Use cases · Oculon for Inventory & Cost Planning

Inventory & Cost PlanningFree up stock cash without hiding the risk.

A lower inventory target releases working capital. Review where the cover changes and what replenishment needs to support it.

Oculon financial performance board with revenue, expenses and quarterly product performance.
Financial performance, in a shared boardView full image

The decision behind the work

Make the stock plan part of the business plan.

For Finance and inventory planners.

  1. Review by product

    Separate core replenishment from seasonal exposure instead of applying one cover target to the range.

  2. Keep valuation separate

    Show stock at modeled unit cost and purchasing commitments as different cash exposures.

  3. Test replenishment

    Bring lead time and service assumptions into the discussion before lowering stock.

From context to the next move

Put the plan to work.

Keep the inputs, model and review connected around the work in front of you.

Connected inputs

Plan at the product level

Bring demand, cover, and purchasing into the dimensions that matter.

Explore connected data
Oculon customer database with credit limits and aggregation settings across time, dimensions and data.
Source records and their financial relationshipsView full image

Planning choices

Show the cash commitment

Connect planned purchases and inventory levels to working capital.

Explore scenarios
Oculon Growth Outlook board with ending ARR, net revenue retention and an upside/downside scenario selector.
Compare scenarios in a shared growth outlookView full image

Shared review

Test replenishment

Check lead times, minimum order quantities, and service-level exposure before reducing purchase commitments.

Explore shared boards
Oculon quarterly revenue review board with performance metrics above the underlying customer data.
Performance and its underlying customer dataView full image

One connected financial picture

Which stock assumptions sit behind $120K less inventory?

Check lead times, minimum order quantities, and service-level exposure before reducing purchase commitments.

Oculon financial performance board with revenue, expenses and quarterly product performance.
Financial performance, in a shared boardView full image
Explore the inventory & cost plan example

Days of cover = on-hand units ÷ expected daily demand. Inventory value is measured at modeled unit cost, separately from open purchase commitments.

October 2026 · inventory planning snapshot · Illustrative data

EXPLORE THE DECISION

Which stock assumptions sit behind $120K less inventory?

Illustrative baseline
October 2026 · inventory planning snapshotIllustrative data
Inventory value$840KAt modeled unit cost
Premium cover42 daysProduct-specific planning assumption
Purchase commitments$320KNext planning period

Inventory cover by product

Days of cover
Core range24 days

$18 unit cost · Reorder review

Premium range42 days

$36 unit cost · Within plan

Seasonal range68 days

$24 unit cost · Excess review

Cover assumptions by product; summary stock values describe the separate illustrative inventory plan.

Inspect the model inputs3 model lines
Inventory & cost plan · Current stock · October 2026 · inventory planning snapshot
ProductDays of coverUnit costReview
24 days$18Reorder review
42 days$36Within plan
68 days$24Excess review

Scroll to inspect all columns

Sample stock valuation and cover assumptions · sample assumptionsView changes affect this illustration only.

Summary values represent the illustrative stock plan. Product cover is a selected planning assumption, not a guaranteed service level or automatic reorder recommendation.

A little more context

Questions about Inventory & Cost Planning.

Can we compare costs by product or supplier?

Use dimensions and models to keep cost assumptions in their product, supplier, or regional context. The planning view should reflect your definitions of landed cost and contribution.

Does lower cover always mean a better plan?

No. Less stock may release working capital but create service or replenishment risk. Review demand variability, supplier lead time, minimum quantities, and the cost of a stockout alongside the cash effect.

What should we agree before comparing plans?

Days of cover = on-hand units ÷ expected daily demand. Inventory value is measured at modeled unit cost, separately from open purchase commitments.

Where can we find a starting model?

Explore templates for planning, revenue, cash, headcount and reporting. Adapt the assumptions and structure to your business, and agree access with the people who will review the work.

Explore templates

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