Sheet Names

The template consists of the following key sheets:

• Supply List (Main Data) – Contains all raw supply data including items, quantities, suppliers, and timelines.
• Resource Planning Summary – Aggregated view for high-level planning metrics such as total demand, supply coverage, and forecast accuracy.
• Supplier Performance – Tracks on-time delivery rates, lead times, quality issues, and reliability scores.
• Dashboards (View) – A dynamic dashboard with interactive charts and KPIs for real-time monitoring in a Dashboard View format.
• Settings & Filters – Allows users to define date ranges, departments, product categories, or regions for data filtering.

Table Structures

The primary data table is located in the "Supply List (Main Data)" sheet and follows a relational structure designed for scalability and flexibility in resource planning:

• Each row represents a unique supply record (e.g., one unit of material from one supplier).
• The table supports multiple products, suppliers, locations, and time-based entries.

Columns and Data Types

The "Supply List (Main Data)" sheet contains the following columns with defined data types:

• ID – Auto-generated unique identifier (Data Type: Text / Number).
• Item Name – Descriptive name of the product or resource (Text).
• Description – Detailed specifications or use case (Text, optional).
• Category – Classification (e.g., Raw Material, Finished Goods) (Text / Dropdown).
• Unit of Measure – e.g., kg, pcs, liters (Text / Dropdown: kg, unit, box).
• Required Quantity – Planned demand in units (Number with decimal support).
• Scheduled Delivery Date – Expected arrival date (Date/Time).
• Supplier Name – Name of the supplier providing the resource (Text).
• Supplier ID – Unique identifier for supplier (Text / Linked to Supplier Performance sheet).
• Lead Time (Days) – Time from order to delivery in days (Number).
• Status – Status of supply entry: "Planned", "In Transit", "Delivered", "Delayed" (Text / Dropdown).
• Purchase Price – Cost per unit (Number with currency format).
• Location – Warehouse or site where supply is required (Text).
• Priority Level – High, Medium, Low (Text / Dropdown).
• Note – Additional comments or notes (Text, optional).

Formulas Required

The template uses several Excel formulas to automate calculations and enhance decision-making:

• SumIFS(): To calculate total required quantity per category or supplier.
• NETWORKDAYS(): Calculates days between scheduled delivery and today for lead time analysis.
• IF() + AND() functions: Determine if a supply is delayed (e.g., IF(Scheduled Delivery Date < Today, "Delayed", "On Track")).
• VLOOKUP(): Links supplier ID to performance metrics in the Supplier Performance sheet.
• ROUND() + SUMPRODUCT(): Used for weighted average pricing and total cost estimation.
• INDEX/MATCH(): For dynamic lookups without hard-coded references, improving scalability.

Conditional Formatting

To improve visibility and highlight critical data points, conditional formatting is applied across key columns:

• Status Column: Red for "Delayed", Yellow for "In Transit", Green for "Delivered" or "Planned".
• Lead Time: Amber if lead time exceeds 30 days; red if over 60 days.
• Purchase Price: Highlighted in yellow if price exceeds the average of the category (calculated via AVERAGEIFS).
• Priority Level: Background color based on value (High = Blue, Medium = Orange, Low = Gray).
• Delivery Date: Cells turn red if delivery is overdue by more than 5 days.

Instructions for the User

The user should follow these steps to use the template effectively:

1. Download and open the Excel file. Ensure Microsoft Excel or compatible software (e.g., Google Sheets) is installed.
2. Enter supply data into the "Supply List (Main Data)" sheet following the column structure. Use dropdowns for categories, units, and priority levels to maintain consistency.
3. Apply filters using the "Settings & Filters" sheet to view data by time, category, location, or supplier.
4. Review the Dashboard View in the "Dashboards (View)" tab. This automatically updates with key metrics including total demand vs. supply coverage, on-time delivery rate, and delay alerts.
5. Update supplier performance based on actual delivery records to improve forecasting accuracy.
6. Generate reports by copying data from the Resource Planning Summary sheet for meetings or management review.

Example Rows

The following is a sample row from the Supply List (Main Data):

Recommended Charts or Dashboards

To maximize insight in the Resource Planning context, the following visualizations are recommended:

• Bar Chart (Demand vs. Supply): Compares total required quantity per category with actual supply.
• Pie Chart (Supply by Category): Shows what percentage of total resources belong to each category.
• Line Chart (Delivery Timeline): Tracks delivery dates over time to detect delays or trends.
• Heat Map (Status & Priority Overlap): Visualizes high-priority delayed supplies with color intensity.
• Supplier Performance Gauge: A progress bar showing on-time delivery rate from the Supplier Performance sheet.
• KPI Summary Dashboard: Consolidates key metrics (e.g., % of on-time deliveries, total lead time, shortage alerts) into a single view for real-time monitoring in Dashboard View.

By integrating Resource Planning principles with a detailed Supply List, and presenting it through an intuitive Dashboard View, this Excel template enables proactive decision-making, reduces supply chain risks, and ensures operational continuity across departments. The combination of structured data, automated calculations, real-time alerts, and visual reporting makes this one of the most powerful tools available for modern resource management.