Power BI

Use Wiise Warehouse Dashboards in Power BI 

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: 

How to Use the Warehouse Insights report? 

11

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? 

12

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? 

13

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  

  1.   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.