Supplier & Customer Evaluation: ABC, RFM & TCO Training – PowerPoint PPTX Template

This Supplier & Customer Evaluation Training Module is a ready-to-teach PowerPoint training that shows how to judge business partners with objective criteria instead of gut feeling. It covers supplier evaluation and customer analysis in one session, from the five main evaluation criteria to ABC analysis, RFM scoring, customer lifetime value (CLV) and total cost of ownership (TCO).

The module is designed for trainers, procurement, logistics and sales managers, and HR and learning teams who train office staff in purchasing, logistics, distribution or customer service. It works as a stand-alone session of half a day to a full day, or as part of a longer program.

Use it as a supplier evaluation PowerPoint presentation, a supplier scorecard and vendor assessment training PPT, or a customer analysis deck, together with the included ABC analysis Excel templates and RFM, CLV and TCO examples.

The module opens with a warm-up in which groups judge three realistic business partners by gut feeling: a difficult key customer, a promising new supplier and a loyal customer in crisis. At the end, participants score the same cases with weighted criteria and compare the results.

Topics covered:
•  What an objective evaluation is, why and when to evaluate systematically
•  Criterion 1: financial stability and payment behavior (annual accounts, ratings, credit reports)
•  Criterion 2: quality (product quality, service quality, ISO 9001, ISO 14001 and industry certifications)
•  Criterion 3: delivery reliability (punctuality, delivery readiness, flexibility)
•  Criterion 4: communication and cooperation
•  Criterion 5: cost-benefit ratio, hidden costs and discounts, total cost of ownership, benchmarking and price changes
•  ABC analysis step by step and how to use the A, B and C results
•  Customer lifetime value (CLV), RFM analysis, RFM scoring and customer segments

What's included:
•  39-slide editable PowerPoint: 34 content slides with warm-up, criteria tables, worked examples and exercise slides
•  Four exercises with sample solutions (trainer PDF): partner scoring, ABC analysis of customers, ABC analysis of raw materials, CLV and RFM
•  Participant version of the exercises to hand out
•  Three Excel files with tasks and solutions: ABC analysis of customers, ABC analysis of raw materials, supplier list with COUNTIF/SUMIF

The primary document is the slide deck. The exercises and Excel files are in the secondary ZIP file.

This module is part of the complete 12-week Warehouse & Logistics Training Course, also available on Flevy, which adds warehouse KPIs, processes, inventory counting, Incoterms®, risk management, a trainer guide and exams.

How this module was created: I created this material myself, based on my own professional experience, knowledge and research. AI tools supported me with translation, slide design and formatting. All content was written, checked and approved by me.

Please note: amounts are in USD for illustration. The license covers use by one trainer or one organization.