Overview:
- Learn to use Warehouse Insights report
- Learn to use Warehouse Planner report
- Learn to use Warehouse Manager report
Why Use Wiise Warehouse Dashboards in Power BI?
Wiise Warehouse Dashboards in Power BI give you a clear view of warehouse tasks, stock levels, and team activity in real time. They help you plan, track, and manage operations more efficiently.
Prerequisites:
- You have installed and connected the Wiise Warehouse Dashboards to Power BI
How to Use the Warehouse Insights report?
Here are the metrics to use the Wiise Warehouse Insights Dashboard.
Warehouse Insights Metrics |
||
Metric |
Calculation |
Objective |
Back Order rate |
This metric is expected to be released in November 2025. |
The Back Order Rate measures how often sales orders cannot be fulfilled straight away because of insufficient stock. It helps monitor stock availability and highlights potential gaps in inventory planning. |
Return Rate |
Sum Quantity in Return Receipt Line / Sum Quantity in Sales Shipment Line x 100
|
The Return Rate measures the percentage of goods shipped in the last 30 days that are returned by customers. It helps identify product quality issues, fulfilment errors, or customer satisfaction problems by showing how much of what you shipped comes back. |
Shipment delay Rate |
Delayed Shipments / Total Shipments x 100% in the last 30 days. |
Shipment Delay Rate shows how often goods are shipped later than the promised date in the last 30 days. |
Cost per Order shipped |
Sum of (posted shipment line quantity x posted shipment line unit cost) / total posted sales shipment in the last 30 days |
The Cost per Order Shipped measures the average cost of fulfilling each sales order over the last 30 days. It helps assess shipping cost efficiency, monitor profitability per order, and supports cost control and operational analysis. |
Out of Stock items |
Items with inventory = 0 |
Identifies items that are completely out of stock. Good for urgent replenishment decisions. This reflects the status. |
Low stock Items |
Count of items in the Item table where Inventory < Reorder Point. |
The Low Stock Items metric identifies items with inventory levels below their predefined reorder point. It helps monitor stock approaching depletion and supports proactive restocking decisions. This metric reflects current inventory levels without a date filter. |
Current orders in progress |
Count of Released Sales Orders where Completely Shipped = False. |
The Current Orders in Progress metric shows sales orders that are still being fulfilled. It helps track the active order pipeline and workload by highlighting orders not yet completely shipped. This metric reflects the status and does not use a date filter. |
Order fulfilment time |
Average of (Shipment Date – Order Date) for sales orders in the last 30 days. |
Tracks the average time taken to fulfil an order. Useful for monitoring customer service levels and logistics efficiency. |
Picks underway |
Count of warehouse documents where Document Type = Pick and Due Date ≥ Today. |
Represents pick tasks in progress. Helps monitor workload and plan warehouse operations. |
Picks overdue |
Count of warehouse documents where Document Type = Pick and Due Date < Today |
Highlights pick tasks that are late. Useful for addressing delays in warehouse operations. |
Ships underway |
Count of shipments where Shipment Status = Open and Due Date ≥ Today. |
Shows shipments currently being processed. Good for managing outbound logistics and resource. |
Ships overdue |
Count of shipments where Shipment Status = Open and Due Date < Today. |
Identifies delayed shipments. Useful for proactive issue resolution. |
Receives Underway |
Count of receipts where Receipt due date ≥ today |
Represents incoming shipments in progress. Good for inbound logistics and planning. |
Receives Overdue |
Count of receipts where Receipt due date < today |
Shows late inbound shipments. Useful for resolving supplier delays. |
Putaways Underway |
Count of warehouse activities where Type = Putaway, due date ≥ today |
Tracks stock being moved to final storage locations. Useful for warehouse space management. |
Putaways Overdue |
Count of warehouse activities where Type = Putaway, due date < today |
Indicates delay in stock storage. Important to monitor the warehouse for efficiency and avoid any storage constraint. |
Assembles Underway |
Count of assembly orders where Status = Released, filtered by due date |
Tracks in-progress assembly tasks. Useful for production scheduling. |
Assembles Overdue |
Count of assembly orders where Status = Released, filtered by due date < today
|
Highlights late production tasks. Useful for identifying production constraints. |
Stocktakes Underway |
Count of stocktake documents where Status = Open |
Represents inventory counts in progress. Useful during scheduled stocktakes. |
Assigned work |
Group by assigned user ID for unposted warehouse task: Count warehouse shipment + count warehouse receipt + count warehouse activity header (pick and put away)
|
Monitors workload distribution by user. Useful for managing team performance, task and resource allocation. |
How to Use Warehouse Planner dashboard?
Below is a list of all fields used in the Warehouse Planner dashboard.
Learn how each metric is calculated and what it helps you track.
Warehouse Planner Metrics |
||
Metric |
Calculation |
Objective |
Overdue |
Count of warehouse activities where due date < today |
Identify delayed tasks to prioritise rescheduling or reassignment. |
Priority |
Count of warehouse activities of pick and put-away where due Date = today or tomorrow |
Surface urgent activities that must be completed soon. |
Order fulfilment Time |
Average (shipment date - order date) for sales shipments in the last 30 days |
Measure processing speed and efficiency of order handling. |
Shipment due |
Count of unposted warehouse shipments where shipment Date = today |
Track daily shipment load for dispatch scheduling. |
To be packed |
Count of Warehouse Picks
|
Show orders that have been picked and are ready to be packed. |
To be shipped |
Count of Warehouse Shipments |
Monitor pending shipments to manage dispatch and logistics. |
To be received |
Count of Warehouse Receipts |
Track expected incoming inventory to prepare for goods-in activities. |
To be put-away |
Count of Warehouse Put Aways
|
Display inbound inventory awaiting placement into storage. |
Task Split - Picks |
Count of all picks from warehouse activity headers |
Identify how many pick operations are active or pending. |
Task Split - Ships |
Count of warehouse shipment headers |
Quantify shipping operations in progress. |
Task Split - Receives |
Count of warehouse receipt headers |
Show current receiving activities in the warehouse. |
Task Split – Put-aways |
Count of warehouse activities with document Type = Put-away |
Determine how many items need to be stored or shelved |
Task Split - Assemble |
Count of assembly headers where status = Released |
View current assembly tasks underway to plan resources and track progress. |
Stocktakes |
Count of Physical Inventory Record Headers where status = Open |
Highlight ongoing or pending inventory counts to support accuracy and audit readiness. |
Orders Completed on Time (Warehouse efficiency score)
|
Percentage of shipments where shipment date <= promised Delivery Date in last 30 days |
Evaluate performance against customer delivery commitments. |
How to Use Warehouse Manager dashboard?
Below is a list of all fields used in the Warehouse Manager dashboard.
Learn how each metric is calculated and what it helps you track.
Warehouse Manager Metrics |
||
Metric |
Calculation |
Objective |
Outgoing Shipments delayed |
Warehouse Shipments with shipment date < today |
Identify delayed customer shipments to reduce delivery lags and improve fulfilment performance. |
Incoming Shipments delayed |
Receipts where warehouse receipt line due date < today |
Detect supplier delays and adjust receiving or replenishment plans accordingly. |
Out of Stock items |
Items with inventory = 0
|
Highlight stockouts to trigger urgent reordering and prevent sales disruptions. |
Low Stocks |
Items with stock levels below the reorder point or showing negative inventory |
Monitor low inventory levels to proactively replenish before stockouts occur. |
Pending Review |
List of Sales Orders and Purchase Orders with Status ‘Pending Approval’ |
Track documents awaiting approval to prevent processing delays. |
Open Documents |
Count of Warehouse receipts and Sales Shipments
These include picks, put-aways, shipments, receipts, |
Monitor operational workload and identify tasks that require action or assignment. |
Incoming shipments |
List of Warehouse Receipts |
Provide visibility into expected inbound goods for planning and coordination. |
Damaged and Lost Inventory reports |
list item ledger entries where entry type = negative adjustment |
Track inventory loss and damage trends for review and audit. |
Recent Orders |
List of Sales Orders |
Review the latest sales activity for prioritisation and customer service insights |
- You now know how navigate and use the Wiise Warehouse Dashboards.
Note: Download the Wiise Warehouse Dashboard report from the Power BI app to your Power BI Desktop to customise and edit the layout. Once updated, you can upload the customised report and share it with your team.
Note: Some tiles in the Wiise Warehouse Insights Dashboard, particularly high-level summary tiles, cannot be filtered. If you have feedback on the data or how you’d like it presented, please review the calculation metrics first and then contact Wiise Support at support@wiise.com for further inquiries.
What’s next?
Find out how to use the Wiise Finance Dashboard.
Need more help?
No problem, that's what we're here for. Reach out to support@wiise.com anytime you can't find what you're looking for.