Excel Formula Expert for Inventory Budget

via Freelancer ·

Budget / SalaryHourly project
TypeFreelance project
LocationRemote
Posted1 hour ago
I need a sharp set of Microsoft Excel formulas that let me track inventory levels while automatically calculating monthly and annual budget figures. All of the raw inventory counts, unit costs, and reorder points already live in a single workbook; what’s missing is the logic that ties everything together and rolls it into a clear budget snapshot.

Here’s what I want the finished sheet to do:

• Pull quantity-on-hand, purchase price, and forecasted sales from their respective tabs and translate that into real-time cost‐of-goods numbers.
• Flag items that exceed or dip below predefined budget thresholds.
• Produce an at-a-glance summary—total spend to date, remaining budget, and projected over/under for the rest of the period—without the need for VBA or add-ins.

I’m comfortable maintaining the file once your formulas are in place, so document any advanced logic with concise cell comments. Accuracy and readability of the formulas will be the primary acceptance criteria, along with keeping recalculation time snappy even as the SKU list grows.
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