KPIs for B2B wholesale: focus on inventory rotation, margin and customer behavior

Find out which KPIs in B2B wholesale make the difference. From inventory rotation to margin drivers and customer retention: concrete, visual and actionable.

A wholesaler runs on efficiency. With thousands of SKUs, dozens of suppliers and an often broad B2B customer base, overview is crucial. However, many decisions remain based on gut feeling or static Excel reports. The right KPIs make the difference: they help you manage stock risks, monitor margins and deepen customer relationships. In this article, we review the most important KPIs per domain, including tips for visualization and integration into dashboards.

Inventory rotation and availability KPIs

Inventory is one of the largest investments for a wholesaler. Too much stock means capital costs, too little stock means lost turnover. The right KPIs bring balance.

1. Inventory rotation

What? Number of times the entire inventory is sold in a given period

Formula: Sales value ÷ Average inventory value

Use:

  • By article group or supplier
  • Compare rotation to gross margin: low rotation + low margin = delete?
  • Benchmark: higher = more efficient (but too high can cause stock-outs)

Visualization:

  • Line or bar chart by category
  • Color-coded heatmap (red = slow turners)

2. Out-of-stock ratio

What? % of the time an item was unavailable

Use:

  • By item, customer segment or season
  • Identifies stock problems and customer dissatisfaction

Action:

  • Analyze stock-outs with demand forecasting or seasonal trend
  • Combine with lost sales indicator

3. Service level

What? % of orders that were delivered completely and on time

Use:

  • Measure customer delivery performance
  • High service level = competitive advantage in B2B

Visualization:

  • KPI map with threshold colors (e.g. > 95% green)
  • Exceptions table (low-score customers)

4. ABC analysis

What? Distribution of products based on turnover or margin

Use:

  • A = 20% of products with 80% of turnover
  • B = 15% of turnover
  • C = slow running articles

Action:

  • Focus on A/B inventory management and forecasting
  • Consider rationalization of C articles

5. Safety stock coverage

What? Coverage of safety stock in days or weeks

Use:

  • Per item or supplier
  • Warn at the lower limit (e.g. <5 days of coverage)

Purchase and supplier reliability KPIs

A B2B wholesaler is only as strong as its suppliers. Purchase KPIs provide transparency and margin control.

6. Delivery Reliability (OTIF)

What? On-time in-full deliveries by suppliers

Use:

  • % of orders delivered completely and on time
  • Important for customer service and stock planning

Action: Identify weak suppliers

Use KPIs in contract negotiations

7. Purchase discounts and bonus structures

What? Follow-up of agreed discounts and volume bonuses

Use:

  • By supplier or article group
  • Real vs. theoretical margin

Visualization:

  • KPI: achieved compared to potential
  • Alert in case of underutilisation of bonus thresholds

8. Price fluctuations

What? Evolution of purchase prices over time

Use:

  • Trend analysis by article: cost index
  • Important when it comes to price revisions to customers

Action:

  • Set up automatic margin alerts in case of rising costs
  • Link to sales price strategy

9.Lead time suppliers

What? Average delivery time per supplier

Use:

  • In days or weeks
  • Impact on safety stock and inventory coverage

Dashboarding:

  • Table by supplier with trend arrow
  • Warning in case of severe deviation

Margin and profit contribution KPIs per item

Turnover means nothing without a margin. These KPIs help you focus on profit instead of volume.

10. Gross margin per item, customer, or order

What? Sales price — purchase price (excl. VAT)

Use:

  • Analyze by customer segment or salesperson
  • Link to returns and promotions

Visualization:

  • Bubble chart or scatter plot margin vs. volume vs. rotation
  • Margin map by item group

11. Net Contribution Margin

What? Gross margin — logistical costs — promotion costs

Use:

  • Real profit contribution per SKU or customer
  • Often forgotten but crucial

Action:

  • Identify products with a negative contribution via, for example, sales mix by margin class
  • Optimise picking costs (e.g. per item or bundle)

12. Volume-mix analysis

What? Influence of sold volumes on average margin

Use:

  • Mix shift = cause of margin decline
  • Combine with promo analysis

13. Discounts and price elasticity

What? Impact of discount on margin

Use:

  • Visualize% discount vs. profit
  • Think of a minimum price strategy

Action:

  • Compare sales versus margin by seller
  • Set limits or alert in case of loss of margin

KPIs on customer behavior and order frequency

A B2B customer is valuable through repeat purchases, consistency, and margin. These KPIs provide insights that go beyond turnover.

14. Order frequency

What? Number of orders per customer in a period

Use:

  • Monthly pattern or trend
  • Warn when inactivity or dip

Action:

  • Trigger marketing or sales outreach when purchasing
  • Segment based on behavior

15. Average Order Value (AOV)

What? Average value per order

Use:

  • By customer segment or seller
  • Important for transport efficiency and margin

16. Customer retention and churn

What? % of customers that remain active

Use:

  • Customers without an order in X months
  • B2B retention > 90% is normal

Visualization:

  • Cohort analysis
  • Inactive Customers Table
  • RFM analysis

17. Seasonal patterns or anomalies

What? Recognizable peaks or troughs per customer or sector

Use:

  • Refine forecasting and inventory management
  • Combine with external data (weather, sector activity)

Action:

  • Personalize offerings or communication
  • Optimise stock based on history

Commercial and Operational Control Dashboards

Numbers are only powerful when they are presented visually and in an action-oriented way. B2B wholesalers work best with dashboards per role (purchase, sales, logistics, management).

Visualization of margin drivers and inventory risks

Combination dashboard:

  • KPIs on turnover, margin, inventory rotation
  • Alert blocks: out-of-stock, negative margin, inventory >180 days
  • Segment charts: A/B/C inventory by margin class

Sales KPI dashboard

  • Sales by customer group, margin per order
  • Number of active customers by region
  • Order size and cross-sell ratio

KPI purchasing dashboard

  • Delivery reliability, bonus realization, lead times
  • Purchase value per supplier
  • Price increases by item group

Real-time connection with ERP or WMS

  • Automatic number refresh
  • Drill downs to order or item level
  • Link to alerts or workflow (e.g. PO approval)

Summary: Which KPIs really make the difference?

A wholesaler works smarter with these KPIs:

  • Inventory: rotation, out-of-stock, service level
  • Purchase: delivery reliability, discounts, lead time
  • Margin: gross margin per order, net contribution, mix analysis
  • Customer: frequency, retention, order value
  • Dashboarding: segmentation, color use, ERP connection

Ready to go from reporting to action?

Read more about other KPI examples here

Inventory rotation, margins and customer value also play a central role in B2C retail — see how KPIs are applied in retail here.

Do you also work with a webshop or online catalog? Then these e-commerce KPIs are certainly relevant to your omnichannel strategy.

Many wholesalers combine sales with their own assembly or production — find out here which KPIs focus production companies on efficiency.

Strong inventory management is nothing without good logistics. These logistical KPIs help you improve planning and delivery reliability.

HR KPIs are also crucial for wholesalers — such as retention, absenteeism and employability in warehouse and sales.

Financial KPIs such as gross margin, rotation or cash position form the foundation of your profitability — see which KPIs drive finance here.

It is best to measure customer behavior, promotions and lead generation via these marketing KPIs, even in a B2B context.

Wholesale sales are not just about volume, but about margin and customer loyalty — here's what sales KPIs show that.

Want to know more about how business intelligence helps wholesalers manage data? Read here how other wholesalers are doing it.

Book your
free demo.

Book a demo and talk to a Business Intelligence expert.
Contact us