Reimbursements Dashboard

Executive Summary

Inventory → Reimbursements is a reimbursements dashboard that helps you monitor reimbursement activity and understand reimbursement costs over time. It consolidates reimbursement events into a single dataset and lets you analyze them in two ways: visual trends and breakdowns in the Graph tab, and product- and reason-level totals in the Table tab. As you adjust your date range, product selection, or marketplaces, the dashboard refreshes and recalculates every chart, summary metric, and reason breakdown from the same returned reimbursement dataset.

Access note: The Reimbursements page is feature-gated. If your account does not include the required feature, the page appears behind an upgrade/blur wrapper instead of the interactive dashboard.

Key Concepts & Metrics

Reimbursement

A reimbursement is a single reimbursement event, typically tied to a case and often linked to a product and an order. Each reimbursement includes both monetary amounts and (when available) quantity fields that represent how many units were reimbursed via cash and/or inventory adjustments.

Approval Date

Approval Date is the date the reimbursement was approved. The dashboard uses approval dates to filter the dataset by your selected date range and to group activity by day in the daily movement chart.

Amount Total

Amount Total is the total monetary value of a reimbursement event. The dashboard treats:

positive values as positive cash reimbursements
negative values as negative cash reimbursements (for example, reversals or adjustments)

When totals are displayed, the dashboard sums Amount Total across the relevant set (by day, by reason, or by product).

Amount Per Unit

Amount Per Unit is the monetary value assigned per reimbursed unit for that reimbursement event. It is provided for reference and does not replace Amount Total in rollups.

Currency Unit

Currency Unit is the currency code associated with a reimbursement amount (for example, USD, EUR). The dashboard can contain multiple currency units in a single date range, depending on your marketplace selection and the underlying data.

Multi-currency note (Table Summary): The Table tab’s Total Reimbursements summary card displays a currency symbol based on the most common currency unit in the current dataset, not necessarily a single fixed currency for all rows.

Reason

Reason is the system-provided category describing why the reimbursement occurred (for example, warehouse damage, lost in warehouse, customer return not received). Reasons drive:

chart breakdowns by reason (cash and quantity)
dynamic reason column groups in the table

Reason labels are formatted for readability (underscores removed, camelCase split, words capitalized).

Case ID

Case ID is the identifier for the reimbursement case. The Table tab uses Case IDs to compute Total Cases as the count of distinct case IDs in the current dataset.

Product and ASIN

A reimbursement can be linked to a product (including enriched fields such as name, display name, image, and ASIN). The Table tab groups reimbursements primarily by ASIN, producing one row per product group.

Missing product linkage: If an ASIN is not available for a reimbursement, it is grouped under an “unknown” bucket for table grouping purposes.

Quantity Reimbursed (Cash, Inventory, Total)

Reimbursements may include multiple quantity fields:

Quantity Reimbursed Cash: units reimbursed via cash
Quantity Reimbursed Inventory: units reimbursed via inventory adjustment
Quantity Reimbursed Total: total units reimbursed (when provided)

Different parts of the dashboard use these fields differently (documented in Operational Logic).

Found Units

Found Units is the dashboard’s rollup metric for total reimbursed units. In the Table tab summary and product totals, it is computed as the sum of cash units and inventory units across the selected dataset:

\text{Found Units} = \sum(\text{Quantity Reimbursed Cash}) + \sum(\text{Quantity Reimbursed Inventory})

Operational Logic

Date Range Boundaries

The dashboard applies your selected date range using full-day UTC boundaries. For a selected start date $D_{from}$ and end date $D_{to}$ , the request window is treated as:

start at $D_{from}$ 00:00:00.000 UTC
end at $D_{to}$ 23:59:59.000 UTC

Conceptually:

\text{Window} = [D_{from}\ 00{:}00{:}00Z,\ D_{to}\ 23{:}59{:}59Z]

Default Date Range

By default, the page loads the last 7 days, inclusive:

[D_{today}-6,\ D_{today}]

Demo-time behavior: For demo users, “today” is fixed to 2049-10-21 using UTC date logic. The default range becomes 2049-10-15 through 2049-10-21.

Product Filtering Interpretation

Your product selection is a multi-select. If you select one or more products, the dataset is filtered to those products. If you select no products, the system interprets that as all products in your organization.

Important behavior: An empty product selection does not mean “no products.” It means “include all products.”

Marketplace Filtering Interpretation

You can select marketplaces from the marketplace selector. The system uses that selection to filter reimbursements, but the current filtering logic is based on currency unit mapping rather than a dedicated marketplace field in the reimbursement data.

Marketplace-to-currency mapping: Marketplace filtering currently works by mapping marketplaces to currency codes and filtering reimbursements by their currency unit (for example, US → USD, EU → EUR). This is a known limitation and may change when true marketplace filtering is introduced.

Tabs Use the Same Dataset

The Graph and Table tabs present the same underlying reimbursement dataset. Switching tabs changes presentation only; it does not change your filters or refresh the dataset by itself.

Daily Reimbursement Movement (Graph Tab)

This chart groups reimbursements by day using the approval date and builds four daily series:

Let $R_d$ be reimbursements approved on day $d$ .

Positive Cash

\text{PosCash}(d) = \sum_{r \in R_d,\ \text{AmountTotal}(r) > 0}\text{AmountTotal}(r)

Negative Cash

\text{NegCash}(d) = \sum_{r \in R_d,\ \text{AmountTotal}(r) < 0}\text{AmountTotal}(r)

Positive Quantity

\text{PosQty}(d) = \sum_{r \in R_d,\ \text{QtyTotal}(r) > 0}\text{QtyTotal}(r)

(only reimbursements where total quantity is available contribute to this series)

Negative Quantity This series is derived by summing inventory quantities for reimbursements where total quantity is available, and then inverting the sign:

\text{NegQty}(d) = -1 \times \sum_{r \in R_d,\ \text{QtyTotal}(r)\ \text{is set}}\text{QtyInventory}(r)

Clarification: Negative Quantity is not calculated by summing negative “total quantity” values. It is explicitly computed from inventory quantity and multiplied by $-1$ .

Cash Reimbursement Balance by Reason (Graph Tab)

This chart aggregates cash amounts by reason, splitting them into positive and negative totals:

For each reason $x$ :

\text{PosCashByReason}(x) = \sum_{r:\ \text{Reason}(r)=x,\ \text{AmountTotal}(r)>0}\text{AmountTotal}(r)

\text{NegCashByReason}(x) = \sum_{r:\ \text{Reason}(r)=x,\ \text{AmountTotal}(r)<0}\text{AmountTotal}(r)

The legend supports toggling:

the entire positive category
individual positive reasons
the entire negative category
individual negative reasons

The tooltip recalculates what it shows based on the currently visible reasons.

Reimbursements Quantity by Reason (Graph Tab)

This chart aggregates reimbursed quantity by reason, splitting into positive and negative categories. Quantity per reimbursement uses a fallback chain:

\text{QtyUsed}(r) = \text{QtyTotal}(r)\ \text{else}\ \text{QtyCash}(r)\ \text{else}\ \text{QtyInventory}(r)\ \text{else}\ 0

It uses the same category-and-reason visibility model as the cash-by-reason chart.

User Guide

Accessing the Dashboard

Navigate to Inventory → Reimbursements.
If the page is interactive, you will see the dashboard controls and the selected tab content.
If the page is blurred behind an upgrade wrapper, the feature is not enabled for your account.

Understanding the Two Tabs

Graph tab: Best for trends over time and reason-level breakdowns.
Table tab: Best for product-level totals, reason-by-product details, and exporting reports.

The active tab is preserved in the page URL so refreshing or sharing the link keeps the same view:

?tab=graph
?tab=table

Only graph and table are accepted values.

Using Filters and Selectors

Set the Date Range

Open the date range calendar in the top-right selector area.
Select a start date and an end date.
Confirm your selection to refresh the dashboard.

What to expect:

The default range is the last 7 days (inclusive).
You cannot select future dates.

Demo-time behavior: For demo users, future dates are blocked starting 2049-10-22.

Filter by Products

Open the product selector.
Select one or more products to focus the dashboard on those products.
Clear the selection to return to an “all products” view.

What to expect:

Selecting products narrows the reimbursement dataset and can change which reasons appear in charts and table columns.
Clearing all products includes all products in your organization, not zero products.

Filter by Marketplaces

Open the marketplace selector.
Select one or more marketplaces.
Review the resulting totals and currency behavior.

What to expect:

Marketplaces affect which reimbursements are included.
Current marketplace filtering is applied via currency mapping, which may not match a one-to-one marketplace field on each reimbursement.

Working in the Graph Tab

Daily Reimbursement Movement

Use this chart to understand day-by-day movement in:

positive cash and negative cash reimbursement totals
positive and negative quantity movement

Interaction patterns:

Hover to view a tooltip for the day.
Cash values display with two decimals.
Quantity values display with no decimals.
A scrollable legend allows you to focus on specific series.

Cash Reimbursement Balance by Reason

Use this chart to understand which reasons contribute most to cash reimbursement totals and how positive and negative totals compare.

How to interact:

Use the custom legend to toggle visibility:
- Toggle the entire positive group to show/hide all positive reasons.
- Toggle individual positive reasons to isolate specific drivers.
- Toggle the entire negative group to show/hide all negative reasons.
- Toggle individual negative reasons as needed.
Hover to view a tooltip breakdown:
- totals for the visible positive and negative reasons
- a list of contributing visible reasons

What to expect:

The chart updates immediately when you change visibility, reflecting only the visible reasons.

Reimbursements Quantity by Reason

Use this chart to understand reimbursed unit counts by reason, separated into positive and negative quantity categories.

How to interact:

The visibility model and interaction patterns match the cash-by-reason chart.
Quantity values are derived using the fallback chain documented in Operational Logic.

Working in the Table Tab

Summary Cards

When reimbursements exist in the current dataset, the top of the Table tab shows:

Total Reimbursements: sum of reimbursement amounts across the dataset, displayed with a currency symbol chosen from the most common currency in the data.
Found Units: total reimbursed units, computed as cash units plus inventory units.
Total Cases: number of distinct case IDs; the UI can also present the list of case IDs.
Unique Products: number of distinct reimbursed products (distinct ASINs in the grouped dataset).

If there are no reimbursements in the selected range, the tab shows: No reimbursements found.

Table Structure

The table is designed to help you compare reimbursements across products and reasons.

Product Group (Pinnable)

The leftmost columns represent the product identity and can be pinned to remain visible while scrolling horizontally:

product image (when available)
product display name (or a shortened name)
ASIN badge

Use the pin/unpin control to keep product identity visible while reviewing wide reason breakdowns.

Total Group

The Total group provides product-level rollups:

REIMB. CASH: total reimbursement amount for the product (sum of amounts across all reasons)
FOUND UNITS: total reimbursed units for the product (cash units plus inventory units)

The Total header includes a tooltip clarifying that totals are sums across the product’s reimbursements.

Reason Groups (Dynamic Columns)

For the current dataset, the table discovers all unique reimbursement reasons and creates one group per reason. Each reason group contains:

Reimb. Cash: sum of amounts for that product and that reason
Units of $: sum of cash-reimbursed units for that product and that reason (with a tooltip explaining it represents units reimbursed with cash)
Inventory units: sum of inventory-reimbursed units for that product and that reason

What to expect:

Changing filters can change the list of reasons present in the dataset.
When the reason list changes, the table’s reason columns change accordingly.

Sorting and Scrolling

Column headers include sort controls (up/down toggles).
Horizontal scrolling is supported for wide tables.
When the product group is pinned, it stays sticky while you scroll across reason columns.

Export to Excel

Use the download action to export an Excel report named: reimbursements_report_YYYY-MM-DD.xlsx

The export includes two sheets:

Summary

Total Reimbursements
Found Units
Total Cases
Unique Products

Detailed Data

Product Name
ASIN
Total Reimbursement
Total Found Units
For each reason, three columns: Amount, Cash Units, Inventory Units

System Behaviors & FAQs

What changes when I switch Graph and Table?

Only the presentation changes. Both tabs use the same dataset already loaded for the current filter selection.

Why do reason columns appear or disappear in the table?

Reason columns are built dynamically from the reasons present in the current dataset. If a reason does not occur in the filtered date range (or for the selected products/marketplaces), it will not appear as a column group.

What happens if I select no products?

No product selection is interpreted as “all products in the organization.” This allows you to clear product filters without losing data.

Why does “Total Reimbursements” show a currency symbol that doesn’t match every row?

The summary card uses the most common currency unit in the current dataset to choose a symbol. If your dataset includes multiple currencies, the symbol is a best-effort display choice for the summary card rather than a guarantee that all reimbursements share the same currency.

Why is “Negative Quantity” in the Daily chart not the same as summing negative totals?

Negative quantity is computed by summing inventory quantities for reimbursements where total quantity is available and then multiplying by $-1$ . It is a specific visualization choice intended to show inventory-side movement as a negative series.

Why do marketplace selections behave like currency filters?

Marketplace filtering currently maps marketplaces to currency codes and filters reimbursements by their currency unit. This is a known limitation and is expected to be replaced by true marketplace filtering in a future enhancement.

Reason tooltip coverage: The dashboard includes reason info tooltips driven by a reason-to-explanation mapping. Only a subset of example reasons is documented here because the full mapping was not available in the provided source material.