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SAP Sales, Outstanding, Ageing and Inventory Analysis Dashboard

Comment

  • Project manager on customer side

    Manisha Hombalkar

    Jaysynth Group

    CIO

  • Category

    Technological Solutions

  • Nomination

    Analytics, BI

  • Goals

    The objective of this project is to extract relevant sales, receivables, and inventory data from SAP and present it through a centralized, user-friendly dashboard. The solution will provide division-wise sales performance, outstanding balances, invoice ageing, and fast-moving and slow-moving item analysis to support better business decisions and operational efficiency.

  • Timeline

    july, 2026 — october, 2026

  • Project completion year

    2026

  • Project scale

    25 automated workplaces

  • Results

    The project has significantly improved the efficiency and accessibility of business reporting. Earlier, generating and consolidating the required SAP reports took at least 10–15 minutes every week and involved dependency on backend users for information retrieval. With the implementation of this solution, reports and detailed information are now readily available at users' fingertips, eliminating repeated backend requests and manual report preparation. Approximately 10–15 stakeholders benefit from direct access to division-wise sales, outstanding balances, customer details, invoice ageing, and inventory movement reports. The invoice-level drill-down, email reminder facility, and fast-moving/slow-moving item analysis have streamlined financial monitoring, payment follow-ups, and inventory tracking. The solution saves at least 10–15 minutes per weekly reporting cycle, reduces operational dependency, and enables faster, informed business decisions.

  • Project uniqueness

    The uniqueness of this project lies in integrating division-wise sales, customer outstanding, invoice ageing, automated email reminders, and fast-moving/slow-moving inventory analysis into a single, user-friendly dashboard. Users can drill down from division-level summaries to customer names and individual invoice details through interactive icons without logging into SAP. The solution reduces dependency on manual reporting, simplifies payment follow-ups, improves visibility into overdue receivables, and helps identify high-demand, slow-moving, and non-moving items. By combining financial and inventory insights in one platform, the project enables faster decision-making, better inventory planning, improved collection efficiency, and enhanced operational control.

  • Software used

    claude code

  • Solution from the Global CIO catalog

    The project does not use solutions from the Global CIO catalog

  • Project implementation complexity

    The implementation complexity is moderate, involving SAP data extraction, data integration, dashboard development, and automated reporting. The solution requires integration with SAP sales, customer, invoice, outstanding, and inventory data, along with defined business rules for invoice ageing and fast-moving, slow-moving, and non-moving item classification. Additional development is required for interactive drill-down from division-level summaries to customer and invoice details, without requiring users to log in to SAP, and for email reminder functionality. Proper data validation, access control, security, and scheduled data refresh mechanisms will be essential to ensure reliable reporting and smooth operation.

  • Description

    Key Objectives

    1. Division-wise Sales and Outstanding Reports: View total sales and outstanding amounts division-wise for effective monitoring of business performance and receivables.

    2. Customer-wise Details: Click on an interactive icon to view customer names and their corresponding sales and outstanding balances.

    3. Invoice-level Drill-down: Navigate from division-level summaries to customer details and individual invoices without logging into SAP.

    4. Ageing Analysis: Categorize outstanding invoices by ageing periods to identify overdue payments and prioritize collection activities.

    5. Email Payment Reminders: Provide the facility to send email reminders to customers for overdue invoices and pending payments.

    6. Fast-moving and Slow-moving Items Analysis: Identify items based on sales frequency, quantity sold, and movement over a defined period to highlight high-demand products and slow-moving or non-moving inventory.

    7. Inventory and Sales Insights: Enable users to review item-wise sales trends and inventory movement to support stock planning, inventory optimization, and reduction of excess or obsolete stock.

    8. Management Reporting: Provide consolidated and division-wise insights through interactive reports and dashboards for faster, data-driven decision-making.

  • Project geography

    This project is On Premises and remote user must log in through secured VPN

  • Additional presentations

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  • Customer

    Jaysynth Group

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