Excel Template · Instant Download

Cycle
Count
Planner

Schedule, execute, and close inventory cycle counts without the spreadsheet chaos. ABC-driven frequency, automated variance calculation, and printable count sheets — ready to use today.

One-time purchase  ·  Works in Excel 2016+  ·  No macros required

ABC Count Frequency
A
A Items — High Value
Monthly (12x per year)
20% of SKUs
80% of value
B
B Items — Mid-Tier
Quarterly (4x per year)
30% of SKUs
15% of value
C
C Items — Low Value
Annually (1x per year)
50% of SKUs
5% of value

Five Steps from Setup to Adjustment

01
Load Items
Enter items in the Item Master with location, ABC class, and unit cost
02
Build Schedule
Frequency auto-assigns by ABC class. Add counters and planned dates
03
Print Sheets
Printable count sheets with system qty hidden from counters before printing
04
Record Counts
Enter counted quantities. Variance and recount flags calculate automatically
05
Review & Adjust
Investigate variances in the Variance Report before adjusting ERP

Six Tabs, One Complete Workflow

Instructions

Step-by-step guide for setup, counting, and variance investigation. ABC classification reference included.

Item Master

Enter all active SKUs with location, UOM, ABC class, cost, and usage. Count frequency assigns automatically.

Count Schedule

Assign counters and planned dates. Track status from Scheduled through Complete. Sort by date or location.

Count Sheets

Printable sheets for counters. System quantity is in a separate column — cover or hide before printing.

Variance Report

All variances summarized with dollar impact. Document root cause before making ERP adjustments.

Dashboard

Live metrics: completion rate, items pending, items with variance, and total variance dollar value.

Built for Real Warehouse Teams

ABC-Driven Scheduling

Enter ABC class once — count frequency assigns automatically: Monthly, Quarterly, or Annual.

Auto Variance Calculation

Enter counted quantity and variance, variance %, and recount flags appear instantly — no formulas to write.

Recount Flag at 2% Threshold

Items with >2% variance are automatically flagged "RECOUNT" so nothing slips through.

Dollar Value of Variance

Variance Report shows dollar impact (variance × unit cost) so you can prioritize investigations.

System Qty Hidden on Print

Count Sheets warn you to hide the system quantity column before printing — counters count blind for accuracy.

Supports 50+ SKUs

Item Master, Count Schedule, and Count Sheets are pre-built for 50 items. Extend as needed.

One-Time Purchase. No Subscription.

One-Time Purchase · Instant Download
$19.99
Yours forever · No renewal · No subscription
6-tab Excel workbook, fully unlocked
Item Master with ABC classification
Auto count frequency assignment
Printable count sheets (system qty hideable)
Auto variance calculation + recount flag
Variance Report with root cause notes
Dashboard: completion rate, variance metrics
Works in Excel 2016, 2019, 2021, Microsoft 365
Download on Etsy — $19.99

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Built by an Operator Who's Run Cycle Counts

This template was designed by an independent ERP and supply chain consultant with 12+ years inside manufacturing and distribution operations. The workflow mirrors what actually happens on a warehouse floor — not a textbook exercise. If you need help building out a formal inventory accuracy program, Process Foundry offers consulting engagements for exactly that.