How to Find Slow-Moving Inventory in Excel

1. Prepare the source and scope

Import operations.csv into a new worksheet with headers in row 1. Leave the source columns in their original order for the formulas below. Review the data dictionary before choosing the reporting period. Keep identifiers as text and convert numeric columns explicitly. Save a working copy so you can return to the original fixture.

2. Build the calculation

For this exercise, define low sales as fewer than 20 units over the observation period. Filter units_sold and total the corresponding units_on_hand.

=SUMIFS(F2:F7,E2:E7,"<20")

3. Reconcile and interpret the output

The expected check is units in low-sales skus: 180 units. SKUs C and E hold 180 units combined. The threshold is an explicit teaching assumption, not an industry standard. If your result differs, inspect the selected rows, data types and date filters before changing the formula.

4. Adapt the workflow to a recurring report

Replace the sample with a copy of your own source, retaining the same column meanings and units. Extend bounded ranges to include new rows, refresh PivotTables where used, and compare the result to an independent source total. Record the reporting period and any exclusions beside the output. Low recorded sales may reflect stockouts, a recent launch or incomplete demand history.