Inventory Reality Check - Square Image.png
Inventory Reality Check - Square Image.png

Inventory Reality Check Playbook

$79.00

See where your inventory is lying to you—before it costs you real money.

Most inventory problems don’t show up as disasters.
They show up as noise, workarounds, and quiet cash drain.

The Inventory Reality Check™ is a practical framework and spreadsheet that helps operators and leaders quickly answer one question:

“How much of our inventory should we actually be worried about right now?”

No new systems.
No long implementations.
No consulting deck theater.

See where your inventory is lying to you—before it costs you real money.

Most inventory problems don’t show up as disasters.
They show up as noise, workarounds, and quiet cash drain.

The Inventory Reality Check™ is a practical framework and spreadsheet that helps operators and leaders quickly answer one question:

“How much of our inventory should we actually be worried about right now?”

No new systems.
No long implementations.
No consulting deck theater.

What This Is

A decision tool built by an operator for operators.

In under 30 minutes, you’ll be able to:

  • Identify inventory that’s at risk (accuracy, availability, velocity, aging)

  • Quantify Inventory Value at Risk in real dollars

  • See which SKUs are tying up the most cash

  • Surface dead stock that requires a decision—not another meeting

  • Create a board-ready snapshot leadership can understand immediately

What You Get

✔️ Inventory Reality Check Playbook (PDF)
Explains how to think about inventory risk, not just what to measure.

✔️ Inventory Reality Check Spreadsheet

  • Executive scorecard (screenshot-ready)

  • Inventory Value at Risk calculation

  • Top 20 SKUs by Inventory Value

  • Bottom 20 SKUs by Monthly Demand

  • Dead Stock (Aged & Low Velocity) list

  • Adjustable thresholds with built-in guidance

✔️ Google Sheets–Ready

  • Includes a Make-a-Copy workflow

  • No broken formulas

  • Designed for real-world use, not demos

✔️ Single-Company License

  • Use internally

  • Share outputs with leadership and your board

  • No redistribution or resale

Who This Is For

This is for:

  • Operators, supply chain leaders, and COOs

  • DTC, CPG, food, and light manufacturing businesses

  • Teams who feel inventory problems but need clarity fast

  • Leaders who don’t want another system—just better decisions

This is not for:

  • Academic inventory modeling

  • Forecast perfection

  • People looking for dashboards without accountability

Why This Works

Most inventory tools focus on optimization.

This focuses on truth.

It doesn’t ask:

“How do we make inventory perfect?”

It asks:

“Where is inventory actively working against us?”

That shift changes conversations—and outcomes.

How It’s Typically Used

  1. Load SKU-level data

  2. Review the Reality Check tab

  3. Discuss decisions, not reports

  4. Act deliberately instead of reacting later

Many teams use this as:

  • A monthly operating review

  • A pre-planning sanity check

  • A reset tool before scaling

  • A way to align Ops, Finance, and Leadership

Optional Support

Some teams want help interpreting results or sequencing next steps without disrupting operations.

If that’s you, details for fixed-scope advisory support are included inside the playbook.

Get the Inventory Reality Check™

Clarity first.
Action second.
Chaos avoided.

👉 Download now and make a copy to get started.