Live inventory tracking.
Title Report
Select a title to enable executive reporting.
Pick from the list or type to search. Titles appear as Title — Artist to disambiguate.
Report options
Applies to the title report, chart, matching list, and Inventory Intelligence for this selection.
(Select a title)
Report will appear here.
Matches
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Total Stock
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Warehouses
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Stock by Warehouse
Matching Titles
Inventory Intelligence
Loading inventory intelligence…
Catalog vs Frontlist
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Watchlist (High Stock)
Intelligence Rubric
This page documents how Inventory Intelligence works in the dashboard — the math, the thresholds, and the order rules are applied. Use it as a shared reference when tuning what “high stock,” “low supply,” and “catalog vs frontlist” should mean for Mexican Summer.
Thresholds are currently hardcoded in the app (not read from the spreadsheet). Changing team logic means updating code or a future settings panel.
Core metrics (from the source sheet)
- On Hand
- Physical units in stock, summed across warehouses for the row or UPC.
- Velocity
- Global weighted monthly sales rate for the product (from the published CSV) — not warehouse-specific. The same value appears on each warehouse row for a given UPC.
- Months of supply (Mo. Supply)
- For intelligence alerts:
Total on hand (all warehouses) ÷ Global velocity. In the Stock Index table, each row still showsrow on hand ÷ velocityas a quick per-line reference. If velocity is zero, supply is treated as unlimited (∞). - Release / Street date
- Used to compute age on market (months since release). Rows without a parseable date are excluded from catalog/frontlist % but still count in on-hand totals.
How alerts are built
- Scope — On Reports & Analysis, intelligence follows your active title or artist report. With no report selected, it reflects the full catalog feed.
- Aggregate by UPC — Warehouse rows with the same UPC are rolled up: on-hand is summed across all locations. Velocity is not summed — it is a single global monthly rate per product in the source sheet (repeated on each warehouse row). Alerts use
Global months of supply = Total on hand ÷ Velocity. - One badge per UPC — Low-supply (critical) wins over overstock rules. An item is not double-flagged.
- Watchlist sort — Flagged SKUs are listed highest on-hand first.
Report options (Reports & Analysis)
Optional toggles appear once you load a title or artist report. They narrow what appears in the report panel and in scoped Inventory Intelligence — they do not change the Stock Index or the full-catalog intelligence view.
- Omit releases ≤ 12 months on market — Hides frontlist titles (street date within the last year). Useful when high stock on new releases is expected and you want the report focused on catalog risk.
- Omit SKUs with global velocity < 1 — Drops products moving fewer than one unit per month globally. Low-supply alerts on these SKUs are usually noise; they are unlikely to need urgent action.
Rows without a parseable release date are kept when hiding frontlist (age unknown). Format checkboxes still apply on top of these options.
Catalog vs frontlist (summary bar)
Among inventory with a valid release date, units are split by age:
- Catalog — Released more than 18 months ago.
- Frontlist — Released 18 months ago or sooner.
The ratio shown (e.g. 80% / 20%) is catalog share vs frontlist share of dated units only.
Alert rules (current thresholds)
Priority 1 is always Critical: < 3mo Supply. If that does not apply, overstock tiers depend on how long the title has been out.
1. Low supply (runout risk) Critical: < 3mo
The SKU is selling faster than stock can support — reorder or allocate soon.
IF Velocity > 0
AND (Total On Hand ÷ Velocity) < 3 months
→ flag as critical (skip overstock checks)
AND (Total On Hand ÷ Velocity) < 3 months
→ flag as critical (skip overstock checks)
Team tuning ideas: Raise 3→6 for slower formats; require minimum velocity (e.g. > 2/mo) to avoid noise on dead SKUs.
2. Brand-new frontlist pile-up ≤ 6mo > 1000
Very recent release with a very large pressing still in the warehouse.
IF Age ≤ 6 months
AND Total On Hand > 1,000
→ frontlist watchlist
AND Total On Hand > 1,000
→ frontlist watchlist
Team tuning ideas: Lower 1,000 for niche formats; tie threshold to expected first-year velocity.
3. Frontlist overstock ≤ 12mo > 750
Release in the last year may have been over-manufactured relative to demand.
IF 6 months < Age ≤ 12 months
AND Total On Hand > 750
→ frontlist watchlist
AND Total On Hand > 750
→ frontlist watchlist
Team tuning ideas: Align 750 with standard run sizes by format (LP vs CD).
4. Mid frontlist (12–18 months) 12–18mo > 750
Still “young” catalog but no longer a new release — excess stock is a carryover risk.
IF 12 months < Age ≤ 18 months
AND Total On Hand > 750
→ frontlist watchlist
AND Total On Hand > 750
→ frontlist watchlist
5. Deep catalog overstock Catalog > 500
Older title with high units on hand — storage cost and write-down risk.
IF Age > 18 months
AND Total On Hand > 500
→ catalog watchlist
AND Total On Hand > 500
→ catalog watchlist
Team tuning ideas: Lower 500 for slow movers; pair with velocity floor so fast catalog sellers aren’t flagged.
Threshold reference table
| Priority | Badge | Age on market | Max on hand (flag if above) | Intent |
|---|---|---|---|---|
| 1 | Critical | Any (with velocity > 0) | Supply < 3 mo | Stockout / reorder |
| 2 | Watchlist | 0–6 months | 1,000 | Launch over-press |
| 3 | Watchlist | 6–12 months | 750 | Recent overstock |
| 4 | Watchlist | 12–18 months | 750 | Transitional frontlist |
| 5 | Watchlist | > 18 months | 500 | Catalog burden |
Workshopping changes with the team
When reviewing this rubric, it helps to agree on a few decisions in writing:
- Should thresholds differ by format (LP vs CD vs merch)?
- Should we ignore alerts below a minimum velocity or dollar value?
- Is 18 months the right catalog cutoff, or should it match fiscal / marketing definitions?
- For artist-level reports, should watchlist show only SKUs in that report (current) or always full catalog?
Share proposed numbers with whoever maintains the tool; they can be encoded in script.js under renderInventoryIntelligence until a settings UI exists.
Transfer Worksheet
Draft transfers saved locally in your browser. Edit quantities or routes, then copy or export when ready.
0 transfers
| Artist | Title | Format | Cat # | UPC | From | To | Qty | Cost |
|---|
No transfers yet. Open the ⇄ transfer tool on any Stock Index row to add one.