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This content is FREE!

Over the years as I have worked in the field of supply chain with broad interests specifically related to inventory, operations, materials and systems as well as the other functional areas; I've discovered new ideas, concepts and practices that extend the body of knowledge. 

I'm particularly grateful to the many members of the Council of Logistics Management (now the Council of Supply Chain Management Professionals) who were willing to mentor and freely share their knowledge with me.  

To that end, as I now wind down my professional career, I'm making these tools available for FREE.  I hope that they are valuable to you and that you can use them in your work and study.

These Interactive Spreadsheets are available:

Interactive Strategic Profit Model (SPM)

Enter basic financial data for a company in the Data Entry page and this Excel Spreadsheet calculates and displays two graphical versions of an organizations finances.  It also calculates GMROI and the Cash to Cash Cycle.

For more information see the Strategic Profit Model page. 

Strategic Profit Model Practical Considerations

 A one-page document with additional comments for the effective use of the SPM.

Interactive SPM for Non-profits

A version of the SPM modified for tax-exempt organizations that uses the IRS form 990 as input.

GMROI Lot Size Calculator

This interactive spreadsheet allows the evaluation of an items profitability using GMROI based on different price/quantity breaks.

Using GMROI to Evaluate Purchasing Quantity Price Breaks 

is a  companion paper to the GMROI Lot Size Calculator.  

It explores the relationship between cost and profitability using Gross Margin Return on Inventory Investment (GMROI) with a surprising result: in many cases, getting a lower cost comes at the expense of higher order minimums which translate to lower turnover and as a result, yield a lower GMROI. This means that the higher margin obtained through a lower cost is more than offset by the lower inventory turnover. For more information on GMROI, see the GMROI page on this website. 

Looking at inventory performance improvement through a different lens.