Monthly Inventory Turn Analysis - Discount Stores

Track and analyze inventory performance across departments, focusing on turn rates, stock levels, and carrying costs to optimize inventory management efficiency and reduce costs while maintaining service levels.

Report Objective

Monitor monthly inventory turnover metrics across departments to identify opportunities for improving stock efficiency, reducing carrying costs, and maintaining optimal service levels. Track key performance indicators including inventory turns, days of inventory, stock-out rates, and carrying costs to support data-driven inventory management decisions.

Inventory Turn Performance

Line chart showing monthly inventory turns by department

Questions to Consider:

Mar 2024Apr 2024May 2024month6.26.46.6sum(inventory_turns) vs. departmentsum(inventory_turns)departmentHow are Inventory Turns Trending by Department?Department-level inventory turn rates show seasonal variations and performance differences
  • Which departments consistently achieve the highest turn rates?

  • Are there seasonal patterns in inventory turnover?

  • How do turn rates compare to industry benchmarks?

  • Which departments maintain the lowest days of inventory?

  • Are inventory levels appropriate for each department's characteristics?

  • What is the impact on working capital?

GroceryHome GoodsApparelElectronicsHealth & Beautydepartment02004006008001000sum(days_of_inventory)sum(days_of_inventory)What is the Distribution of Days of Inventory?Days of inventory varies significantly across departments

Stock Levels and Service Performance

Bar chart displaying days of inventory and stock-out rates

Questions to Consider:

Mar 2024Apr 2024May 2024month2.5%3.0%3.5%sum(stock_out_rate) vs. departmentsum(stock_out_rate)departmentHow are Stock-Out Rates Trending?Stock-out rates fluctuate by department and season
  • Which departments experience the highest stock-out rates?

  • Are there patterns in stock-out occurrences?

  • How do stock-outs correlate with turn rates?

  • How does inventory value change throughout the year?

  • What is driving changes in total inventory value?

  • Are we maintaining appropriate inventory levels?

Mar 2024Apr 2024May 2024month$3,400,000$3,500,000$3,600,000$3,700,000inventory_valueinventory_valueWhat is the Monthly Inventory Value Trend?Total inventory value shows seasonal patterns

Inventory Value and Carrying Costs

Line chart tracking total inventory value and carrying cost rate

Questions to Consider:

Mar 2024Apr 2024May 2024month20.0%20.5%21.0%21.5%22.0%carrying_cost_ratecarrying_cost_rateHow are Carrying Costs Trending?Carrying cost rates vary based on inventory mix and storage requirements
  • What factors are influencing carrying cost rates?

  • How do carrying costs compare to industry standards?

  • Where are the opportunities to reduce carrying costs?