
 :ref:`pivot view <inventory/warehouses_storage/aging-report>` (i.e. the stock aging report), and
 :ref:`graph view <inventory/warehouses_storage/graph-view>`. Each view can be customized with
@@ -53,9 +53,9 @@ the top of the report, or click the drop-down arrow next to it. For example, sel
 List view: stock valuation
 ==========================
 
-By default, the :guilabel:`Stock Valuation` dashboard displays in *list view*, represented by the
-:icon:`oi-view-list` :guilabel:`(list)` icon. This report shows a detailed record of stock movements
-and their valuations.
+By default, the :guilabel:`Stock Valuation` reporting screen displays in *list view*, represented by
+the :icon:`oi-view-list` :guilabel:`(list)` icon. This report shows a detailed record of stock
+movements and their valuations.
 
 Configure
 ---------
@@ -128,17 +128,17 @@ automatically posted to reflect the change in pricing for goods that remain in s
 be negative to "remove" the old pricing, and the second entry will be positive to record the new
 pricing. These entries are connected to journal entries in Odoo's **Accounting** app.
 
-Below is an example of what the :guilabel:`Stock Valuation` table shows when a few stock moves have
+Below is an example of what the :guilabel:`Stock Valuation` report shows when a few stock moves have
 occurred for a product using standard price accounting.
 
 .. image:: aging/before-val-method-change.png
-   :alt: Stock valuation table in standard price accounting.
+   :alt: Stock valuation report in standard price accounting.
 
-Conversely, the following image depicts what the *Stock Valuation* Report table might look like
+Conversely, the following image depicts what the *Stock Valuation* report might look like
 after a product has switched from standard price to :abbr:`FIFO (First In, First Out)` accounting.
 
 .. image:: aging/after-val-method-change.png
-   :alt: Stock valuation table after switching from standard price to FIFO accounting.
+   :alt: Stock valuation report after switching from standard price to FIFO accounting.
 
 .. example::
    The :guilabel:`Remaining Value` and :guilabel:`Remaining Quantity` fields are derived from what
@@ -188,7 +188,7 @@ will show the :guilabel:`Quantity` and :guilabel:`Total Value` of each stock mov
 Pivot view: stock aging
 =======================
 
-From the :guilabel:`Stock Valuation` dashboard, access pivot view by clicking the
+From the :guilabel:`Stock Valuation` reporting screen, access pivot view by clicking the
 :icon:`oi-view-pivot` :guilabel:`(pivot)` icon. This view is essentially a *stock aging report*, and
 it shows the on-hand quantity and value of inventory by purchase date, which can help monitor
 products with expiration dates.

content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/dashboards.rst

@@ -0,0 +1,221 @@
+====================
+Inventory dashboards
+====================
+
+The following dashboards, available via the :doc:`Odoo Dashboards
+<../../../../productivity/dashboards>` app, allow you to monitor and analyze core metrics related to
+warehouse operations and management, as well as stock management:
+
+- :ref:`Warehouse Daily Operations dashboard
+  <inventory/dashboards/warehouse-daily-operations-dashboard>`: monitors task completion and
+  scheduled activities
+- :ref:`Operation analysis dashboard
+  <inventory/dashboards/operation-analysis-dashboard>`: measures efficiency KPIs
+- :ref:`Warehouse Metrics dashboard <inventory/dashboards/warehouse-metrics-dashboard>`: assesses
+  stock value and quantity
+
+To access these dashboards, go to the **Dashboards** app, then, in the left panel, navigate to the
+:guilabel:`Logistics` section and click the name of the relevant dashboard. The dashboard opens in
+the main view.
+
+.. note::
+   The :ref:`rights to access <dashboards/access-and-sharing>` Odoo dashboards are based on user
+   groups, and are managed within the **Dashboards** app. By default, the :guilabel:`Operation
+   analysis` and :guilabel:`Warehouse Metrics` dashboards are only visible to, and can only be
+   accessed by, users with admin access to the **Inventory** app.
+
+.. seealso::
+   - :ref:`Using Odoo dashboards <dashboards/use-dashboards>`
+   - :ref:`Customizing Odoo dashboards <build_and_customize_dashboards/customize>`
+
+.. _inventory/dashboards/warehouse-daily-operations-dashboard:
+
+Warehouse Daily Operations dashboard
+====================================
+
+The :guilabel:`Warehouse Daily Operations dashboard` provides a real-time view of critical
+outstanding tasks across receipts, deliveries, and internal transfers, allowing warehouse managers
+to prioritize work and prevent bottlenecks. It immediately identifies overdue operations, as well as
+transfers that have not yet been assigned to an employee. It also forecasts scheduled activity for
+the next 7 days.
+
+.. image:: dashboards/warehouse-daily-operations.png
+   :alt: Warehouse Daily Operations dashboard
+
+Navigate the dashboard
+----------------------
+
+Three cards at the top of the dashboard show the following information:
+
+- :guilabel:`Late deliveries`: indicates the number of open deliveries with a past scheduled date
+  and/or past deadline date.
+
+  .. note::
+     If delivery is configured using a multi-step route with push logic, the delivery is not
+     generated until the previous operation is confirmed.
+
+- :guilabel:`Late receptions`: indicates the number of open receipts with a past scheduled date
+  and/or past deadline date.
+- :guilabel:`Late internal transfers`: indicates the number of open internal transfers with a past
+  scheduled date and/or past deadline date.
+
+The following charts and tables are available:
+
+- :guilabel:`Transfers to be assigned`: shows open transfers that have no responsible user assigned.
+
+  .. tip::
+     For a more precise analysis, filter the dashboard by operation type via the search bar.
+
+- :guilabel:`Open transfers to date`: shows open transfers by operation, by date.
+
+  .. tip::
+     By default, the :guilabel:`Transfers to be assigned` and :guilabel:`Open transfers to date`
+     charts are shown by day. To see data by :guilabel:`Weeks`, :guilabel:`Months`, or
+     :guilabel:`Weeks`, hover over the chart and click the dropdown in the top-right corner.
+
+- :guilabel:`Open receptions to date`: shows the number of open receipts per responsible user.
+- :guilabel:`Open late receipts`: shows the ten oldest open receipts with a past scheduled date
+  and/or deadline date, in descending order.
+- :guilabel:`Open internal transfers to date`: shows the number of open internal transfers per
+  responsible user.
+- :guilabel:`Open late internal transfers`: shows the ten oldest open internal transfers with a past
+  scheduled date and/or deadline date, in descending order.
+- :guilabel:`Open deliveries to date`: shows the number of open deliveries per responsible user.
+- :guilabel:`Open late deliveries`: shows the ten oldest open deliveries with a past scheduled date
+  and/or deadline date, in descending order.
+- :guilabel:`Receptions next 7 days`: shows the number of open receipts for the next seven days.
+- :guilabel:`Deliveries next 7 days`: shows the number of open deliveries for the next seven days.
+
+.. _inventory/dashboards/operation-analysis-dashboard:
+
+Operation analysis dashboard
+============================
+
+The :guilabel:`Operation analysis` dashboard focuses on KPIs related to the efficiency and accuracy
+of stock movements. It helps identify areas for process improvement by showing metrics like the
+average time transfers are overdue, the average time between creation and validation of transfers,
+and the percentage of on-time transfers. It also provides insights into delivery accuracy by
+showing the percentage of products actually delivered versus ordered.
+
+.. image:: dashboards/operation-analysis.png
+   :alt: Operation analysis dashboard
+
+.. tip::
+   - By default, this dashboard shows data for :guilabel:`All time`. To show data for a specific
+     period, click :icon:`fa-calendar` :guilabel:`All time` above the dashboard and select or define
+     the appropriate period.
+   - For a more precise analysis, filter the dashboard by operation type via the search bar.
+
+Navigate the dashboard
+----------------------
+
+Four cards at the top of the dashboard show the following information:
+
+- :guilabel:`Avg Delay`: indicates the average number of days, in decimal format, that completed
+  deliveries were overdue (i.e., the date the delivery status changed to :guilabel:`Done` minus the
+  scheduled date for the delivery) in the selected period.
+
+  .. note::
+     Deliveries that are completed earlier than their scheduled date contribute a negative delay
+     value to the calculation of the KPI.
+
+- :guilabel:`Avg Lead Time`: indicates the average number of days, in decimal format, between the
+  creation and the validation of transfers.
+
+- :guilabel:`Fill rate`: indicates the percentage of products delivered in relation to the total
+  number of products ordered.
+
+  .. note::
+     When no backorder is created, this KPI decreases.
+
+- :guilabel:`On Time Operations`: indicates the percentage of transfers made on time for the
+  selected operation (i.e., the transfer date is less than or equal to scheduled date for the
+  transfer).
+
+The following charts are available:
+
+- :guilabel:`Fill Rate by Demand`: shows the percentage of products delivered in relation to the
+  total number of products ordered.
+
+  .. tip::
+     When no backorder is created, this KPI decreases.
+
+- :guilabel:`On Time rate by Demand`: shows the percentage of transfers made on time by product.
+
+- :guilabel:`Internal lead time`: shows the average time between the creation and the validation of
+  transfers by operation.
+
+- :guilabel:`Moves lines count by operation`: shows the total number of completed stock move lines
+  by operation type over the selected period.
+
+- :guilabel:`Weekly Stock Moves Lines by operation`: shows the total number of completed stock move
+  lines weekly, by operation type.
+
+- :guilabel:`Transfer count by responsible and operation`: shows the number of transfers by
+  employee, detailing the type of operation.
+
+- :guilabel:`Quantity of stock adjustments by category`: shows adjusted stock quantity, by product
+  category.
+
+- :guilabel:`Qty scrapped product by category`: shows the quantity of product scrapped, by product
+  category.
+
+.. _inventory/dashboards/warehouse-metrics-dashboard:
+
+Warehouse Metrics dashboard
+===========================
+
+The :guilabel:`Warehouse Metrics` dashboard provides a high-level view of the value and availability
+of stock. It enables monitoring of stock reservation levels both in quantity and value,
+identification of products with negative stock, and analysis of stock distribution and value across
+the most used locations and top products. It also tracks important details like the creation date of
+stock, so warehouse or purchasing managers can identify slow-moving or stagnant products and take
+action, such as promoting, discounting, or returning products.
+
+.. image:: dashboards/warehouse-metrics.png
+   :alt: Warehouse Metrics dashboard
+
+.. note::
+   The value of stock depends on the valuation method used.
+
+.. tip::
+   For a more precise analysis, filter the dashboard by product via the search bar.
+
+Navigate the dashboard
+----------------------
+
+Three cards at the top of the dashboard show the following information:
+
+- :guilabel:`Share reserved stock Qty`: indicates the quantity of stock reserved in relation to the
+  total quantity of stock on hand, both as a percentage and number.
+- :guilabel:`Share reserved stock value`: indicates the value of reserved stock in relation to the
+  total value of stock on hand, both as a percentage and number.
+- :guilabel:`Lines with negative stock`: indicates the number of inventory lines with a negative
+  stock quantity.
+
+The following charts are available:
+
+- :guilabel:`Available & Reserved Stock Quantity`: shows the quantity of available stock (i.e.,
+  stock on hand minus reserved stock) and the quantity of reserved stock, per most-used location. At
+  the top right of the chart, click :guilabel:`Top Products` to see this information for the top
+  products, i.e., the products with the highest quantities.
+- :guilabel:`Available & Reserved Stock Value`: shows the value of available stock (i.e., stock on
+  hand minus reserved stock) and the value of reserved stock, per most-used location. At the top
+  right of the chart, click :guilabel:`Top Products` to see this information for the top products,
+  i.e., the products with the most total value.
+- :guilabel:`Ageing stock qty by product and creation date`: shows, by product, the quantity of
+  stock that has been held since its creation. To change the creation date period, hover over the
+  chart then select the desired period from the dropdown.
+
+  .. note::
+     For products not tracked by lot/serial number, this chart only displays the date of first
+     receipt except if the stock went down to 0.
+
+- :guilabel:`Ageing stock value by product and creation date`: shows, by product, the value of
+  stock that has been held since its creation. To change the creation date period, hover over the
+  chart then select the desired period from the dropdown.
+
+- :guilabel:`Top 10 products with negative stock`: shows the ten products with the most negative
+  stock. Depending on the situation, manual stock corrections may be needed for products shown here.
+  By default, this is shown as a donut chart; click :guilabel:`Top 10` at the top right of
+  the chart to see this in list form.

content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/forecast.rst

@@ -18,8 +18,8 @@ making, ensuring stock availability for upcoming sales, manufacturing, and reple
    The forecast report is **only** available on products where inventory is being tracked, commonly
    referred to as a *storable product*.
 
-Navigating the forecast report
-==============================
+Navigating the report
+=====================
 
 The forecast report can be accessed via the **Inventory**, **Purchase**,  **Manufacturing**, and
 **Sales** apps.

content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations.rst

@@ -1,16 +1,17 @@
-===================
-Locations dashboard
-===================
+================
+Locations report
+================
 
-The *Locations* dashboard in the **Inventory** application provides an overview of on-hand storage
+The *Locations* report in the **Inventory** application provides an overview of on-hand storage
 locations for company products. Use this report to see where stock is stored, identify
 :ref:`misplaced items <inventory/warehouse_storage/stranded>`, or view past inventory to see product
 locations on specific dates.
 
-To access the locations report, the *Storage Locations* feature must be enabled. To do that, go to
-:menuselection:`Inventory app --> Configuration --> Settings`. In the :guilabel:`Warehouse` section,
-tick the checkbox for :guilabel:`Storage Locations`, and click :guilabel:`Save`. Then, access the
-locations dashboard by navigating to :menuselection:`Inventory app --> Reporting --> Locations`.
+To access the  *Locations* report, the *Storage Locations* feature must be enabled. To do that, go
+to :menuselection:`Inventory app --> Configuration --> Settings`. In the :guilabel:`Warehouse`
+section, tick the checkbox for :guilabel:`Storage Locations`, and click :guilabel:`Save`. Then,
+access the main :guilabel:`Locations` report by navigating to :menuselection:`Inventory app -->
+Reporting --> Locations`.
 
 .. note::
    The *Reporting* menu in **Inventory** is only accessible to users with :doc:`admin access
@@ -18,10 +19,10 @@ locations dashboard by navigating to :menuselection:`Inventory app --> Reporting
 
 .. _inventory/warehouses_storage/locations-report:
 
-Navigate the locations dashboard
-================================
+Navigate the report
+===================
 
-By default, the :guilabel:`Locations` dashboard lists all on-hand products in stock (in the
+By default, the :guilabel:`Locations` report lists all on-hand products in stock (in the
 :guilabel:`Product` column), along with the following information:
 
 - :guilabel:`Location`: current storage location. If a product is stored at `Shelf 1` and `Shelf 2`,
@@ -77,12 +78,12 @@ empty locations, click into the search bar and select the :guilabel:`Empty Locat
 Generate reports
 ================
 
-After learning how to :ref:`navigate the locations dashboard
+After learning how to :ref:`navigate the locations report
 <inventory/warehouses_storage/locations-report>`, it can be used to create and share different
 reports.
 
-A few common reports that can be created using the :guilabel:`Locations` dashboard are detailed
-below.
+A few common reports that can be created using the :guilabel:`Locations` report are
+detailed below.
 
 Dead stock report
 -----------------

content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/moves_history.rst

@@ -1,6 +1,6 @@
-=======================
-Moves history dashboard
-=======================
+====================
+Moves history report
+====================
 
 The *Moves History* report in Odoo *Inventory* provides a detailed record of product movements
 (containing past and current locations), lot numbers, and reasons for movement. Reports can be
@@ -11,7 +11,8 @@ inventory turnover, and identifying any discrepancies in inventory.
    The reporting feature is only accessible to users with :doc:`admin access
    <../../../../general/users/access_rights>`.
 
-To access the stock report, go to :menuselection:`Inventory app --> Reporting --> Moves History`.
+To access the moves history report, go to :menuselection:`Inventory app --> Reporting --> Moves
+History`.
 
 .. image:: moves_history/moves-history.png
    :align: center
@@ -19,8 +20,8 @@ To access the stock report, go to :menuselection:`Inventory app --> Reporting --
 
 .. _inventory/warehouses_storage/moves-history-report:
 
-Navigate the moves history report
-=================================
+Navigate the report
+===================
 
 In the report, the columns represent:
 

content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst

@@ -15,8 +15,8 @@ To access the stock report, go to :menuselection:`Inventory app --> Reporting --
    :align: center
    :alt: Show the stock report, accessible by going to Inventory > Reporting > Stock.
 
-Navigate the stock report
-=========================
+Navigate the report
+===================
 
 On the stock report, the left sidebar includes several groupings to narrow down what is being shown.
 The default groupings are :guilabel:`Warehouses`,  which filters products by specific warehouses,

content/applications/inventory_and_mrp/purchase/advanced.rst

@@ -12,3 +12,4 @@ Advanced
    advanced/vendor_costs_report
    advanced/procurement_expenses_report
    advanced/edi
+   advanced/purchase_dashboard

content/applications/inventory_and_mrp/purchase/advanced/purchase_dashboard.rst

@@ -0,0 +1,92 @@
+====================================
+Purchase & Vendor analysis dashboard
+====================================
+
+The :guilabel:`Purchase & Vendor analysis` dashboard, available in the :doc:`Odoo Dashboards
+<../../../productivity/dashboards>` app, offers various metrics to evaluate purchasing performance
+and vendor reliability.
+
+The dashboard tracks financial data like total and average purchase amounts and the number of
+purchase orders. It also provides KPIs for supplier performance, such as the average time to receive
+products and the percentage of quantities received on time. This makes it possible to rank vendors
+and optimize procurement strategy accordingly.
+
+To access the :guilabel:`Purchase & Vendor analysis` dashboard, go to the Dashboards app, then, in
+the left panel, navigate to the :guilabel:`Logistics` section and click the name of the
+dashboard. The dashboard opens in the main view.
+
+.. image:: purchase_dashboard/purchase-vendor-analysis.png
+   :alt: Purchase & Vendor analysis dashboard
+
+.. seealso::
+   - :ref:`Using Odoo dashboards <dashboards/use-dashboards>`
+   - :ref:`Customizing Odoo dashboards <build_and_customize_dashboards/customize>`
+
+.. note::
+   - The :ref:`rights to access <dashboards/access-and-sharing>` Odoo dashboards are based on user
+     groups, and are managed within the Dashboards app. By default, the :guilabel:`Purchase & Vendor
+     analysis` dashboard is only visible to, and can only be accessed by, users with admin access to
+     the **Inventory** app.
+
+.. _purchase/dashboards/navigate:
+
+Navigate the dashboard
+======================
+
+.. tip::
+   - By default, this dashboard shows data for :guilabel:`All time`. To show data for a specific
+     period, click :icon:`fa-calendar` :guilabel:`All time` above the dashboard and select or define
+     the appropriate period.
+   - For a more precise analysis, filter the dashboard by vendor via the search bar.
+
+Eight cards at the top of the dashboard show the following information:
+
+- :guilabel:`Purchased value`: indicates the total value of purchases during the selected period.
+- :guilabel:`Average order value`: indicates the average purchase amount per order during the
+  selected period.
+- :guilabel:`Number or orders`: indicates the number of purchase orders during the selected period.
+- :guilabel:`Quantity ordered`: indicates the quantity of products ordered during the selected
+  period.
+- :guilabel:`Days to receive`: indicates the average number of days between the order and receipt of
+  purchased products (i.e., between the order deadline of purchase order and the expected arrival of
+  the purchase order line).
+
+  .. note::
+     The expected arrival date is not impacted by a change to the scheduled date on the receipt.
+
+- :guilabel:`Days to Confirm`: indicates the average number of days before a purchase order is
+  confirmed (i.e., between the creation date of the RFQ and the confirmation data of the purchase
+  order).
+- :guilabel:`Supplier service level`: indicates the quantity received versus the quantity purchased,
+  as a percentage.
+
+  .. note::
+     This KPI is impacted by purchases with future expected receipts.
+
+- :guilabel:`On time deliveries`: indicates the percentage of products received on time (based on
+  the expected arrival date on purchase order lines)
+
+The following charts are available:
+
+- :guilabel:`Purchase Value by confirmation date`: shows the total value of confirmed purchases by
+  date.
+- :guilabel:`% On time deliveries by vendor`: shows the percentage of products received on time, by
+  vendor (based on expected arrival on purchase order lines.)
+- :guilabel:`Top vendors by amount`: shows the ranking of vendors by total value of purchase orders
+  and number of purchase orders.
+- :guilabel:`Top vendors by lead time in days`: shows the average number of days required to receive
+  purchased products, by vendor (:guilabel:`Order deadline purchase order` - :guilabel:`Expected
+  arrival purchase order line`).
+
+  .. note::
+     The expected arrival date is not impacted by a change to the scheduled date on the receipt.
+
+- :guilabel:`Average product purchased cost by confirmation week`: shows the average unit cost of
+  products purchased, by week in which the purchase order is confirmed.
+- :guilabel:`Top purchase orders by value`: lists the ten purchase orders with the highest total
+  value, in descending order.
+- :guilabel:`Top 10 late receipts`: lists the ten receipts with the longest delay after the expected
+  receipt date.
+- :guilabel:`Top purchased products`: lists the ten products with the highest total purchase amount,
+  in descending order.
+- :guilabel:`Supplier Dependency Chart`: shows the percentage of purchases by buyer.