Dashboard template

Stock cover, ageing and what to reorder this week.

The inventory page for buyers and warehouse managers: how many days of stock each category has, what is about to run out, what has sat too long, and which purchase orders should go today — from the inventory system and sales history together.

Stock cover31 daysReorder: 2 SKUs

Inventory & stock

Stock cover, ageing and reorder points.

Inventory systems know what is on the shelf. Sales systems know what is selling. Neither one, on its own, can tell you how many days of cover you have or which slow lines are quietly tying up cash. This template joins the two, so stock is always shown against the rate it sells.

Buyers in retail open it for the weekly order; planners in manufacturing use it for raw materials and finished goods; warehouses use it for fill rate and ageing. Each location sees its own stock; head office sees all locations and can move stock between them before ordering more.

Finance uses the same page for stock value and turnover, because inventory is usually the largest number on the balance sheet that nobody looks at weekly. See our note on data freshness for how often stock figures should refresh for each use.

  • Buyers and merchandisers placing a weekly order who want cover and sell-through by line.
  • Warehouse and store managers who need stock-outs and ageing lines for their own location.
  • Finance leads who want stock value and turnover on the same page as the operational numbers.
The metrics

What a inventory & stock dashboard should show.

Each figure below is on the template from the first minute — rename, redefine or remove any of them.

Stock on hand

Units and value by category and location, at cost, from the inventory system.

Days of cover

Stock on hand ÷ average daily sales over the last 4 weeks. The single most useful inventory number; shown by SKU, category and location.

Sell-through rate

Units sold ÷ (units sold + units on hand) for the period. Tells buyers whether a line is moving at the rate they planned.

Stock-outs

SKUs with zero stock that sold in the last 30 days, and the sales lost while out — estimated from the prior run rate.

Ageing stock

Value of stock with no sale in 90 and 180 days, by category. The markdown list before it becomes a write-off.

Inventory turnover

Cost of goods sold ÷ average stock value, annualised, by category. The finance view of the same problem.

Fill rate

Order lines shipped complete from stock ÷ order lines ordered. The customer’s view of your stock policy.

Shrinkage

Difference between counted and recorded stock, by location and count cycle, as a share of value.

The panels

The charts on the page, and the decision each one supports.

Days of cover by category and location

A heatmap with under-cover cells in one colour and over-stocked in another. Decides where to order, where to transfer and where to stop buying.

Reorder list

SKUs below reorder point with cover, supplier lead time and suggested quantity. The purchase orders to raise today, ranked by sales at risk.

Ageing stock

Value in 90, 180 and 365-day bands by category, with the worst lines listed. The markdown or clearance plan starts here.

Stock-outs and lost sales

SKUs out of stock this month with days out and estimated lost revenue. Shows what a stock-out actually cost, so reorder points get taken seriously.

Inbound vs demand, next 8 weeks

Expected deliveries against forecast sales by week. Shows the weeks where cover will run short before the order arrives.

Turnover and stock value by supplier

Stock value, turnover and fill rate per supplier, ranked. The chart for the supplier review.

Where the numbers come from

Connect the systems you already run.

The template expects data like this. Connect it live or import it, relate the tables once, and every panel fills in.

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SASAPNeNetSuiteMiMicrosoft DynamicsShShopifyMyMySQLMiMicrosoft SQL ServerMiMicrosoft ExcelCSCSV files
FAQ

Inventory & stock template questions.

Something else on your mind? Ask us directly — a person answers.

What should an inventory dashboard include?

Stock on hand, days of cover, sell-through, stock-outs with lost sales, ageing stock, turnover, fill rate and a reorder list. Cover and ageing are the two that change decisions weekly; the rest give context.

Can it combine our inventory system with sales data?

Yes. Connect both, relate them on product code and location, and every stock figure is shown against the rate it sells. That is how days of cover and lost-sales estimates are calculated.

How often does the stock data update?

A live connection to your inventory or ERP database shows stock as it is now. Imported sources refresh on a schedule — hourly for stores and warehouses, nightly for planning.

Can we start from this template and change it?

Yes. Add seasonal forecasts, supplier lead times or a bill-of-materials view, and remove what you do not track. It becomes an ordinary dashboard the moment you edit it.

Your inventory & stock dashboard, this week.

Bring your data and we'll set this template up on it live — then shape it around the questions you actually ask.

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