Supply Chain and Logistics Revenue Tracking KPI Dashboard in Excel

In the ever-evolving world of logistics and supply chain management, understanding your revenue flow isn’t optional — it’s a competitive advantage. Introducing the Supply Chain and Logistics Revenue Tracking KPI Dashboard in Excel — a fully automated, visually engaging, and business-ready dashboard designed to help you track revenue KPIs, compare actual vs. target vs. previous year, and make informed, data-driven decisions.

Whether you’re managing warehouse operations, monitoring transportation efficiency, or overseeing financial reporting, this Excel dashboard brings all your critical revenue metrics into one clean, intuitive workspace.

Key Features of the Dashboard

Home Sheet – Quick Navigation
With six clickable buttons, jump straight to any key section like Dashboard, Trend Sheet, or KPI Definitions — no scrolling needed.

Dashboard Sheet – Real-Time Performance Overview

• Drop-down Month Selector (D3) to filter the dashboard instantly

• KPIs with MTD & YTD values — including Actual, Target, and Previous Year

• Trend Arrows show performance against benchmarks using conditional formatting

• A perfect at-a-glance snapshot for monthly and yearly reviews

KPI Trend Sheet – See the Bigger Picture

• Select any KPI to see trends over 12 months

• Metadata displays KPI group, unit, LTB/UTB type, formula & definition

• View clear MTD & YTD trends for Actual, Target, and PY data

Actual Numbers Input Sheet – Data Entry Made Easy

• Enter monthly MTD and YTD values

• Set the fiscal start month (E1)

• All charts, metrics, and visuals update automatically

Target Sheet – Set Your Financial Goals

• Define MTD and YTD revenue targets for each KPI

• Keep your team aligned with measurable goals

Previous Year Sheet – Benchmark YoY Growth

• Input last year’s values to calculate year-over-year performance

• Great for forecasting and strategic planning

KPI Definition Sheet – Keep Everyone on the Same Page

• Includes KPI Name, Group, Unit, Formula, Definition, and Type (UTB or LTB)

• Ideal for onboarding new team members and maintaining consistency

Advantages of Using This Excel Dashboard

Track What Matters
Monitor key revenue drivers like Transport Cost %, Delivery Revenue, or Warehouse Profitability — all in one place.

Visual-First Reporting
Conditional formatting, trend lines, and chart visuals make your performance insights easy to digest and present.

Fully Editable & Scalable
Add your own KPIs, change formulas, switch currencies, or brand it with your company’s logo.

No Advanced Skills Required
Clean layout + dropdown filters + auto-updating metrics = Easy for beginners, powerful for pros.

Forecast with Confidence
Compare actuals with last year’s data and anticipate trends before they impact your bottom line.

Who Should Use This Dashboard?

This Excel template is perfect for:

Supply Chain Managers – To oversee profit centers and cost trends
Logistics Coordinators – To monitor transportation-related revenues
Business Owners – To track logistics ROI and revenue consistency
Financial Analysts – For monthly and quarterly financial reviews
Operations Teams – To measure cost efficiency and workflow profitability

Best Practices for Using the Revenue KPI Dashboard

Update Monthly – Keep your data fresh for accurate insights
Review YoY Trends – Understand long-term growth and seasonal dips
Customize KPIs – Tailor metrics based on your business goals
Involve Stakeholders – Share the dashboard across teams
Present Visually – Use this tool in monthly review meetings

Why Revenue Tracking Matters in Supply Chains

By using this dashboard, you can:

• Detect bottlenecks that reduce profits

• Measure transportation and warehousing performance

• Align budget planning with financial performance

• Optimize pricing and supplier costs

• Identify profit-draining inefficiencies early

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