Stock Evaluation

Optimize Your Stock Management with Our Excel Template

€10,00

Track, analyze, and optimize your stock levels with our flexible template. Ideal for monitoring product rotation, evaluating stock value, and identifying areas for improvement.

Key Features

  • FIFO Evaluation: Accurately calculate stock value based on the First-In, First-Out (FIFO) method.
  • Comprehensive Tracking: Record product lists, purchases, and sales for detailed analysis.
  • Customizable Thresholds: Set your own stock coverage and slow-moving product thresholds.
  • In-Depth Insights: Gain valuable insights into stock value, coverage, product rotation, and stock structure.

What's Included:

  • User-Friendly Interface: Easily navigate and customize the template.
  • Visualizations: Benefit from informative charts and dashboards for clear data representation.
  • Key Performance Indicators (KPIs): Track essential metrics like slow-moving SKUs, stock coverage, and stock structure.
  • Sample Template: See how the template works with our pre-populated sample data.
  • Blank Template: Start from scratch and input your own customer information.

Important Notes:

  • Microsoft 365 Compatibility: For optimal functionality, we recommend using Microsoft 365.
  • No VBA or Macros: Our template relies on Pivot Tables and advanced formulas for efficient data analysis.

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Description

This template is suitable for monitoring and evaluating stock and rotation of products. What does it do? Evaluates the stock based on FIFO, therefore different purchase prices for the same product are supported and are reflected to stock evaluation. Just enter the products list, purchases and sales by date and you will have a useful insight on the value of your stock, the coverage and the rotation of your products, through eye-catching charts and dashboard.

 

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How to Use This Template

  • Instructions Sheet: Find detailed instructions on how to use the template in the first sheet.
  • Unlocked and Editable: While some worksheets may be initially protected, you can easily unprotect them for customization. No password required.
  • Microsoft 365 Compatibility: Designed for Microsoft 365 for optimal functionality.
  • Hidden Elements: The template features a polished appearance with hidden sheet tabs, headers, and gridlines. You can unhide these elements if desired.
  • Backup Recommendation: Always keep a backup of the blank template for easy reuse or recovery in case of accidental modifications.

Important Note:

This template is intended for personal use only and may not be distributed, sold, or shared publicly.