Logistics Planning - Weekly Planner

Excel Template: Logistics Planning Weekly Planner (Basic)

This comprehensive, easy-to-use Excel template is designed specifically for logistics professionals seeking a streamlined approach to managing weekly operations in a clear and efficient manner. The Logistics Planning Weekly Planner (Basic) template serves as an essential tool for tracking shipments, monitoring delivery timelines, coordinating warehouse activities, and ensuring operational continuity across teams. Built with simplicity in mind but packed with functionality, this basic yet powerful template supports businesses of all sizes—from small logistics startups to mid-sized supply chain departments.

Sheet Names

The template includes three core worksheets:

1. Weekly Schedule: The central hub for planning and tracking weekly logistics activities.
2. Daily Task Log: A detailed breakdown of tasks executed each day, enabling real-time progress monitoring.
3. Performance Dashboard: A summary view that visually represents key logistics KPIs such as on-time delivery rate, shipment volume, and resource utilization.

Table Structures and Columns

1. Weekly Schedule (Main Worksheet)

This table serves as the primary planning interface for the week. It features a structured layout with consistent column definitions:

2. Daily Task Log

This sheet allows daily tracking of logistics activities, helping supervisors stay aligned with real-time developments:

Formulas Required

To maintain data accuracy and automate insights, the following formulas are implemented:

• On-Time Delivery Rate (Dashboard): =COUNTIF(Weekly_Schedule!F:F,"Delivered") / COUNTA(Weekly_Schedule!F:F) * 100 This calculates the percentage of shipments delivered within the target date.
• Days Until Delivery (Weekly Schedule): =IF(D2="", "", D2-TODAY()) — Shows how many days remain until pickup.
• Status Indicator (Conditional Logic): =IF(E2 > TODAY(), "Pending", IF(F2 >= TODAY(), "In Transit", "Delayed")) — Automatically updates shipment status based on date comparison.
• Task Duration (Daily Task Log): =IF(End_Time - Start_Time > 0, End_Time - Start_Time, 0) — Computes hours spent per task.

Conditional Formatting

To enhance visual clarity and highlight critical statuses:

• Shipment Status Column (Weekly Schedule):
  • Delivered: Green background, white text.
  • Delayed: Red background with bold font.
  • In Transit: Blue text on light blue fill.
• Days Until Delivery (Less than 2 days): Yellow highlight for shipments within the next 24–48 hours.
• Task Status (Daily Log): Red for "Delayed", Green for "Completed".

User Instructions

1. Open the template and save it with a unique name (e.g., “Logistics_Planning_Week_15_2024.xlsx”).
2. Set the Week Start Date at the top of the Weekly Schedule sheet.
3. Add new shipments using consistent naming and valid date formats.
4. Update shipment status daily from the main table or use automated logic via formulas.
5. In the Daily Task Log, record tasks completed each day (use dropdowns for consistency).
6. Review the Dashboard weekly to assess performance metrics and adjust planning as needed.

Example Rows

Weekly Schedule Example:

Recommended Charts and Dashboards (Performance Dashboard)

The Performance Dashboard includes the following visualizations:

• Pie Chart: On-Time vs. Delayed Deliveries – shows percentage of successful deliveries.
• Bar Chart: Shipment Volume by Day – compares daily shipment activity for capacity planning.
• Gantt-style Timeline: Visual representation of shipment timelines across the week using conditional formatting on date ranges.

This combination of features ensures that logistics teams can plan efficiently, monitor performance, and respond proactively—making this Logistics Planning Weekly Planner (Basic) an indispensable tool for modern supply chain operations.