Quarterly Category Performance Review - Inventory Management

Track and analyze inventory performance across product categories, focusing on inventory turns, margins, stock levels, and aging to optimize inventory management and reduce carrying costs while maintaining service levels.

Report Objective

Evaluate product category performance through key inventory metrics to identify opportunities for optimization, reduce carrying costs, and maintain appropriate stock levels. This quarterly review enables strategic inventory decisions and highlights categories requiring attention.

Category Financial Performance

Bar chart comparing revenue and margins across categories

Questions to Consider:

LaptopsSmartphonesGamingAudioTabletscategory$0$5,000,000$10,000,000$15,000,000$20,000,000sum(revenue)sum(revenue)How do Categories Compare in Revenue and Margin Performance?Laptops and Smartphones lead revenue while Accessories and Gaming show highest margins
  • Which categories are driving the most revenue?

  • How do margins vary across categories?

  • Are there opportunities to improve margins in high-revenue categories?

Inventory Efficiency Metrics

Scatter plot showing inventory turns vs. margin by category

Questions to Consider:

  • Which categories have the best balance of turns and margins?

  • Are there categories that need improved inventory management?

  • How do turns compare to industry standards?

5.010.015.020.025.0sum(inventory_turns)50.0%100.0%150.0%200.0%sum(gross_margin)How Efficient is Inventory Management Across Categories?High-margin categories show varied inventory turn performance

Stock Level Trends

Line chart tracking stock levels and stockout rates

Questions to Consider:

Dec 2024Jan 2025Feb 2025week20406080100stock_level vs. stockout_ratestock_levelstockout_rateHow are Stock Levels Trending?Stock levels showing increasing trend with stable stockout rates
  • Are stock levels trending within target ranges?

  • How have stockout rates changed over time?

  • What is driving changes in stock levels?

Inventory Aging Analysis

Bar chart showing aging days and obsolescence risk by category

Questions to Consider:

  • Which categories have the oldest inventory?

  • How does obsolescence risk vary by category?

  • What is the financial impact of aging inventory?

LaptopsSmartphonesGamingAudioTabletscategory0200400600800sum(aging_days)sum(aging_days)Which Categories Have Aging Inventory Concerns?Gaming and Tablets show highest aging days and obsolescence risk

Areas for Additional Focus