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PROJECT 22Intermediate

Stock and Inventory Analysis

Business scenario

The COO suspects capital is tied up in slow-moving stock while best-sellers run out.

Problem statement

Measure stock levels, cover, turnover and stock-out months by product and class.

Learning objectives

  • Compute inventory KPIs
  • Identify overstock and stock-out risk
  • Link to ABC classes

Instructions

Use inventory_monthly. Months of cover = closing_stock ÷ average monthly units sold (last 3 months). Stock-out month = closing_stock = 0. Inventory value = units × unit_cost.

Tasks

  1. Inventory value trend.
  2. Cover and turnover per product.
  3. Stock-out months per product.
  4. Overstock list (cover > 6 months) and stock-out risk list (cover < 0.5).
  5. Recommendations.

Deliverables

  • SQL
  • Workbook
  • Recommendations

Evaluation rubric

CriterionWeightExcellentProficientDevelopingInsufficient
Data preparation & validation20%Correct filters and grain; validation checks documented and totals reconciled.Correct and complete with minor gaps in rigour or presentation.Partly correct; important steps missing, unvalidated or unclear.Missing, incorrect, or not supported by the data.
KPI correctness25%Cover, turnover and stock-outs correct.Correct and complete with minor gaps in rigour or presentation.Partly correct; important steps missing, unvalidated or unclear.Missing, incorrect, or not supported by the data.
Risk identification15%Lists sensible and linked to ABC.Correct and complete with minor gaps in rigour or presentation.Partly correct; important steps missing, unvalidated or unclear.Missing, incorrect, or not supported by the data.
Interpretation & recommendations25%Clear, quantified conclusions tied to the business question, with limitations stated.Correct and complete with minor gaps in rigour or presentation.Partly correct; important steps missing, unvalidated or unclear.Missing, incorrect, or not supported by the data.
Presentation15%Concise, well-labelled outputs a manager can act on without explanation.Correct and complete with minor gaps in rigour or presentation.Partly correct; important steps missing, unvalidated or unclear.Missing, incorrect, or not supported by the data.