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Shelf Life: Analyzing Turnover & Overstock Risk in Retail Inventory

Tools: SQL · Excel · Tableau  |  Dataset: 44,000+ records  |  Stock Value Analyzed: $2.7M+


Overview

This project analyzes inventory performance across a retail operation to identify slow-moving SKUs, quantify overstock risk, and surface actionable insights for buyers and inventory managers. Using a 44,000-row dataset, I cleaned raw data, engineered KPIs in SQL, and built a fully interactive Tableau dashboard to support markdown, delisting, and restocking decisions.

View Live Dashboard on Tableau Public →

Inventory Dashboard


Objective

Equip retail inventory teams with a clear, data-driven view of stock health — reducing overstock costs while maintaining product availability across categories and suppliers.


Key Questions

  • Which SKUs have been sitting longest without moving?
  • Where is the business losing working capital to idle stock?
  • Are overstock patterns concentrated in specific categories or suppliers?
  • How does inventory turnover vary across product types?

KPIs Tracked

Metric Description
Inventory Turnover Ratio How often stock is sold and replaced over a period
Days Inventory Outstanding (DIO) Average days a unit sits before selling
Revenue per Unit Effective yield per SKU
Average Inventory Value Capital tied up in stock at any point
Stock Status Overstock Risk vs. Healthy classification per SKU

Process

1. Data Cleaning — Excel

  • Standardized a 44,000-row raw dataset, resolving 1,000+ missing or inconsistent values
  • Normalized categorical fields (item_type, supplier) for reliable grouping downstream

2. KPI Engineering — SQL

  • Calculated inventory turnover, DIO, units sold, and revenue per unit at the SKU level
  • Used regex validation to clean and verify numeric field formatting
  • Flagged SKUs with 500+ days of holding time and identified $180K+ in idle inventory at dead stock risk

3. Dashboard — Tableau

  • Built category- and supplier-level breakdowns using bar charts, line charts, and status flags
  • Added year and product type filters for self-serve exploration by inventory managers and buyers

Results

  • Surfaced $180K+ in excess inventory at risk of becoming dead stock
  • Identified high-DIO SKUs enabling targeted markdown and delisting decisions
  • Delivered a reusable dashboard for ongoing inventory health monitoring across categories and suppliers

Intended Users

Inventory & Supply Chain Managers · Category Buyers · Merchandising Teams · Finance Analysts


Repository Contents

File Description
Inventory_Analytics_Unclean.csv Raw source dataset
inventory.csv Cleaned dataset
Inventory_KPI.csv Calculated KPI summary
Dashboard.png Tableau dashboard screenshot
Tableau.twb Tableau workbook
Project Objectives.docx Full project scope and goals

Data Source

Warehouse and Retail Sales — Data.gov

About

A retail inventory analysis project focused on identifying overstock risks and improving turnover efficiency using SQL, Excel, and Tableau. Analyzed $2.7M+ in stock data across 5 product categories, calculated key KPIs, and built an interactive dashboard for actionable insights.

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