Stock Health Report

Stock Health

The Stock Health report gives you an overview of the current health of your product portfolio.

Products are grouped into five Stock Health categories:

• Stars
• Cash Cows
• Dogs
• Dead Stock
• Question Marks

The report combines these classifications with recent sales and stock information, helping you identify products that may need further investigation.

Where can I find Stock Health?

You can find Stock Health in the Reports section of Shelf Planner.

The report is available alongside other reports such as Sales & Stock Projection, ABC Analysis, and Overstock Report.

Filtering the report

You can narrow down the results using the filters at the top of the report.

Category

Select a specific product category to see the Stock Health information for that category.

Product

Use Search product to find a specific product.

Product Grade

Select a Stock Health grade to see only products assigned to that grade.

You can combine the filters to investigate a specific part of your assortment. For example, you can select a category and then select Dead Stock to focus on products in that category that are currently classified as Dead Stock.

Understanding the Stock Health categories

Stock Health uses five categories to group products according to their current sales and stock situation.

The categories provide a way to identify different types of products within your assortment. They are intended as a starting point for investigating your stock rather than as a recommendation to take a particular action.

Stars

Stars are products that are currently showing strong sales performance.

The Stock Health overview shows how many products are classified as Stars and how many units those products have sold during the last four weeks (L4W).

Use this group to understand which products are currently contributing strongly to recent sales.

Cash Cows

Cash Cows are products with established sales activity.

The report shows the number of products classified as Cash Cows and their units sold during the last four weeks. This can help you identify products with ongoing sales activity within your assortment.

Dogs

Dogs are products with comparatively lower sales activity.

These products can be useful to investigate further when reviewing your assortment, particularly alongside their current stock levels and sales history.

Dead Stock

Dead Stock identifies products that currently have stock but have not generated recent sales according to the Stock Health classification.

For this category, the overview shows the number of products and the units tied up in stock. Dead Stock can therefore help you identify inventory that may warrant further review.

Question Marks

Question Marks are products whose current sales and stock situation places them in this category.

The overview shows the number of Question Mark products and the units they have sold during the last four weeks.

This group can be useful to investigate further, particularly when you want to understand how individual products are performing before making changes to your assortment or replenishment approach.

Stock Health overview

The cards at the top of the report provide a quick summary of your product portfolio.

For each Stock Health category, you can see the number of products currently assigned to that category.

Where applicable, the cards also show:

• Units sold L4W – units sold during the last four weeks
• Units tied up in stock – stock currently associated with Dead Stock

This gives you a quick way to see the distribution of your products and their recent sales activity.

Sales & Product Count by Grade

The chart at the bottom of the report provides a visual comparison of the five Stock Health categories.

It displays:

• Product count – the number of products in each category
• Sales L4W (units) – units sold during the last four weeks

This allows you to compare the number of products in each category with their recent sales activity.

For example, a category may contain relatively few products but account for a larger number of recent sales. Conversely, a category may contain more products while generating fewer recent sales.

How to use Stock Health

Stock Health is designed to help you identify products and patterns that may need further investigation.

A typical workflow is:

1. Review the overview
   Start with the five summary cards to see how your products are distributed across the Stock Health categories.
2. Look at recent sales
   Use the L4W figures and chart to understand recent sales activity across the different categories.
3. Review Dead Stock
   Investigate products with stock but no recent sales activity.
4. Explore Question Marks
   Look at individual products in this category to understand their current sales and stock situation.
5. Use the filters
   Narrow the report to a category, product, or Stock Health grade when you want to investigate a specific group.
6. Use other Shelf Planner reports for additional context
   Stock Health provides an overview. Other reports can give you more detail about sales, projected stock requirements, ABC classification, or overstock.

Stock Health is an overview, not a recommendation

The Stock Health categories are intended to help you spot patterns in your product portfolio.

A product's classification should be considered alongside other relevant information, such as:

• Recent and historical sales
• Current stock levels
• Expected future demand
• Seasonality
• Promotions
• Lead times
• Your overall assortment strategy

For example, a product with low recent sales may be perfectly healthy if it is seasonal or newly introduced.

Use Stock Health as a starting point for investigation, and use the other Shelf Planner reports to understand the situation in more detail.