Excel Template for Logistics Planning – Home Template (Analysis View)

This comprehensive Excel template is specifically designed for logistics planning professionals who require a structured, dynamic, and visually intuitive way to analyze supply chain operations. As a Home Template, it serves as a central dashboard and control hub that integrates key data streams related to transportation, warehousing, inventory levels, delivery timelines, and cost performance. The Analysis View style ensures that users can not only input operational data but also explore trends, identify bottlenecks, evaluate KPIs (Key Performance Indicators), and make strategic decisions backed by real-time analytics.

Overview of Template Structure

The template consists of five interconnected worksheets that work together to provide a holistic view of logistics performance:

• Data Entry (Primary Input Sheet)
• Operational Overview (Dashboard Summary)
• Transportation Analysis
• Inbound/Outbound Flow Tracker
• KPIs & Performance Metrics

Sheet-by-Sheet Breakdown and Table Structures

1. Data Entry (Primary Input Sheet)

This is the foundational sheet where users input raw logistics data on a daily or weekly basis. The table structure is as follows:

2. Operational Overview (Dashboard Summary)

This is the home sheet, designed to serve as a central command center. It features:

• KPI cards showing average delivery time, on-time delivery rate, total freight cost this month, and inventory turnover ratio
• A timeline chart visualizing shipment volume over time
• A map visualization (via Excel’s built-in geolocation features) plotting origin and destination points for key shipments

3. Transportation Analysis

This sheet compares performance across carriers, routes, and transport modes using pivot tables and statistical summaries.

Formulas Required

To maintain dynamic functionality across sheets, the following formulas are implemented:

• =IF(ISBLANK(ActualDeliveryDate), TODAY() - EstimatedDeliveryDate, ActualDeliveryDate - EstimatedDeliveryDate) → Calculates delay in days.
• =COUNTIFS(Status,"Delivered", DateOfShipment, ">= "&DATE(2024,1,1)) → Counts on-time deliveries for the year.
• =AVERAGEIFS(FreightCost$, ModeOfTransport,"Truck") → Averages freight cost by transport mode.
• =SUMIF(CarrierName, "DHL", FreightCost$) → Totals costs per carrier for budgeting.

Conditional Formatting Rules

To enhance readability and highlight critical issues:

• Red Background + Exclamation Icon: For any delivery with a delay > 3 days.
• Green Text + Checkmark Icon: If delivery status is "On Time" and completed within 2 days of estimate.
• Color Scale (Red to Green): On Freight Cost column to identify outliers.
• Data Bars: In the Transit Time column to visualize performance distribution.

User Instructions

1. Open the template and save it with a project-specific name (e.g., "Q3_2024_Logistics_Planning.xlsx").
2. Navigate to the "Data Entry" sheet to input shipment details weekly.
3. Use dropdowns for origin, destination, carrier, and mode of transport to maintain data consistency.
4. The "Operational Overview" sheet updates automatically with new entries via formulas and PivotTables.
5. Review KPIs daily or weekly. Use the charts to identify trends in delivery performance or cost spikes.
6. Export insights by copying dashboard visuals into reports or presentations.

Example Rows (Data Entry Sheet)

Recommended Charts and Dashboards (Analysis View)

• Gantt Chart (Timeline View): Shows planned vs actual shipment timelines.
• Pie Chart: Breakdown of freight costs by carrier.
• Bar Chart: Monthly volume of shipments per region.
• Heatmap: Delivery performance (on-time vs late) grouped by origin/destination city pairs.

This Excel template is a powerful tool for logistics planners seeking real-time visibility, trend analysis, and data-driven decision-making. As a dynamic Home Template in Analysis View, it enables continuous monitoring of the end-to-end supply chain while supporting strategic planning and operational improvements.