How to: Analyse Stock Inventory and Sales Trends in Toucan

Learn how to navigate the Toucan Sales Analytics Stock portal to filter stock tables, view detailed order patterns, and export product trends.

July 3, 2026 By Josh

Introduction

The Stock portal is used to analyse current product inventory and historical sales performance. Primarily used by sales leadership, you can filter stock tables, view detailed product trends, and export your findings for external reporting. It is one of the core hubs within Toucan Sales Analytics and is driven by your ERP data.

Filter and Customize the Stock Table

Before diving into specific products, optimise your main inventory view by filtering categories and selecting the most relevant data columns. There are many columns to choose from for filtering. If a column header has a filter icon, select this to open the dropdown menu. If a column heading is just text, clicking the heading will sort the list from ascending to descending based on prefernces.

Step #1: Click the filter icon on the Product Group 2 column header. — Click the filter icon on the **Product Group 2** column header.

Step #2: Select specific categories, such as Clocks, then click OK to apply the filter. — Select specific categories, such as **Clocks**, then click OK to apply the filter.

Need more visible data, or need to minimise how much you see? Use the Column Chooser.

Step #3: Click Column Chooser at the bottom of the table to manage visible data. — Click **Column Chooser** at the bottom of the table to manage visible data.

Step #4: Click the checkboxes or the eye icons to toggle column visibility on or off. — Click the **checkboxes** or the eye icons to toggle column visibility on or off.

Step #5: In the first row with filter icons you can filter based on if fields are equal to, doesn't equal, is greater than, less than, and more. A value must be entered in the field before the filter will initiate. — In the first row with **filter** icons you can filter based on if fields are *equal to, doesn't equal, is greater than, less than,* and more. A value must be entered in the field before the filter will initiate.

View Inline Product Details

You can quickly view product-specific historical data without leaving the main table using row expansion. This reveals three primary inline datasets:

View Mode	Description
Order Patterns	Displays a monthly order trend chart for historical years.
Invoice Patterns	Reveals a detailed monthly invoice pattern report.
Sales Orders	Shows a sub-table detailing individual, localized sales orders.

Step #6: Select the "+" to expand a record. Click Order Patterns to view the order trend table. — Select the "+" to expand a record. Click **Order Patterns** to view the order trend table.

Step #7: Click Invoice Patterns for a detailed invoice breakdown. — Click **Invoice Patterns** for a detailed invoice breakdown.

Step #8: Click Sales Orders to view the individual order history. — Click **Sales Orders** to view the individual order history.

Step #9: Within Sales Order double-click a product row to open the comprehensive Product Detail modal. — Within **Sales Order** double-click a product row to open the comprehensive **Product Detail** modal.

Navigate the Product Detail Modal

For a comprehensive look at a product's statistics, open the Product Detail modal. The modal organises metrics into several distinct tabs:

Detail Tab	Purpose
Customer Product Sales	Highlights product information, pricing & purchase orders, product trend date, sales orders and stock levels.
Outstanding Sales Orders	Displays a filtered table of pending order line items.
Sales Enquiries	Shows any logged enquiries for this product.
Patterns	Analyse order patterns and invoice patterns in one clear view.

Step #10: The Product view. — The **Product** view.

Step #11: Click Outstanding Sales Orders to view a table of any orders for this particular product currently outstanding. — Click **Outstanding Sales Orders** to view a table of any orders for this particular product currently outstanding.

Step #12: Click the Sales Enquiries tab to view any open enquiries against this product. — Click the **Sales Enquiries** tab to view any open enquiries against this product.

Analyse Customer Purchase Data

If you need to view customers who have placed orders for specific product groups, click one of the categories from this table.

Step #13: Click an interactive category link under the Product Group 1 column, such as Spares. — Click an interactive category link under the **Product Group 1** column, such as **Spares**.

Step #14: Review the Customers Who Have Brought From modal for a breakdown of SKUs, quantities, and sales totals by customer. — Review the **Customers Who Have Brought From** modal for a breakdown of SKUs, quantities, and sales totals by customer.

Review Product Order Trends

The Product Order Trends tab is useful for identifying historical trends and forecasting future order trends of every product you stock. The table is data-heavy but offers detailed filtering to find the product trends you require based on a mixture of metrics.

Step #15: Click Product Order Trends to navigate to the trend analysis section. — Click **Product Order Trends** to navigate to the trend analysis section.

You can pinpoint specific performance brackets by filtering the trend columns by numerical ranges.

Step #16: Use the modal filter window to define numerical ranges with the provided input fields and sliders. — Use the modal filter window to define numerical ranges with the provided input fields and sliders.

Step #17: To minimise the number of records displayed at once, or maximise the number, click the Page size dropdown menu to adjust the number of rows displayed at once. — To minimise the number of records displayed at once, or maximise the number, click the **Page size** dropdown menu to adjust the number of rows displayed at once.

Step #18: If you know the title of the product or a word contained in the product you're seeking it can be entered into the Description text field. Similarly, a product ID can be entered into the Product ID field. — If you know the title of the product or a word contained in the product you're seeking it can be entered into the Description text field. Similarly, a product ID can be entered into the Product ID field.

Step #19: Any columns which contain monetary values will have full total calculations within the grey row at the base of the table. — Any columns which contain monetary values will have full total calculations within the grey row at the base of the table.

Q: How do I view historical data for specific months?

A: Open the Product Details modal and navigate to the Patterns tab, which breaks down both order and invoice histories by specific months and years.

Q: Can I customise which data columns are visible in the main table?

A: Yes. Click the "Column Chooser" button at the bottom of the table to open a checklist where you can toggle the visibility of individual columns based on your reporting needs.

Q: Why would I use the row expansion button instead of opening the product detail modal?

A: Expanding the row allows you to quickly preview order patterns and invoice tables without leaving your broader view of the overall inventory list.