New In LuckyTemplates Showcase – Procurement Insights, Sales Overview, Inventory Analysis

The LuckyTemplates Showcase continues to be a wonderful resource for those who want to step up their game in using LuckyTemplates across different scenarios. We’ve launched 3 more reports that can give you powerful insights if you’re working on procurement, sales and inventory.

The give you the opportunity to really dig deep into the functions that LuckyTemplates can have. Here are some fresh showcases we’ve added to show you how dynamic LuckyTemplates really is.

Table of Contents

• Procurement Insights
• Sales Overview
• Inventory Analysis
• The LuckyTemplates Showcase

Procurement Insights

Moving goods and tracking them properly is a critical point in any business. With this report, you can efficiently track how many days it takes for any purchased item to be cleared for invoices and receipts.

This one-page report gives so much insights in a single page.

You can see the total number of days until invoice and receipt on the leftmost part of the page along with the amounts. The summary in the middle also clearly shows the total purchases and invoices in terms of amounts and weight.

You also have a detailed table showing all the procurement details including details of the purchase, inventory and sales. If you need to zero in on more specific information, a slider at the top right allows you to filter the dates.

Sales Overview

Another one-page report, the Sales Overview showcase uses a four-quadrant scatter chart to provide an enormous amount of information.

The top portion allows you to filter data according to the purchase date and month. You can also tweak the tolerance % by typing a number in the space provided.

There are also cards that show the summary in terms of orders vs received goods, total tons ordered, total tons billed, profit vs loss, etc. An overview of each chosen Purchase Order is also given on the top right, giving you a clear statement on the average processing time for the individual materials. These parts of the report make it easy for anyone to really understand the data at a glance.

Inventory Analysis

The Inventory Analysis showcase uses a neat LuckyTemplates trick where bookmarks are used to make it seem like the report has multiple pages.

The main page opens up with an overview of the purchases, with information on the top 10 materials, purchased value and the delivery status. A summary is also available on top.

On the left pane, there are filters that allow you to zero in on more specific dates and materials. But the most interesting thing are the tabs above those filters. Purchases is currently highlighted, but if you click on Inventory, it leads you to a bookmark that shows a different set of information.

This time, you can see the material movements, value movements, the inventory quantities and values, etc. The filters and the summary on top remain as is.

Let’s click on the Sales section this time.

Now, it shows the remaining material metrics, the total sales by date and the total quantity by date.

As for the Time section, it shows details of all the arrivals and departures of products.

The LuckyTemplates Showcase

These new reports really show you how useful LuckyTemplates can be no matter what kind of business you’re running. You can input your own data into these reports and see what kind of insights you can gather.

The is a collection of downloadable reports that can be used for different industries and scenarios. Its primary purpose is to help people see more meaning in their data regardless if they’ve used LuckyTemplates before or not.

LuckyTemplates Team