IMS·Balancer v2.3β

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⚖ SMART BALANCE

AI-assisted inventory distribution

Hub over-index threshold (e.g. 1.2 = 20% above network avg)

Spoke→Hub: DOL threshold (spoke units ≥ this return to hub)

Max aged returns per spoke (0 = match inbound count)

Hub units: min DOL before suggesting outbound

Max DOL for outbound (skip distressed)

ACV tolerance ($ within network avg)

Mileage tolerance (miles within network avg)

Margin tolerance ($ within network avg)

Drivetrain mix tolerance (% pts from network)

Core colors max % each (White/Black/Gray/Silver)

Non-core color max % total at any store

Model balance

5

Trim balance

3

Sales history

4

DOL urgency

4

Color diversity

3

ACV balance

4

Drivetrain mix

3

Mileage balance

3

Margin balance

4

Business model mix

3

Demand (day supply)

3

Configure parameters and click Run Analysis to generate transfer suggestions

⚠ ISSUE STORES

📊

Load a data file to begin

◈Appearance

▤Metrics

⊞Columns

ADMIN ONLY

◉Bucket Targets

⚑Margin Alerts

📊Market View

Appearance

Theme, vehicle eligibility, and store visibility

✓ Saved

Theme

Min Days on Lot

days Units below this DOL won't be shown as available to move

Max Days on Lot

days Units above this DOL won't be considered for transfer

Hide Consignment Stores

Hides stores with "Consignment" in their name from the Balancer and gap analysis

Only Transfer From Hub

Only units at stores where Store_Class = HUB can be transferred or fill gap requests

Metric Visibility

Choose which KPIs show in the top strip and on Balancer store cards. Drag to reorder.

✓ Saved

Inventory KPIs

Sales KPIs

Store Cards

Vehicle Detail

Triage Cards

⠿ drag to reorder

Column Visibility & Order

Choose which columns appear in data tables. Drag tiles to reorder.

✓ Saved

Inventory

Sales

⠿ drag to reorder

Bucket Targets

Distribution targets for each DOL bucket. Used for alerts and color coding on Triage cards.

✓ Saved

Inventory %

B1 (<20d)

%

B2 (21–35d)

%

B3 (36–45d)

%

B4 (46+d)

%

Sales %

B1 (<20d)

%

B2 (21–35d)

%

B3 (36–45d)

%

B4 (46+d)

%

B1 target is a minimum; B2/B3/B4 are maximums. Total should equal 100%.

Margin Alerts

Alert when a store's avg front margin falls outside these bounds.

✓ Saved

Red Alert

Min (below triggers red)

$

Amber Alert

Max (above triggers amber)

$

Set Max to a large number (e.g. 99999) to disable the high margin alert.

Market View

Configure Day Supply color thresholds for the Market View tab.

✓ Saved

Day Supply Thresholds

🔴 RED (low)

0 –

days

🟠 ORANGE

11 –

days

🟢 GREEN

21 –

days

Values above Green max show as red. Thresholds are upper bounds for each color band.

🔒

ADMIN AREA

Enter credentials to continue

🗄 Database

📁 Files

🚀 Environments

📋 Transfer History

👥 Users

🖥 System

Database Connection

Connect to your Node.js API server which talks to MariaDB

API Server URL

Not tested

Upload File to DB

⚠ This will wipe all existing data and replace it with the new file.

Load from DB

Environments

Switch between production and dev. Both run on the same server and share the same database.

Production LIVE

Stable release. Used for daily operations.

PORT :8125

You are here

Dev DEV

Development environment. Test new features before deploying to production.

PORT :8126

OPEN DEV →

User Management

Manage who can access IMS·Balancer. Viewers see the dashboard, Admins have full access.

ADD USER

USERNAME

PASSWORD

ROLE

USERNAME	ROLE	STATUS	LAST LOGIN	ACTIONS
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System Monitor

Live server health — refreshes every 10 seconds

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	Name	Size	Modified	Actions

Transfer History

Log of exported transfer plans — stored in database, accessible from any device

	Name	Size	Modified	Actions

Search

Region

Make

Status

Stock Type

CG Rating

Max DOL

Dealer

0 units selected

🗺

Choose a Region to Begin

Store metrics and inventory will appear here

📊

Choose a Region to See Gaps

Make/model distribution across stores with sales context