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.
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.
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)
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.
Paste your CSV/Excel data into the provided tables.
Set targets (e.g., DOH, Fill Rate, On-Time %).
Review the dashboard to rebalance stock, renegotiate suppliers, and streamline fulfillment.
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.
Built for Microsoft Excel 365/2021 (Windows & Mac).
100% formula-driven; no add-ins. Named tables & dynamic ranges.
Includes sample data + quick-start guide.
For ready-to-use Dashboard Templates: