Generated on: October 26, 2023 | Planning Period: Q4 2023

Operations Dashboard - Supply List (Planning View) Excel Template

This comprehensive Excel template is specifically designed for operations teams managing supply chain activities, inventory planning, and procurement workflows. As part of the broader Operations DashboardSupply List, configured in a dedicated Planning View, provides a centralized, real-time planning interface to monitor and forecast material requirements across departments or projects. The template combines structured data entry, dynamic formulas, visual dashboards, and conditional formatting to support strategic decision-making in supply chain operations.

Sheet Structure Overview

The template consists of three main sheets:

1. Planning View (Main Dashboard)
2. Supply Tracking Log
3. Dashboards & Charts

Sheet 1: Planning View (Main Dashboard)

This is the primary work area, serving as a high-level planning interface for operations managers. It functions as an interactive supply forecast and allocation tool.

Table Structure and Columns

The central table in this sheet includes the following columns with specified data types:

Formulas Required

The following formulas are implemented to automate calculations:

• Recommended Order Qty:
  =IF(Current_Stock < Reorder_Threshold, (Planned_Usage * (Lead_Time / 30)) + 1.5*Planned_Usage, 0)
  This formula calculates a buffer-based order quantity using average monthly usage and lead time in days.
• Status Indicator:
  =IF(Current_Stock < Reorder_Threshold, "Low Stock", IF(Current_Stock >= Planned_Usage * 2, "Overstock", "Normal"))
  Provides dynamic status feedback for quick visual identification.
• Days Until Stockout:
  =IF(Planned_Usage = 0, 0, (Current_Stock / Planned_Usage) * 30)
  Estimates how many days remain before current stock is depleted.

Conditional Formatting

Apply the following rules to enhance visual clarity:

• Low Stock Alert: Highlight rows where Status = "Low Stock", using red fill with white text.
• Overstock Warning: Apply yellow background for items where current stock exceeds twice the planned usage.
• Dates in Lead Time: Use color scales (red to green) based on lead time duration — shorter lead times appear greener.
• Status Columns: Color-coded dropdowns: green for "Active", gray for "On Hold", red for "Expired".

Sheet 2: Supply Tracking Log

This sheet maintains a historical record of all supply orders, deliveries, and usage updates. It serves as the data source for the Planning View.

• Columns: Order ID, Item ID, Date Ordered, Expected Delivery Date, Actual Delivery Date, Quantity Shipped, Status (Pending/Delivered/Delayed), Notes.
• Formulas: Use =IF(Actual_Delivery_Date <> "", "Delivered", IF(TODAY() > Expected_Delivery_Date, "Overdue", "On Schedule")) to auto-update delivery status.

Sheet 3: Dashboards & Charts

This sheet houses the visual analytics of the Operations Dashboard. It includes:

• Supply Status Breakdown: Pie chart showing % of items in "Low Stock", "Normal", and "Overstock" status.
• Planned vs. Actual Usage: Combo chart with line (planned) and bar (actual) for key materials.
• Top 5 High-Lead-Time Items: Bar chart listing items requiring the longest delivery times, highlighting planning risk.
• Stock Turnover Rate: Table showing turnover frequency by category using formula: =Planned_Usage / Average_Inventory.

User Instructions

1. Update Planning View: Enter or adjust forecasted usage and current stock levels monthly.
2. Pull from Log: Ensure the Supply Tracking Log is updated after every delivery to keep inventory data accurate.
3. Audit Weekly: Review conditional formatting alerts to identify supply risks early.
4. Export Reports: Use the Dashboards sheet for monthly operations reports shared with procurement and finance teams.

Example Rows (Planning View)

Conclusion

This Excel template transforms the routine task of supply management into a strategic, data-driven process. By integrating real-time planning, automated calculations, dynamic alerts, and visual dashboards under the umbrella of an Operations Dashboard, teams using this Supply List (Planning View) gain actionable insights that reduce stockouts, prevent overordering, and improve cross-functional coordination across procurement and operations.