Supply Chain Analyst Templates

There is a huge number of templates that someone in the Supply Chain Analyst role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Supply Chain Analyst. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Monthly Sales Report
2. Inventory Forecasting Spreadsheet
3. Supplier Performance Evaluation Template
4. Transportation Cost Analysis Spreadsheet
5. Demand Planning Template
6. Warehouse Capacity Utilization Report
7. Procurement Analysis Spreadsheet
8. Shipment Tracking Template
9. Supplier Scorecard
10. Supply Chain Risk Assessment Template

Reports

Reports are often prepared by a Supply Chain Analyst to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Inventory Report
2. Sales Forecast Report
3. Supplier Performance Report
4. Transportation Cost Report
5. Warehouse Utilization Report
6. Order Fulfillment Report
7. Demand Planning Report
8. Procurement Analysis Report
9. Shipment Tracking Report
10. Customer Satisfaction Report

SOPs

At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Supply Chain Analyst does and how they do it.

1. Inventory Management SOP
2. Demand Forecasting SOP
3. Order Processing SOP
4. Supplier Evaluation SOP
5. Warehouse Operations SOP
6. Transportation Management SOP
7. Quality Control SOP
8. Risk Management SOP
9. Cost Optimization SOP
10. Performance Metrics SOP

Presentations

Supply Chain Analyst presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Monthly Sales Performance Report
2. Inventory Management Dashboard
3. Transportation Cost Analysis
4. Supplier Performance Scorecard
5. Demand Forecasting Presentation

Legal Docs

There are several key times when a Supply Chain Analyst needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Purchase Agreement Template
2. Non-Disclosure Agreement Template
3. Service Level Agreement Template
4. Transportation Contract Template
5. Supplier Agreement Template

Health & Safety Templates

Health & Safety templates for a Supply Chain Analyst ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Risk Assessment Template
3. Safety Inspection Checklist Template
4. Emergency Response Plan Template
5. Training Attendance Record Template

Calendars

Setting up Supply Chain Analyst calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Production Calendar
2. Inventory Calendar
3. Transportation Calendar
4. Sales Calendar
5. Forecasting Calendar

Invoice Templates

Several types of Supply Chain Analyst invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Sales Invoice: This invoice is used to bill customers for the products or services they have purchased from the logistics company.
2. Purchase Invoice: This invoice is used to record and track the expenses incurred by the logistics company for purchasing goods or services from suppliers.
3. Freight Invoice: This invoice is used to bill customers for the transportation and shipping services provided by the logistics company.
4. Warehouse Invoice: This invoice is used to bill customers for the storage and handling services provided by the logistics company in their warehouses.
5. Customs Invoice: This invoice is used to document and bill customers for any customs duties or taxes incurred during international shipments

Survey Templates

For a Supply Chain Analyst to get insights related to the work they do, they need to send out Supply Chain Analyst surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Customer Satisfaction Survey
2. Supplier Performance Survey
3. Inventory Management Survey
4. Transportation Efficiency Survey
5. Warehouse Operations Survey

Meeting Agendas

Having premade Supply Chain Analyst meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Monthly Sales and Operations Planning (S&OP) Meeting
2. Inventory Management Review Meeting
3. Supplier Performance Evaluation Meeting
4. Transportation Cost Analysis Meeting
5. Demand Forecasting and Planning Meeting

Budget Templates

To manage finances well, a Supply Chain Analyst would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Expense Budget Template
2. Sales and Revenue Forecast Template
3. Inventory Management Budget Template
4. Transportation and Freight Budget Template
5. Procurement and Supplier Budget Template

Dashboards

Dashboards are a useful way for a Supply Chain Analyst to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Inventory Dashboard
2. Transportation Dashboard
3. Warehouse Dashboard
4. Supplier Performance Dashboard
5. Demand Forecasting Dashboard

Proposal Templates

For bidding or requesting work, a Supply Chain Analyst needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. Monthly Cost Reduction Proposal
2. Inventory Optimization Proposal
3. Transportation Efficiency Proposal
4. Supplier Performance Improvement Proposal
5. Warehouse Process Enhancement Proposal

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Supply Chain Analyst templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.

Supply Chain Analyst Templates