Overview

The Overview page is what Logistified opens to when you click the app. It’s the launchpad for your day: a quick look at your saved Forecast Views, your open Purchase Orders, your inventory KPIs, and recent sales and seasonality patterns.

The five tabs

Logistified’s Overview page has exactly five tabs across the top:

Overview The home tab — setup guide, your saved Forecast Views, and your active Purchase Orders.

KPIs Seven headline inventory KPIs, a compact Inventory Health score, and the ABC + SKU Revenue charts.

Timelines The past 30 days of daily orders, sales, units sold, and inventory movement.

Seasonal Analysis Shop-wide seasonality — orders and units by weekday and by month, compared year-over-year.

Data Quality A live inventory health score and four counters — missing SKUs, missing costs, out of stock, inactive items — each linking to the affected variants.

There is no “Forecast widget”, no separate “Purchase orders tile”, and no general “drill-down” system on the Overview page. The KPIs tab keeps a compact Inventory Health score with a View Data Quality button; the detailed counters live on the Data Quality tab. The ABC chart (KPIs tab) and the Data Quality counters are the places that click through to a pre-filtered Forecast view.

The home tab

This page covers the home tab — what you land on when you click the “Overview” tab. The KPIs, Timelines, Seasonal Analysis, and Data Quality tabs have their own pages.

The layout is the same at every stage: your saved Forecast Views and active Purchase Orders cards sit side by side (stacked on narrow screens). Until you dismiss it, a Setup guide banner sits above them.

A collapsible banner that tracks four setup steps and shows how many you’ve completed (“2 of 4 completed”). The banner starts expanded; click its header to fold it up or open it again. Only one step’s details are open at a time, and the first unfinished step opens automatically. Each open step has a button that jumps straight to the right page:

Create your first forecast view — set up a custom view to analyze your inventory and forecasting data. Only views you create yourself count; the auto-generated ones don’t tick this off.
Add your first supplier — create a supplier and connect it to your variants, so lead time, MOQ, and pack size make reorder suggestions accurate.
Create your first purchase order — record what you’re buying from suppliers so incoming inventory shows up in your forecasts. Any purchase order counts, including completed ones.
Allow email notifications — grant email consent so stock alerts and scheduled reports can reach you. This checks the consent itself: setting up notification rules without granting email consent leaves the step open.

Each step is checked off automatically from your actual data — there’s nothing to tick by hand, and finished steps can no longer be expanded. Once all four are done, the banner shrinks to a one-line “Setup complete” row with a Dismiss button.

While the banner is expanded, its footer links to this documentation site (Documentation), a YouTube playlist (Video tutorials), a Give feedback form, and a Hide guide button for removing the banner before you finish the steps. Hide guide asks you to confirm; Dismiss (on the “Setup complete” row) doesn’t. Both are permanent and apply to everyone in your shop — the guide won’t reappear on this page. Collapsing the banner, by contrast, just folds it up in your current browser; it stays available and remembers whether you left it open.

Forecast Views and Purchase Orders

Forecast Views. Your saved views with three tabs: Starred (the default), Autogenerated, All. Each row links to that view at /app/forecast/{viewId} and carries a Starred / Auto-generated / Custom badge. A Create view row is pinned at the bottom of the list; if the selected tab has no views yet, the card shows an empty state with a Create view button instead.
Purchase Orders. Your active POs with six status tabs: All, Draft, Sent, Confirmed, In Progress, Received. The All tab hides completed POs. “Confirmed” also lists partially-confirmed POs; “Received” also lists partially-received POs. Click any row to open the PO detail page. If the filter is empty, you get a Create order button. The card is a recent-activity snapshot rather than a full list: it loads only your 10 newest purchase orders and then applies the tab filter to those, so a status tab can look empty even when older orders in that status exist. Click the Purchase Orders heading for the complete list.

Both cards remember the tab you last picked, per browser.

Customising

Two settings shape what you see on this page:

Settings → Dashboard. Pick a Forecast View to filter the data the KPIs, Timelines, and Seasonal Analysis tabs work from. The two Analytics Insights charts are the exception — ABC and SKU Revenue Distribution ignore that view filter entirely. Choose “No filter (show all data)” to include every variant. Changing this resets the calculation progress while the new view’s data is computed. The same page also has an Inventory value basis setting (cost or retail) that controls how the Avg. Inventory Value KPI, the Stock-to-Sales Ratio KPI, and the Inventory Value per Day chart value your stock — see the KPI reference. Unlike the view filter, changing the basis doesn’t reset anything; it just applies from the next nightly snapshot onward.
Settings → ABC Analysis. The lookback period (in days) used to classify variants into A, B, and C tiers. This affects the ABC chart and the SKU Revenue Distribution chart on the KPIs tab, plus the ABC column on the Forecast page — all three read the same variant-revenue table. It does not change the seven headline KPI tiles, which use a fixed 30-day window. Changes land on the next scheduled refresh, roughly every 24 hours.

Where to next

Overview → KPIs — the seven headline inventory metrics, plus inventory health and ABC.
Forecast → Overview — when you’re ready to dig into the data behind the KPIs.

Last updated: 24 August 2026