Overview
The customer is requesting a new Parts widget metric that simply counts the number of unique part records returned based on selected filters. Instead of quantity-based calculations (e.g., “Parts in Stock”), the widget should support a true Parts Count metric and allow advanced quantity comparison filters such as “Less Than” or “Greater Than.”
Current Limitations
• There is no widget metric that counts distinct part records based on applied filters.
• Existing widget calculations focus on quantity totals (e.g., total parts in stock), not record count.
• “Understocked” is only available as a predefined condition and does not allow flexible quantity comparison logic (e.g., less than 2, greater than X).
• Users cannot create a dashboard KPI based on custom quantity thresholds.
General Example
A location has 100 unique parts. The customer wants the widget to show how many parts meet a condition such as:
• Quantity < Minimum (Understocked)
• Quantity < 2
• Quantity > 50
If 11 parts meet the condition, the tile should display 11 — representing the number of part records — not the total quantity across those parts.
Requested Enhancements
- Add a new Parts widget metric: “Parts Count” (counts distinct part records after filters are applied).
- Allow quantity-based comparison filters, such as:
- Less Than
- Less Than or Equal To
- Equal To
- Greater Than
- Greater Than or Equal To
- Allow comparison against:
- Static numeric value (e.g., < 2)
- Minimum stock threshold (dynamic understock logic)
- Ensure tile value always equals the number of records returned in the drill-down.
Business Value
• Provides flexible, KPI-style inventory monitoring.
• Enables more advanced and meaningful dashboard configurations.
• Eliminates confusion caused by quantity aggregation when users need record counts.
• Supports proactive inventory management based on customizable thresholds.
