Excel Dashboard Inventory System – Real-Time Stock Control

An Excel Dashboard can run a real-time inventory system without expensive ERP tools. With smart tables, a few formulas, and clear visuals, you’ll track stock, set reorder alerts, and keep operations moving—perfect for small retailers, eCommerce shelves, or office supplies.

Why build it in Excel?

  • Custom structure that matches your workflow and product catalog.
  • Live updates from simple entries; no complex integrations required.
  • Printable KPI cards and charts for fast decision-making.
  • Easy exports (CSV/XLSX) and quick handoff to stakeholders.

Sheet structure to start fast

  • Product ID / SKU, Item, Category, Supplier
  • Stock In, Stock Out, Current Stock, Reorder Level, Status
  • Convert the range to a Table (Insert → Table) for structured references and filters.

Core formulas you’ll reuse

=[@Stock In] - [@Stock Out]     

Use a summary sheet for totals by SKU:

=SUMIF(IncomingRange, A2) - SUMIF(OutgoingRange, A2)

Automatic alerts with Conditional Formatting

Flag low inventory when current stock drops to or below the reorder level:

=F2<=G2
  • Use clear colors (e.g., red for Low, amber for Reorder soon).
  • Protect formula columns to avoid accidental edits.

Visual inventory dashboard

  • PivotTable for stock by category, supplier, and location.
  • Column/line charts for weekly usage and incoming receipts.
  • Slicers to filter by item, supplier, month, or status in seconds.

Scale and maintain

  • Keep everything in Excel Tables; new rows flow into pivots automatically.
  • Use XLOOKUP/VLOOKUP to pull item details from a master list.
  • Clean and append CSVs with Power Query to refresh on demand.

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