In-Stock Percent View
The In-Stock Percent 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.
Key Metrics
The report uses four metrics to calculate in-stock performance.
1. Is Planned
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.
2. In Stock
This metric counts items that were actually present at the Beginning of Period (BOP).
An item is marked In Stock if:
The BOP inventory is greater than 0 at a location for the start of a week.
3. Planned and In Stock
This metric combines the previous two.
An item is counted here only if it is:
Planned, and
Actually in stock
This ensures the report measures whether the items you intended to have in store were actually available.
Items that appear in store but were not part of the plan are not included in this count.
4. In-Stock Percent
This is the main metric used in the report.
It is calculated as:
Planned and In Stock ÷ Planned
This gives you the percentage of planned items that were actually in stock.
Time Range
The report is designed to track in-stock performance over time.
By default, it shows:
The current week
The previous four weeks
You can also expand the view to look back additional weeks.
Filtering Considerations
This report 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 these may affect the accuracy of historical comparisons.
How Unplanned Items Are Handled
You may see items in the report that:
Are currently in stock
But were not planned
These items are shown in the report, 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.