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Create Inventory Forecasting Report

Forecast inventory needs based on sales velocity, seasonality, lead times, and upcoming promotions to prevent stockouts and overstock.

📋 Prompt
Run in Sidekick
Help me forecast inventory needs for my Shopify store:

Current Inventory Analysis:

  Current stock levels for all products/variants
  Average daily/weekly sales velocity per product
  Days of inventory remaining at current sell rate
  Products at risk of stockout in next 30 days


Forecasting Model:
For each product, calculate:

  Base demand: Average units sold per week (last 90 days)
  Trend adjustment: Is demand increasing or decreasing?
  Seasonality factor: Historical monthly variation (if data available)
  Promotion impact: Expected sales lift from planned promotions
  Recommended reorder point: When to place the order
  Recommended order quantity: How much to order


Key Inputs Needed:

  Supplier lead time: [X] days/weeks per supplier
  Minimum order quantities (MOQ)
  Storage capacity constraints
  Upcoming promotions or sales events
  Budget constraints for inventory investment


Reports to Generate:

  Reorder alerts: Products to reorder NOW (< 2 weeks of stock)
  30-day forecast: Expected units needed for next 30 days
  90-day forecast: Quarterly inventory plan
  Dead stock report: Items with no sales in 60+ days
  Overstock report: Items with 6+ months of inventory


Cash Flow Impact:

  Total inventory investment needed for next quarter
  Prioritize by: profit margin × sales velocity
  Suggest which slow-movers to discount to free up cash

How to Use

  1. Copy the prompt above
  2. Open Shopify Sidekick in your Shopify admin
  3. Paste the prompt and replace the bracketed placeholders with your details
  4. Review Sidekick's response and apply the suggestions