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Free Retail Templates & Dashboards

Curated Excel templates, Power BI dashboards, and planning workbooks for retail teams. All free — enter your email to download.

11 templates available · 5 categories

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All templates

Inventory Tracker (Excel)

XLSX · 12.7 KB

Inventory Tracker (Excel)

A ready-to-use Excel inventory tracker. Enter your SKUs and the workbook auto-calculates reorder points, safety stock, days of supply, ABC class and stock-status alerts.

Free download

Retail KPI Dashboard (Excel)

XLSX · 12.3 KB

Retail KPI Dashboard (Excel)

A weekly KPI dashboard for store managers and district leaders. Enter raw weekly data — 12 KPIs with target zones, vs-target deltas and a 12-week trend chart compute automatically.

Free download

Sales Target Tracker (Excel)

XLSX · 12.7 KB

Sales Target Tracker (Excel)

Set monthly sales targets, log daily actuals, and see pace-to-target instantly. Built for store managers, district leaders and ecommerce category owners.

Free download

Reorder Point Calculator (Excel)

XLSX · 10.6 KB

Reorder Point Calculator (Excel)

Calculate reorder points for up to 50 SKUs using the statistical safety-stock formula. Each SKU can have its own service level, lead time and demand variability.

Free download

Safety Stock Calculator (Excel)

XLSX · 11.0 KB

Safety Stock Calculator (Excel)

Compute safety stock for up to 10 SKUs by two methods — statistical and simple — then compare side-by-side. Includes a Z-multiplier lookup table for 7 service levels.

Free download

Retail KPI Scorecard (Excel)

XLSX · 12.1 KB

Retail KPI Scorecard (Excel)

A weekly KPI scorecard built in Excel for store managers and district leaders. Tracks 12 retail KPIs with conditional formatting, sparklines and YoY comparison.

Free download

Inventory Management Tracker (Excel)

XLSX · 13.4 KB

Inventory Management Tracker (Excel)

A full inventory tracker for retailers and warehouses. Supports SKU-level reorder points, ABC analysis, turnover calculation, and stockout alerts.

Free download

Sales Forecast Template (Weighted Moving Average)

XLSX · 10.0 KB

Sales Forecast Template (Weighted Moving Average)

Forecast monthly sales for up to 200 SKUs using weighted moving average with adjustable weights and a seasonality factor.

Free download

Retail Power BI Dashboard Starter

PBIX/XLSX · 17.6 KB

Retail Power BI Dashboard Starter

A starter Power BI template with four ready-made pages: executive summary, store performance, merchandising, and inventory health. Connects to a sample dataset and is easy to point at your own data.

Free download

Markdown Planning Workbook

XLSX · 11.3 KB

Markdown Planning Workbook

Plan markdowns by SKU and category with margin impact projection. Designed for buyers, planners, and merchandisers.

Free download

Store Labor Scheduling Template

XLSX · 9.6 KB

Store Labor Scheduling Template

Schedule store labor against traffic, conversion, and target labor cost percentage. Built for store and district managers.

Free download