Inventory Management

Home Stop the Profit Leak: Track Shrinkage by Month and Location Learn how to measure inventory shrinkage and spot exactly where losses are happening. In this lesson, you’ll build a month-by-month and location-by-location heat map, add monthly and location totals, and create an easy-to-scan view that highlights where shrinkage is trending higher. Download the Excel […]

Home Calculate Inventory Accuracy in Excel: Monthly and Location Tracking Dashboard Learn how to measure Inventory Accuracy % using a real inventory count dataset. In this lesson, you’ll build a clear monthly view, compare accuracy across locations, and add visual indicators so it’s easy to spot where inventory records can’t be trusted. Download the Excel

Home How to Track Internal Parts Shortfill Rate % in Excel Learn how to spot where your truck replenishment process is breaking down. In this lesson, you’ll build a simple month-by-month heat map that highlights which part categories are driving the most shortfills, set a clear performance target, and quickly see what needs attention to

Home Backorder Rate % Heat Map in Excel (By Month and Supplier) Backorders are not just an inventory issue, they create missed installs, rescheduled service calls, idle techs, and frustrated customers. In this lesson, you’ll learn how to track Backorder Rate % over time, spot problem suppliers fast with a heat map, and use a

Home How to Calculate Inventory as a Percentage of Revenue in Excel Learn how to track whether inventory is growing faster than revenue, and what that means for efficiency and cash flow. In this lesson, you’ll build a clear month-by-month view and a heat map by part category so you can quickly spot where inventory

Home Inventory Carrying Cost Analysis by Month and Part Learn how to measure the true cost of holding inventory and uncover what’s driving it. In this lesson, you’ll build a month-by-month and part-category view, spot patterns across the year, and create a heatmap that instantly highlights which parts and seasons are costing you the most.

Home How to Track Stockout Rate % in Excel: Monthly Trend + Target Line Learn how to measure Stockout Rate % so you can see how often technicians show up ready but the warehouse is not. In this lesson, you’ll turn raw demand and fulfillment data into a clean monthly view, compare performance to a

Home Dead Stock % in Excel: Measure, Monitor, and Control Inventory That Isn’t Moving Learn how to track Dead Stock % so you can spot inventory that hasn’t moved in months, understand how much cash is tied up, and build a clear monthly view of dead stock trends. Plus a simple target line your team

Home How to Track First-Time Fix Rate Impacted by Parts in Excel Learn how to measure the impact that missing parts and stockouts can have on your service performance. In this lesson, you’ll see how to organize your data, compare lost revenue against total opportunity, and build a clear visual that helps you monitor whether

Home How to Calculate Revenue Lost to Stockouts % in Excel Learn how to measure the revenue you’re losing when parts are unavailable, and see whether your inventory can actually handle peak season demand. In this lesson, you’ll build a month-by-month view of stockout impact, compare results to a target, and visualize the trend with