Use Inventory Finance and Revenue Shared Reports

This document covers /reports/inventory-finance and /reports/revenue-shared. One screen views stock from an asset and loss perspective. The other views contribution and shared revenue by person. Both are enterprise-grade management reports tied directly to operating decisions.

Inventory Finance Report

Inventory Finance looks at stock as more than quantity. It surfaces asset value, cost, margin, expiry risk, and loss patterns.

Core Metrics

• medicine assets
• shop assets
• cost of goods sold (COGS)
• net profit
• vendor concentration
• expiry risk
• stock turnover
• loss trend and loss breakdown
• item-level inventory detail

When to Use It

• month-end inventory valuation
• expiry-loss review
• supplier dependency analysis
• review of high-margin and low-margin items

Common Filters

• Today
• Yesterday
• Last 7 Days
• Custom
• search term

How to Interpret It

• high asset value with low turnover usually indicates overstock risk
• high expiry risk usually means the reorder cycle or lot size should be adjusted
• rising loss trends should be checked together with disposal, returns, and input accuracy

Review the Margin and Detail Lists

The screen includes margin detail and inventory detail sections so the team can see which items generate profit and which ones only tie up capital.

Revenue Shared Report

Revenue Shared breaks contribution down by person. In the current code, doctor and staff sections are separated, with filters for name, service, date range, and export.

Screen Structure

• user search
• service search
• date range
• doctor section
• staff section

What Each Section Shows

• user name and role
• revenue-shared amount
• count of related cases
• user-level detail rows
• export

When to Use It

• incentive review
• doctor or staff performance meetings
• identifying contributors to a specific service line
• exporting quarterly compensation evidence

How to Read Both Reports Together

Product-Centered Review

Use Inventory Finance to identify which item groups actually create profit, then use Revenue Shared to see which people or services are associated with that contribution.

People-Centered Review

If a person looks highly productive in Revenue Shared, confirm whether that performance comes from high-margin services or low-margin volume work by checking Inventory Finance and Sales together.

Access and Plan Considerations

• Revenue Shared is primarily exposed to super_admin and admin in the current navigation
• advanced reporting can depend on the SaaS plan's has_advanced_reporting flag

Practical Tips

• before exporting revenue-share data, confirm the date range matches the settlement basis
• increasing loss in Inventory Finance can reflect real stock issues or missing movement records; review it together with
• person-based performance reports are often used for compensation, so reset filters before applying the final view

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