> ## Documentation Index
> Fetch the complete documentation index at: https://docs.bumara.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Insights and reports
> Stock value, low stock, movement history and profit — what the inventory dashboard tells you and what to do about it.
The inventory dashboard answers the questions you actually have: what is my stock worth, what is
about to run out, and where did that quantity come from.
## The dashboard
| Figure | Meaning | What it should prompt |
| ---------------------- | ------------------------------------------------------ | -------------------------------------------- |
| **Total stock value** | On-hand quantity multiplied by cost, across your scope | Is too much cash tied up in stock? |
| **Low stock items** | Items at or below their reorder level | Order these now |
| **Total items** | How many distinct items you hold | Is the range wider than you can manage? |
| **Active locations** | How many places hold stock | — |
| **Recent movements** | The latest stock changes | A quick check that things look normal |
| **Stock value trend** | Value over time | Rising faster than sales means over-ordering |
| **Stock distribution** | Value split across locations | Is stock where the customers are? |
## What you see depends on your locations
The dashboard is scoped to the locations you are assigned to. A shop manager sees their own shop; an
owner sees everything.
If a figure looks lower than expected, check which locations you are assigned to before assuming a
fault. See [Team and roles](/account/team-and-roles).
## Stock value
Stock value is on-hand quantity multiplied by cost price.
If your item cost prices are wrong, your stock value is wrong. It is common to set up items with a
placeholder cost and never revisit it. Review costs when supplier prices change.
| Value is | Consider |
| ------------------------------ | ------------------------------------------------ |
| Rising faster than sales | Over-ordering, or slow-moving stock accumulating |
| Falling while sales are steady | Under-ordering — you will hit shortages |
| Concentrated in a few items | Is that where demand actually is? |
| Concentrated at one location | Is stock where your customers are? |
## Low stock
An item is flagged when its balance reaches or falls below its reorder level.
Daily if you trade fast, weekly otherwise.
Or whether goods have arrived and were not entered.
From a supplier, or from another of your locations that has surplus.
An item constantly on the list has a level set too high, or a supply problem.
Configure low stock notifications in [Reminders](/account/notifications).
## Movement history
The most useful diagnostic in inventory. Every stock change is recorded permanently and can be
traced.
From Inventory → Items.
Every operation that has affected this item, newest first.
Each shows the date, the type of operation, the quantity, the location, the reason and who did
it.
Work backwards from the current balance until the numbers stop making sense. That is where the
problem is.
Movements are never edited or deleted. Corrections appear as new movements, so the history always
reconciles to the current balance.
## Profit view
Nets your sales against your costs and expenses, per location.
| Component | From |
| ------------- | --------------------------------------------- |
| Revenue | Cash sales and completed lay-bys |
| Cost of goods | Item cost prices on what was sold |
| Gross profit | Revenue less cost of goods |
| Expenses | Operating costs recorded against the location |
| Net profit | Gross profit less expenses |
Accuracy depends entirely on your cost prices being right. Stale costs make the margin figure
fiction.
## Reports
| Report | Shows | Use for |
| ----------------- | --------------------------------------- | ----------------------- |
| **Stock on hand** | Current quantities by item and location | Knowing what you have |
| **Stock value** | Value by item, category and location | Financial reporting |
| **Low stock** | Items at or below reorder level | Purchasing |
| **Movements** | All stock changes in a period | Investigation and audit |
| **Cash sales** | Counter sales in a period | Daily reconciliation |
| **Expenses** | Operating costs by category | Cost control |
| **Profit** | Revenue against costs per location | Performance |
Most export to CSV or PDF.
## A working routine
* Reconcile the till
* Check the low stock list
* Record cash-outs as they happen
* Cycle count a subset of items
* Review lay-bys past their due date
* Review transfers still in transit
* Order against the low stock list
* Review the adjustments list, particularly losses
* Review stock value against last month
* Review expenses by category
* Check item cost prices against supplier invoices
* Review the profit view per location
* Full stock count
* Review reorder levels against actual usage
* Identify slow-moving stock and decide what to do about it
* Archive items no longer stocked
## Numbers worth watching
| Measure | Tells you |
| ---------------------------------------- | -------------------------------------------------------------- |
| **Stock turnover** | How quickly stock sells. Low means cash is sitting on shelves |
| **Stock value against monthly sales** | How many months of stock you hold |
| **Loss adjustments as a share of sales** | Shrinkage. Rising means investigate |
| **Count variance rate** | How well records track reality. Rising means a process problem |
| **Items below reorder level** | Whether purchasing is keeping up |
Related: [Stock counts](/inventory/stock-counts) and
[Sales and expenses](/inventory/sales-and-expenses).