SmartHelping / Inventory Management / Excel
Daily Inventory Tracker
Track daily inventory balances for up to 40 items. Enter opening stock, daily usage, and arrivals, then review ending balances, inventory value, and color-coded stock levels.
Immediate download after purchase. By purchasing, you agree to the Terms of Service.
Video walkthrough & spreadsheet preview
See the daily tracking workflow.
What the template tracks
Keep stock levels and inventory value in view.
Daily balances for up to 40 items
The standard workbook supports up to 40 unique inventory items, with a row for each day of the year.
Separate usage and arrivals
Enter the count of units used each day and the count of units arriving each day on their respective tabs.
Calculated ending inventory
Opening balances, usage, and arrivals drive the daily ending balance for each item.
Inventory value
Enter an average unit cost for each item to calculate the value of each item’s ending inventory and the total inventory value at the end of each day.
Red, yellow, and green stock levels
Use two threshold inputs to define the balance ranges shown in red, yellow, or green. The explanatory text updates as you change the thresholds.
Today’s row highlighted
The current day’s row automatically appears in bold and underlined text, updating as the date changes.
How it works
Build a simple daily inventory routine.
Set opening balances
Enter the starting quantity for each item on the Ending Balances tab.
Enter costs and stock thresholds
Add each item’s average unit cost and define the two stock-level thresholds used by the conditional formatting.
Record daily activity
Enter units used and units arriving on the separate daily input tabs.
Review the daily result
Check calculated ending quantities, inventory values, and stock-level colors. Step-by-step instructions are included in the workbook.
Year-end rollover
Carry the tracker into the next year.
Keep the completed workbook as the record of the previous year’s inventory activity.
Create the next year’s workbook
Make a copy of the workbook for the new year and carry the previous year’s ending inventory into the new opening balances.
Reset the daily inputs
Clear the usage and arrival entries in the new copy, keeping the formulas and structure, then begin recording the new year’s activity.
Who this template is for
A focused tool for daily stock management.
Owners and operations managers
Maintain a daily record of inventory activity and review where balances fall relative to your chosen stock thresholds.
Inventory reporting
Use item-level balances and entered average unit costs to review the quantity and value of stock held at the end of each day.
More templates in one purchase
Explore the bundles that include this tracker.
Questions before you start
A few useful details.
How many inventory items are included?
The standard template is configured for up to 40 unique inventory items. Its formulas and structure can be extended if you need additional items.
What do I enter each day?
Enter the number of units used and the number of units arriving on their respective tabs. The ending balance is calculated from your opening stock and recorded movements.
How is inventory value calculated?
You enter an average unit cost for each item. The template uses that input and the ending quantity to calculate item-level and total inventory value each day.
Can I change the stock-level colors?
You can define the balance thresholds that trigger the red, yellow, and green conditional formatting using two input cells.
How do I find today’s row?
The current day’s row is automatically bold and underlined, and this formatting updates as the date changes.
Can I reuse the workbook next year?
Yes. Make a new copy for the next year, carry over the ending balances as opening balances, and clear the new copy’s usage and arrival inputs.
Are instructions included?
Yes. The workbook contains step-by-step usage instructions, and the walkthrough video demonstrates the template.
How is the tracker delivered?
The $45 one-time purchase provides an immediate Excel download. The tracker is also included in the bundles listed above.
Keep daily inventory organized
Follow stock movements, balances, and value.
Daily Inventory Tracker — $45, one-time purchase.
