Inventory Management

Supplier Contact & Performance Tracker

Manage vendor relationships and evaluate supplier performance effectively

Get this built around your data

✓ Free to download  ·  ✓ Excel 2016+ and Google Sheets  ·  ✓ Custom version in 24h

Supplier scorecards fail when they average unlike things into one number. This template keeps delivery, quality and price as separate scores and only then weights them, so a bad score can be acted on.

What the worksheet looks like

The actual columns, with sample rows

Scorecard sheet: each dimension scored separately before weighting.
ABCDEFG
1SupplierOn-time %Defect %Price idxScoreRating
2Nordic Textiles96.2%0.8%1.0288A
3Baltic Packaging81.4%0.3%0.9474B
4Adria Components93.0%4.1%0.8868C
5Helix Metals98.1%0.5%1.1185A

The formulas that do the work

Why each one is written the way it is

  • =COUNTIFS(Deliv[Supplier],[@Supplier],Deliv[Late],"No")/COUNTIFS(Deliv[Supplier],[@Supplier]) On-time rate from delivery records rather than impression. Suppliers are remembered by their worst delivery, not their average one.
  • =SUMIFS(QC[Rejected],QC[Supplier],[@Supplier])/SUMIFS(QC[Received],QC[Supplier],[@Supplier]) Defect rate by units, not by delivery. One bad pallet in a small delivery is not the same problem as one bad pallet in a large one.
  • =[@[Unit price]]/AVERAGEIFS(Parts[Price],Parts[Category],[@Category]) Price index against the category average, so price is comparable across parts of different value.
  • =ROUND(OnTime*0.4 + (1-Defect)*0.4 + (2-PriceIdx)*0.2, 0)*100 Weighted score with the weights in named cells. Publishing the weights to suppliers is what makes a scorecard change behaviour.

The cheapest supplier was the most expensive

A worked example with real numbers

A components buyer ranked suppliers on price and used Adria for 60% of volume. Scoring quality separately showed a 4.1% defect rate against under 1% elsewhere — at their volume, roughly €31k a year in rework and expedited replacements against €14k of price saving. Volume moved, and Adria was given the defect figure and six months; they fixed it.

What is in the workbook

Tab by tab

Every tab in the workbook and what it is for.
TabContents
ScorecardWeighted scores and ratings by supplier.
DeliveriesEvery delivery with promised and actual dates.
QualityReceived and rejected quantities per delivery.
PricesCurrent prices with category benchmarks.
READMEThe weightings and how to change them.

Features and related templates

What is included, and what to look at next

What it does

  • Supplier contact database
  • Performance metrics tracking
  • Delivery reliability scoring
  • Quality assessment
  • Cost analysis
  • Communication history
  • Contract management
  • Performance trends

Need it adapted?

  • Built around your own data and column names
  • Connected to your source system
  • Delivered within 24 hours

Questions about this template

Specific to this workbook, not generic

What weightings should I use?

40% delivery, 40% quality, 20% price is a reasonable default for production inputs. For non-critical consumables, shift weight toward price. The important part is that the weights are explicit and shared with the supplier.

How often should suppliers be scored?

Quarterly, with a minimum number of deliveries before a score is meaningful — five is a reasonable floor. Scoring a supplier on two deliveries produces noise that damages relationships.

Should suppliers see their score?

Yes. A scorecard that is never shared changes nothing. Sharing the components and the weights lets a supplier fix the specific thing that is costing them volume.

"This tracker has transformed our supplier management process. We now have clear visibility of performance metrics and can make informed decisions about our supplier partnerships."

- Maria C., Procurement Director