Inventory planning, stock tracking & cash flow
Inventory Forecasting and Management Bundle
Plan inventory purchases, track stock movements and understand the cash tied up in your products. Choose from forecasting models, day-to-day trackers and related calculators for different inventory tasks.
From stock records to purchasing decisions
Use the tool that fits the task, whether you are recording today's activity or planning future inventory needs.
Set up your items
Define the SKUs, starting balances and location details required by your chosen tracker.
Record stock movements
Keep the relevant purchases, sales and transfers up to date to maintain useful inventory records.
Review restocking needs
Use the planning tools to evaluate when stock may need replenishing and how purchasing affects cash.
Review the financial effect
Explore inventory's role in a forecast, FIFO cost calculations and the time cash spends in the operating cycle.
This bundle is a strong fit if...
You need several ways to organize inventory data and evaluate purchasing or cash flow decisions.
An individual template may be enough if...
You have one defined inventory task and a single tool covers the records or analysis you need.
Start with these inventory tools
Explore restocking and cash planning, warehouse and Google Sheets tracking, reorder management, FIFO costs and the cash conversion cycle.
Inventory Forecasting
Comprehensive cash management planner for inventory: accurately forecast expected cash flow based on lead time, safety stock, payment terms and sales.
Use for: Plan purchase timing, stock balances and cash payments from sales assumptions, lead times, safety stock and supplier payment terms.
View model detailsInventory Tracking: Warehouse
Master inventory management across multiple sites with our dynamic Excel template. Track SKU movement, assess stock at diverse locations, and more.
Use for: Record SKU transfers and review quantities on hand, transaction history and monthly movement across warehouses or job sites.
View model detailsInventory Management in the Cloud
Streamlined Google Sheets inventory management tool for small/medium businesses. Easily track inventory across multiple SKUs and locations.
Use for: Track SKU quantities and value by location in Google Sheets, with low-stock and expiration views.
View model detailsInventory Reorder Tracker
Excel & Google Sheet template for efficient inventory management. Tracks SKU reordering with metrics on stock levels, sales, and reorder dates.
Use for: Estimate reorder dates and quantities from on-hand units, sales rates, lead times, reserve levels and order multiples.
View model detailsCOGS Inventory Template - (FIFO Based)
Calculate FIFO cost of goods sold from dated purchase and sales records, including monthly COGS analysis.
Use for: Calculate FIFO cost of goods sold from dated purchase and sales batches, using the oldest available inventory costs first.
View model detailsCash Conversion Cycle
Calculate and track the cash conversion cycle over time using inventory, receivables and payables, with quarterly comparisons.
Use for: Calculate inventory, receivable and payable days, then compare the cash conversion cycle over time against a target.
View model detailsExplore everything included
Search all 10 templates or filter by the task you need to handle. Open each listing for its features, demonstration and available formats.
Showing 10 templates
Inventory Forecasting
Comprehensive cash management planner for inventory: accurately forecast expected cash flow based on lead time, safety stock, payment terms and sales.
Use for: Plan purchase timing, stock balances and cash payments from sales assumptions, lead times, safety stock and supplier payment terms.
Inventory Tracking: Warehouse
Master inventory management across multiple sites with our dynamic Excel template. Track SKU movement, assess stock at diverse locations, and more.
Use for: Record SKU transfers and review quantities on hand, transaction history and monthly movement across warehouses or job sites.
Inventory Management in the Cloud
Streamlined Google Sheets inventory management tool for small/medium businesses. Easily track inventory across multiple SKUs and locations.
Use for: Track SKU quantities and value by location in Google Sheets, with low-stock and expiration views.
Inventory Reorder Tracker
Excel & Google Sheet template for efficient inventory management. Tracks SKU reordering with metrics on stock levels, sales, and reorder dates.
Use for: Estimate reorder dates and quantities from on-hand units, sales rates, lead times, reserve levels and order multiples.
Inventory in a 3-Statement Model
Dive deep into inventory financial forecasting with this comprehensive template. Perfect for those seeking clarity on three-statement model balancing.
Use for: Trace purchases, COGS, supplier payments and accounts payable through the income statement, balance sheet and cash flow statement.
Inventory Tracker (simple daily)
Inventory management with this dynamic, user-friendly Excel sheet. Easily monitor balances, value, alerts, and daily activity for up to 40 items.
Use for: Enter daily arrivals and usage to track ending balances, inventory value and configurable stock-level alerts.
In/Out Inventory Tracker
Simplified, user-friendly inventory tracking template. Key tabs: In, Current State, Out. Easily manage SKU items with reorder alerts and more.
Use for: Use In, Out and Current State tabs to track SKU balances and flag items at their reorder threshold.
COGS Inventory Template - (FIFO Based)
Calculate FIFO cost of goods sold from dated purchase and sales records, including monthly COGS analysis.
Use for: Calculate FIFO cost of goods sold from dated purchase and sales batches, using the oldest available inventory costs first.
Cash Conversion Cycle
Calculate and track the cash conversion cycle over time using inventory, receivables and payables, with quarterly comparisons.
Use for: Calculate inventory, receivable and payable days, then compare the cash conversion cycle over time against a target.
Inventory Management- Single Location
Streamline inventory tracking with our Excel template: multiple locations, monthly analyses, SKU summaries, dynamic date range queries.
Use for: Review inventory transactions, weighted-average costs, monthly sales and gross profit, with SKU and date-based balance queries.
No exact match found
Try a broader inventory task or keyword, or clear the search and filters.
Item limits, location support, forecast periods and spreadsheet formats vary by template. Review the linked product page to match the tool to your workflow.
Choose the tool for the job
Tracking stock and planning purchases answer different questions.
A tracker summarizes the activity you record. A forecast projects future needs from your assumptions. The related calculators help you understand inventory costs and cash timing.
Frequently asked questions
Choose a practical starting point and understand how the collection fits your workflow.
Which template should I start with?
For a straightforward stock log, review the Daily Inventory Tracker or Inventory Template Simplified. For purchasing decisions, start with the Inventory Reordering Planner or Inventory Restocking Cash Flow Management. For location-based tracking, compare the Multiple Locations tracker and Google Sheet Inventory Tracker.
Are these Excel files or Google Sheets tools?
The collection includes Excel and Google Sheets tools. Supported formats and versions vary by template, so open the individual product page to confirm the setup and features you need.
Which option should I review for a shared team workflow?
Start with the Google Sheet Inventory Tracker for a shared Google Sheets workflow across SKUs and locations. Review its demonstration and agree on who will maintain the item data and record stock movements.
How do I keep the inventory information up to date?
Update the inputs and activity records required by your chosen tool, such as sales, purchases, transfers and planning assumptions. The reorder tools help organize purchasing decisions; you review their results and place orders through your purchasing process.
Can I purchase just one template?
Yes. Each listing links to its individual product page. Choose one template for a specific task, or the bundle if you expect to use several of the included tools.
How do I receive the bundle?
The bundle is downloadable after purchase. If you purchase on a phone, you can use the emailed download link later on a desktop or laptop that supports the relevant spreadsheet files.
One-time purchase
Get the Inventory Forecasting and Management Bundle.
Download all 10 templates to plan restocking, organize inventory records and explore the effect on costs and cash flow.
