Content Planning Stock Control – Employee View Excel Template

This comprehensive Excel template is designed specifically for Content Planning teams operating under a Stock Control framework, tailored for an Employee View. It enables frontline content creators, editors, and production staff to monitor content assets in real-time while ensuring inventory levels of digital and physical resources (e.g., images, video files, templates, branded assets) are accurately tracked. Unlike manager-facing dashboards that emphasize analytics and KPIs, this template focuses on usability for daily contributors — simplifying workflows with intuitive data entry, automated alerts, and visual indicators to prevent content shortages or redundancies.

Sheet Names

• Content Inventory: Core database of all content assets.
• Planning Calendar: Monthly/weekly schedule of content publishing deadlines.
• Status Tracker: Real-time status updates per asset (Requested, In Progress, Approved, Published, Out of Stock).
• Reorder Alerts: Automated list of assets needing replenishment or re-creation.
• Employee Log: Personal tracking sheet for each contributor’s assigned tasks and completion rates.
• Dashboards (Employee): Simplified visual summary for individual performance and asset availability.

Table Structures & Column Definitions

Formulas Required

• In Content Inventory, column “Status”: =IF([Qty Available]<=0,"Out of Stock",IF([Qty Available]<=[Reorder Threshold],"Low Stock","Available"))
• In the Reorder Alerts sheet: =FILTER(ContentInventory!A:H, ContentInventory!H:H="Low Stock" OR ContentInventory!H:H="Out of Stock") (Excel 365)
• In the Employee Log: =COUNTIFS(StatusTracker!E:E, [Employee Name], StatusTracker!F:F,"Completed") / COUNTIF(StatusTracker!E:E,[Employee Name]) — calculates completion rate.
• Note: Use structured references if data is converted into Excel Tables for reliability and auto-expansion.

Conditional Formatting Rules

• In “Qty Available” column: Red fill if ≤ Reorder Threshold, Orange if between 1–3, Green otherwise.
• In “Status” column: Red for “Out of Stock”, Amber for “Low Stock”, Green for “Available”.
• In the Planning Calendar: Highlight row in yellow if Publish Status = "Planned" and Date is within 48 hours.
• In Employee Log: Color code completion rate — green (≥90%), orange (70–89%), red (<70%).

Instructions for the User

1. Each employee should update their “Assigned To” tasks in the Status Tracker daily.
2. If an asset is used, reduce its "Qty Available" in Content Inventory — do not delete entries.
3. Use dropdowns to select Asset ID and Type — avoid manual typing to prevent errors.
4. Check the Reorder Alerts sheet every Monday morning before starting work. If an asset is flagged, notify your content lead immediately.
5. If you create new content, add it to Content Inventory with full metadata (category, owner, initial Qty = 10).
6. Do not modify formulas or table structures. Only edit data in white cells (designated input fields).
7. Use the Dashboard sheet to view your personal task completion rate and current asset availability for your projects.

Example Rows

Recommended Charts and Dashboards

1. Asset Availability Pie Chart: Shows % of assets that are Available, Low Stock, or Out of Stock. Helps employees prioritize tasks.
2. Task Completion Trend Line: Plots daily completion rate over the last 7 days — identifies productivity patterns.
3. Content Type Utilization Bar Graph: Shows how often each asset type (Image, Video, etc.) has been used in the past month. Helps employees anticipate which assets may soon run low.

Conclusion