Reaching the pinnacle of operational efficiency means more than just managing your daily tasks - it's about transforming data into actionable insights that drive strategic decisions and unlock new revenue opportunities. At the Excel level of the Operational Excellence pathway, you'll harness the full power of Unleashed to identify trends, optimize inventory strategies, and maximize profitability across your operations.
Your path to excellence
Achieving operational excellence isn't a destination - it's an ongoing journey of continuous improvement. By mastering these advanced capabilities in Unleashed, you'll:
Reduce costs through optimized inventory levels and strategic supplier management.
Increase revenue by capitalizing on demand trends and eliminating stockouts.
Improve profitability through better margin analysis and pricing strategies.
Enhance customer satisfaction with reliable availability and faster fulfillment.
Make confident decisions backed by accurate, real-time data.
Supply Chain Expert: Turn Data into Strategic Advantage
AIM Forecasting and Supply Chain Management
With quality data flowing through Unleashed, you can easily spot supply trends, monitor the rate of stock demand, and track stock movement over time. This visibility empowers you to quickly identify patterns and make informed decisions about inventory levels, purchasing, and sales trends.
Advanced forecasting capabilities allow you to:
Predict future demand based on historical data and seasonal patterns.
Adjust purchasing strategies proactively rather than reactively.
Optimize stock levels across multiple locations.
Reduce the risk of stockouts while minimizing excess inventory.
Seeing Supplier trends
Understanding your supplier performance is crucial for maintaining a resilient supply chain. Unleashed enables you to analyze:
Supplier reliability and delivery timeframes
Cost fluctuations and pricing trends over time
Quality metrics and return rates
Lead time variations that impact your planning
By identifying which suppliers consistently meet your needs and which fall short, you can make strategic decisions about supplier relationships, negotiate better terms, and build backup options for critical components.
Identifying revenue opportunities and risks
One of the most valuable capabilities at the Excel level is spotting potential revenue gains and losses in your stock movement:
Backorder Management: Identify products frequently on backorder, which signals either underestimated demand or supply chain constraints. This insight allows you to adjust reorder points, find alternative suppliers, or communicate more effectively with customers about availability.
Dead Stock Identification: Quickly spot inventory that's not moving, freeing up valuable capital and warehouse space. By analyzing stock age, movement velocity, and holding costs, you can implement clearance strategies, bundle products, or discontinue items that no longer serve your business.
Helpful guides:
Smarter Inventory: Strategic Stock Management
Modelling stock strategies
Different products require different inventory approaches. Unleashed supports sophisticated stock strategy modeling:
Just-in-Time (JIT) Strategy: For products with predictable demand and reliable suppliers, minimize holding costs by ordering precisely when needed. Track supplier performance metrics to ensure JIT doesn't compromise customer satisfaction.
Stock Days Analysis: Determine optimal stock levels by calculating how many days of demand your current inventory covers. This metric helps you balance the competing priorities of cash flow, storage costs, and service levels.
Configure your system to alert you when stock days fall outside your target range, enabling proactive rather than reactive inventory management.
Recall Batch/Serial processes
For businesses dealing with regulated products, perishables, or items requiring traceability, robust batch and serial tracking becomes essential. At the Excel level, you'll master:
Complete traceability from supplier to customer
Efficient recall processes that minimize business disruption
Expiry date management for perishable goods
Compliance reporting for regulatory requirements
Quality control tracking throughout the supply chain
This capability not only protects your business from compliance risks but also builds customer trust through demonstrable quality assurance.
Understanding stock value movements and trends
Monitor how your inventory investment performs over time by tracking:
Stock value fluctuations due to purchases, sales, and adjustments.
Margin trends across product categories.
The impact of pricing changes on inventory value.
Write-offs and shrinkage patterns.
Seasonal value variations.
These insights help you make strategic decisions about product mix, pricing strategies, and inventory investment levels.
Sales Performance: Drive Revenue and Profitability
Identifying key KPIs for Sales Revenue and Profit
Transform raw sales data into actionable intelligence by focusing on the metrics that matter most:
Revenue Metrics:
Total sales revenue by period, product, customer, or sales representative.
Revenue growth rates and trends.
Average order value and changes over time.
Customer lifetime value.
Profitability Metrics:
Gross profit margins by product line.
Customer profitability analysis.
Cost of goods sold (COGS) trends.
Net profit margins across different sales channels.
Configure dashboards that present these KPIs at a glance, enabling quick decision-making and early identification of issues or opportunities.
Refining multi-division workflows
For businesses operating across multiple locations, divisions, or channels, optimizing workflows between invoices and shipments is critical for accurate reporting and efficient operations.
Invoice vs. Shipment Timing:
Establish clear policies for when revenue should be recognized
Ensure inventory accuracy across all locations
Streamline communication between sales and warehouse teams
Reduce delays in fulfillment processes
Cross-Division Insights:
Compare performance across different business units
Identify best practices in high-performing divisions
Allocate resources strategically based on division profitability
Standardize processes while allowing for necessary local variations
By refining these workflows, you'll improve both customer satisfaction through faster fulfillment and financial accuracy through proper revenue recognition.
Helpful guides: