Compact Excel Template for Logistics Planning - Project Tracker

Purpose: This Excel template is specifically designed for Logistics Planning, offering a streamlined, efficient, and comprehensive Project Tracker. Built with a Compact style in mind, it maximizes information density while maintaining clarity—ideal for logistics managers and supply chain coordinators who need quick access to critical project data without visual clutter.

Sheet Names and Structure

The template contains three primary sheets:

• Main Tracker (Logistics Project Summary): Central dashboard displaying all active logistics projects with key performance indicators.
• Task Schedule & Dependencies: Detailed timeline showing individual tasks, start/end dates, responsible parties, and dependencies.
• Dashboard & KPIs: Visual summary with charts and metrics to monitor project health at a glance.

Table Structures and Data Columns

Main Tracker (Logistics Project Summary)

This is the primary view. It contains the following columns:

Task Schedule & Dependencies

This sheet contains granular task-level planning with dependency logic for accurate timeline tracking:

Formulas Required

The template uses several key formulas to automate tracking:

• % Complete (Main Tracker): =IF(COUNTIFS(TaskSchedule[Status],"Complete",TaskSchedule[Project ID],[@Project ID])=0,0,AVERAGEIFS(TaskSchedule[% Complete],TaskSchedule[Project ID],[@Project ID]))
• Status Indicator (Main Tracker): =IF([@Actual End Date]<>"", IF([@Actual End Date]>[@Planned End Date],"Delayed","On Track"), IF(TODAY()>[@Planned End Date],"Overdue","In Progress"))
• Actual Spend (Main Tracker): =SUMIF(TaskSchedule[Project ID],[@Project ID],TaskSchedule[Actual Cost])
• Remaining Budget: =[@Budget] - [@Actual Spend]
• Delay Calculation (Days): =IF([@Actual End Date]="",0,[@Actual End Date]-[@Planned End Date])

Conditional Formatting Rules

• Status Column: Color-coded: Red for "Delayed", Amber for "Overdue", Green for "On Track", Blue for "In Progress"
• % Complete: Traffic light system: Red (≤30%), Yellow (31–70%), Green (≥71%)
• Budget vs. Spend: Red if Actual > Budget; Green if under budget
• Date Columns: Highlight any task with Start Date before today and Status not "Completed"

User Instructions

To use this Compact Project Tracker for Logistics Planning:

1. Open the template in Microsoft Excel (version 2016 or later).
2. Begin by entering a unique Project ID and name on the Main Tracker sheet.
3. Add origin/destination locations from predefined lists for consistency.
4. On the Task Schedule sheet, define all logistics-related tasks with start/end dates, assignees, and dependencies.
5. Update task statuses regularly (daily or weekly) to reflect real-time progress.
6. Enter actual costs as work is completed to track budget adherence.
7. The Dashboard sheet automatically updates based on data from the other two sheets.
8. Use the charts to monitor overall project health, delivery timelines, and cost variance.

Example Rows (Main Tracker)

Recommended Charts and Dashboards

The Dashboard & KPIs sheet includes:

• Gantt Chart (Simplified): Horizontal bar chart showing project timelines with color-coded status.
• Budget vs. Actual Spend Bar Chart: Side-by-side bars comparing planned vs. actual costs across projects.
• Status Distribution Pie Chart: Visualize percentage of projects in each status (Completed, In Progress, Delayed).
• Progress Timeline Line Graph: Tracks % Complete over time for high-priority logistics initiatives.

This compact yet powerful Excel template enables fast logistics planning with real-time tracking. Designed specifically for project managers in supply chain and transportation, it ensures transparency, accountability, and data-driven decision-making—all within a minimalist interface that minimizes clutter while maximizing utility.