Total Inventory Value
$10,772.50
■ at unit cost
Items Below Reorder Point
2
▲ needs attention
Total Items in Stock
1,375
■ across all items
Avg. Daily Sales (Last 30 Days)
7.9 items
▲ per item
What I can do for you
Exactly what I'd take off your plate on this project — in plain English.
✓
Add new items to your dashboard
We'll integrate the two new inventory items into your existing Excel dashboard, ensuring they display correctly.
✓
Match data input order to QuickBooks
We'll reorder your Excel 'Data Input' tab columns to precisely match the 'QB sales by item report' for easier data entry.
✓
Ensure data consistency
We'll review your Excel model to make sure all formulas and links update correctly with the new items and order.
✓
Create custom inventory reports
If needed, we can build additional reports within Excel to give you deeper insights into your stock levels and sales trends.
How the data flows
Understand Excel Model
Excel
Review your existing Excel inventory model, formulas, and dashboard structure.
→
Identify QuickBooks Report
QuickBooks
Examine the 'QB sales by item report' to understand its exact item list order.
→
Implement Dashboard Updates
Excel
Add the two new inventory items and adjust dashboard elements as requested.
→
Reorder Data Input Tab
Excel
Modify the 'Data Input' tab to match the QuickBooks report's item list order.
→
Test & Verify
Excel
Thoroughly test all changes to ensure data integrity and correct display on the dashboard.
Current Stock vs. Reorder Point
This chart shows which items are running low compared to their safety stock levels, helping you decide what to reorder.
Inventory Value by Category
This shows which product categories hold the most value in your current inventory, helping you understand where your money is tied up.
Workflows I can automate for you
Repetitive work I can put on autopilot using your tools' APIs plus n8n, Zapier & Google Apps Script — so it just happens, hands-off.
⚡
Automate daily inventory snapshot to Google Sheet
Automatically export a daily summary of your inventory levels from Excel to a shared Google Sheet, so your team always has the latest data without manual updates.
Google Apps Script · Google Sheets API
⚡
Alert for low stock items via email
Receive an automatic email notification when any item's stock falls below its reorder point, so you can proactively restock.
Google Apps Script · Email
⚡
Sync QuickBooks sales data to Excel
Set up a process to automatically pull sales data from QuickBooks into your Excel model, keeping your inventory numbers up-to-date with actual sales.
QuickBooks API (via n8n/Make) · Google Sheets API
Detailed Inventory List
| Item ID | Item Name | Category | Current Stock | Reorder Point | Total Sales Qty (Last 30 Days) |
|---|---|---|---|---|---|
| 1001 | Widget A | Electronics | 55 | 20 | 15 |
| 1002 | Gadget B | Electronics | 12 | 10 | 8 |
| 1003 | Tool C | Hardware | 85 | 30 | 22 |
| 1004 | Accessory D | Accessories | 210 | 50 | 45 |
| 1005 | Part E | Components | 30 | 15 | 10 |
| 1006 | Material F | Raw Materials | 150 | 75 | 30 |
| 1007 | Kit G | Kits | 40 | 20 | 18 |
| 1008 | Sensor H | Electronics | 8 | 10 | 5 |
| 1009 | Mount I | Hardware | 110 | 40 | 28 |
| 1010 | Cable J | Accessories | 90 | 30 | 20 |
| 1011 | Module K | Components | 25 | 10 | 7 |
| 1012 | Panel L | Raw Materials | 70 | 25 | 12 |
| 1013 | Tool M | Hardware | 60 | 20 | 15 |
| 1014 | Adapter N | Electronics | 35 | 15 | 10 |
| 1015 | Strap O | Accessories | 180 | 60 | 35 |
Raw source data
dataset.csv — showing 12 of 15 rows. The dashboard above is computed from this file, untouched.
| Item ID | Item Name | Category | Current Stock | Reorder Point | Last Sale Date | Total Sales Qty (Last 30 Days) | Unit Cost | Unit Price | Supplier |
|---|---|---|---|---|---|---|---|---|---|
| 1001 | Widget A | Electronics | 55 | 20 | 2024-07-28 | 15 | 12.5 | 25.0 | Tech Supply Co. |
| 1002 | Gadget B | Electronics | 12 | 10 | 2024-07-29 | 8 | 8.0 | 18.0 | Tech Supply Co. |
| 1003 | Tool C | Hardware | 85 | 30 | 2024-07-27 | 22 | 5.75 | 12.5 | BuildIt Right |
| 1004 | Accessory D | Accessories | 210 | 50 | 2024-07-29 | 45 | 2.1 | 5.0 | Fashion Forward |
| 1005 | Part E | Components | 30 | 15 | 2024-07-26 | 10 | 15.0 | 30.0 | Tech Supply Co. |
| 1006 | Material F | Raw Materials | 150 | 75 | 2024-07-25 | 30 | 3.2 | 7.0 | BuildIt Right |
| 1007 | Kit G | Kits | 40 | 20 | 2024-07-28 | 18 | 20.0 | 45.0 | BuildIt Right |
| 1008 | Sensor H | Electronics | 8 | 10 | 2024-07-29 | 5 | 10.0 | 22.0 | Tech Supply Co. |
| 1009 | Mount I | Hardware | 110 | 40 | 2024-07-27 | 28 | 4.5 | 10.0 | BuildIt Right |
| 1010 | Cable J | Accessories | 90 | 30 | 2024-07-28 | 20 | 1.8 | 4.0 | Fashion Forward |
| 1011 | Module K | Components | 25 | 10 | 2024-07-26 | 7 | 18.0 | 35.0 | Tech Supply Co. |
| 1012 | Panel L | Raw Materials | 70 | 25 | 2024-07-25 | 12 | 6.0 | 13.0 | BuildIt Right |
How this works in production
How I'd set this up on your live system:
Source
Your Excel Model · QuickBooks
Your current inventory spreadsheet and QuickBooks sales data.
→
Automation
Google Apps Script · n8n/Make
Scripts and automation tools to connect Excel, QuickBooks (via API), and Google Sheets for seamless data flow and alerts.
→
Output
Updated Excel Dashboard · Google Sheets · Email
Your enhanced Excel dashboard, shared Google Sheets for team access, and automated email notifications for critical updates.
This demo runs on synthetic data.
Ready to enhance your Excel inventory?
I can apply these updates and automations to your real Excel model and QuickBooks data quickly.
bing@bkydataconsulting.com