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Retail Inventory & Supply Chain Dashboard — Excel Template

Stop stockouts, cut carrying costs, and speed up fulfillment—right inside Excel. This template turns raw inventory, PO, and fulfillment data into a live dashboard tracking Inventory Turnover, Days on Hand, Stock Availability, Shrinkage, On-Time POs, Supplier Delivery %, Lead Time, Fill Rate, Backorder Rate, and Order Cycle Time so you can balance service levels with working capital.

Why retailers use this template

  • End-to-end visibility: Monitor inventory health, supplier reliability, and order fulfillment from one place.

  • Fast ROI: Identify slow movers, lead-time bottlenecks, and shrinkage leaks to release cash.

  • Service you can trust: Improve Fill Rate and reduce Backorders while keeping Days of Inventory in check.

KPIs included (ready-made formulas)

Inventory Management

  • COGS, Average Inventory

  • Inventory Turnover = COGS ÷ Average Inventory

  • Days of Inventory on Hand (DOH) = (Average Inventory ÷ COGS) × 365

  • Available SKUs, Total SKUs, Stock Availability % = (Available ÷ Total) × 100

  • Shrinkage Value, Total Inventory, Shrinkage % = (Shrinkage ÷ Total Inventory) × 100

Supply Chain Performance

  • Total Purchase Orders (POs), On-Time POs, % On-Time PO = (On-Time ÷ Total POs) × 100

  • On-Time Deliveries, Total Deliveries, Supplier On-Time Delivery % = (On-Time ÷ Total) × 100

  • Lead Time (Avg.) in Days = (Sum of Delivery Days ÷ Number of POs)

  • Inventory Carrying Cost % = (Carrying Cost ÷ Average Inventory Value) × 100

Order Fulfillment

  • Out-of-Stock Incidents (count)

  • Backorders, Total Orders, Backorder Rate % = (Backorders ÷ Total Orders) × 100

  • Delivered Units, Ordered Units, Fill Rate % = (Delivered ÷ Ordered) × 100

  • Order Cycle Time (Days) = (Sum of Fulfillment Time ÷ Number of Orders)

What’s inside

  • Executive Control Panel: Turnover, DOH, Fill Rate, Backorder Rate, On-Time PO %, and Cycle Time with trend & target variance.

  • Inventory Health View: Stock availability by category/SKU, ABC-style concentration, slow/fast movers.

  • Supplier Scorecards: On-time delivery %, average lead time, PO reliability, and exceptions.

  • Fulfillment Tracker: Stockouts, backorders, and OTIF-style metrics with drill-downs.

  • Assumptions & Targets: Set service-level targets and carrying-cost assumptions; visuals update instantly.

  • Clean Data Tables: Import-ready sheets for Inventory, POs, Receipts, Deliveries, and Orders.

How it works

  1. Paste your CSV/Excel data into the provided tables.

  2. Set targets (e.g., DOH, Fill Rate, On-Time %).

  3. Review the dashboard to rebalance stock, renegotiate suppliers, and streamline fulfillment.

Benefits

  • Release working capital: Lower DOH and carrying cost without risking service.

  • Improve supplier reliability: Track on-time performance and lead-time drift.

  • Protect customer experience: Lift Fill Rate, reduce backorders and stockouts.

  • Decide quickly: Clear visuals highlight exceptions and root causes.

Technical details

  • Built for Microsoft Excel 365/2021 (Windows & Mac).

  • 100% formula-driven; no add-ins. Named tables & dynamic ranges.

  • Includes sample data + quick-start guide.

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