Excel Template: Logistics Planning Supply List – Analysis View

Purpose: This Excel template is specifically designed for logistics planning within supply chain operations. It serves as a dynamic Supply List tool that enables users to track, analyze, and optimize inventory and material flow across distribution channels. The Analysis View format empowers logistics managers with data-driven insights, supporting strategic decision-making by visualizing key performance indicators (KPIs), identifying bottlenecks, forecasting demand fluctuations, and evaluating supplier reliability—all essential components of modern Logistics Planning.

Sheet Names

The template consists of three primary sheets:

1. Supply List (Master Data): Central repository for all supply items, including quantities, locations, lead times, and supplier details.
2. Analysis Dashboard: Interactive visual interface displaying KPIs such as stock levels, reorder status, delivery performance, and cost trends.
3. Historical Data & Trends: A time-series log of supply transactions (receipts, dispatches), used for forecasting and trend analysis.

Table Structures and Column Definitions

Sheet 1: Supply List (Master Data)

This is the core table containing all critical logistics data. It is structured as a fully dynamic Excel Table (Ctrl+T) with headers in Row 1.

Sheet 2: Analysis Dashboard

This sheet consolidates key metrics using dynamic charts, summary tables, and conditional indicators. It is designed for executive review and operational monitoring.

Sheet 3: Historical Data & Trends

A time-series table recording all supply transactions (incoming and outgoing). Used to generate demand forecasts and analyze delivery consistency.

Formulas Required

The template uses advanced Excel formulas to automate data validation and analysis:

• Status (Auto):
  =IF([@[Current Stock Level]] <= [@Reorder Point], "Low Stock", IF([@[Next Expected Delivery]] <= TODAY(), "Delivery Due", "Normal"))
• Days Until Next Delivery:
  =IF([@Next Expected Delivery] = "", "-", [@[Next Expected Delivery]] - TODAY())
• Stockout Risk Score (Dashboard):
  =IF(AND([@[Current Stock Level]] <= [@Reorder Point], [@[Lead Time (Days)]] > 7), "High", IF([@[Lead Time (Days)]] > 14, "Medium", "Low"))
• Supplier On-Time Rate (%) (in Dashboard):
  =COUNTIFS(Historical_Data!$F:$F, "On Time") / COUNTA(Historical_Data!$F:$F) * 100
• Average Lead Time by Supplier:
  =AVERAGEIF(Historical_Data!$E:$E, "Supplier A", Historical_Data!$D:$D)

Conditional Formatting Rules

To enhance visual clarity and support quick decision-making:

• Stock Level Status:
  • If "Current Stock Level ≤ Reorder Point" → Red fill with white text.
  • If "Current Stock Level > Reorder Point & < 2× ROP" → Yellow fill.
  • If "Stock level ≥ 2× ROP" → Green fill.
• Days Until Delivery:
  • If "< 3 days" → Orange text.
  • If "< 0 (past due)" → Bright red background.
• Delivery Status:
  • "Delayed" → Red font and bold.
  • "On Time" → Green text.
  • "Early" → Blue text.

User Instructions

1. Open the template and enable macros if prompted (required for dynamic filtering).
2. Enter new supply items into the "Supply List (Master Data)" sheet using the provided table structure.
3. Use data validation on dropdowns (e.g., Category, Supplier Name) to maintain consistency.
4. Update "Last Receipt Date" and "Next Expected Delivery" after each transaction.
5. Log all supply movements in the "Historical Data & Trends" sheet (receipts, dispatches).
6. Review the "Analysis Dashboard" weekly to identify low-stock items, delayed deliveries, or high-risk suppliers.
7. Use the built-in charts to assess trends over time and adjust reorder points accordingly.
8. Export data for executive reporting using the pre-formatted summary tables in the Dashboard.

Example Rows (Supply List – Master Data)

Recommended Charts & Dashboards (Analysis View)

• Inventory Health Radar Chart: Displays stock levels vs. ROP across categories.
• Monthly Receiving Trend Line Graph: Shows volume of incoming supplies over time to predict demand peaks.
• Supplier Performance Bar Chart: Compares on-time delivery rates by supplier (color-coded).
• Stockout Risk Heatmap: Visualizes high-risk items using color intensity based on lead time and current stock.
• Reorder Alerts Table: Dynamic list filtered to show only items with "Low Stock" status for immediate action.

This Logistics Planning Supply List (Analysis View) template integrates real-time data, automated analysis, and intuitive visuals—making it an essential tool for modern supply chain managers aiming to optimize efficiency, reduce risk, and ensure continuous operations.