Inventory Performance Dashboard
Know which products, suppliers and months are actually making you money, without rebuilding a single report by hand.
Built for small business owners, retailers and stock managers who need revenue, profit and stock movement in one view. Add your daily stock and sales records to the Data tab and the dashboard rolls up revenue, profit, units sold, expenses and your profit margin, tracks revenue and profit month by month, compares stock in against stock out, and ranks every product, category and supplier by revenue. Filter the whole dashboard by month, supplier or category in one click, or press the One Tap Pro Dashboard button to rebuild it around your new data. Fully editable to match your own products, categories and suppliers, completely free.
Dashboard Features
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Profit & Margin at a Glance: Revenue, profit, units sold, expenses and profit margin side by side, so you see in seconds whether your stock is turning into real profit
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Stock In vs Stock Out: Units received against units sold, month by month, so overstocking shows up before it ties up your cash
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Product & Category Winners: Revenue and profit ranked by product, plus each category's share of revenue, so you know exactly what to reorder first
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Supplier Revenue & One-Tap Rebuild: Compare revenue and profit across every supplier, filter by month, supplier or category, and rebuild the whole dashboard around new data with one button
Specifications
Get all essential details in one place. From features and package contents to software compatibility and skill level required, this section gives you a clear overview so you know exactly what to expect before download.
Template Features
- KPI Bar: Revenue, profit, units sold, expenses and profit margin at a glance
- Month, Supplier & Category Slicers: Three linked filters connected to every chart and KPI
- Revenue & Profit: Revenue and profit tracked month by month
- Revenue by Category: Each category's share of total revenue
- Revenue by Product: Revenue and profit compared across every product
- Revenue by Supplier: Revenue and profit compared across every supplier
- Stock In vs Stock Out: Units received against units sold, month by month
- One Tap Pro Dashboard: A macro button that rebuilds every pivot, KPI, chart and slicer from your Data tab
Package Details
- Inventory Performance Dashboard (.xlsm)
Software Compatibility
- Microsoft Excel 365
- Microsoft Excel 2024
- Microsoft Excel 2021
- Microsoft Excel 2019
Skill Level Required
- Beginner
Frequently Asked Questions
Is this template compatible with Google Sheets?
No, our templates are built specifically for Microsoft Excel. Because they utilize advanced Excel features like Pivot Tables and complex formatting, they will not function correctly if imported into Google Sheets.
Do I get lifetime updates?
Templates are one-time downloads and do not include future feature upgrades. However, if we release a bug fix for your purchased template, you can always download the patched version from your order history.
What kind of support is included?
We provide technical support via email for access issues, such as if your download link is not working. We do not provide implementation support (e.g., wiring the template to your custom data sets). For implementation assistance, please submit a request for our custom services.
