3PL Weekly Reporting Template with Monthly Dashboard (Excel XLSX)

The Weekly 3PL Reporting Template with Monthly Summary and Dashboard is an advanced Microsoft Excel spreadsheet that is designed to provide a template for the input of weekly activity and cost data for a 3PL operated warehouse.

The weekly data automatically creates a printable consolidated monthly report and a set of charts that provide a printable visual dashboard of the monthly volume , cost and operational performance against a predefined set of key performance indicators.

The report can be used to monitor 3PL volume, cost and operational performance and to facilitate a weekly or monthly 3PL review.

This spreadsheet has the following benefits:

•  No need to waste time and money reinventing the wheel this spreadsheet has evolved from many years of practical use and ongoing development by a logistics industry expert
•  Dynamically updates weekly and monthly totals and year to date total and averages for activity , cost and KPI performance
•  Automatically creates printable monthly report and dashboard
•  Includes KPI definitions, calculation methodology and suggestions for acceptable levels of performance
•  Delivered unlocked and easily customisable to suit your specific needs
•  No installation, no macros, no VBA and no hidden formulas or worksheets
•  Comes with separate printable instructions sheet

The Weekly 3PL Reporting Template with Monthly Summary and Dashboard spreadsheet comes with the following features:

CLEAR INSTRUCTIONS

An instructions tab that provides clear and concise guidelines on how to use The Weekly 3PL.

FLEXIBLE USER ENTRY

The Weekly 3PL Reporting Template with Monthly Summary and Dashboard allows for easy user entry of:

•  Summary transaction data for inbound orders, cartons and units received
•  Summary inventory data for stock on hand and cycle counting activity for multiple channels
•  Summary transaction data for outbound orders and units shipped for multiple channels
•  Summary transaction data for orders and units returned
•  Defined summary cost categories for 3PL activities and services
•  Allocation of 3PL activities and services to summary cost categories
•  Detailed cost data for all activities and services provided by your 3PL service provider
•  Summary KPI data for for monitoring 3PL operations – inbound receiving timeliness, dispatch timeliness , inventory accuracy and returns processing timeliness
•  Forecast data for the expected monthly total cost budget

AUTOMATIC CALCULATIONS

The Weekly 3PL Reporting Template with Monthly Summary and Dashboard automatically calculates:

•  Combined weekly and monthly totals for multiple channels
•  Average weekly and monthly units and orders shipped
•  Year to date totals and averages for each line
•  Weekly and monthly summary of costs by category
•  Weekly and monthly KPI performance
•  Printable monthly report based on consolidated weekly data
•  Printable monthly dashboard based on consolidated weekly data

The template includes comprehensive KPI definitions and cost codes, ensuring clarity in performance metrics and expense tracking. The dashboard visualizations provide an at-a-glance view of key operational metrics, facilitating quick decision-making.