Inventory Control - CRM Tracker - Dashboard View

Download and customize a free Inventory Control CRM Tracker Dashboard View Excel template. Perfect for business, legal, and personal use. Editable and ready to boost your productivity.

Product ID	Product Name	Category	In Stock	Last Updated	Status (Priority)	Customer Assigned
P001	Laptop Pro X2	Electronics	12	2024-04-15	High	Acme Corp - John Doe (ID: C9876)
P002	Wireless Mouse Pro	Accessories	45	2024-04-16	Medium	Sales Team - Jane Smith (ID: C5532)
P003	USB-C Hub 4-in-1	Accessories	78	2024-04-17	Low	N/A
P004	HD Monitor 27"	Electronics	6	2024-04-18	High	TechWorld Inc - Mike Brown (ID: C3391)
P005	Desk Chair Ergo	Furniture	21	2024-04-19	Medium	Digital Solutions - Sarah Lee (ID: C7788)
Total Items: 152			162	Active Clients: 74 \| Critical Alerts: 2

Excel Template for Inventory Control CRM Tracker with Dashboard View

Overview: This Excel template seamlessly integrates Inventory Control, a CRM Tracker, and a dynamic Dashboard View. Designed for businesses managing both customer relationships and product inventory, this all-in-one solution enables real-time monitoring of stock levels, customer order history, supplier performance, and sales trends—all presented through an intuitive dashboard interface. The template leverages Excel’s powerful features including formulas, conditional formatting, dynamic charts, and structured tables to deliver actionable insights at a glance.

Sheet Names and Structure

1. Inventory Master List: Central repository for all product information.
2. Customer CRM Tracker: Tracks customer details, purchase history, and interactions.
3. Sales & Orders Log: Records every transaction including order date, items sold, quantity, and status.
4. Supplier Performance: Monitors delivery times, reliability scores, and order fulfillment rates.
5. Dashboard (Main View): Visual summary with KPIs, charts, and interactive filters.

Table Structures and Columns

1. Inventory Master List (Structured Table: tblInventory)

Column	Data Type	Description
Product ID	Text/Number (Unique)	Auto-generated or SKU-based ID.
Product Name	Text	Name of the product.
Description	Text	Detailed product description.
CATEGORY	TEXT (Dropdown)	Select from predefined categories (e.g., Electronics, Apparel, Furniture).
UNIT COST ($)	Number	Cost price per unit.
Selling Price ($)	Number	Sales price per unit.
Current Stock Level	Number (Integer)	Total units in inventory.
Reorder Point	NUMBER (INTEGER)	Threshold to trigger restocking.
Status (Stock Alert)	Text/Conditional	"Low Stock" if Current Stock ≤ Reorder Point.

2. Customer CRM Tracker (Structured Table: tblCustomers)

TExt (Validated)Digital contact point with validation formula.

Column	Data Type	Description
Customer ID	Text/Number (Unique)	Auto-assigned or customer reference.
Name	Text	Full name or company name.
Email
Phone Number	TExt (Formatted)	Standard format: +1-555-123-4567.
Address	Text	Billing/shipping address.
Total Orders (Lifetime)	NUMBER (INTEGER)	Cumulative count of all orders placed.
Last Purchase Date	DATETIME (Date Only)	Most recent order date.
Preferred Product Category	Text (Dropdown)	User-selected category preference.

3. Sales & Orders Log (Structured Table: tblSalesLog)

DATETIME (Date and time)Recorded timestamp of order placement.

Column	Data Type	Description
Order ID	Text/Number (Unique)	Sequential or auto-generated.
Date & Time
CUSTOMER ID	TExt/Number	Links to customer in tblCustomers.
Product ID	Text/Number (Reference)	Matches inventory item.
Quantity Sold	NuMBER (INTEGER)	Units ordered in this transaction.
SUBTOTAL ($)	TNUMBER (2 Decimal Places)	Calculated as Quantity × Selling Price.
Status	Text (Dropdown: Pending, Shipped, Delivered, Cancelled)	Order fulfillment status.
Fulfillment Date	DATETIME (Optional)	When shipment was processed.

Required Formulas

Status (Stock Alert) in Inventory Master List: =IF([@Current Stock Level] <= [@Reorder Point], "Low Stock", "In Stock")
Subtotal Calculation in Sales Log: =VLOOKUP([@Product ID], Inventory Master List[Product ID: Selling Price], 2, FALSE) * [@Quantity Sold]
Total Orders (Lifetime) in CRM Tracker: =COUNTIF(Sales & Orders Log[Customer ID], [@Customer ID])
Last Purchase Date: =MAXIFS([Sales & Orders Log]!Date & Time, [Sales & Orders Log]!Customer ID, [@Customer ID])
Inventory Valuation (Dashboard): =SUMPRODUCT(Inventory Master List[Current Stock Level], Inventory Master List[Selling Price ($)])

Conditional Formatting Rules

Low Stock Alert: Apply red fill with bold text to rows where "Status (Stock Alert)" = "Low Stock".
Pending Orders: Highlight any row in Sales & Orders Log where Status = “Pending” with yellow background.
Sales Performance by Category: Use color scales in dashboard to show high/low-performing product categories.

User Instructions

Open the Excel file and enable editing.
Navigate to the “Inventory Master List” sheet. Enter all products with their respective SKUs, costs, prices, and reorder points.
Use the “Customer CRM Tracker” sheet to record new customers or update existing ones with accurate contact details and preferences.
When processing a sale or order, go to the “Sales & Orders Log” sheet. Enter customer ID, product ID, quantity, and status. The subtotal will auto-calculate.
Update the inventory levels after each shipment by subtracting sold quantities from "Current Stock Level" in the master list.
Use the “Supplier Performance” sheet to log delivery dates and calculate fulfillment time (Actual Delivery Date - Order Date).
Navigate to “Dashboard (Main View)” for real-time visual insights. Use dropdown filters to view data by date range, product category, or customer.
Periodically update stock levels and review low-stock alerts to prevent outages.

Example Data Rows

Inventory Master List Example
PROD001	Laptop X3 Pro	15-inch, 16GB RAM, SSD	Electronics	$850.00	$1299.99	5	7
Product ID: PROD012, Name: Blue Denim Jacket, Category: Apparel, Current Stock Level: 3 (Reorder Point = 5), Status = "Low Stock"

Recommended Charts & Dashboard Components

In-Stock vs. Low-Stock Products: Pie chart showing % of items in low stock vs. healthy inventory.
Sales Trend by Month: Line chart tracking monthly sales volume and revenue.
Top 5 Selling Products: Bar chart displaying products by total units sold.
Cumulative Customer Orders Over Time: Area chart showing customer retention and order frequency.
Supplier Delivery Performance: Gantt-style or bar chart comparing average delivery time vs. target.

Conclusion

This Excel template serves as a powerful fusion of Inventory Control, a robust CRM Tracker, and an insightful Dashboard View. By centralizing data across multiple business functions—inventory management, customer relationships, and performance tracking—it empowers teams to make data-driven decisions with confidence. Whether used by small retailers or mid-sized distributors, this dynamic tool ensures operational transparency, reduces stockouts, improves customer satisfaction, and enhances overall business efficiency. ⬇️ Download as Excel ✏️ Edit online as Excel

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