The In-Stock % view helps you track how many items that were planned for a location are actually in stock. It compares what was expected to be in the store with what was actually available at the beginning of each week.

The view uses four metrics to calculate in-stock performance.

This flag indicates whether an item was expected to be at a location. An item is considered planned if it has either a minimum presentation or a gross sales plan. If either of these exists, the item is counted as planned.

This metric counts items that were actually present at the Beginning of Period (BOP). An item is marked in stock if its BOP inventory is greater than 0 at a location for the start of a week.

This metric combines the previous two. An item is counted here only if it is both planned and actually in stock.

Items that appear in store but were not part of the plan are not included in this count.

This is the main metric used in the view, calculated as:

Planned and In Stock ÷ Planned

This gives you the percentage of planned items that were actually in stock.

The view is designed to track in-stock performance over time. By default, it shows the current week and the previous four weeks. You can also expand the view to look back additional weeks.

This view is intentionally designed to be used with minimal filtering. Applying filters may change historical results.

For example, filtering by end date is after today only shows items that are planned today and in the future. However, some items may have been planned in previous weeks, even if they are not planned today. If filters remove those items, the historical in-stock percentage may change because the report would no longer include those previously planned items.

You can apply filters, but keep in mind they may affect the accuracy of historical comparisons.

You may see items in the view that are currently in stock but were not planned. These items are shown in the view, but they do not count against your in-stock percentage.

The aggregated calculation only evaluates items that were planned and whether those planned items were in stock. So even if an unplanned item shows 0% in stock, it does not affect the overall in-stock percentage.

You may notice that in-stock results appear under columns labeled as Plan. This is expected — it is not a data error.

The view is built to combine both plan and actuals data in one place. To keep historical results accurate, it is set to only show weeks that have already actualized (closed). Because of how plan and actuals are joined together in the view, your actualized in-stock results will surface under the plan column groupings.

The numbers you see in the plan columns are your real, actualized results — not estimates. The column placement is simply how the data is structured in this view.