Now that you’ve learned the basics of Recurrency configurations, it’s time to step back and decide on your Hero Metric—the single business priority that will guide your inventory strategy.
Inventory planning is about trade‑offs: adjusting one lever almost always impacts another. Picking a Hero Metric ensures your configuration strategy stays focused and aligned with your business goals.
Watch the video to see Daniela explain each Hero Metric and how to optimize for it:
What Is a Hero Metric?
A Hero Metric is your primary measure of success. Ask yourself:
“What does success look like for my business?”
Recurrency typically sees three common priorities:
Higher Fill Rates → maximize product availability & customer satisfaction.
Higher Inventory Turns → move product faster, reduce carrying costs, and free up cash.
Reducing Inventory → run lean operations with minimal working capital tied up.
Optimizing for Your Hero Metric
1. Higher Fill Rates
Increase Safety Stock (especially for A‑class / high‑demand SKUs).
Reduce holding cost penalties in EOQ to allow for higher Max levels.
Prioritize items that drive customer satisfaction and revenue.
💡 Pro tip: Use bulk edits to raise safety stock for key groups, and fine‑tune top SKUs individually.
2. Higher Inventory Turns
Use Recurrency’s default Safety Stock to keep inventory lean.
Lower safety stock on slow movers or items with long lead times.
Adjust EOQ settings (increase holding costs / decrease replenishment costs) to favor smaller, frequent orders.
Shorten the Order Cycle for more consistent replenishment.
💡 Pro tip: Watch fast‑turn items closely—if they’re driving stockouts, rebalance with slightly higher safety stock.
3. Reducing Inventory
Identify and reduce overstock to match actual demand.
Adjust EOQ settings (increase holding costs / lower replenishment costs) to shrink order sizes.
Minimize Sparse item stocking—don’t hold more than necessary for slow movers.
Lower Safety Stock where variability is low.
💡 Pro tip: Use overstock and fill rate reports to confirm cuts aren’t harming service levels. Zero out Min/Max for items with no demand.
Key Takeaways
Choose one Hero Metric to lead your configuration strategy.
Remember: optimizing one priority impacts others—trade‑offs are expected.
Discuss your Hero Metric with your Customer Success Manager (CSM) to shape a configuration profile that supports your business goals.