Supply Chain and Logistics Cost Efficiency KPI Dashboard in Excel

Controlling supply chain and logistics costs isn’t just about reducing expenses — it’s about improving operational efficiency, profitability, and strategic decision-making. The Supply Chain and Logistics Cost Efficiency KPI Dashboard in Excel empowers logistics professionals to track every dollar, benchmark performance, and take data-driven actions using one dynamic tool.

Whether you’re managing warehouses, transportation, procurement, or full-chain operations, this dashboard provides clear, visual, and actionable insights — without the need for complicated software.

✨ Key Features of the Cost Efficiency KPI Dashboard

🖥️ 7 Well-Organized Worksheet Tabs

• Home Sheet – Easy navigation via clickable buttons

• Dashboard Sheet – Visual summary of MTD and YTD KPIs

• KPI Trend Sheet – Drill down into specific KPI trends

• Actual Numbers Input Sheet – Monthly actuals in a clean format

• Target Sheet – Enter MTD and YTD performance targets

• Previous Year Sheet – Store last year’s actuals for YoY comparison

• KPI Definition Sheet – Maintain formulas, units, and definitions

📊 Interactive Dashboard with Monthly Selection

• Choose any month from a dropdown in cell D3

• View comparisons of:

  • MTD Actual vs Target vs Previous Year

  • YTD Actual vs Target vs Previous Year

• Trend arrows (↑↓) and color formatting highlight performance

📈 KPI Trend Analysis Sheet

• Select any KPI from a dropdown

• See MTD/YTD trends with side-by-side actual, target, and PY charts

• View detailed KPI info like:

  • Group, Unit, Formula, Type (UTB/LTB), and Definition

📝 Data Entry Made Easy

• Update actuals and targets monthly

• Change your fiscal start month instantly in cell E1

• All sheets and charts auto-refresh — no formulas needed

📦 What’s Inside the Excel Template?

🔹 One-Click Navigation from Home Tab
🔹 MTD & YTD Trend Comparison Views
🔹 Fully Editable KPI Definition Sheet
🔹 Pre-Built Visuals for Quick Insight
🔹 Scalable Design for Any Business Size
🔹 Built-in Automation (No Macros Needed)

🛠 How to Use the Dashboard

1. ✅ Open the Excel file and go to the Actual Numbers Input Sheet

2. 📥 Enter KPI data monthly — figures auto-sync with charts

3. 🎯 Set your targets in the Target Sheet

4. 🗃️ Enter previous year’s data for historical comparison

5. 📊 Navigate to Dashboard & Trend Sheets to visualize insights

6. 🧠 Use the KPI Definition Sheet to ensure metric consistency

Everything updates automatically — no need to touch the formulas.

👥 Who Should Use This Dashboard?

Perfect for:

📦 Logistics Managers – Track freight, warehouse, and distribution costs
🚚 Supply Chain Analysts – Monitor transportation, handling, and turnover KPIs
🏭 Procurement & Operations Teams – Measure efficiency and cost performance
🏢 SMEs and Enterprises – Scalable for all business sizes and industries

🚀 Advantages of This KPI Dashboard

📉 Reduce Operational Waste – Spot overspending and delays
📊 Make Smart Decisions Faster – Visual cues speed up reporting
📅 Track MTD & YTD – All metrics auto-update with every data entry
🔧 Customizable & Flexible – Add or edit KPIs, formulas, and targets
🧾 Performance Benchmarking – Compare actuals with targets and past performance
📤 Excel-Based – No subscriptions, plugins, or learning curve
🧠 Beginner-Friendly – Prebuilt sheets with dropdowns and visuals

💡 Best Practices for Using the Dashboard

🔁 Update Data Monthly – Keep your actuals and targets current
📊 Review Trends Weekly or Monthly – Use the trend sheet to monitor KPI health
🎨 Use Conditional Formatting – Pay attention to arrows and colors for red flags
👥 Collaborate Across Teams – Align procurement, logistics, and finance goals
💾 Backup Regularly – Maintain historical versions for long-term analysis

🔁 Click here to read the Detailed blog post

📺 Visit our YouTube channel to learn step-by-step video tutorials

Watch the step-by-step video tutorial: