How to read this dashboard

All numbers are read live from the GBS Products Airtable base — inventory & demand from Current Product Inventory, and containers from Purchase Orders. Read-only: nothing is written back. Press Reload (top-right) to refresh. Use the EN | ES buttons in the header to switch the interface language (English is the original). CPI is the source of truth — its formulas audit real inventory twice a day; this dashboard only reads it.

Demand window — sales history (From → To)

The calendar selectors and presets (6 / 12 / 24 mo, years 2023 / 2024 / 2025) are the "Demand window" group — they only analyze the past. DMD, Avrg/MO.Sales, Peak and trend are computed from that range. The month columns show your range and always append the next 6 months of projection. Past months show actual units sold; future months show projected on-hand.

Empty months count as 0. If a month has no data in CPI (e.g. the most recent month before the monthly-sales import catches up), it is counted as 0 sales — never skipped — so the average stays conservative and is never inflated.

Columns (left to right)

• Item — SKU. A ▶ caret means several versions are consolidated; click to expand the breakdown.
• Category · Brand · Peak — Peak = the highest single month within the range.
• DMD (N mo) — total units sold across the range; the arrow compares the recent half vs the older half of the period.
• Avrg/MO.Sales — monthly sales pace = DMD ÷ number of months in the range (shown with one decimal, e.g. 0.8).
• OH · Comm · Avail — On Hand, Committed (OH − Available), and Available.
• Back Order · Avail−BO — Back Order = units already sold to customers, waiting for stock (they ship as soon as a container lands). Avail−BO = Available − Back Order; negative means you owe more than you hold.
• Inbound · Proj — Inbound = On Order. Proj = Available − Back Order + Inbound (what you really have once backorders are covered). MO/CVR, Status and the suggested Order all use this.
• Containers — the open container(s)/PO(s) bringing this item; hover for qty & ETA per PO. Matches the Containers tab.
• MO/CVR — months of coverage = Proj ÷ Avrg/MO.Sales. Shows — when the item has no demand in the range (can't divide by zero).
• Order — suggested qty = max(0, round(sales pace × (target + lead) − proj)).
• Month columns — show the months in your selected range plus the next 6 months of forward projection (so you always see where stock is heading). Past months = actual units sold; future months = projected on-hand, consuming whole units per month (sales pace rounded to the nearest integer — no half tubs). Top blue number = PO units arriving that month (the authoritative On Order total placed on the real ETAs of the open Purchase Orders); red = projected stock-out.

Planning settings (Target & Lead)

These two dropdowns (1–12 mo) are the "Planning settings" group, kept separate from the demand window. Target coverage = months of stock you want to hold. Lead time = months a new PO takes to arrive. Both feed the status rules and the suggested Order qty.

Status rules (first match wins)

1. At Risk — Available ≤ 0 with active demand.
2. At Risk — Available-only coverage < lead time.
3. No usage — no demand in the range.
4. At Risk — total coverage < lead time.
5. Inbound / Order Soon — coverage < target (Inbound if a PO is open).
6. Watch — coverage < target × 1.5.
7. OK — fully covered.

Customize your view

• ⚙ Columns — button above the table; check/uncheck any column (and all Month columns or Status) to declutter. Remembered per user.
• Hide “No usage” items — checkbox under the filters; hides items with no demand in the selected window so you focus on items that move.
• Group by status — click the Status column header to split the table into sections (At Risk, Order Soon, Inbound, Watch, OK, No usage), each with its count. Click again for normal sorting. A ▢/▣ marker shows whether grouping is on.
• Sort — click any other column header to sort by it; click again to reverse.
• Focus on items — type SKUs to show only those. Exclude items — search and click to remove items from the view. Both are display-only and remembered.

Containers tab

Open / in-transit containers from Purchase Orders (excludes Delivered & Canceled), including direct containers (Royal & Caden Layne). Shows status, ETA (with a LATE flag when overdue), port, vessel, container # and tracking link. Use the search box to find a PO #, container #, vessel, port or SKU. Expand a container to see its lines and each item's coverage matched to the main table. If a PO has no PO Line Items, it falls back to the PO's Variants list — those lines show qty n/d because that field has no per-line quantity (so they don't add to Inbound).

PO Simulator

A planning sandbox — nothing is written back. Enter a SKU + Qty + ETA (or use Auto-fill from At Risk) to add lines. Each line is its own row in Impact analysis, so adding the same SKU twice lets you compare scenarios side by side.

Months of coverage (dropdown, 1–12, next to ETA) sets the target coverage used only inside the simulator — change it and Suggested Qty and Status change recalculate instantly. Lead time still comes from the Demand Planning tab. The grey Assumptions line shows exactly which Target, Lead and date range the simulator is using.

Coverage vs. timing. Monthly coverage and New monthly coverage are simple months of stock = (Available + Inbound [+ your units]) ÷ sales pace, so the number rises when you order more. The Status change is time-phased: stock keeps selling and your PO only helps from its ETA — so if you would run out before it arrives, the status stays At Risk even when coverage looks healthy. Bring the ETA closer to turn it green. When an item stays At Risk only because of timing, the Status cell shows a ⏱ lands too late note — that means no extra quantity will help; you need an earlier ETA or a split shipment.

Columns: Avail = current available · Back Order = sold but not yet shipped · Avail−BO = Available − Back Order · Avrg/MO.Sales = sales pace from the selected range · Inbound = On Order (open POs) · Incoming containers = the PO(s) carrying this SKU (qty & ETA on hover) · Incoming units = total units in those active containers (n/d = a container has no loaded line-item qty) · Monthly coverage = (Available + Inbound) ÷ Avrg/MO.Sales · +Sim = the units you simulated · Suggested Qty = ETA-aware recommendation (uses months-to-ETA instead of the Lead slider, so a later ETA suggests more; amber when your +Sim is below it) · New avail = Available − Back Order + Inbound + your simulated units · New monthly coverage = (Available + Inbound + your units) ÷ Avrg/MO.Sales · Status change = before → after (row turns green if it improves, red if it gets worse).

Consolidation

Version/packaging variants merge onto one primary row showing the combined total. Merged tokens: -STK, -BOX, orientation -L/-R, version (v2)/(V12)/(V2-6), w/Brackets, brand tag -IQ, porcelain -B. Colors, finishes, sizes and ADA stay separate.

Scope & manual overrides

All categories except Tiles, Mirrors and Toilets, across all brands. The Interquatic IAPMO Main Listee brand is excluded (item no longer exists). Committed (OH − Available) is reserved stock; Back Order is the separate count of units already sold but not yet shipped. Display-only overrides (not written to Airtable): 179801-WH & Z-Repair Kit → Interquatic; Z-Repair Kit → Accessory; 171203 / 171205 / 171207 → Caden Layne; the Shower category is shown as Shower Base.

What's new

Latest first.

• ⚙️ Tools menu & resilient reads. New ⚙ Tools header menu with a Data sources panel (the live Airtable base & tables, read-only). All reads now self-heal: if a field is missing they skip just that field and show an amber banner naming it, so data is never silently blank.
• 🏭 Factory column & filter. Demand Planning now has a Factory column (from the Manufacturer link in CPI) and a matching Factory filter row, so you can see and show only the items made by a given factory (e.g. J-Spato, Waltmal, Wanda).
• 🧮 Group by status. Click the Status column header to group the table into sections — At Risk, Order Soon, Inbound, Watch, OK, No usage — each with its item count. Click again to go back to normal sorting.
• ☑️ Hide "No usage" items. A checkbox under the filters hides every item whose status is No usage (no demand in the selected window), so you can focus on items that actually move. Remembered per user.
• 📋 Target & Lead are now dropdowns. The Target coverage and Lead time controls changed from sliders to 1–12 month dropdown menus for precise, clear selection.
• ⚙️ Show / hide columns. A ⚙ Columns button above the Demand Planning table lets each user check or uncheck any column (including all month columns and Status) to declutter the view. Your choice is remembered.
• 🌐 Language toggle (EN / ES). Use the EN | ES buttons in the header to switch the everyday interface — tabs, buttons, column headers, tooltips, legends, status and labels — between English (original) and Spanish. (This Help and What's new stay in English.)
• 📦 Backorders are now built into the planning. New Back Order and Avail−BO columns (Demand Planning + PO Simulator), and Projected now = Available − Back Order + Inbound — so MO/CVR, Status and the suggested Order all account for units you already owe. Read live from CPI "On Back Order".
• 💡 Easier to read for the whole team. Added a Status color key and a Month-columns key on Demand Planning, an Assumptions line (Target & Lead) on the Containers and PO Simulator tabs so you always see what is driving the numbers, a 3-step guide in the PO Simulator, and clearer empty-state hints.
• 📅 PO Simulator is now time-phased (ETA matters). The Impact table walks the calendar: stock keeps depleting at the sales pace and each PO (existing or simulated) only counts from its ETA. Monthly coverage / New monthly coverage = units ÷ sales pace (rises when you order more). The Status change stays time-phased: if you would run out before your PO arrives it stays At Risk even when coverage looks fine. New Suggested Qty column is also ETA-aware (uses months-to-ETA instead of the Lead slider) and turns amber when your simulated qty is below it.
• 🧪 PO Simulator — coverage now counts containers. The Impact analysis table now has an Incoming containers column (the open PO(s) carrying each SKU) plus an Incoming units column (total units in those active containers; n/d if a container has no line-item qty yet). New avail now = current Available + Inbound (open POs) + your simulated units, so it lines up with New MO/CVR. Add the same SKU twice (different ETA/qty) to compare scenarios as separate rows. The old "Copy lines" button was removed.
• 🚂 Containers tab + Containers column. New live tab (before PO Simulator) listing open / in-transit containers from Purchase Orders — status, ETA (late flag), port, vessel, container #, tracking link, and each line's coverage matched to the main table. The Demand Planning table now shows a Containers column next to Inbound with the PO(s) bringing each item (qty & ETA on hover). Includes direct containers (Royal & Caden Layne).
• 🚫 Excluded "Interquatic IAPMO Main Listee" from all calculations and views.
• 🚂 "Place a new Container order" button. Replaces Print/PDF in the header — opens a new NetSuite Purchase Order (container form) in a new tab. Shared company NetSuite account, so it works for the whole team (log in if prompted).
• 📈 Projection always visible. The month columns now always include the next 6 months of forward projection on top of your selected range — so you see where stock is heading even when the range ends at the last complete month.
• 📊 Whole-unit projection. The forward month columns now consume whole units per month (sales pace rounded to the nearest integer) — no fractional tubs in projected on-hand.
• ✅ Cleaner coverage display. MO/CVR shows — instead of ∞ when an item has no demand in the selected period.
• 📦 Containers fallback. If a PO has no PO Line Items, the Containers tab reads the PO's Variants list so no container shows empty (qty marked n/d).
• 📅 Date-range selector (From → To). Replaced the time sliders: pick any exact period with month pickers, plus one-click presets 6mo / 12mo / 24mo and full years 2023 / 2024 / 2025. Demand, Avrg/MO.Sales, Peak, trend and the month columns all span the chosen range — past months show actual units sold, future months show the projection.
• 🔍 Header tooltips + sticky headers. Hover any column header for a plain-language explanation; the header row stays pinned while you scroll the long list.
• 🏷 Manual overrides (display-only). 179801-WH and Z-Repair Kit now show brand Interquatic; Z-Repair Kit sits under Accessory. The empty “—” chip was removed from the Category filter. Nothing is written back to Airtable.
• 📊 Live Airtable source. Reads directly from Current Product Inventory on every open — no static export, read-only.
• 🏷 Brands added: Caden Layne & Royal — fully integrated into calculations, filters & reporting.
• 📥 STK / version consolidation. Combined total on the main row; expandable dropdown for individual versions (same logic for sinks & any multi-version group).
• 🚫 Tiles & Mirrors excluded from all calculations and views.
• 📊 Layout: Peak moved to right after Brand (Brand → Peak → demand). Cover renamed MO/CVR.
• ✅ Copy-paste ready. Any teammate with the GBS Products Airtable connector can open this artifact and it works with no setup.

Tools

Data sources · read-only

This dashboard only reads the live Airtable sources below. It never writes to Airtable or NetSuite.

• Base — GBS Products: appAJNIyFj5yWTfOX
• Current Product Inventory: tblBmadWQaog24IbM — inventory + trailing monthly units sold
• Purchase Orders: tblQZ51aHQPAn0ugr — powers the Containers tab

Reads are resilient: if a field can't be found it is skipped and an amber banner names it, so missing data is flagged rather than left silently blank.

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