GUIDE

Inventory forecasting from Excel: what data you actually need.

You can start inventory forecasting without replacing your ERP. A clean Excel or CSV export can provide enough evidence for an initial demand and replenishment analysis.

SKU or item ID

A stable identifier lets demand and inventory be analyzed at item level.

Sales or demand history

Dated history is best; aggregated demand can still support a simpler baseline.

Current stock

On-hand inventory is needed to translate forecast demand into coverage and risk.

Lead time and inbound supply

These fields improve reorder timing and replenishment recommendations.

Cost and price

Optional financial fields help rank working-capital and revenue exposure.

What the forecast should produce

A useful inventory forecast is not just a chart. It should connect expected demand to days of cover, safety stock, reorder point and a reviewable replenishment action.

Analyze inventory from Excel → · Demand forecasting →