| Reporting requirements brief | Stakeholder goals, decision needs, KPIs, report cadence, ownership, and assumptions. | Document or workspace page | Discovery and scope definition | Business priorities, current reports, decision owners |
| Inventory data source map | ERP, WMS, ecommerce, supplier, finance, and spreadsheet sources with field-level notes. | Spreadsheet, diagram, or documentation | Audit and setup | System access, exports, data dictionary where available |
| Stock visibility dashboard | SKU, location, channel, warehouse, and status views for operational review. | BI dashboard or spreadsheet dashboard | Implementation | Approved KPIs, source data, review feedback |
| Exception and variance report | Low-stock, overstock, aging, variance, missing data, and reconciliation exceptions. | Spreadsheet, dashboard tab, or PDF summary | Production and ongoing support | Business thresholds, escalation rules, review owners |
| Management reporting pack | Concise inventory position, risks, trends, priorities, and commentary for leadership. | PDF, slide-style pack, or shared dashboard | Recurring reporting | Reporting cadence, leadership questions, format preferences |
| Quality-control log | Source checks, formula checks, variance notes, issue status, and approval trail. | Spreadsheet or project workspace | Quality assurance | Review access, exception decisions, correction inputs |
| Reporting SOP and handover notes | Workflow steps, refresh schedule, naming conventions, assumptions, and ownership. | Documented SOP | Training and ongoing support | Internal process preferences, approval of final workflow |