From workbook to opportunity register.
Use the template or a structured first worksheet with recognised headings. The application maps common field names automatically and reports what it used.
Select the data
Accepted formats: .xlsx and .csv. Legacy .xls files should be saved as .xlsx.
Set the decision policy
These settings are explicit inputs to every calculation.
Generate traceable candidates
The run identifies PO avoidance, excess on-hand stock, shortage exposure, slow-moving stock and cross-location transfers.
Outputs are decision-support estimates. Validate demand, stock, supplier terms, shelf life, tax, quality and operational constraints before action.
Four required fields. More fields improve the result.
Column order does not matter. Common alternatives such as “Material Code”, “Stock on Hand” and “Average Monthly Demand” are recognised.
Recommended fields
Evidence before action.
The system deliberately separates identified potential from validated and realised value.
Map
Record the exact source headings used for each calculation.
Calculate
Apply visible horizon, safety-stock and ageing policies.
Challenge
Review operational constraints and reject unsupported candidates.
Track
Move opportunities from identified to recovered with an audit export.