Boon’s Inventory Planning Starter Kit
Inventory planning made simple (and affordable) for early-stage retail brands.
You’ve got the product. Now you need the numbers to back it up.
This starter kit gives you simple, powerful tools to handle cash flow, order planning, reorders, and inventory tracking—so you can stop guessing and start growing.
No MBA required. Just plug in your data, follow the framework, and keep your shelves (and bank account) happy.
Inventory is your biggest investment and your revenue driver —stop guessing & start planning like a pro
You don’t need a finance degree (or a massive software bill) to get your inventory right from the start.
If your brand’s revenue is unpredictable (about $100K/year or less), this kit gives you everything you need to track cash, forecast demand, and place the right orders—without the overwhelm.
Simple, done-for-you spreadsheets to master cash flow, buying, reorders, and inventory tracking—so your product dreams don’t turn into planning nightmares.
Initial Buy Tool
Order your first inventory with confidence and avoid costly mistakes.
Inventory Dashboard
See sales + stock, all in one place and prevent out-of-stocks.
Purchase Order Tracker
Seamlessly keep every PO on time and in budget.
Reorder Calculator
Restock exactly the right amount before you run out.
Cash Flow Tool
Know exactly how your money is moving.
Plan smarter. Spend wiser. Grow faster.
See the tools in action, watch our tutorial video.
Inventory planning, minus the spreadsheet panic.
Most young & start-up retail brands struggle with inventory planning & demand forecasting. You’re wearing too many hats and don’t want to be the ‘Chief Spreadsheet Officer.’
This toolkit helps you stay in control, avoid chaos, and make confident, cash-smart decisions from day one.
We’re making excellent retail planning accessible to every brand—so even early-stage founders can make smart, data-driven decisions without the cost of complex software or high-level consulting.
The inventory planning piece you’ve been missing
Building a product-based brand is hard enough without spreadsheets running your life — but in those first few seasons, getting your inventory right can make or break your business. This kit gives you clarity and confidence from the start, setting you up with the foundation you need to grow sustainably.
Unlike pricey planning software or messy DIY spreadsheets, these tools are Google Sheets and Excel-friendly — no special software required — and built by Boon’s team of retail inventory experts. Inside, you’ll get the same strategies, formulas, and KPIs we use every day with our established, scaling clients — simplified and tailored for where you are right now.
This isn’t just a download. It’s the foundation you need to make smart, profitable decisions from day one, so you can grow instead of guess.
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All retail brands need to plan their inventory but most founders don’t have the bandwidth to devote a ton of time to the ‘yucky math’ part that goes along with that.
The inventory planning starter kit has 5 customizable, downloadable spreadsheets that work together to help you understand your retail brand’s sales performance and inventory needs. Avoid beginner mistakes and skip wasting money by paying the ‘learning tax.’ 💰 -
We’re gonna say, “YES!” Backed by our team’s proven expertise (200+ years of combined experience 🤓), these tools cover every core area of inventory planning. They’re simple, approachable, and totally non-spreadsheet-nerd friendly.
We built this Starter Kit for retail brands that are just launching or pulling in up to roughly $100k in annual revenue.
It’s perfect for founders who need a clear, easy-to-use way to manage their biggest investment (ahem, inventory) — without overspending on complex software.
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A suite of downloadable excel or googlesheets tools that help you plan your initial inventory buy, track your inventory and sales performance, track incoming inventory orders, calculate the right re-order quantities before you’re out of stock and manage your cash flow so you always know what’s in the bank.
The starter kit includes google sheets and excel compatible versions, so no special software purchase is necessary.
PLUS, there’s a tutorial and helper pages that explain every single detail, row by row and column by column. -
Start with the initial buy tool. This will help you plan your initial demand (aka sales), and forecast inventory to support. Then place your first inventory order and use the purchase order tracker to accurately track inventory cost and arrival dates. Set up the inventory dashboard so that once you start selling you’ll be able to track your on hand inventory levels. The reorder tracker will help you plan which items need to be restocked and when, and the cash flow tool gives you visibility to revenue and expenses.
For most columns on each tool the same information can be used as a starting point. Updating each is as easy as ‘copy + paste.’
The industry-tested formulas we built within each will guide your inventory decisions and help you scale and grow until you’re ready for a more advanced level of inventory planning support. -
YES. The formulas and strategies we built into each of these tools are the same we use with all of our clients, but simplified for brands that just aren’t as complex (yet.)
The instructions make it easy to add information to each tool, and help you know what guidance to take away from each of the KPIs.
Working within Google Sheets or Excel means all of your data is secure, and there’s no special software purchase necessary. Plus, the starter kit is a one-time purchase, so no on-going subscription payments to track! -
Here’s the thing — you can keep using the Starter Kit for a long time. There’s no built-in expiration date.
But as your brand grows, so does the complexity of your inventory world. Eventually, you’ll outgrow these tools — and that’s a good thing. At some point, DIY-ing your inventory plans stops making sense, and you’ll want a setup that works harder for you.
When you hit that stage, you’ve got two smooth next steps:
Level up to software that automates the heavy lifting (and thanks to the Starter Kit, your data will be squeaky-clean and ready to plug in 🎉).
Or partner with us for bespoke planning services, where we take over the details, get way more strategic, and help you scale with serious intention.
The Starter Kit sets you up with the right foundation — and when you’re ready for bigger things, the leap forward will feel easy.
