Table of Contents

Demand Planning Standard Reports

The Demand Planning app ships with the pre-built Power BI reports below. Start with the Overview page, then drill into the specialized reports.

Reports in this module

Report What it covers
Overview (this page) The central cockpit for monitoring overall inventory health as the foundation for demand and supply planning.
By Location A location-centric view on inventory, to balance stock across warehouses and distribution centers.
By Item An item-centric view on inventory, to manage the product portfolio and spot slow and fast movers.
Item Analysis Transaction-level validation of movements and statistical lead-time analysis for procurement.
Demand Outlook The forward-looking heart of the module - the expected future availability balance from recorded demand and supply.
Master Data A single view of all maintained replenishment parameters (SKUs), with direct links into Business Central.
Item Classification (ABC/XYZ) Categorize items by demand significance (ABC) and demand stability (XYZ) to target inventory strategies.
Replenishment Optimization Advanced analytics that propose optimized safety stock and reorder points from historical demand, lead times and a target service level.

Overview

The central cockpit for monitoring overall inventory health as the foundation for demand and supply planning.

Overview report

A management-level summary of the most important stock KPIs plus the high-level trends that frame every planning decision: inventory movements, on-hand quantity and valuation, cost-price development and inventory-value adjustments.

At a glance

Generated from the report definition (Überblick / Überblick).

  • Key visuals: 3× line chart, lineStackedColumnComboChart

What this report helps you do

  • Understand overall inventory health quickly for the selected period, location and item scope
  • Identify long-term trends in issued and receipt quantities
  • Track on-hand / stock development in both quantity and valuation
  • Monitor cost-price development and inventory-value adjustments
  • Decide where to dive deeper - by location, by item, or into the demand outlook

Filters & slicers

Filter What it does
Client Selects the D365 BC company / tenant; compare entities in multi-tenant scenarios.
Period (date / year / month) Sets the analysis time frame via the date and year/month slicers.
Location Restrict all KPIs and visuals to selected inventory locations.
Item (Category) Focus on specific items or item categories.

Using these filters consistently ensures that all KPIs and trends reflect the exact scope you want to analyse (e.g. one item category at a defined location in the last fiscal year).

Visuals on this page

KPI Summary Tiles

A quick, management-level view of inventory health.

  • OnHand CostAmount Physical - physical value of on-hand inventory.
  • OnHand Quantity - total quantity currently on hand.
  • # Items OnHand - distinct items in stock.
  • Reach (Days) - how many days current stock is expected to last.
  • Turnover Rate (per Yr) - how often inventory turns over per year.

Inventory Movements

A combined column/line chart comparing monthly receipt quantity (Quantity Receipt) and issue quantity (Quantity Issue) against the on-hand quantity (Quantity).

  • Identify long-term trends and seasonality in inbound and outbound flows
  • See whether receipts keep pace with issues over time

On-Hand / Stock Development

A line chart tracking OnHand Quantity and posted/physical inventory value over time on a dual axis, with YoY % in the tooltip.

  • Follow how physical stock and its valuation evolve together
  • Spot build-ups or depletions of stock and value

Cost Price Development

A line chart comparing on-hand cost price (OnHand CostPrice) and transactional cost price (CostPrice), including their physical variants, over time.

  • Detect rising or falling cost prices that affect inventory value
  • Understand how average on-hand cost price lags current cost price

Adjustments

A line chart showing inventory-value adjustments (CostAmount Adjustment) over time.

  • Track the magnitude and timing of inventory-value corrections
  • Flag periods with unusually large adjustments for review

Typical use cases

  • Executive Inventory Overview — Use the KPI cards and trend charts to assess whether stock levels, value and reach are on track for the selected scope.
  • Movement & Trend Monitoring — Monitor the receipts-vs-issues chart and stock development to detect long-term shifts and seasonality.
  • Inventory Valuation Review — Use the cost-price and adjustment charts to understand how valuation and cost effects move the inventory value.
  • OnHand CostAmount Physical
  • OnHand Quantity
  • # Items OnHand
  • Reach (Days)
  • Turnover Rate (per Yr)

See the full KPI & measure catalog for definitions and formats.

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