ItemSmart Configurator

Dashboard

Landing page with KPI cards, item groups summary, and alert groups.

3 screens · 13 configs

KPI Cards

Top-of-page KPI summary cards showing key metrics at a glance.

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Default KPI Cards Edit in spreadsheet (~11KB)

Default KPI card layout: which KPIs appear as cards, versions, and display order.

Item Groups

Grouped item metrics table — each row is an item group with step-based SQL formulas.

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Item Group Row Definitions Edit in spreadsheet (~95KB)

Backbone of item groups. Each row has SQL formulas defining how metrics are aggregated for that group.

Item Groups Grid Columns Edit in spreadsheet (~7KB)

AG-Grid column definitions. Each column's field must match a formula key from row_data.

Hierarchy Config (Item Groups) Configure in form (250B)

Same as grid_configurations.client_hierarchy_config. Must be kept in sync.

Table Routing (Item Groups) Review carefully (~1KB)

Same as hierarchy_dictionary_json. Must be kept in sync.

Filters (Item Groups) Copy from reference (504B)

Maps API filter parameters to DB columns. Standard across clients.

Alert Groups

Alert rules showing variance alerts, overstocked/understocked, FMOS alerts etc.

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Alert Aggregation Backbone Edit in spreadsheet (~11KB)

CTE config, aggregation formulas, and alert group definitions. NOT per-alert — defines shared columns.

Alert Row Template Edit in spreadsheet (~2KB)

Per-alert row structure: alert_id, source_config, item_count_keys.

Alert Grid Columns Edit in spreadsheet (~6KB)

AG-Grid column definitions with value formatters and color rules.

Alert Display Order Edit in spreadsheet (561B)

Column field order and alert group ordering.

Hierarchy Config (Alerts) Configure in form (184B)

Same as grid_configurations.client_hierarchy_config. Must be kept in sync.

Table Routing (Alerts) Review carefully (~1KB)

Same as hierarchy_dictionary_json. Must be kept in sync.

Filters (Alerts) Copy from reference (493B)

Maps API filter parameters to DB columns.