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How to Forecast Your Shopify Inventory from a CSV File (Step-by-Step)

Forestock Team·1 April 2026·8 min read

Your Shopify orders CSV contains everything you need to predict stockouts weeks in advance. This guide walks through the exact process — from export to forecast — including the formulas, the common mistakes, and how to read the results.

You don't need a Shopify app, an API integration, or a data analyst to forecast your inventory. Your Shopify admin already exports everything you need as a CSV file — and with the right process, you can go from raw export to a ranked list of at-risk SKUs in under 30 minutes the first time, and under 5 minutes every week after that.

This guide covers the complete process: what to export, which columns matter, the forecasting formulas, and how to interpret the results.

Why CSV-Based Forecasting Works

Shopify's order export is a complete record of your sales history — every SKU, every quantity, every date. That's the core input for any demand forecast. The CSV approach works because it uses your actual data, not samples or estimates, and it doesn't require any third-party access to your store.

Note

The accuracy ceiling for any forecast is set by the quality and length of your sales history. 60–90 days of consistent data produces reliable stockout dates. Less than 30 days produces rough estimates only.

Step 1 — Export Your Shopify Orders CSV
  1. 1Log in to Shopify Admin (yourstore.myshopify.com/admin)
  2. 2Click Orders in the left sidebar
  3. 3Click the Export button in the top right
  4. 4Select date range: Last 90 days for best results (minimum: Last 30 days)
  5. 5Select All orders and export format CSV for Excel
  6. 6Click Export orders — the file downloads to your computer
Step 2 — Which Columns Drive the Forecast

Shopify's order export has dozens of columns. For inventory forecasting, only five of them matter. Everything else can be ignored.

Column NameWhat It IsUsed For
Created atOrder timestampCalculating daily sales velocity per product
Lineitem nameProduct + variant nameIdentifying which product was sold
Lineitem skuYour SKU codeMatching products across systems
Lineitem quantityUnits sold in this lineTotal units sold per product per day
Lineitem pricePrice per unitRevenue at risk if the product stocks out

Warning

Before you run any calculations, filter out cancelled and refunded orders. Including them inflates your apparent sales velocity and produces optimistic (wrong) forecasts.

Step 3 — Add Current Stock Levels

The orders CSV doesn't include current stock — you need to add that. Go to Shopify Admin → Products → Inventory and export that file too. Or add a column manually with today's stock levels per SKU. This is the most important input in the whole forecast — an error here affects every calculation downstream.

  • Use units physically available to sell — not including in-transit stock, reserved orders, or damaged units
  • If you have multiple warehouse locations, use the combined available quantity
  • Update this number on the day you run the forecast — yesterday's stock count produces yesterday's forecast
Step 4 — The Core Forecasting Formula

With sales history and current stock, the stockout forecast is a three-step calculation:

Average Daily Sales (ADS) = Total Units Sold ÷ Number of Days in Period
Days of Stock Remaining = Current Stock ÷ Average Daily Sales
Stockout Date = Today + Days of Stock Remaining

Example: you have 180 units of a product. It sold 450 units in the last 90 days. ADS = 450/90 = 5 units/day. Days of stock = 180/5 = 36 days. Stockout date = today + 36 days.

Step 5 — Calculate Reorder Point

Days of stock tells you when you'll run out. The reorder point tells you when to order. These are different numbers — and the gap between them is where merchants lose revenue.

Reorder Point = (ADS × Supplier Lead Time) + Safety Stock
Safety Stock = ADS × Buffer Days (use 7–14 depending on demand variance)

Using the example above: ADS = 5, lead time = 10 days, safety stock = 5 × 7 = 35 units. Reorder point = (5 × 10) + 35 = 85 units. When your stock drops to 85 units, place the order immediately.

Tip

If your Days of Stock Remaining is already less than your lead time, you are late. Order today and expect a brief stockout window unless you have expediting options.

Step 6 — Run the Forecast in Forestock

Doing this manually for 3–5 products is feasible. For 20+ SKUs, it becomes a spreadsheet maintenance job that will be out of date before you finish. Forestock automates all the steps above from your CSV upload:

  1. 1Go to getforestock.com/forecast
  2. 2Upload your Shopify orders CSV (the file you exported in Step 1)
  3. 3Enter your supplier lead time in days — this applies globally; you can adjust per-product after
  4. 4Click Run Forecast
  5. 5Review the ranked product list: Critical (stock out in <7 days), High (<21 days), Safe
  6. 6For any Critical or High product, click Generate PO to create a purchase order ready to send
How to Read Your Forecast Results
ColumnWhat It ShowsWhat to Do
Stockout DateCalendar date the product runs out at current velocityIf within 3× your lead time, order now
Days RemainingDays until stockout at current ADSAnything below lead time is already critical
Reorder QtyUnits to order to cover demand + safety bufferUse this as your PO quantity starting point
Revenue at RiskSales you'll lose if the stockout happensPrioritise the highest-revenue at-risk SKUs first
UrgencyCritical / High / Safe classificationCritical = order today, High = order this week
Common Mistakes That Skew CSV Forecasts
  • Including cancelled/refunded orders — this inflates ADS and makes stockout dates look further away than they are
  • Using too short a date range — 14-day data captures one bad week and treats it as normal velocity
  • Stale stock counts — if your stock figure is from last week, your Days Remaining is wrong by exactly the units sold since then
  • Using supplier's quoted lead time instead of actual lead time — a systematic optimism bias that causes consistent late reorders
  • Treating variants as one product — a shoe that comes in 6 sizes has 6 different stock levels and 6 different forecast outputs
  • Running the forecast once a month — velocity changes weekly; a monthly forecast misses trend shifts

Tip

Set a weekly recurring reminder to export and upload a fresh CSV. Monday morning works well — it captures the previous week's sales and gives you time to place orders before the weekend.

What Frequency Is Right

For most Shopify merchants, a weekly forecast cadence is sufficient. Run it every Monday, review Critical and High items, place any necessary orders, and move on. The whole process takes under 10 minutes once you have a clean CSV template.

Increase frequency during peak seasons, after a significant ad campaign launch, or any time you get unexpected press or social traffic that might spike demand on a specific product. Those are the moments when a stockout from undetected velocity change costs the most.

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