Total Inventory Value
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Supply Chain Management
Planning
Daily planning table for reorder points and suggested replenishment.
Formula: $ReorderPoint = AvgDailyDemand \times LeadTimeDays + SafetyStock$
| Item | Location | Avg Daily Demand | Lead Time (days) | Safety Stock | On Hand | On Order | Min Order Qty | Lot Size | Reorder Point | Net Available | Suggested Order | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
Formula: $LineTotal = QtyOrdered \times UnitPrice$
| Vendor | PO # | Item | Qty Ordered | Unit Price | Line Total | Received Qty | Open Qty | Delivery Date | Days Late | |
|---|---|---|---|---|---|---|---|---|---|---|
Finance (3-way match): PO vs GRN vs Invoice
| Vendor | PO # | Invoice # | Invoice Qty | Invoice Unit Price | Invoice Total | PO Unit Price | Received Qty | Price Var | Qty Var | Status | |
|---|---|---|---|---|---|---|---|---|---|---|---|
Formula: $Yield\% = \frac{Completed}{Completed + Scrap} \times 100$
| Prod Order | Item | Planned Qty | Completed Qty | Scrap Qty | Remaining | Yield % | Component Required | Component Issued | Material Variance | |
|---|---|---|---|---|---|---|---|---|---|---|
Formula: $InventoryValue = OnHand \times UnitCost$
| Item | Location | Bin | On Hand | Unit Cost | Inventory Value | Last Movement Date | Days Since Move | Aging Bucket | |
|---|---|---|---|---|---|---|---|---|---|
Formula: $FreightCostPerUnit = \frac{FreightCost}{QtyShipped}$
| Shipment # | Carrier | Mode | Planned Delivery | Actual Delivery | On Time? | Qty Shipped | Freight Cost | Cost / Unit | |
|---|---|---|---|---|---|---|---|---|---|
Government/Compliance: Duty + VAT estimates
| Shipment # | Destination Country | HS Code | Incoterms | Customs Value | Duty Rate % | Duty Estimate | VAT Rate % | VAT Estimate | Status | |
|---|---|---|---|---|---|---|---|---|---|---|
Formula: $OTIF = OnTime \land InFull$
| SO # | Customer | Item | Order Qty | Unit Price | Requested Date | Shipped Qty | Shipped Date | Backorder Qty | On Time? | In Full? | OTIF? | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
Finance: invoices, tax, and balance
| SO # | Customer | Net Amount | Tax Rate % | Tax Amount | Gross Amount | Paid Amount | Balance | Status | |
|---|---|---|---|---|---|---|---|---|---|
Live rollups from the tables above
Baseline: initial load
Open PO Value
—
Suggested Replenishment
—
OTIF %
—
Avg Freight / Unit
—
Invoice Mismatches
—
Estimated Duty + VAT
—
Outstanding A/R Balance
—
| KPI | Value | How it’s calculated |
|---|---|---|
| Total Inventory Value | — | Sum(OnHand × UnitCost) from Warehousing |
| Open PO Value | — | Sum(OpenQty × UnitPrice) from Procurement |
| Suggested Replenishment Qty | — | Sum(Suggested Order) from Planning |
| OTIF % | — | OTIF rows ÷ total rows (Fulfillment) |
| Avg Freight Cost / Unit | — | Sum(FreightCost) ÷ Sum(QtyShipped) (Transportation) |
| Invoice Mismatches | — | Count(Status = Review) from Procurement Finance (3-way match) |
| Estimated Duty + VAT | — | Sum(Duty + VAT) from Transportation Compliance |
| Outstanding Customer Balance | — | Sum(Balance) from Fulfillment Finance |
Performance by period
OTIF (Fulfillment)
On-time (Transportation)
Due vs late (Procurement)
Trend (by date & product)
—
Gain
Decline/Loss
Consistent
—
| Period | Orders | OTIF % | Shipments | On-time % | POs Due | Late % |
|---|
Notes
Notes
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Project Track
Project Management Start-to-End Framework
Structured guidance for running projects from initiation through closure with clear tracking controls.
Category arrangement
Each category loads a field-specific KPI set, weekly metrics, and audit schedule suited to that domain.
1) Professional KPI tracker (statistical)
| KPI | Unit | Baseline | Target | Current | Variance | Achievement % | Status | Owner | Actions |
|---|
Update the Current values weekly; Variance, Achievement %, and Status are auto-calculated.
2) Weekly earned value and delivery statistics
| Week | Planned Value (PV) | Earned Value (EV) | Actual Cost (AC) | SPI (EV/PV) | CPI (EV/AC) | Open Risks | Open Issues | Defect Leakage % | Delivery Health | Actions |
|---|
SPI/CPI and Delivery Health update automatically as weekly PV/EV/AC and quality-risk figures change.
3) Audit plan (field-specific)
| Audit Check | Frequency | Next Due | Owner | Compliance State | Audit Health | Actions |
|---|
Audit health is calculated from due date and compliance state; overdue audits are flagged automatically.
4) Daily installation tracker
| Project Name | Date | Activity | Planned Qty | Actual Qty | PENDING QTY | Daily Status | Actions |
|---|
Daily status is auto-calculated from pending quantity (planned minus actual), with manual override available.
5) Analytics dashboard
KPI status distribution
Delivery health distribution
Daily quantity split
Weekly SPI & CPI trend
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KPI achievement ranking
Task Allocation Centre
Task Allocation Centre
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Users
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