Report generated on: | Prepared for Client Reporting - Stock Control

Compact Excel Template for Client Reporting: Stock Control

Purpose: This Excel template is specifically designed for client reporting within a stock control

Note:This document describes a comprehensive, compact, and highly functional Excel solution tailored for businesses that need to deliver concise yet detailed stock performance reports to clients on a regular basis.

Overview of the Template Structure

The template is engineered for efficiency and clarity. It features three core worksheets: Dashboard (Summary), Stock Inventory, and Client Report Log. The entire design adheres to a compact style, maximizing information density without compromising readability. All data is dynamically linked across sheets, ensuring real-time updates and minimal manual input.

Sheet Names & Functions

• Dashboard (Summary): A high-level overview of stock performance. This is the primary client-facing page, designed to be visually clean and insightful.
• Stock Inventory: The master data table containing all inventory items, quantities, costs, and status.
• Client Report Log: A historical record of past reports generated for each client. Used for audit trails and tracking changes over time.

Table Structures & Columns (Stock Inventory Sheet)

The main data repository is the Stock Inventory sheet, structured as an Excel Table (Ctrl+T) with headers and dynamic ranges.

Formulas Required

• Status Column: =IF([@Current Stock]=0, "Out of Stock", IF([@Current Stock]<=[@Reorder Level], "Low Stock", "In Stock"))
• Total Value (£): =[@[Current Stock]] * [@[[Unit Cost (£)]]]
• Dashboard: Total Inventory Value: In the Dashboard sheet, use: =SUM(StockInventory[Total Value (£)])
• Dashboard: Low Stock Items: Use: =COUNTIF(StockInventory[Status], "Low Stock")
• Dashboard: Unique Categories Count: Use: =SUMPRODUCT(1/COUNTIF(StockInventory[Category], StockInventory[Category]))

Conditional Formatting (Client Reporting Focus)

To enhance readability and highlight critical information, the following conditional formatting rules are applied across relevant columns:

• Status Column:
  • "Out of Stock" → Red fill, white text
  • "Low Stock" → Orange fill, bold black text
  • "In Stock" → Green fill, white text
• Current Stock vs Reorder Level: Highlight cells in the "Current Stock" column where value ≤ reorder level using a yellow highlight rule.
• Total Value (£): Apply color scales (green to red) to visually show high-value items at a glance.
• Last Restock Date: Highlight any entry older than 90 days with a light gray background and bold text.

User Instructions

1. Open the Excel template. Enable macros if prompted (required for dynamic features).
2. Add new stock items in the Stock Inventory sheet using the provided table structure.
3. Update existing quantities after sales or restocking.
4. The Dashboard updates automatically with new data due to linked formulas.
5. To generate a client report, click on the "Generate Report" button (button on Dashboard) which will:
   • Copy data from Stock Inventory filtered by client-specific criteria (if applicable).
   • Create a clean, printable version of the Dashboard and key tables.
   • Log the report in the Client Report Log with date, user name, and file name.
6. Save a copy for each client using “Save As” to preserve historical data (e.g., "ClientA_Report_Q3_2024.xlsx").

Example Rows (Stock Inventory)

Recommended Charts & Dashboards (Client-Facing)

The Dashboard sheet includes the following visualizations to support client reporting:

• Bar Chart: "Top 10 Items by Value" – Show highest total value inventory items.
• Pie Chart: "Stock Distribution by Category" – Visualize how stock is allocated across product types.
• Gantt-style Progress Bar: Display time since last restock for each low-stock item, helping clients anticipate replenishment needs.
• KPI Cards:
  • Total Inventory Value (£)
  • Low Stock Items (Count)
  • Average Stock Turnover Rate (calculated from historical data)

This compact Excel template seamlessly blends functionality with minimalism, delivering actionable insights for client reporting in a stock control context. With dynamic formulas, smart formatting, and an intuitive layout, it ensures that clients receive accurate, visually compelling reports—reducing manual effort while increasing professionalism.