Beam provides built-in analytics and dashboards that give you a clear picture of your inventory health, item trends, and recent activity. All data is presented visually so you can make informed decisions quickly without exporting to external tools.
Stock Health screen
The Stock Health screen is your main place to see where inventory, orders, stocktakes, and locations need attention. Use it to decide what to act on first, then open the linked pages to fix issues.
At the top you see an overall health score and a short status message (e.g. "Stock levels need attention" or "Not good"). That message is the main takeaway: it summarizes why the score is low. The horizontal bars below show how each of the four areas (Inventory, Orders, Stocktakes, Locations) contributes. Tap the building icon in the header to open the Branch dashboard and see analysis at branch level (company-wide summary and a per-branch list).
Health distribution and what to do
Under Health distribution, each area shows key metrics. Use them like this:
- Inventory: Shows in stock, low stock, out of stock counts and stock percentage. Red or orange means items need reordering or thresholds adjusting. Use Managing Items to see which items are affected and to adjust min/max or reorder.
- Orders: Shows open, in progress, completed counts and completion rate. If you see open orders waiting for picking or a low completion rate, go to Order Management or Order Picking to process them.
- Stocktakes: If the app shows "No stocktakes" and suggests running a count to verify inventory, plan a Stocktaking round to reconcile stock and fix discrepancies.
- Locations: Shows how many items have a location assigned and how many do not (coverage %). Low coverage or many "Without location" items means assign locations in Location Management so stock is findable and the health score can improve.
Status colours: Green means OK or healthy; orange means warning (e.g. low stock or below target); red means critical (e.g. out of stock, no locations). "Not good" or "Insufficient" means that area is below the target and is pulling the overall score down.
Branch dashboard
Open the Branch dashboard by tapping the building icon on the Stock Health screen. You get a Branch statistics view: a company-wide summary plus a list of all branches, so you can compare performance and drill into a specific branch.
At the top, the company-wide card shows the overall health score (e.g. "Not good") and the average across branches, with totals for number of branches, total stock, and total orders. Under All branches, each branch appears as a row with branch name, item count, order count, health percentage, and stock. A right arrow on the row means you can tap it to open the full Stock Health view for that branch (the same health distribution and drill-downs, but scoped to that branch). Use this to spot the weakest branch and then fix issues there via Managing Items, Order Management, Stocktaking, or Location Management.
Item analytics
Open Item analytics via the stats button in the top right of the inventory screen.
Dive deeper into your inventory data with item-level analytics:
- View by category or subcategory: Filter your analytics to focus on specific product groups.
- Categories: Donut chart and list of categories with item counts and percentages; tap a category for subcategories and a breakdown (e.g. by type).
- Tracking methods: See how much of your stock uses unique RFID tracking vs amount-only (non-unique).
Activity log
The activity log shows a timeline of recent changes and events in your organization:
- Recent orders: Newly created, updated, or completed orders.
- Stock Takes: Stock counts that have been started, completed, or are in progress. See Stocktaking for how to run them.
- Item changes: Items that have been created, updated, or had their stock adjusted. See Managing Items for item and threshold settings.
- 7-day view: Activity is shown for the past seven days for a focused, relevant overview.
- Time-ago labels: Each activity entry shows how long ago it occurred (for example, "2 hours ago" or "yesterday").