Inventory Control - To-Do List - Dashboard View
Download and customize a free Inventory Control To-Do List Dashboard View Excel template. Perfect for business, legal, and personal use. Editable and ready to boost your productivity.
Inventory Control - To-Do List Dashboard
Track inventory tasks with priority and status indicators | Updated: October 26, 2023
| ID | Task Description | Category | Priority | Status | Due Date |
|---|---|---|---|---|---|
| #INV-001 | Conduct physical inventory count for warehouse A | Stock Audit | High | Pending | 2023-10-30 |
| #INV-002 | Verify discrepancies from last week's report | Discrepancy Resolution | Medium | In Progress | 2023-10-28 |
| #INV-003 | Update inventory software with new product SKUs | System Update | Low | Pending | 2023-11-05 |
| #INV-004 | Reorder low-stock items (Item: AX889) | Purchase Requisition | High | Pending | 2023-10-27 |
| #INV-005 | Review vendor delivery performance report | Vendor Management | Medium | In Progress | 2023-10-31 |
| #INV-006 | Document storage layout changes in warehouse B | Documentation | Low | Completed | 2023-10-25 |
Excel Template for Inventory Control with To-Do List and Dashboard View
This comprehensive Excel template is specifically designed to streamline Inventory Control through an integrated To-Do List system with a dynamic Dashboard View. Tailored for small to medium-sized businesses, warehouse managers, supply chain coordinators, and procurement teams, this template unifies inventory tracking with task management in a visually intuitive and interactive format.
Sheet Names
- Dashboard Summary: Centralized overview of all inventory levels, pending tasks, reorder alerts, and performance metrics.
- Inventory Master List: Detailed database of all stock items with descriptions, quantities, locations, and critical thresholds.
- To-Do Tasks List: Chronological list of maintenance actions, audits, restocking tasks, vendor follow-ups, and safety checks.
- Data Validation & Lookup: Hidden sheet containing drop-down lists for categories, locations, status codes, and priority levels (used across other sheets).
- Historical Logs: Track changes over time—when items were reordered, when tasks were completed or delayed.
Table Structures and Columns
1. Inventory Master List Table (Sheet: "Inventory Master List")
| Column Name | Data Type/Format | Description |
|---|---|---|
| Item ID | Text (Auto-incremented) | Unique identifier (e.g., INV001, INV002). |
| Product Name | Text | Name of the inventory item (e.g., "Steel Nuts - M6"). |
| Category | Dropdown (from Data Validation sheet) | e.g., Fasteners, Electronics, Packaging Materials. |
| Current Stock | Number (Integer) | Real-time count of available units. |
| Reorder Level | Number (Integer) | Threshold triggering a restock alert. |
| Location | Dropdown (from Data Validation sheet) | e.g., Aisle 3, Back Room, Shipment Bay. |
| Last Updated | Date (Auto-filled via formula) | Timestamp of last inventory update. |
| Status | Text (Conditional: "In Stock", "Low Stock", "Out of Stock") | Automated status based on current stock vs. reorder level. |
2. To-Do Tasks List Table (Sheet: "To-Do Tasks List")
| Column Name | Data Type/Format | Description |
|---|---|---|
| Task ID | Text (Auto-incremented) | e.g., TASK001. |
| Description | Text | Clear task statement (e.g., "Reconcile stock count for Category: Fasteners"). |
| Assigned To | Text (Dropdown from team members) | Name of the responsible person. |
| Due Date | Date (Calendar picker) | Deadline for task completion. |
| Prioritization | Dropdown: High, Medium, Low | Impact level of the task. |
| Status | Dropdown: Pending, In Progress, Completed, Overdue | Current phase of the task. |
| Related Item ID | Text (Link to Inventory Master List) | Optional: connects tasks to specific inventory items for traceability. |
Formulas Required
- Status in Inventory Master List:
=IF(CURRENT_STOCK <= REORDER_LEVEL, "Low Stock", IF(CURRENT_STOCK = 0, "Out of Stock", "In Stock")) - Overdue Tasks Check (in To-Do List):
=IF(AND(Status="Pending", Due_Date - Total Items with Low Stock: (Used in Dashboard)
=COUNTIFS(Status,"Low Stock") - Tasks Due This Week:
=COUNTIFS(Due_Date,">="&TODAY(), Due_Date,"<"&TODAY()+7, Status,"<>Completed") - Last Updated Timestamp (Auto-fill):
=NOW()(Set in a cell and protected via formula; use with VBA or data validation to prevent manual editing.)
Conditional Formatting Rules
- Inventory Status: Highlight "Low Stock" in yellow, "Out of Stock" in red.
- To-Do Tasks:
- "Overdue" tasks: Red background, bold text.
- "High Priority": Orange fill with dark text.
- Tasks due within 3 days: Light yellow background.
- Dashboard KPIs:
- If low stock items > 5, color the metric cell red.
- If overdue tasks exist, highlight the "Overdue" counter in red.
User Instructions
- Open the template and enable macros if prompted (required for auto-filling timestamps).
- Navigate to Inventory Master List: Add new items using the "Item ID" and fill in details. The Status field will update automatically.
- Create tasks under To-Do Tasks List. Assign them, set due dates, and select priority. Use the "Related Item ID" to link tasks to inventory items.
- Visit the Dashboard Summary: Monitor real-time KPIs including stock levels, pending tasks, overdue actions, and category-wise distribution.
- Data Validation sheet: Only edit if adding new categories or locations. Avoid modifying default dropdown values.
- Save the file frequently. Use version naming (e.g., InventoryControl_2024-05_v2.xlsx).
Example Rows
Inventory Master List (Sample Data)
| INV015 | Aluminum Washers - 10mm | Packaging Materials | 42 | 50 | Aisle 4, Rack B2 | 5/13/2024 10:15 AM | In Stock |
| INV078 | Battery Packs - Type X3 | Electronics | 2 | 10 | Back Room, Shipment Bay 2 | 5/14/2024 9:30 AM | Low Stock |
| INV103 | Screwdrivers - Magnetic Set | Tools | 0 | 5 | Aisle 1, Tool Cart C12 | 5/12/2024 3:45 PM | Out of Stock |
To-Do Tasks List (Sample Data)
| TASK089 | Restock Battery Packs - Type X3 (INV078) | Jane Doe | 5/16/2024 | High | Pending | INV078 |
| TASK091 | Monthly Warehouse Audit - Aisle 1 & 2 | Mark Lee | 5/25/2024 | Medium | In Progress | - |
| TASK087 | Contact Supplier for Aluminum Washers (INV015) | Sam Patel | 5/13/2024 | Low | Overdue |
Recommended Charts and Dashboard Components (Dashboard Summary)
- Pie Chart: "Inventory by Category" – visualizes distribution across fasteners, electronics, tools, etc.
- Bar Chart: "Low Stock Items by Category" – highlights which categories need immediate attention.
- Gantt-Style Timeline: Visual representation of tasks with due dates and progress status (use conditional formatting bars).
- KPI Cards: Display real-time counts:
- Total Inventory Items
- Items Below Reorder Level
- Pending Tasks
- Overdue Tasks (with red alert if >0)
- Sparkline Charts: Insert mini line charts in the inventory table showing historical stock trends.
Conclusion
This Excel template is a powerful fusion of Inventory Control, structured To-Do List management, and an interactive Dashboard View. By combining automated formulas, intelligent conditional formatting, and visual data representation, it transforms complex inventory workflows into actionable insights. Whether you're managing daily operations or preparing for audits, this template ensures transparency, accountability, and proactive decision-making—all within a single Excel workbook.
⬇️ Download as Excel✏️ Edit online as ExcelCreate your own Excel template with our GoGPT AI prompt:
GoGPT