Marketing Planning - Supply List (Client View)

This document is a client-view template for Marketing Planning - Supply List. © 2024 Marketing Strategy Team | Confidential

Marketing Planning Supply List (Client View) – Excel Template Description

This comprehensive Excel template is specifically designed for marketing planning purposes, focusing on a detailed Supply List structured to deliver a clear, professional, and actionable overview tailored for the Client View. The template supports marketing teams in managing their resources, tracking supplier engagements, forecasting supply needs across campaigns, and presenting transparent data to clients. Built with usability and visual clarity in mind, this Excel file enables seamless collaboration between agencies and clients while maintaining a professional appearance.

Sheet Names

• 1. Supply Overview (Client View): The primary dashboard that presents summarized data, key metrics, supplier statuses, and visualizations for client review.
• 2. Supplier Details: A comprehensive table listing all suppliers with full contact information, service categories, delivery timelines, pricing models, and contract terms.
• 3. Campaign Supply Allocation: Tracks which supplies are allocated to specific marketing campaigns including dates, quantities needed, delivery deadlines, and status updates.
• 4. Pricing & Contracts: Centralized sheet for financial data including unit costs, total costs per supplier per campaign, payment terms, and contract expiry dates.
• 5. Notes & Feedback (Client Collaboration): A dedicated space where clients can add comments, feedback, or approval statuses directly within the template.

Table Structures and Columns

Sheet 1: Supply Overview (Client View)

• Total Campaigns: Number of active marketing campaigns using supplies (calculated dynamically).
• Total Suppliers Active: Count of suppliers currently engaged.
• On-Time Delivery Rate (%): Calculated from delivery records (e.g., 94.3%).
• Budget Utilization (%) : Displays how much of the allocated marketing budget has been spent on supplies.
• Status Summary: Pie chart representation of supply statuses (On Track, Delayed, Complete).

Sheet 2: Supplier Details

• Supplier ID (Text): Unique identifier (e.g., S001-S150).
• Supplier Name (Text): Full name of the supplier.
• Category (Dropdown): E.g., Print, Digital Ads, Event Services, Media Buying.
• Contact Person (Text): Primary contact at the supplier.
• Email & Phone (Text/Phone Format): Contact details with validation.
• Type of Service (Dropdown): E.g., Production, Logistics, Creative Design.
• Average Lead Time (Days) (Number): Average time for supply delivery from order to receipt.
• Pricing Model: Dropdown: Fixed Rate, Hourly, Per Unit, Subscription.
• Status (Dropdown): Active, On Hold, In Review, Terminated.

Sheet 3: Campaign Supply Allocation

• Campaign ID (Text): Unique code for each marketing campaign.
• Campaign Name (Text): e.g., “Q4 Holiday Promo 2024”.
• Start Date & End Date (Date Format): Calendar fields with validation.
• Supply Item (Text): What is being supplied (e.g., 500 flyers, 10 social media banners).
• Quantity Needed (Number):
• Unit of Measure: Dropdown: Units, Sets, Pages, Hours.
• Supplier Assigned (Text/Link to Sheet 2):
• Demand Date (Date Format): When the supply is needed for use.
• Status: Dropdown: Ordered, In Production, Shipped, Received, Delayed.

Sheet 4: Pricing & Contracts

• Supplier ID (Text):
• Campaign ID (Text):
• Item Description (Text):
• Unit Price ($): Currency-formatted number.
• Total Cost ($): Formula: Quantity × Unit Price.
• Paid Status: Checkbox or dropdown: Paid, Pending, Partially Paid.
• Contract Expiry Date (Date):

Sheet 5: Notes & Feedback (Client Collaboration)

• Date Added (Date Format):
• Client Name: Text input.
• Feedback/Comment: Long text area for detailed notes.
• Status Response: Dropdown: Reviewed, Actioned, Pending.

Formulas Required

• =COUNTIF(SupplierDetails!$J:$J,"Active") – Counts active suppliers in the client view.
• =AVERAGEIFS(SupplierDetails!$E:$E, SupplierDetails!$J:$J,"On Time") – Calculates average on-time delivery rate (requires additional data).
• =SUMPRODUCT((CampaignSupplyAllocation!$D:$D="Ordered")*(CampaignSupplyAllocation!$H:$H>0)) – Counts pending orders.
• =SUM(PriceAndContracts!$E:$E) – Totals all supply costs for budget tracking.
• =IF(CampaignSupplyAllocation!$I2="Delayed", "🔴 Delayed", IF(CampaignSupplyAllocation!$I2="Received", "🟢 Complete", "🟡 On Track")) – For dynamic status coloring.
• =SUMIFS(PriceAndContracts!$E:$E, PriceAndContracts!$A:$A, A2) – Sum cost per supplier.

Conditional Formatting

• Status Column (Sheet 3): Color-coded: Red for "Delayed", Yellow for "In Production", Green for "Received".
• Budget Utilization (Sheet 1): Traffic light system – Green (<80%), Yellow (80–95%), Red (>95%).
• Deadline Columns: Highlight in red if the deadline is within 3 days.
• Pricing Model: Blue highlight for "Fixed Rate", Orange for "Per Unit" to improve visual parsing.

User Instructions

1. Download & Open: Save the file locally and open with Microsoft Excel (version 2016 or later).
2. Data Entry: Begin by populating the “Supplier Details” sheet. Use dropdowns for consistency.
3. Campaign Planning: Go to “Campaign Supply Allocation” to assign supplies per campaign and update status as work progresses.
4. Budget Tracking: Update costs in the “Pricing & Contracts” sheet. Totals are auto-calculated.
5. Client Collaboration: Encourage clients to use “Notes & Feedback” for real-time input and approval tracking.
6. Review Dashboard: The “Supply Overview (Client View)” dynamically updates based on all inputs. Use this as a client-facing report.
7. Schedule Updates: Set up monthly or campaign-based reviews to keep the list accurate and client-ready.

Example Rows

Sheet 2 – Supplier Details:

Sheet 3 – Campaign Supply Allocation:

Recommended Charts and Dashboards (Sheet 1)

• Bar Chart: “Top 5 Suppliers by Total Spend” – Shows budget concentration.
• Pie Chart: “Supply Category Distribution” – Visualizes which services consume most resources.
• Line Graph: “Budget Utilization Over Time” – Tracks spend vs. timeline for transparency.
• Gantt Chart (using conditional formatting): Timeline view of campaign supply delivery dates for planning clarity.

This Excel template is a powerful tool for marketing teams to execute strategic planning, manage vendor dependencies, and deliver client-centric visibility through structured data. Its focus on the Supply List, optimized for Marketing Planning, and presented in an intuitive Client View format ensures alignment, accountability, and professional communication across all stakeholders.