Inventory Stock (Dashboard)
Overview
- Search bar across the top for item or SKU with warehouse and category pickers and a below-reorder-only switch
- Sidebar filter panel carrying a stock value range slider drawn over a value distribution histogram, colour-coded status checkboxes, and a supplier checklist
- Four KPI cards – total stock value with a sparkline, items below reorder, low stock items, and average lead time days – each recalculated against the current filters
- Quick sort chips for lowest stock and highest value, with a live count of how many items match
- An item card gallery, nine at a time, each card carrying its status pill, category, a received, counted, and issued timeline, quantity on hand against reorder point, unit of measure, lead time and warehouse pills, and stock value
- All items table with thirteen sortable columns, quantities flagged in red when they fall below the reorder point, and colour-coded status badges
- Everything recalculates together – filtering to one warehouse reshapes the tiles, the cards, and the table at once
Benefits
- Replaces the weekly stock report and the reorder list that gets rebuilt by hand
- Puts everything below its reorder point one switch away, with the lead time you are committing to when the order goes out
- Shows each item’s last received, counted, and issued dates together, which is where slow movers give themselves away
- Lets a value band and a supplier be filtered at the same time, so a conversation about where the money is sitting happens on the page
- Turns a list operations already maintains into reporting, with no new system to buy or roll out
- Serves both the operations director and the site supervisor, because the filters change who the page is for
- Opens in any browser and can be embedded directly into a SharePoint page
Details
- Build Method: Copilot Dashboard
- Chart Types: KPI tiles, Sparkline, Distribution histogram, Item cards, Movement timeline, Status badges, Sortable table
Common Questions About the Inventory Stock Dashboard
What is this inventory dashboard built with?
It is built on a standard SharePoint stock list, with Microsoft 365 Copilot generating the dashboard page from that list. There is no inventory system to buy and nothing to license beyond Microsoft 365. The cards, filters, and tables all live on one page that can be embedded in a SharePoint site – the kind of clean, maintainable reporting Greg Zelfond builds for operations teams.
What is included on the inventory dashboard?
Four KPI cards covering total stock value with a sparkline, items below reorder, low stock items, and average lead time. Below them sit a gallery of item cards showing quantity against reorder point with received, counted, and issued dates, and a sortable catalog table. A sidebar filters by stock value band, status, and supplier, with warehouse, category, and below-reorder controls on top.
Where does the dashboard data come from?
A single SharePoint list with seventeen columns – SKU, item name, category, supplier, warehouse, unit of measure, quantity on hand, reorder point and quantity, a below reorder flag, unit cost, stock value, last received, issued and counted dates, lead time days, and status. Most operations teams already keep a version of this list somewhere.
Does the dashboard refresh automatically from the SharePoint list?
This example carries its data with it, so it opens instantly and works offline, and it is refreshed by regenerating the page from the current list. When a live-refreshing view is the requirement instead, the same numbers can be charted with the Quick Chart web part directly on a SharePoint page, or with Power BI when scheduled refresh is needed.
Should we use Copilot, the Quick Chart web part, or Power BI?
It depends on how much you need. The Quick Chart web part is the lightest option – one chart, pointed at a list, no setup. A Copilot-generated dashboard suits a full page with filters and several linked charts that move together. Power BI earns its place when data volumes are large, sources need joining, or row-level security and scheduled refresh matter.
Can Greg build this dashboard for our organization?
Yes – this is exactly the kind of work Greg Zelfond does. As an independent SharePoint consultant and Microsoft MVP, he sets up the underlying list, shapes the columns so the charts are worth drawing, and builds the dashboard around the questions your leadership actually asks rather than the ones the data happens to answer. Reach out through the contact page.
