Education and Learning Inventory Management KPI Dashboard in Excel

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Original price was: ₹1,999.00.Current price is: ₹1,499.00.
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Education and Learning Inventory Management KPI Dashboard in Excel

Original price was: ₹1,999.00.Current price is: ₹1,499.00.

📊 Instantly optimize inventory planning with this Excel-based KPI Dashboard built for educational institutions!

✨ Key Features:

🎓 Built for Educators – Specifically designed for academic supply and stock management
📅 Monthly + YTD Analysis – Track Month-to-Date and Year-to-Date performance side-by-side
📈 Visual Dashboards – Get automatic charts for trends, gaps, and comparisons
🧾 7 Organized Sheets – Manage inputs, targets, and previous year data with ease
🔁 Dropdown Filters – Quickly filter performance by month for focused insights
💡 KPI Trend Tracking – Visualize performance changes and identify improvement areas
📋 Standardized Definitions – Align teams with shared KPI meanings and formulas
🔄 Fully Editable – Add more KPIs or adjust formulas as your needs evolve
🧮 Auto Calculations – Eliminate manual calculations with built-in Excel formulas
💻 Excel-Based – No external software or add-ons required

Customize this template for your business (optional)

Handled by email: we contact you within 1 business day. One revision round included. What is included

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Excel Pivot Tables & Dashboards: Basic to Advanced courseLaunch offer
🎓 NEXTGENTEMPLATES ACADEMY
Like this dashboard? Learn to build your own.
Excel Pivot Tables & Dashboards: Basic to Advanced

From your first Pivot Table to the Data Model, DAX, Power Query and a one-page KPI dashboard. 11h 51m of video by PK, with practice files, quizzes and a capstone.

This powerful, Excel-based tool is tailor-made for the education sector to simplify inventory monitoring, enhance resource planning, and ensure smart, data-driven decision-making Education and Learning Inventory Management KPI Dashboard

With a clean interface, clickable buttons, trend charts, and monthly/YTD comparisons, this dashboard gives you 360° visibility into your inventory performance—without needing technical knowledge or expensive software.


✨ Key Features of Education and Learning Inventory Management KPI Dashboard

Education and Learning Inventory Management KPI Dashboard
Education and Learning Inventory Management KPI Dashboard

📌 7 Organized Worksheets
From data entry to dashboard view, every sheet is designed for a specific function to keep things simple and streamlined.

🎯 Interactive Dashboard Sheet
Shows all KPIs with dynamic MTD, YTD, and Previous Year comparisons. Color-coded arrows and charts make trends visually clear.

🧮 Automated Metrics
Just update the monthly values—formulas and charts update automatically, saving you hours of work.

🔁 Dropdown Filters
Select a specific month to focus your analysis using the dropdown filter at cell D3.

📈 KPI Trend Sheet
Track monthly KPI trends and visualize changes in Actuals, Targets, and Previous Year values for smarter forecasting.

📊 Separate Input Sheets
Cleanly separated tabs for Actuals, Targets, and Previous Year values—organized for easy data input.

📋 KPI Definition Sheet
Keep your entire team aligned with standardized definitions, formulas, and goals for each KPI.


📦 What’s Inside the Product

  • 🏠 Home Sheet – Quick links to jump between sheets

  • 📊 Dashboard Tab – Your visual performance center

  • 🔍 KPI Trend Sheet – Analyze changes month-over-month

  • ✍️ Actual Input Sheet – Input real monthly/YTD figures

  • 🎯 Target Sheet – Define MTD & YTD targets for each KPI

  • 📆 Previous Year Data Sheet – Add past values for comparison

  • 🧾 KPI Definition Sheet – Track unit, type (UTB/LTB), and formula


🛠️ How to Use the Product

1️⃣ Start with the Home Sheet
Use the buttons to navigate effortlessly across the dashboard.

2️⃣ Update Data Monthly
Input actual numbers, targets, and last year’s data in their respective sheets.

3️⃣ Review the Dashboard
Use the drop-down in cell D3 to pick a month and review all trends and gaps.

4️⃣ Analyze Trends
Go to the KPI Trend Sheet to see detailed monthly performance for each KPI.

5️⃣ Adjust Targets as Needed
Use the Target Sheet to realign procurement and planning goals.

6️⃣ Customize Definitions
In the Definition Sheet, modify or add new KPIs with ease.


👥 Who Can Benefit from This Product

📚 School and College Administrators
🏫 Inventory Officers
📦 Procurement Managers
🧑‍🏫 Academic Coordinators
💼 Education Consultants
📈 Budget and Planning Teams
🎓 Training Institutes and Coaching Centers

Whether you manage a school’s supply chain or oversee an academic department’s equipment needs—this tool is for you.


📖 Click here to read the Detailed blog post


🎥 Visit our YouTube channel to learn step-by-step video tutorials

👉 youtube.com/@PKAnExcelExpert

Watch the step-by-step video tutorial:

Compatibility and Requirements

  • Works in Microsoft Excel desktop (Excel 2016 or later, or Microsoft 365).
  • The dashboard has trend charts, and you pick the month from a dropdown in cell D3. Microsoft explains charts in Create a chart from start to finish.

Frequently Asked Questions

How many worksheets does this dashboard have?

Seven: Home, Dashboard, KPI Trend, Actual Input, Target, Previous Year Data and KPI Definition.

How do I update the dashboard each month?

Enter your actual figures, targets and last year’s values in their own sheets. The formulas and charts update on their own.

How do I look at a different month?

Use the dropdown in cell D3 on the Dashboard sheet. It shows MTD, YTD and Previous Year comparisons for the month you pick.

Can I add or change KPIs?

Yes. The KPI Definition sheet holds the unit, the type (UTB or LTB) and the formula for each KPI, and you can edit or add KPIs there.

Is there an Inventory Management KPI dashboard for other platforms or topics?

See the Inventory Management Dashboard in Excel for a general inventory view, or the Inventory Management Dashboard in Google Sheets and the Inventory Management Dashboard in Power BI.

Related Education and Inventory Templates

Browse all Excel education templates and Excel KPI dashboards.

Frequently asked questions

Which Excel version do I need?
Microsoft Excel 2016 or later on desktop (Microsoft 365 recommended). Many of our formula templates also open in Excel 2013 and Excel for the web - the exact requirement is listed in this product's description.
Does it work on Mac?
Yes. Formula-based Excel templates (no macros) work in Excel for Mac 2016 or later.
Does it work on mobile or Excel Online?
You can view it in the Excel mobile app and Excel for the web, but for entering data, using slicers and refreshing pivots we recommend desktop Excel.
How do I add my own data?
Replace the sample rows on the data sheet with your own (keep the column headers), then click Data > Refresh All so every chart and pivot updates.
Some sheets are protected - how do I edit them or change the logo?
A few of our trackers, data entry systems and dashboards protect sheets so formulas are not overwritten by mistake. Go to Review > Unprotect Sheet - most have no password. If Excel asks for one, message us with your order number and we will share it straight away.
How many records can it handle?
It has been tested with several thousand rows and suits normal small-business volumes. Excel itself handles over 1 million rows.
Is it a one-time payment or a subscription?
One-time payment. No subscription, no per-user fees and nothing to renew - the file is yours to keep.
How do I get the file after payment?
Instantly. The download link appears on screen after checkout, is emailed to you, and stays under My Account > Downloads on our website. If the email does not arrive within a few minutes, check your spam or promotions folder.
Is a user manual included?
Most of our newer products include a PDF user manual in the download. If yours does not have one, message us with your order number and we will send it.
Do I get free updates?
Bug fixes are always free - if something does not work as described, we fix it and send you the corrected file. New versions with new features are not included in the price, unless this product's description says otherwise.
Can you customise it for me?
Yes. Small changes to this template (your columns, categories, logo, colours, minor layout) cost the template price plus $40-80 (Rs 3,000-6,000 + GST), quoted once you send your list. A fully custom build is usually $100-200 (Rs 8,000-18,000 + GST) with two revision rounds. Email your requirements to [email protected] or message us on WhatsApp.
Can I use it for my business or my clients?
Yes, for your own personal or internal business use, for as long as you like. Reselling or redistributing the template is not allowed.
What is your refund policy?
Because these are digital downloads, they are non-refundable once delivered - except when the product does not match its description (report it within 48 hours of purchase) or there is a technical problem our team cannot fix within 72 hours. Email [email protected] with your order number.
How do I get help?
Email [email protected] (Mon-Fri, 10 AM-7 PM IST) or message us on WhatsApp +91 80770 90260 (chat only, no calls). Please include your order number.

Still have a question? Click Need help? at the bottom-left to ask our assistant, or message us on WhatsApp.

Application

MS Excel

Template Type

KPI Dashboard

Price

Paid

Business Or Department

Education and Training

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Original price was: ₹1,999.00.Current price is: ₹1,499.00.
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