Inventory Management Dashboard

💢 Enhance your inventory management with our Excel-based Inventory Tracking Template! Easily record stock movements and track discrepancies for a complete overview. Stay organized and efficient with this powerful tool.

Once set up and stock movements are recorded, the template calculates various statistics and displays them on a comprehensive dashboard, divided into three sections.

Dashboard provides a comprehensive data summary and a product search function for detailed information on specific products.

1. Inventory Overview
⏺ Provides Overall Inventory Values
⏺ Highlights the categories, sub-categories, products, and suppliers that hold the highest stock values within the inventory.
⏺ Provides Expiring Inventory Values (if any)

2. Discrepancy Analysis
⏺ Presents overall discrepancy values and their corresponding ratios, categorized by discrepancy reasons, for the specified date interval.
⏺ Displays the top five products with the highest discrepancies and their corresponding values, categorized by the reasons for the discrepancies.

3. Product Search
⏺ There are 5 search options
🔎 Keyword Search
🔎 Status Search
🔎 Stock Level Search
🔎 Expiry Date Search
🔎 Discrepancies Search

Record stock movements effortlessly – it’s simple and straightforward

Able to input a wide range of product details with ease – Summarize each product data using Power Query

Product details you can input include
✅ SKU
✅ Product Name
✅ Status
✅ Category
✅ Sub-Category
✅ Unit
✅ Minimum : Maximum
✅ Brand
✅ Supplier
✅ Size
✅ Color/Flavor/Part No.
✅ Gender Specific

Summarize each product data
🟢 Stock Level (%)
🟢 Stock Balance
🟢 Stock Value
🟢 Expiring Stock Balance
🟢 Expiring Stock Value
🟢 Stocktake Discrepancy
🟢 Discrepancy Value
🟢 Re-Order Alert

💰 Please noted that the template calculates product value using the Weighted Average Cost method.

📌Since calculations are predominantly handled through Power Query, users will need Excel with Power Query. Understanding M Code is essential for modifying calculation methods beyond basic formula comprehension.

Template General Information
🟢 Support unlimited number product
🟢 Handling both perishable and non-perishable items
🟢 Support unlimited number supplier
🟢 No limits on data recording
🟢 Support for up to 25 Main Product Categories
🟢 Up to 25 Sub-Categories under each Main Category