Inventory statistics, trends, and demand forecasting¶
The Statistics tab in your inventory dashboard turns raw movement data into the numbers you actually use to make decisions: how busy your warehouse was this month, where your stock is heading over the next half-year, and which parts you're going to run out of first.
Enterprise feature
Inventory management is available exclusively on the Enterprise plan. Compare plans to learn more.
Open it from Inventory → Statistics tab.
What you can see at a glance¶
The top of the page is a snapshot of the current month. Five numbers tell you most of what you need to know at a glance:
| Metric | What it counts |
|---|---|
| Total transactions | Every inventory movement recorded this month — adds, removes, transfers, and parts used on jobs combined |
| Items added | Units brought into stock — restocks from suppliers, returns, and manual additions |
| Items removed | Units written off, scrapped, or removed for reasons other than a job |
| Items transferred | Units moved between locations (warehouse to warehouse, or warehouse to a technician's van) |
| Used on jobs | Units consumed on jobs — parts your techs actually installed at customer sites |
The numbers reset on the first of each month. The header tells you which month you're looking at.
Reading the snapshot
A healthy month for most field-service teams shows "Used on jobs" as the largest number, with "Items added" close behind to replenish what was consumed. Big gaps between the two — used much higher than added — are an early warning that you'll need to restock soon.
The 6-month trend table¶
Below the snapshot, the Last 6 Months Trend table gives you the longer view. Each row is one calendar month, with two numbers next to it:
| Column | What it shows |
|---|---|
| Month | The calendar month (e.g., "Mar 2026") |
| Transactions | Total inventory movements during that month |
| Consumed | Total units consumed on jobs that month |
This is where seasonality jumps out. If you run an HVAC business, you'll often see consumed units climb in summer and again in early winter as your team tackles peak service seasons. If your numbers don't match what you'd expect from your own busy and slow seasons, that's worth investigating — it usually means parts are being recorded against the wrong job, transfers aren't being closed out, or stock is moving without being logged.
Why transactions and consumed don't match
"Transactions" counts every inventory event; "consumed" only counts parts used on jobs. A month with lots of transfers between warehouses can show a high transaction count and a low consumed count, which is normal — you weren't burning through stock, you were rebalancing it.
Top 10 most used items and demand forecast¶
The bottom section is the most actionable view on the page. It lists your ten highest-use parts over the last three months and projects forward.
| Column | What it shows |
|---|---|
| Part | The part name and SKU |
| Used (3mo) | Total units consumed in the last three months |
| Current stock | What you have on hand right now across all locations |
| Monthly demand | The forecasted monthly consumption based on the last three months of usage |
| Months remaining | How many months your current stock will last at that demand |
The forecast is straightforward: it averages the last three months of usage and projects that pace forward. It's not trying to predict seasonality — it's giving you a realistic baseline so you can spot the parts that need attention this week.
Red rows mean order now
Any part with less than two months remaining is highlighted in bold red. These are the parts most likely to stock out before your next purchase order arrives. Treat them as your priority reorder list.
A part showing "∞" months remaining means there has been zero recorded usage for it over the last three months. That's either a part you keep for emergencies (fine) or a part you no longer use and could clear out (worth reviewing).
Using statistics to make decisions¶
The Statistics tab is most useful when you check it on a rhythm. Here's a practical cadence:
| Frequency | What to do |
|---|---|
| Weekly | Scan the top 10 list. Anything in red goes on this week's purchase order. |
| Monthly | Compare current month transactions to the same month a year ago in the trend table. Big gaps deserve a look. |
| Quarterly | Review the trend table for parts whose monthly demand has crept up. Update minimum stock thresholds in the Parts catalog. |
| Before a busy season | Pull up the trend table from the same season last year. Use it to plan pre-season purchase orders. |
Cross-checking with reports¶
The Statistics tab gives you the headline numbers. When you need the transaction-by-transaction detail behind a number — which technician used what part on which job, who initiated a transfer, when an adjustment was made — the Reports & audits tab is where to go next.
A common workflow: spot a part with surprisingly high usage in the top-10 list, then jump to the Usage by job report filtered to that part to see exactly which jobs consumed it.
Frequently asked questions¶
Can I export the statistics to a spreadsheet?
The Statistics tab itself is a live dashboard, not an exportable report. For exportable data, head to Reports & audits and use the Export button on any of the underlying reports.
Why is my current month showing zero?
On the first day of a new month, the snapshot resets. As your team records transactions, the numbers fill in throughout the month. If it stays at zero past the first few days, check that your team is actually recording parts usage on jobs and that transfers are being closed out.
How is monthly demand calculated?
Monthly demand is the average of the last three months of usage for each part. It's intentionally simple — three months gives you enough history to smooth out a single quiet or busy month, without going so far back that old patterns drown out current trends.
Do van transfers count as transactions?
Yes. Every move between locations — warehouse to warehouse, or warehouse to a technician's van — counts as a transaction in the snapshot, and as part of "Items transferred."
What if a part isn't on the top 10 list but I know we use a lot of it?
The list is based on units consumed over the last three months. If the usage isn't being recorded against jobs — for example, if technicians are pulling parts from a van without logging them — it won't appear. Make sure your team is recording parts usage on every job; the Technician inventory guide walks through the mobile workflow.
Related guides¶
- Inventory management overview — start here if you're new to inventory.
- Reports & audits — full transaction-level detail behind these numbers.
- Parts catalog — adjust minimum stock thresholds based on what you learn here.
- Low stock alerts — get notified before red rows appear in the top 10.
- Performance dashboard — company-wide KPIs that include inventory metrics.