Logistics Planning - Basic Planner Template (Excel)

This Logistics Planning Excel template is designed as a Planner Template with a clean, intuitive, and fully functional Basic style. It is ideal for small to medium-sized businesses or logistics departments that require an organized, easy-to-use system for planning shipments, tracking delivery schedules, managing inventory levels, and monitoring key performance indicators (KPIs) without the complexity of advanced software solutions.

The template focuses on simplicity while delivering essential functionality. All features are built using standard Excel functions and formatting techniques to ensure compatibility across various devices and versions of Microsoft Excel. The design supports both daily operational planning and strategic forecasting, making it a versatile tool for logistics coordinators, supply chain managers, warehouse supervisors, and operations planners.

Sheet Names

The template consists of the following three primary sheets:

1. 1. Shipment Schedule
2. 2. Inventory Overview
3. 3. Dashboard & KPIs

Table Structures and Columns (Data Types)

Sheet 1: Shipment Schedule

This sheet is the core of the Logistics Planning. It tracks all incoming and outgoing shipments with key operational details.

Sheet 2: Inventory Overview

This sheet provides a snapshot of current inventory levels across key locations, supporting logistics planning by ensuring accurate stock visibility.

Sheet 3: Dashboard & KPIs

This summary sheet provides real-time insights into logistics performance using visual charts and key metrics, enabling quick decision-making.

Formulas Required

• In "Shipment Schedule" - J: Expected Delivery Date:
  =B2 + INDEX(TransitTimes!B:B,MATCH(E2,TransitTimes!A:A,0)) (where TransitTimes is a lookup table with carrier names and transit days).
• In "Inventory Overview" - H: Total Available Stock:
  =D2 + G2
• In "Inventory Overview" - I: Status Flag:
  =IF(H2<=E2, "Low Stock", "")
• In "Dashboard & KPIs" - B: On-Time Delivery Rate:
  =COUNTIF(ShipmentSchedule!$I:$I,"Delivered") / COUNTA(ShipmentSchedule!$A:$A) (converted to percentage).

Conditional Formatting

• Status column in Shipment Schedule: Red for "Delayed", Yellow for "In Transit", Green for "Delivered".
• Status Flag in Inventory Overview: Red background with white text if status is “Low Stock”.
• Dashboard KPIs: Traffic-light color scale based on progress toward target (Green = 90–100%, Yellow = 70–89%, Red <70%).

Instructions for the User

1. Open the Excel file and save it with a unique name (e.g., "Logistics_Planning_Q3_2024.xlsx").
2. Navigate to "Shipment Schedule": Enter shipment details in rows, starting from Row 3. Use dropdowns for standardized data entry.
3. Go to "Inventory Overview": Add products and update stock levels daily. The template automatically calculates available stock and flags low inventory.
4. Review the "Dashboard & KPIs" sheet: It updates in real time based on data entered in other sheets.
5. Update transit times in the hidden "TransitTimes" table if carrier performance changes.
6. Use the built-in charts to monitor trends monthly or quarterly.

Example Rows

In Shipment Schedule (Row 3):

• Shipment ID: SHP003
• Date Scheduled: 2024-06-15
• Origin: Main Warehouse
• Destination: Store B
• Carrier Name: UPS Standard
• Type: Standard
• Weight: 50 kg
• Volume: 2.3 m³
• Status: In Transit (Yellow)
• Expected Delivery Date: 2024-06-18

Recommended Charts or Dashboards

The following charts are recommended for inclusion in the "Dashboard & KPIs" sheet:

• Pie Chart: Shipment Volume by Carrier (to analyze carrier performance).
• Bar Chart: Number of Shipments per Week (for trend analysis).
• Gauge Chart: On-Time Delivery Rate (visualize progress against target).
• Column Chart: Inventory Levels by Location (highlight low-stock zones).

This Basic yet powerful Excel template ensures that your logistics planning remains organized, transparent, and actionable — all within the familiar interface of Microsoft Excel. It’s perfect for teams seeking a reliable Planner Template for effective Logistics Planning.