Inventory Intelligence System | Inventory Planning Template
Smarter Inventory Planning — Built for Growth
Take control of your inventory and cash flow with the Inventory Intelligence System, a complete Excel-based solution built for entrepreneurs, inventory managers, and small businesses who need to plan smarter, not harder.
This isn't just a tracker — it’s a dynamic inventory planning engine.
With built-in MRP functionality, advanced stock calculations, and full financial analysis capabilities, this tool uses 18 months of data (12 months of sales history + 6 months of sales forecast) to calculate everything you need to manage your stock levels with precision.
Features Include:
- 18-Month Demand Planning Model - Easily input historical sales and forecasted demand to power intelligent planning across a full year.
- Built-In MRP System - Calculates required purchases, minimum order quantities, and future inventory needs automatically based on your real-world lead times and demand.
- Advanced Inventory Financial Analysis - Forecast your revenue, COGS, cashflow impact, and financial outlays month-by-month.
- Dynamic Stock Calculations - Automatically generates Safety Stock, Cycle Stock, Minimum Order Quantities, and Over-Max Inventory Alerts tailored to your service levels and variability.
- 12-Month Rolling Inventory Plan and Cashflow Forecasts - Know exactly when and how much to order — and predict your working capital needs before they happen.
- Clear Visual Dashboards - Easy-to-read charts and tables highlight your inventory health, planned purchases, and projected financials.
- ABC/XYZ Classification Framework - Optimized safety stock and ordering logic based on item importance and demand variability.
- Real-World Ready - Handles variability in lead time, purchasing pack sizes, and fluctuating demand — so you can plan with confidence.
Why You’ll Love It:
Plan smarter inventory purchases without spreadsheets breaking
Forecast your cash needs well ahead of time
Avoid stockouts, excess inventory, and hidden carrying costs
Make faster, data-driven business decisions
Whether you're managing physical products, manufacturing, or scaling a supply-based business, the Inventory Intelligence System brings enterprise-grade planning power to your fingertips — all inside a simple, customizable Excel file.
📈 Calculations Included
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Descriptive Demand Statistics: Min, Max, Percentiles, Standard Deviation, Kurtosis
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Safety Stock Calculation: Based on service level %, demand variability, lead time variation
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Cycle Stock Calculation: Based on average daily demand and order cycle time
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Minimum Order Quantity (MOQ) Calculation: Considering standard pack quantities
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Over-Max Inventory Calculation: Identifying excess stock based on dynamic limits
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Projected Inventory Value: Inventory tied-up capital based on cost
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Forecasted Revenue and COGS: Monthly financial modeling from demand forecasts
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Net Cash From Operations Forecast: Impact of inventory on monthly cash flow
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Planned Purchase Quantities: Based on safety stock floors and forecast gaps
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