Item Intelligence
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      2. Item Intelligence

      What is Item Itelligence

      This document provides technical documentation and feature details for the Item Intelligence Power BI Report solution.

      The solution helps organizations classify and analyze inventory based on item activity and performance. It is structured around four analytical groups:

      • Performing Group

      • New Items Group

      • No Sales Group

      • Obsolete Items Group

      Each group uses tailored Power BI visuals and DAX-based KPIs.

      Versions

      The solution is available in two tiers:

      • Base Version – The standard application available on Microsoft AppSource.

      • Extended Version – Includes all Base features plus:

        • Mini Item Intelligence Dynamic Dashboard

        • Item Intelligence Power BI Report

      Features exclusive to the Extended Version are marked with an asterisk (*).

      Available Languages: German, Dutch

      Quick jump

      Data Source and Structure

      KPI Groups and Metrics

      Main Page and Insights

      Power BI Integration*

      Item Intelligence App Actions

      Administration & Setup

      Item Page Functionality


      Data Source and Structure

      • Main Source: Azure Data Factory (ADF)

      • Backend: Azure-integrated databases and tables

      KPI Groups and Metrics

      Performing Group

      • I. Stock Level by Quantity (W3)

      • II. Sales Trends (W4)

      • III. Sales Revenue (W8)

      • IV. Price Ratio (W13)

      New Items Group

      • I. Sales Quantity Ratio in Classification Period (NW1)

      • II. Avg. Daily Sales Amount in Classification Period (NW2)

      • III. Stock Level by Quantity (W3)

      No Sales Group

      • I. Stock Level by Quantity (W3)

      • II. Days Since Last Sales Transaction (Before Classification Period)

      • III. Days Since Last Sales

      • IV. Last Sales Posting Date (Before Classification Period)

      Obsolete Items Group

      • I. Count of Item IDs

      Power BI Report – Advanced visualization of group-level KPIs and trends

      Main Page & Insights

      Overview Dashboard

      The Item Intelligence main group is divided into:

      • Performing Items – 16 item groups

      • Recently Introduced Items – 4 item groups

      • Obsolete Items – 1 item group

      • Items with No Sales – 3 item groups

      Each Item Group contains:

      • Group Description

      • Period Filter

      • “Item Insight” Action Button

      Item Insight Structure

      Triggered by the “Item Insight” button, the insight panel includes:

      1. Summary

      2. Item Performance Evaluation

      3. Trends & Seasonality

      4. Sales & Marketing Strategy Suggestions

      5. Short-Term Recommendations

      Item List Columns:

      • Item No.

      • Item Description

      • Item Insights

      • Insight Creation Date

      • Current Stock

      • Last Sales Date

      • Sales Amount (Period & Total)

      • Sales Quantity (Period & Total)

      • COGS (Period)

      Clicking on an Item No. and then Item Description in the pop-up redirects the user to the Item Card.

      *Power BI Integration

      A full Power BI Report is available in the Extended version:

      • Complete view of Items, Groups, and KPIs

      • Interactive filtering and insights

      • Designed for strategic overview and export

      Item Intelligence App Actions

      Main Actions Menu:

      • Item Intelligence Groups – View and edit group metadata

      • App Management Panel

      Group Fields:

      • Group Reference (Code[4])

      • Group Title

      • Group Description

      • Visibility Toggle

      App Management Info:

      • User ID

      • Tenant ID

      • Tenant Domain Name

      • Status (initialization flag)

      • Application Name and Version

      • Last Update Date

      • Debug Mode Toggle

      • Extension Permissions (auto-generated)

      FactBox includes Data Courage logo for quick branding reference.

      Administration & Setup

      Menu: Start Here

      • Partner Name & Contact Email form

      • Support Contact

      • Website Access

      Admin Tools → Item Intelligence Setup

      a) General Settings

      • Period Length – Defined in DateFormula, calculated from current WorkDate in Business Central

      • Last Update Date – Date of last classification

      • Classification Range – Number of uploaded item records

      • Number of Records – Total count of items processed

      • Hide Empty Groups – Toggle to hide tiles with zero items

      b) Scheduler

      • Scheduler Start Date – Start time of scheduled tasks

      • Frequency – Daily / Weekly / Monthly / Yearly

      • Activated – Enable or disable the scheduling engine

      Additional Tools:

      • Check Your License

      • Initiate Web Services List – Upload web service bindings

      • Reset Web Services List – Reinitialize service configuration

      Item Page Functionality

      The Item List displays all items with interactive insights.

      On the right-hand details panel:

      • Mini Item Intelligence Dashboard

        • Displays interactive KPI data for the selected item

        • Updates dynamically based on user selection

      After item selection:

      • Additional Item Intelligence section appears

      • Clicking on the Item Group name redirects to the Item Group Page