EOM (End of Month) Report
Purpose
Track end-of-month inventory levels and planogram compliance across retail outlets.
Overview
The EOM Report delivers comprehensive end-of-month inventory insights, enabling businesses to maintain optimal stock levels and ensure planogram compliance across all retail outlets. This automated reporting solution captures critical inventory metrics including stock quantities, product facings, and asset utilization to support data-driven inventory management decisions.
The report consolidates information from multiple outlets into a single Excel document, providing stakeholders with visibility into inventory performance, compliance status, and potential stock issues. By analyzing facings, case sizes, and stock levels, businesses can identify trends, prevent stockouts, optimize shelf space allocation, and maintain consistent product presentation standards.
Key capabilities include automated data collection, customizable delivery schedules, flexible recipient management, and detailed asset-level tracking to ensure comprehensive inventory oversight across the entire retail network.
What it does?
Provides monthly snapshot of:
- Stock levels across all outlets
- Product facings and display compliance
- Asset utilization rates
- Inventory trends and alerts
Example
Sample EOM Report Entry:
Outlet: NETTO 2.0 - ODENSE SØ (Code: 10066820)
Asset: 807317
Product: Green Fresh (SKU: 8711327511248)
Stock Level: 24%
Facings: 3 facings × 8 units each
Case Size: 12 units
Units Stock: 23%
Date: 2025-05-31
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This example shows how a single product's inventory status is captured, providing clear visibility into both current stock and display compliance.
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Units Stock: (Stock Level × Units Per Facing × Case Size) ÷ 100
Sample Excel Report
A sample EOM report Excel template is provided here:
Download EOM Report.xlsx
This template includes all required columns and a sample entry for reference.
Delivery and Configuration
- Format: Excel spreadsheet with structured data tables
- Delivery Method: Automated email distribution
- File Naming: EOM Report.xlsx
- Frequency: Monthly (second day of each month)
Key Elements
| Element | Description |
|---|---|
| Outlet Name | Store or location identifier |
| Outlet Code | Unique alphanumeric outlet identifier |
| Asset Image | Visual reference of display unit/equipment |
| Date | Report generation timestamp |
| Product Name | Full product description |
| SKU | Unique Stock Keeping Unit identifier |
| Stock Level | Current inventory quantity |
| Facings | Number of product facings on display |
| Units Per Facing | Products allocated per facing position |
| Case Size | Units contained in shipping case |
| Units Stock | Total calculated inventory |
Target Users
- Sales Representatives - Monitor territory performance
- Store Managers - Ensure adequate inventory
- Client Managers - Track asset utilization
Benefits
- Inventory Optimization: Prevent stockouts and reduce excess inventory
- Compliance Monitoring: Ensure consistent product presentation
- Performance Analysis: Track trends and identify improvement opportunities
- Operational Efficiency: Streamline inventory management processes
- Decision Support: Data-driven insights for strategic planning