Smart Count Dashboard Portlets Overview

The Smart Count Dashboard contains several portlets, each providing specific inventory insights. Understanding these portlets helps you manage inventory counts effectively

For information about how the dashboard stays current, see Optimizing Performance of Smart Count Dashboard.

The following table lists the portlets available on the Smart Count dashboard.

Portlets	Description	Examples
Filters	This portlet contains the Location field that lists all the locations accessible to a role. All other portlets display data based on the selected location.	-
Reminders	This portlet displays item counts pending approval and items due for count in the current day and last 30 days.	-
Approval Summary	This portlet displays a summary of approved, pending, rejected, and recounted items. Approved - Indicates the number of approved item counts in the current day. Pending - Indicates the number of item counts that are in tolerance error or pending approval in the current day. Rejected - Indicates the number of rejected item counts in the current day. Recount - Indicates the number of item counts for which recount is suggested in the current day.	-
Smart Count Summary	This portlet provides the following information related to inventory counting: Counted - Indicates the number of counted items in the current day. Approved - Indicates the number of approved item counts in the current day. Rejected - Indicates the number of rejected item counts in the current day. Recount - Indicates the number of items selected for recount in the current day. Due - Indicates the number of items due for count in the current day. Delayed - Indicates the number of items due for count for past seven days, excluding current day. Scheduled - Indicates the number of items scheduled for count in the next seven days, excluding current day. Value Change - Indicates the total amount variance in the counted items in the current day. Quantity Change - Indicates the total quantity variance in the counted items in the current day.	-
Average Count Variances by User	This portlet contains graphs showing average count variance and inventory record accuracy per user. Formulas used: Inventory Record Accuracy = Number of Approved Records / (Number of Approved + Recount Suggested+ Rejected Records) × 100 Cycle Count Difference % = [Sum of (Actual Count - Count End Quantity on Hand)] ÷ [Sum of (Count End Quantity on Hand)] × 100 Note: To calculate cycle count difference, all count records are considered except records with the following statuses: Paused Canceled Count Superseded	Examples showing calculation of cycle count variances. Case 1: Actual count = 0, Quantity on hand = 50 Cycle Count Difference = (0 - 50) / 50 × 100 = -100% Case 2: Actual count = 100, Quantity on hand = 50 Cycle Count Difference = (100 - 50) / 50 × 100 = 100% Case 3: Actual count = 50, Quantity on hand = 100 Cycle Count Difference = (50 - 100) / 100 × 100 = -50% Case 4: Item A: Actual = 190, On hand = 100; Item B: Actual = 50, On hand = 100 Cycle Count Difference = [(190-100) +(50-100)] / (100+100) × 100 = 20%
Count Variance Analysis	This portlet contains graphs showing percentage of item counts over tolerance, within tolerance, and with zero variance for every counter. Note: To calculate the percentage of item counts, all item counts are considered, except the counts with the following statuses: In-progress Count Superseded Canceled	Examples showing calculation of count variances. Case 1: When item count is over the tolerance limit, the parameters are as follows. Tolerance limit (not defined) = 0 On-hand quantity = 10 Counted quantity = >< 10 Variance is >< 0 Case 2: When item count is within tolerance limit, the parameters are as follows. Tolerance limit (defined) = 10 On-hand quantity = 10 Counted quantity = 0 to 20 Variance is >< 0 Case 3: When item count has zero variance, the parameters are as follows. On-hand quantity = 10 Counted quantity = 10
Count Variance by Location	This portlet displays variance quantity or variance amount for Today, This Week, This Month, and This Quarter based on location and variance type. You can select the variance type from the Variance field at the top right corner of the portlet. To calculate variance, the sum of quantities or amounts in the inventory adjustment records of approved item count records is considered. The portlet includes the following columns: Location Today This Week - It is based on the setting in the First Day of Week field on the Set Preferences page. This Month - It is based on calendar setting. This Quarter - It is based on the current fiscal year following the quarter setup in the accounting periods.	-

Portlets

Description

Examples

Filters

This portlet contains the Location field that lists all the locations accessible to a role. All other portlets display data based on the selected location.

Reminders

This portlet displays item counts pending approval and items due for count in the current day and last 30 days.

Approval Summary

This portlet displays a summary of approved, pending, rejected, and recounted items.

Approved - Indicates the number of approved item counts in the current day.
Pending - Indicates the number of item counts that are in tolerance error or pending approval in the current day.
Rejected - Indicates the number of rejected item counts in the current day.
Recount - Indicates the number of item counts for which recount is suggested in the current day.

Smart Count Summary

This portlet provides the following information related to inventory counting:

Counted - Indicates the number of counted items in the current day.
Approved - Indicates the number of approved item counts in the current day.
Rejected - Indicates the number of rejected item counts in the current day.
Recount - Indicates the number of items selected for recount in the current day.
Due - Indicates the number of items due for count in the current day.
Delayed - Indicates the number of items due for count for past seven days, excluding current day.
Scheduled - Indicates the number of items scheduled for count in the next seven days, excluding current day.
Value Change - Indicates the total amount variance in the counted items in the current day.
Quantity Change - Indicates the total quantity variance in the counted items in the current day.

Average Count Variances by User

This portlet contains graphs showing average count variance and inventory record accuracy per user.

Formulas used:

Inventory Record Accuracy = Number of Approved Records / (Number of Approved + Recount Suggested+ Rejected Records) × 100

Cycle Count Difference % = [Sum of (Actual Count - Count End Quantity on Hand)] ÷ [Sum of (Count End Quantity on Hand)] × 100

Note:

To calculate cycle count difference, all count records are considered except records with the following statuses:

Paused
Canceled
Count Superseded

Examples showing calculation of cycle count variances.

Case 1: Actual count = 0, Quantity on hand = 50

Cycle Count Difference = (0 - 50) / 50 × 100 = -100%
Case 2: Actual count = 100, Quantity on hand = 50

Cycle Count Difference = (100 - 50) / 50 × 100 = 100%
Case 3: Actual count = 50, Quantity on hand = 100

Cycle Count Difference = (50 - 100) / 100 × 100 = -50%
Case 4:

Item A: Actual = 190, On hand = 100; Item B: Actual = 50, On hand = 100

Cycle Count Difference = [(190-100) +(50-100)] / (100+100) × 100 = 20%

Count Variance Analysis

This portlet contains graphs showing percentage of item counts over tolerance, within tolerance, and with zero variance for every counter.

Note:

To calculate the percentage of item counts, all item counts are considered, except the counts with the following statuses:

In-progress
Count Superseded
Canceled

Examples showing calculation of count variances.

Case 1: When item count is over the tolerance limit, the parameters are as follows.

Tolerance limit (not defined) = 0
On-hand quantity = 10
Counted quantity = >< 10
Variance is >< 0

Case 2: When item count is within tolerance limit, the parameters are as follows.

Tolerance limit (defined) = 10
On-hand quantity = 10
Counted quantity = 0 to 20
Variance is >< 0

Case 3: When item count has zero variance, the parameters are as follows.

On-hand quantity = 10
Counted quantity = 10

Count Variance by Location

This portlet displays variance quantity or variance amount for Today, This Week, This Month, and This Quarter based on location and variance type. You can select the variance type from the Variance field at the top right corner of the portlet.

To calculate variance, the sum of quantities or amounts in the inventory adjustment records of approved item count records is considered.

The portlet includes the following columns:

Location
Today
This Week - It is based on the setting in the First Day of Week field on the Set Preferences page.
This Month - It is based on calendar setting.
This Quarter - It is based on the current fiscal year following the quarter setup in the accounting periods.

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