Analytics Tabs
Detailed guide to Inventory, Cost Analysis, Productions, Monthly Demand, and Graphs tabs.
Beyond the Summary and Supply-Demand tabs, the Analytics Dashboard offers additional tabs for specific planning purposes. This guide covers each one.
Tab Quick Reference
| Tab | URL Parameter | Purpose | Best For |
|---|---|---|---|
| Inventory | ?tab=inventory | Depot-level inventory tracking over time | Supply Chain Manager |
| Cost Analysis | ?tab=cost-analysis | Trial cost breakdown by category and time period | Finance / Program Manager |
| Productions | ?tab=productions | Manufacturing schedule and lot tracking | Manufacturing / Supply Chain |
| Monthly Demand | ?tab=monthly-demand | Month-by-month demand with country/depot breakdown | PMO / Regional Planner |
| Graphs | ?tab=graphs | Visual charts for visits, dispensing, and enrollment | Clinical Operations |
Inventory
The Inventory tab shows how kit inventory changes over the entire trial timeline. It combines initial on-hand inventory, production run arrivals, custom lot deliveries, and monthly consumption into a single view.
Header Metrics
| Card | What It Shows |
|---|---|
| Est. Trial Duration | Projected length of the trial |
| Add. Prod. Runs Needed | Additional production runs the algorithm recommends. |
If additional runs are needed, an info panel appears below the header with a contextual warning.
Inventory Timeline Chart
A line chart with one line per kit showing available inventory over time.
- X-axis: Months across the trial
- Y-axis: Available kits (quantity)
- Colored lines: One per kit
- Dashed violet vertical lines: Mark production run delivery dates
- Reference markers: Custom lot arrivals
Hover on any data point to see the event breakdown: initial inventory contributions, production run arrivals, custom lot arrivals, monthly consumption, and expiry events.
If a line drops below zero, that kit is projected to run out. Adjust your manufacturing plan in the Production Constraints step or add custom lots.
Inventory Timeline Table
Below the chart, a detailed table logs every inventory movement:
| Column | Description |
|---|---|
| Date | When the movement occurs |
| Kit Name | Which kit is affected |
| Type | Badge: Initial Inventory, Consumption, Custom Lot, Production, or Expired |
| Source | Where inventory came from |
| Quantity | Signed number -- positive for arrivals, negative for consumption |
| Depot | Which depot(s) are involved |
| Label Group | Associated label group |
| Expiry | Expiry date if known |
| Balance | Running balance after this movement. Shown in red if negative. |
What to Look For
- Negative balances (red): Projected stockout. Address immediately.
- Large positive spikes: Possible overproduction. Consider reducing batch sizes.
- Expired entries: If expiry reduces available stock, check shelf life settings in kit definitions (Step 3).
Cost Analysis
The Cost Analysis tab breaks down total trial cost by category, kit, and time period.
Time Period Filter
Slice cost data by time period using the filter bar:
| Option | What It Shows |
|---|---|
| All | Total cost across the entire trial |
| Yearly | Cost by year -- select a specific year |
| Quarterly | Cost by quarter -- select a specific quarter |
| Monthly | Cost by month -- select a specific month |
Summary Cards
| Card | What It Shows |
|---|---|
| Total Cost | Total projected cost for the selected period, in your trial's currency |
| Largest Cost Category | Biggest cost driver as a percentage of total, plus category name |
Cost Breakdown Chart
A donut chart visualizes cost distribution across categories (Kit Costs, Manufacturing, Logistics, Storage).
- Hover a segment to see exact amount and percentage
- Click a legend entry to highlight the corresponding segment
Cost Details Table
Three sections of cost data:
Cost by Category: Category name with info icon, formatted amount, and total row.
Cost by Kit: Kit name, quantity, unit cost, and total (quantity x unit cost).
Context: Supplementary metrics including total patient visits, participating sites, and total kits dispensed.
Key Insights
- Kit cost of goods typically dominates. Explore volume discounts if this is your largest category.
- Shorter manufacturing lead times reduce carrying costs by lowering required inventory.
- Larger batches lower per-unit cost but increase storage costs. Use the period filter to see how costs shift over time.
Productions
The Productions tab lists every planned manufacturing run -- both algorithm-recommended and manually defined custom lots -- in a single sortable, filterable table.
Header Metrics
| Card | What It Shows |
|---|---|
| Total Productions | Count of all runs, with recommended vs. fixed breakdown |
| Total Quantity | Total units across all runs |
Filters
| Filter | Options |
|---|---|
| Kit | "All Kits" or a specific kit, each with count badge |
| Source | "All Sources", "Recommended" (algorithm-generated), or "Fixed" (custom lots), each with count badge |
Production Schedule Table
| Column | Description |
|---|---|
| Kit | Kit name with icon |
| Label Group | Country scope for this run |
| Quantity | Number of units in this batch |
| Release | Release date with color-coded dot: past (gray), urgent (red), soon (amber), upcoming (blue), future (green) |
| Expiry | Expiry date with urgency icon |
| Lot | Lot number (LOT-YYYYMMDD-KIT-N for recommended, custom name for fixed) |
| Source | Badge: "Recommended" (blue) or "Fixed" (gray) |
Runs are sorted chronologically by release date.
How to Use This Tab
- Review the full schedule -- Are all expected runs present with reasonable quantities and dates?
- Filter by source -- Toggle to "Recommended" for algorithm suggestions, "Fixed" for your custom lots
- Check release date indicators -- Red dots mean a run is overdue or imminent
- Export -- Use the global "Export to Spreadsheet" button for manufacturer communication
Monthly Demand
A month-by-month breakdown of kit demand with expandable rows that drill into country, depot, or regional detail.
Header Metrics
| Card | What It Shows |
|---|---|
| Total Patients | Total patients across the trial |
| Kits Required | Total kit demand across all months |
| Months with Risks | Count of months where demand exceeds supply |
| Risk Details | Badge showing risk count, or "No Risks Detected" in green |
Filters and View Mode
| Control | Description |
|---|---|
| Kit Selector | "All Kits" or a specific kit |
| View Mode Toggle | "By Country" or "By Depot" -- changes what expanded sub-rows show |
If your trial has regions configured, the country view automatically groups countries into regional groupings.
Monthly Demand Table
Expandable rows -- one per month. Click the expand icon to see country/depot/region breakdown.
| Column | Description |
|---|---|
| Month | Calendar month |
| Kit | Kit being demanded |
| Visits | Total visits (new + ongoing), rounded up |
| Ongoing | Visits from prior months, rounded up |
| Dispensed | Kits forecasted to be dispensed, rounded up |
| Overage | Buffer kits (overage percentage), rounded up |
| Total Kits | Dispensed + Overage, rounded up |
| Risk (Qty) | Kit quantity at risk, shown as red badge on risky months |
All values are rounded up to whole numbers because you cannot dispense a fraction of a kit.
Key Insights
- The month with the highest "Total Kits" is your capacity bottleneck. Ensure production arrives before that month.
- Red badges mean demand exceeds projected supply. Cross-reference with Supply-Demand to understand the gap.
- Expand months to check for regional imbalances that may require redistributing depot inventory.
Graphs
Three visual charts for understanding visits, dispensing patterns, and enrollment trends. A chart-focused companion to the table-heavy Monthly Demand tab.
Visits & Risk
Chart type: Dual-axis bar chart
- Blue bars (left Y-axis): Total patient visits per month
- Rose/red bars (right Y-axis): Risk quantity -- kits at risk that month
- X-axis: Months
Rose bars should ideally be zero. If they appear, investigate the corresponding month in Supply-Demand.
Kit Dispensing
Chart type: Stacked area chart, one area per kit
- Y-axis: Kits dispensed
- X-axis: Months
View toggle: Switch between Monthly (per-month dispensing) and Cumulative (running total).
- Monthly view: spot demand spikes and seasonal patterns
- Cumulative view: track total consumption against your supply budget
Patient Enrollment
Chart type: Multi-series area chart, one area per country (stacked)
- Y-axis: Cumulative enrolled patients
- X-axis: Months
See how enrollment builds over time and which countries contribute the most patients. A steep curve means rapid enrollment; a plateau means enrollment is slowing.
Controls
| Control | Description |
|---|---|
| Kit Filter | "All Kits" or specific kit. Applies to Visits & Risk and Kit Dispensing. |
| Monthly / Cumulative Toggle | Inside Kit Dispensing only. Switches between per-month and running total views. |
| Legend Toggle | Slides a legend sidebar in/out for identifying colors. |
Tips
- Use Summary for quick health checks, Supply-Demand for detailed supply planning, Cost Analysis for budget conversations, Productions for manufacturer communication, Monthly Demand for regional planning, and Graphs for presentations.
- Most tabs support kit filtering. When your trial has multiple kits, filter to a single kit first to understand its dynamics before viewing the combined picture.
- The Export to Spreadsheet button generates an Excel workbook with sheets covering all tab data -- use it for stakeholders without Prognosis access.
- As you enter actual recruitment data in Step 8 (Actuals), all analytics tabs update to reflect real-world performance.
- Tabs are designed to work together. If Monthly Demand shows a risky month, switch to Supply-Demand for the full picture. If Cost Analysis shows high quarterly costs, check Productions for batch consolidation opportunities.