Health

Health is your scorecard. It shows the measures you would otherwise build in a spreadsheet. Stock value, turns, days of stock, in-stock rate, margin, supplier on-time delivery, and what Narada found last night.

Each measure shows today’s value, the change, a trend line, the working behind it, and the parts behind it. It answers one question: is the business getting better or worse, and where?

Where to find it: Health is in the top menu, after Issues.

When should I open this page?

Weekly, and at month end. Owners check whether stock, service and margin are moving the right way against last year. Finance uses it at month end, with the working to check. Planners use it weekly to see which measure got worse and which parts are behind it. Branch managers see the same page filtered to their branch.

What am I looking at?

The header and the three tiles

The header shows the date of the stock figures and the last day with sales. Measures over “the last 4 weeks” end on that sales day.

Three tiles sit under it. At risk, found by Narada is the total from last night’s findings. Better than a year ago and Worse than a year ago count how many measures moved each way.

The controls

The controls above the table set what each change is measured against, and which branch you see.

• Compare with: sets the point each change is measured from. Choose Same week last year or 4 weeks ago.
• Show: how much history the trend lines use. Choose 13 weeks, 12 months or all.
• Step: weekly or monthly points on the trend.
• Branch: shows one branch.
• Download CSV: downloads every row on screen, with the numbers behind each rate.
• Copy link to this view: copies a link that reopens the same filters, the same open row and the same folded groups.

The table

The table has five groups. Each group header shows how many measures in it are better or worse:

• What Narada found: last night’s findings, by kind, with their money. Money is counted once where findings overlap. Counts are findings, not parts.
• Coming up: lines on the buy list, gaps in the next 7 days, and overdue supplier order lines (one late order with three parts counts three).
• Service: in-stock rate, line fill rate, and how many parts are stocked out now.
• Money in stock: stock value, turns, days of inventory, return on stock, gross margin, return rate, cash cycle, and stock unsold for over a year.
• Suppliers: On time is the share of lines received in the last 4 weeks that came by the first promised date. In full is the share of those lines that came with at least the quantity ordered. A late line still on its way is not counted until it arrives, so a high on-time figure can sit beside late orders on Orders.

Each row shows the measure, how it is counted, today’s value, the change against the comparison point, and a small trend line.

Some plain meanings:

• Turns: how many times your stock sells through in a year.
• Days of inventory: how many days of stock you hold at that pace.
• Return on stock: the margin earned for each dollar of stock held.
• In-stock rate: how often parts were on the shelf when customers wanted them.
• Cash cycle: the days between paying for stock and getting paid by customers.

The side panel

Click a row to open its side panel. It shows the value and the change, and an Ask about this button. Four tabs follow:

• Trend charts the measure over time, with the comparison point marked.
• What moved it splits the change by branch. Code works this out, not AI.
• How it’s worked out shows the sum behind the value.
• Parts behind it lists the top 50 parts, suppliers or findings behind the number, biggest first.

An Open button leads to the page where you act, such as Clear Stock or What to Order.

A footnote explains the marks. “About the same” means a move under half a point for rates, or under 2% for anything else. A “≈” marks a past value rebuilt from older data.

How do I find what got worse?

1. Open Health with Compare with set to Same week last year. Read the Worse than a year ago tile first.
2. Click the first row marked worse. Open What moved it to see which branch drove the change.
3. Open Parts behind it to see the parts or suppliers. Then press the Open button to act on them.
4. Choose your branch in Branch. Press Copy link to this view and share it with the branch manager.
5. At month end, press Download CSV for the finance pack. Each rate comes with the two numbers it divides.

How do I check a short-term move?

Switch Compare with to 4 weeks ago. A short-term move shows more clearly against a recent point.

How do I ask about one measure?

Open the row, then press Ask about this. The assistant opens with a question about that row, and sends it straight away. The question is saved in your history.

Common questions

Why does a row say “not enough history”? There is no saved figure at the comparison point yet. A 12-month measure such as turns needs two years of history before it can be compared with a year ago.

What does “≈” mean? The past value was rebuilt from your older files, because it was not saved on that night. Rebuilt stock values use today’s unit cost.

Why is stock value never shown as better or worse? More stock is not good or bad on its own. Read it together with turns and days of inventory.

Why do the findings rows say “whole company” when I pick a branch? Findings cover the whole business, so they are not split by branch. Money is counted once where findings overlap.

What this page does not do

• It does not set targets. Every comparison is against your own past.
• It does not show forecast accuracy, cash runway, late payers, spend, or money banked. For money banked, see Banked so far on Today.
• When a branch is selected, Ask about this still answers for the whole company. Read the answer as company-wide.
• On a new account, every value shows a dash until the first history build has run.

Next

• Issues: every open finding behind the “What Narada found” group.
• What to Order: the buy list behind the “Coming up” group.
• Clear Stock: the stock behind the money in stock measures.