113-slide PowerPoint
$29.00
$29.00, 113-slides, Best for: Supply chain executives building function-level KPI frameworks and dashboards for quarterly performance reviews
EDITOR'S REVIEW
This deck distinguishes itself by presenting a broad KPI framework spanning buying, inventory management, logistics, production planning, quality control, sourcing, supplier management, sustainability, and warehousing, and it ships with ready-to-use KPI dashboard templates to facilitate rollout. Each KPI entry includes the function name, the indicator name (and alternate names), a description, the measurement approach, frequency, unit of measure, and additional notes, enabling consistent measurement beyond the title. It targets executives and operations teams preparing quarterly performance reviews and building dashboards that align multiple supply chain functions with strategic goals. [Learn more]
$79.00, Excel workbook, Best for: Inventory and procurement leads reconciling stock counts, setting reorder points, and running ABC SKU prioritization
EDITOR'S REVIEW
This deck stands out by pairing comprehensive stock tracking with built-in analytics and real-time controls, including a live Inventory Control Report that flags low stock, tracks movements, and alerts when items are nearing expiration. It includes an ABC Analysis that classifies items with thresholds—A items up to 80% of accumulated share, B items 81–95%, and C items above 95%—to drive prioritization beyond simple SKU lists. The template is well-suited for inventory and procurement leads reconciling counts and setting reorder points, offering a practical framework that helps any business reduce stockouts and carrying costs. [Learn more]
4-page PDF document
$20.99
$20.99, 4-pages, Best for: ERP consultants leading initial inventory and warehouse requirement workshops in the ERP Analysis phase
EDITOR'S REVIEW
This questionnaire-based deck anchors the early ERP Analysis phase by explicitly assessing a consultant's Inventory & Warehouse Management knowledge, shaping how requirements are gathered for D365BC deployments. It’s described as the kick-stone for the analysis phase, guiding the AS-IS assessment and the creation of To-Be documents while clarifying whether standard functionality, workarounds, or customizations will be required. Most beneficial for ERP project leads and implementation teams when starting the inventory and warehouse requirements work in a D365BC rollout. [Learn more]
$49.99, Excel workbook, Best for: Inventory and supply-chain teams setting SKU-class targets and pre-build/dollar planning for manufacturing operations
EDITOR'S REVIEW
This deck stands out by delivering a practical SKU-class inventory targets model with built-in visual targets for each SKU class, making complex calculations easy to communicate. It supports dual unit- and dollar-based pre-build calculations, allows parameter tweaks such as days between shipments and service levels, and has a real-world demonstration of reduced inventory levels at a North American pharma company. The approach is especially helpful for manufacturing and distribution teams seeking to align service targets with cost, using scenario-based insights to guide cross-functional decisions. [Learn more]
69-slide PowerPoint
$39.00
$39.00, 69-slides, Best for: Supply chain managers and procurement leads refining inventory strategy with EOQ/EPQ, ABC analysis, and cycle counting.
EDITOR'S REVIEW
This deck stands out by turning inventory management into a hands-on exercise, pairing EOQ/EPQ modeling with a clear inventory taxonomy and cycle-counting workflow. It includes practical deliverables such as an EOQ calculation template and an ABC analysis framework, along with a safety stock determination model to guide reorder points. The deck is especially helpful for operations leaders and procurement teams seeking structured stock-optimization improvements, whether in staff trainings or targeted optimization workshops. [Learn more]
$30.00, Excel workbook, Best for: Inventory and finance teams tracking SKU-level stock, cost-of-sales, and reorder levels in Excel
EDITOR'S REVIEW
This template stands out for its auto-updating dashboard that refreshes from stock code and date filters, pairing visual insights with a structured inventory movement ledger. The dashboard includes an interactive report that surfaces top products by transaction type and purchase price variance, with the movements sheet automatically computing average cost and variance per transaction. It's especially useful for inventory and finance teams needing SKU-level stock tracking, clear cost-of-sales visibility, and automated reorder planning within Excel. [Learn more]
28-slide PowerPoint
$29.00
$29.00, 28-slides, Best for: Finance and supply chain leaders optimizing cash flow with a six-phase inventory management program
EDITOR'S REVIEW
This deck stands out by delivering a six-phase, data-driven approach to Inventory Management within Working Capital Management, embedding actionable tools at each stage rather than a pure theory. It includes tangible deliverables such as an inventory management strategy template, a Just-in-Time implementation checklist, and an inventory turnover analysis tool. It’s particularly useful for finance and supply chain leaders aiming to improve liquidity, fitting strategic planning sessions or stakeholder-ready presentations on inventory performance. [Learn more]
Excel template, Excel template
$49.00
$49.00, Excel workbook + supplemental tools, Best for: Inventory and finance teams planning monthly reorder points, safety stock, and cash flow for up to 25 SKUs
EDITOR'S REVIEW
This Excel model stands out by delivering a four-year, month-by-month inventory forecast with one year of actuals and 3 years of projections, all underpinned by built-in input validations and a checks dashboard that flags inconsistencies. It calculates reordering level, quantity, period, inventory balances, and projected cash flow across up to 25 SKUs, with outputs shown in both tables and charts. The tool is especially useful for FP&A and operations teams coordinating stock policy and cash flow, particularly when managing multiple brands or SKUs. [Learn more]
$45.00, Excel workbook, Best for: Finance and inventory managers forecasting monthly restocking quantities and cash requirements across multiple SKUs
EDITOR'S REVIEW
This inventory forecasting deck stands out by switching to monthly data structures instead of daily, enabling easier scaling to thousands of SKUs and improving overall usability. It also displays an accounts payable balance based on configurable payment terms with up to 3 payment events for a given purchase. This resource is particularly useful for finance and inventory managers who need to forecast monthly restocking quantities and the associated cash requirements across multiple SKUs. [Learn more]
$45.00, Excel workbook, Best for: Inventory managers prioritizing replenishment using reorder-point, lead-time, and safety-stock calculations
EDITOR'S REVIEW
This spreadsheet-based tracker differentiates itself by automatically converting inputs like lead time, on-hand stock, forecasted sales, and safety stock into a projected reorder date, giving planners a clear signal of when replenishment is needed. There is also a Google Sheet version with extra automation for filtering data, and users can define the days-to-reorder threshold to surface upcoming SKUs. Primarily useful for inventory managers and replenishment teams handling many items who need a practical, time-bound view of when to reorder. [Learn more]
Inventory Optimization through Performance Management
While inventory provides service continuity, excessive inventory ties up capital and potentially degrades into waste. Inventory optimization, thus, demands strong Performance Management—aligning inventory levels with service-level expectations.
Executives can undertake Segmentation Analysis to categorize inventory based on various dimensions–like turnover velocity or profitability–and apply tailored management strategies. For instance, fast-moving and high-profit items may demand higher service levels and, consequently, higher inventory.
Digital Transformation enables further alignment through tools such as multi-echelon Inventory Optimization (MEIO) systems. These sophisticated tools account for complex demand and supply interactions across multiple stages of the supply chain–yielding a more realistic, efficient inventory plan.
Turn Inventory into a Strategic Advantage
Ultimately, effective Inventory Management can serve as a cornerstone of a firm's Strategic Planning. The ability to ensure operational resilience, maintain financial efficiency, and meet customer expectations reflects a potent competitive advantage.
The first step to driving this advantage is elevating inventory from a tactical resource to a strategic one. Management teams should actively integrate inventory considerations into their high-level strategy dialogues and initiatives, treating inventory as a flexible resource that supports their broader business objectives.
Finally, a "culture of inventory" can sustain this strategic focus. Fostering a company-wide understanding of inventory’s impact can drive collective responsibility for efficient inventory practices. Training programs, communication campaigns, and incentive structures can facilitate this culture—turning inventory into a lever of company-wide performance.
- Demand Forecasting and Predictive Analytics to manage demand volatility and reduce safety stock.
- Real-time visibility into supply chain to identify potential disruptions and enable proactive countermeasures.
- Supplier Relationship Management to ensure a stable, reliable base of suppliers.
- Segmentation Analysis to categorize inventory and apply tailored management strategies.
- Multi-echelon Inventory Optimization (MEIO) systems to account for complex demand and supply interactions.
- Integrating inventory considerations into high-level strategy dialogues and initiatives.
- Fostering a company-wide understanding of inventory’s impact through training programs, communication campaigns, and incentive structures.
Ultimately, Inventory Management is not a cost to be minimized but an investment to be optimized. By balancing risk, aligning performance, and leveraging inventory strategically, C-level executives can unlock significant value from money "sitting around in another form."
PowerPoint (7)
Excel (14)
MS Word (1)
PDF (2)
