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Shopify inventory audit dashboard template for Google Sheets

Get insights into your Shopify inventory: track out-of-stock items, least-sold with excess inventory (liquidate), best-sellers with high stock (promote), and top-sellers with low stock (restock). Monitor key metrics like total sales, orders, inventory levels, and return rates.

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By Porter

This template is built by the same marketers behind all our tutorials, support, and our template gallery.

Data sources included

+40,000 marketers have downloaded our dashboards

Questions you can answer using this Shopify dashboard template

  • What is the total value of my current inventory?
  • Which products are currently out of stock?
  • Which products have the most inventory but the fewest sales (liquidate)?
  • Which best-selling products have high inventory levels (promote more)?
  • Which top-selling products have low inventory levels (restock)?
  • What is the total number of orders for each product?
  • How many units of each product are left in stock?
  • Which products are performing best in terms of sales vs. inventory levels?
  • What is the return rate of my products?

How to set up this Google Sheets template?

Copy the Shopify inventory audit dashboard template for Google Sheets in one click and automate your reporting

Follow these steps:


  • Step 1: Make a copy of the template.

  • Step 2: Download the extension and authorize your profile.

  • Step 3: Choose the accounts you want to pull data from.

  • Step 4: Use our prebuilt queries or build one from scratch to automate your data collection. Alternatively, you can input data manually.

  • Step 5: Set up automatic refresh to keep your dashboard updated.


Metrics and dimensions included

Customize the template’s metrics and dimensions as you like. See all available Shopify fields

Metrics

  • Sales

    • Total Sales
    • Gross Sales
    • Sale Quantity

  • Customizable charts

    • Total orders
    • Inventory quantity

  • Costs

    • Shipping
    • Refunds
    • Discounts

Dimensions

  • Product Name

    • Product title
    • Product SEO title
    • Product description

  • Product type

    • Product type

  • Product status

    • Active
    • Draft

Features

You can customize your marketing reports directly in Google Sheets with your logo, colors, and branding.
Set up email alerts using conditional notifications when a cell value changes.
Edit all charts and change style values, and then paste them on your Google Slides so they can auto sync.

Utilize functions like SUMIF, VLOOKUP, IF, and ARRAYFORMULA to calculate key metrics like CPA, ROAS, and CTR, automating calculations and combining data fields.

Pull your historical marketing data automatically using our Google Sheets marketing extension.

Filter by date, campaign, channel, and more to get the insights you need.
Set, track, and achieve marketing goals with real-time updates.
Set sync intervals to match your reporting needs, whether daily, weekly, or monthly.
Connect Google Analytics, Facebook Ads, Instagram, LinkedIn, and more to create a unified view of your marketing performance.

FAQs

A Shopify inventory audit dashboard report should include key metrics such as Total Inventory Value, Total Sales, and Stock Levels for each product, giving a clear view of your inventory’s health and sales performance. The dashboard should track metrics like Out-of-Stock Items, Least-Sold Products with High Inventory (for liquidation), and Best-Selling Products with Low Inventory (for restocking) to help manage stock effectively.

Month-over-month trends in Total Inventory Levels and Sales Performance provide insights into inventory and sales fluctuations. Additionally, monitoring metrics like Order Volume and Return Rates by product helps assess product performance and customer satisfaction.

Visualizations such as Inventory Levels by Product, Sales vs. Stock for top-performing items, and a comparison of Fast-Moving vs. Slow-Moving Products help make informed decisions about which products to promote or liquidate. Including actionable insights on Best-Selling Products with High Inventory (for more campaigns) and those with Low Inventory (for restocking) will optimize stock management and marketing strategies.

Also, include an auto-sync feature for real-time data updates from Shopify using Porter Metrics Google Sheets extension.

While this template is designed specifically for Shopify you can use Google Sheets’ multichannel connectors such as LinkedIn Ads, GA4 to integrate data from other marketing platforms. By combining insights from different sources, you can create a unified view of your overall marketing performance.

To set up email alerts, use the built-in notifications feature in Google Sheets. You can create custom rules to trigger email alerts based on specific conditions, such as when your actual spend exceeds the budget or when pacing percentages hit certain thresholds.

Yes, you can fully customize the charts in the dashboard. You can choose different chart types, adjust colors, fonts, and styles, add data labels, legends, and trendlines, and customize axes and gridlines to match your reporting needs.

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