Inventory Efficiency & GMROI Excel Dashboard

Inventory Efficiency & GMROI — financial dashboard with editable inputs and linked analysis
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Description

FINANCIAL MODELS LAB

Which category earns most gross profit on inventory capital?

Use the populated dashboard to read the result, investigate its components and explore the stated decision assumptions. The workbook keeps the source figures and calculation steps available so another reviewer can trace the same selection.

Editable Excel dashboard Working sample data Interactive financial views

See the illustrative example

Month: Oct 2026, Unit: Outdoor goods. The workbook opens with calculated sample figures and working financial charts. Each displayed amount belongs to its labelled selection and unit of measure.

Monthly GMROI
0.67×
Period turns
0.91×
Gross margin
42.3%
Gross profit
$37,290

Explore the financial questions

What changed monthly GMROI?

First apply current margin at prior sales productivity. The remaining return change comes from sales per dollar of average stock.

Stock economics

Apply the sales increase at fixed monthly product cost. Increase average inventory at cost. GMROI and turns are monthly.

Return attribution

First apply current margin at prior sales productivity. The remaining return change comes from sales per dollar of average stock.

Move between the decision views

The analytical views include Dashboard, Stock economics, Return attribution. Start with the overview, then use the relevant driver, register or scenario view to explain a difference. Keep the reporting context consistent when comparing an amount with its source or another operating unit.

How to adapt the dashboard

Start with the short How to worksheet, which identifies the inputs, selectors and result views for this dashboard. Keep an unchanged copy of the sample before replacing its data. Enter your source values in the highlighted cells, review one reporting selection and reconcile a headline amount to your records. Change a material driver and check the result in its labelled unit. A decision assumption describes a modelled case; it does not replace the observed source figures.

Understand the calculation basis

These are monthly returns and turns. Seasonal months and annual benchmarks have different horizons. Apply the sales increase at fixed monthly product cost. Increase average inventory at cost. GMROI and turns are monthly.

For a team review, record the selected period, operating unit, source of the inputs and the case assumptions alongside the conclusion. This context helps a colleague reproduce the result and distinguish a change in the business from a change in the modelling assumptions. The included sample is illustrative rather than company reporting.