Want to Level Up Your Supplier Assessments?

C
If you're looking to improve your Supplier Relationship Management, enhance performance monitoring & evaluati
this template), leverage more data sources and make even more accurate performance evaluations - Click on the lin
template :)

Instructions for using the template

Step
1

2A

2B
2C

4
 Want to Level Up Your Supplier Assessments? Click
If you're looking to improve your Supplier Relationship Management, enhance performance monitoring & evaluations, auto
this template), leverage more data sources and make even more accurate performance evaluations - Click on the link above.
template :)

Instructions for using the template

Description
Assessment results
a) Fill in the applicable details regarding the supplier assessment (columns C to F)

b) For each question, fill in the feedback/results from the respondents, i.e. rating (1-5), select option and text (columns I to U). In this assessm
prefilled questions.

Please feel free to remove or add data columns (e.g. questions) or rows as you see fit, but note that the ratings are required for automatically
below). If you add more questions to the assessment template, be sure to tag the question with the applicable performance indicator in row 18
automatically analyze the results.

PS. You can use slicers or table filters to filter the data showing in the table.

Summarized ratings - Table

The table is auto-populated based on the ratings provided above, and calculates average ratings for each Performance Indicator (column H to

If you have manually added more columns (e.g. questions) or rows in the input table (Assessment results), please ensure that the table and fo
updates made.

PS. You can use slicers or table filters to filter the data showing in the table.

Summarized ratings - Comparison (with Spider Chart)

Compare average performance indicator ratings for a selected supplier against other suppliers. The table and the spider chart are automaticall

Use the drop-down lists (i.e. filters) to select a supplier, and to narrow down the results by Spend category and/or Evaluation (Year) if applic
Summarized ratings - Charts
This tab includes three autopopulated and predefined pivot charts visualizing the ratings across all the assessment results;
A) Average rating by performance indicator
B) Total average rating by supplier
C) Total average rating by year

The charts are based on connected data tables (pivot) which you can find from row 39 and below.

If you have manually added more columns (e.g. questions) or rows in the input table (Assessment results), or recently filled in new results, m
Alt + F5) to ensure the charts (and pivot tables) are updated.

PS. You can use slicers, chart filters or pivot table filters to filter the data showing in the charts (all the data tables are connected).

Questionnaire
The questions used in this template are also found in a simple questionnaire template in case you want to share it with respondents.

Parameters
Here you can find the predefined parameters (ref. drop-down lists) used in the assessment template, such as rating interval, select option and

Note that we also have inluded some additional performance indicators that are not currently being used as part of the 13 questions for this as

Additional comments
- Cells with blue/dark text = input data
- Cells with red text = calculated cells or cells used in formulas (should not be changed)
Link to relevant tab
Assessment results'

Summarized ratings - Table'

Summarized ratings - Comparison'

Summarized ratings - Charts'

Questionnaire

Parameters
 Want to Level Up Your Supplier Assessments? Click Here to Talk!

Supplier performance evaluation: Questions and results

PS. You can use slicers (see below) or table filters to filter the data showing in the table.

This shape represents a table This shape represents a This shape represents a This shape represents a table
slicer. Table slicers are not table slicer. Table slicers table slicer. Table slicers slicer. Table slicers are not
supported in this version of are not supported in this are not supported in this supported in this version of
Excel. version of Excel. version of Excel. Excel.

If the shape was modified in If the shape was modified If the shape was modified If the shape was modified in
an earlier version of Excel, in an earlier version of in an earlier version of an earlier version of Excel, or
SUPPLIER AND RESPONDENT DETAILS
or if the workbook was Excel, or if the workbook Excel, or if the workbook QUESTIONS AND RESULTS (IN
if the workbook was saved in
saved in Excel 2007 or was saved in Excel 2007 was saved in Excel 2007 Excel 2007 or earlier, the
earlier, the slicer can't be or earlier, the slicer can't or earlier, the slicer can't slicer can't be used.
used. be used. be used.
Performance indicator --
> Overall

Overall, how
Evaluation happy are
ID Supplier Spend Respondent Evaluation submit Evaluation submit year you with the
# name category name submit date year and month supplier?
1 Supplier 1 Category 1 John Doe 10/15/2021 2021 2021-00 4
2 Supplier 1 Category 1 Jane doe 10/4/2021 2021 2021-00 5
3 Supplier 2 Category 1 John Doe 8/15/2021 2021 2021-00 2
4 Supplier 2 Category 1 Jane doe 7/28/2021 2021 2021-00 2
5 Supplier 3 Category 2 John Doe 9/15/2020 2020 2020-00 3
6 Supplier 3 Category 2 Jane doe 9/4/2020 2020 2020-00 3
7 Supplier 3 Category 2 John Doe 10/15/2021 2021 2021-00 4
8 Supplier 4 Category 1 John Doe 10/15/2021 2021 2021-00 4
9 Supplier 4 Category 1 Jane doe 10/4/2021 2021 2021-00 3
10 Supplier 5 Category 2 Jane doe 6/30/2020 2020 2020-00 3
11 Supplier 3 Category 1 John Doe 8/1/2019 2019 2019-00 2
12
13
14
15
16
17
18
19
20
Total (average) 3.2
k Here to Talk!

This shape represents a table This shape represents

slicer. Table slicers are not a table slicer. Table
supported in this version of slicers are not
Excel. supported in this
version of Excel.
If the shape was modified in
an earlier version of Excel, or If the shape was
QUESTIONS AND RESULTS (INCL. PERFORMANCE INDICATORS)
if the workbook was saved in modified in an earlier
Excel 2007 or earlier, the version of Excel, or if
slicer can't be used. the workbook was
saved in Excel 2007
or earlier, the slicer Service, Delivery
Overall Price can't
& Costbe used. Quality Quality Quality & Quantity
How satisfied are you How satisfied are you Does the supplier Does the How satisfied are
Any feedback with the prices of the with the quality of the deliver their supplier you with the
you would like goods/services goods/services goods/services as deliver goods delivery time the
to share about delivered by the delivered by the according to without supplier
the supplier? supplier? supplier? specifications? damage? provides?
Text here…. 3 3 Frequently Occasinally 4
Text here…. 3 3 Frequently Frequently 2
Text here…. 2 2 Frequently Frequently 3
Text here…. 2 1 Frequently Frequently 2
Text here…. 3 3 Frequently Frequently 3
Text here…. 3 3 Frequently Frequently 3
Text here…. 4 4 Frequently Frequently 4
Text here…. 4 4 Frequently Frequently 4
Text here…. 3 2 Occasinally Occasinally 3
Text here…. 3 2 Occasinally Occasinally 3
Text here…. 2 2 Occasinally Occasinally 2

2.9 2.6 3.0

Service, Delivery Service, Delivery &
& Quantity Quantity Communication Compliance Compliance Compliance
Does the supplier How
Does the supplier deliver its How satisfied are comfortable are Is the supplier Are the workers at
deliver the agreed goods/services you with the you with the adhering to the suppliers given
quantity when within the agreed communication suppliers Code rules and fair payment and
buying goods? time? with the supplier? of Conduct? regulations? treatment?
Occasinally Frequently 4 3 3 3
Occasinally Occasinally 4 3 3 2
Occasinally Occasinally 3 2 2 2
Occasinally Frequently 2 1 1 2
Occasinally Frequently 2 3 3 2
Occasinally Frequently 3 3 3 3
Frequently Frequently 3 3 2 3
Frequently Frequently 4 3 3 4
Frequently Occasinally 3 2 2 3
Frequently Occasinally 3 2 2 3
Frequently Occasinally 2 1 2 3

3.0 2.4 2.4 2.7

 Want to Level Up Your Supplier Assessments? Click Here to T

Summarized ratings across performance indicators

PS. You can use slicers (see below) or table filters to filter the data showing in the table.

This shape represents a This shape represents a This shape represents a This shape represents a
table slicer. Table slicers table slicer. Table slicers table slicer. Table slicers table slicer. Table slicers
are not supported in this are not supported in this are not supported in this are not supported in this
version of Excel. version of Excel. version of Excel. version of Excel.

If the shape was modified If the shape was If the shape was modified If the shape was modified
in an earlier version of modified in an earlier in an earlier version of in an earlier version of
Excel, or if the workbook version of Excel, or if
SUPPLIER AND RESPONDENT DETAILS Excel, orAVERAGE RATING BYExcel,
if the workbook or if the workbook
PERFORMANCE INDICAT
was saved in Excel 2007 or the workbook was saved was saved in Excel 2007 was saved in Excel 2007
earlier, the slicer can't be in Excel 2007 or earlier, or earlier, the slicer can't or earlier, the slicer can't
used. the slicer can't be used. be used. be used.
Evaluatio Evaluation
Spend Responden Evaluation n submit submit year Price &
Supplier name category t name submit date year and month Overall Cost Quality

Supplier 1 Category 1 John Doe 10/15/2021 2021 2021-00 4.0 3.0 3.0
Supplier 1 Category 1 Jane doe 10/4/2021 2021 2021-00 5.0 3.0 3.0

Supplier 2 Category 1 John Doe 8/15/2021 2021 2021-00 2.0 2.0 2.0
Supplier 2 Category 1 Jane doe 7/28/2021 2021 2021-00 2.0 2.0 1.0

Supplier 3 Category 2 John Doe 9/15/2020 2020 2020-00 3.0 3.0 3.0
Supplier 3 Category 2 Jane doe 9/4/2020 2020 2020-00 3.0 3.0 3.0

Supplier 3 Category 2 John Doe 10/15/2021 2021 2021-00 4.0 4.0 4.0

Supplier 4 Category 1 John Doe 10/15/2021 2021 2021-00 4.0 4.0 4.0
Supplier 4 Category 1 Jane doe 10/4/2021 2021 2021-00 3.0 3.0 2.0
Supplier 5 Category 2 Jane doe 6/30/2020 2020 2020-00 3.0 3.0 2.0

Supplier 3 Category 1 John Doe 8/1/2019 2019 2019-00 2.0 2.0 2.0

Total (average) 3.2 2.9 2.6

 Click Here to Talk!

This shape represents a This shape represents a

table slicer. Table slicers table slicer. Table slicers are
are not supported in this not supported in this version
version of Excel. of Excel.

If the shape was modified If the shape was modified in

in an earlier version of an earlier version of Excel,
Excel, or if the workbook
Y PERFORMANCE INDICATORS or if the workbook was
was saved in Excel 2007 saved in Excel 2007 or
or earlier, the slicer can't earlier, the slicer can't be
be used. used.
Service, Total
Delivery & Commu Sustainabilit Payment Certification Value Financial average
Quantity nication Compliance y terms s additions Innovation health rating

4.0 4.0 3.0 3.4

2.0 4.0 2.7 3.1

3.0 3.0 2.0 2.3

2.0 2.0 1.3 1.6

3.0 2.0 2.7 2.8

3.0 3.0 3.0 3.0

4.0 3.0 2.7 3.4

4.0 4.0 3.3 3.8

3.0 3.0 2.3 2.6
3.0 3.0 2.3 2.6

2.0 2.0 2.0 2.0

3.0 3.0 2.5 2.8

 Want to Level Up Your Supplier Assessments? Click Here to T

Compare performance indicator ratings for a selected supplier against other suppliers

Use the drop-down lists below (i.e. filters) to select a supplier, and to narrow down the results by either Spend category and/or Evaluation
Example: If Spend category and Evaluation (Year) is left blank, the average rating will be based on all assessments ratings across all categ

Compared with
Selected supplier other suppliers Guide
Supplier name Supplier 5 Select the Supplier you want to compare ratings for. Note that the se

Select additional filters (if applicable)

Spend category Select a specific Spend category if you would like to narrow down t
Evaluation (Year) Select a specific Evaluation year if you would like to narrow down t

Number of assessments
included in the 1 10
calculations The total number of assessments being used to calculate the average

AVERAGE RATING BY PERFORMANCE INDICATOR FOR SELECTED SUPPLIER COMPARED WITH OTHER SUPPLI

Performance indicator Supplier 5 Other suppliers Rating comparison by performanc

Overall 3.0 3.2
Price & Cost 3.0 2.9 Overall
Quality 2.0 2.7 5.0
Service, Delivery &
Quantity 3.0 3.0 4.0
Communication 3.0 3.0 Compliance 3.0
Compliance 2.3 2.5
Total average rating 2.7 2.9 2.0

1.0

0.0

Communication

Service, Delivery & Quantity

Supplier 5 Other sup

? Click Here to Talk!

er Spend category and/or Evaluation (Year) if applicable.

ll assessments ratings across all categories and time.

compare ratings for. Note that the selected supplier will be excluded in the rating calculation for the other suppliers.

y if you would like to narrow down the number of assessments included in the comparison. Leave blank if not applicable.
r if you would like to narrow down the number of assessments included in the comparison. Leave blank if not applicable.

s being used to calculate the average ratings in the table and spider chart below, and could be used a data "sense check".

MPARED WITH OTHER SUPPLIERS - TABLE AND SPIDER CHART

ing comparison by performance indicator

Overall

5.0

4.0

3.0 Price & Cost

2.0

1.0

0.0

Quality

Service, Delivery & Quantity

Supplier 5 Other suppliers

 Want to Level Up Your Supplier Assessments? Cl
Summarized ratings visualized in selected charts (and pivot tables)

PS. You can use slicers (see below), chart filters or pivot table filters to filter the data showing in the charts (all the data tables are connec

This shape represents a slicer.
Slicers are supported in Excel
2010 or later.
If the shape was modified in
an earlier version of Excel, or If the shape was
if the workbook was saved in
Excel 2003 or earlier, the
A)slicer
AVERAGE
cannot RATING
be used. BY PERFORMANCE
This shape represents a This shape represents a
slicer. Slicers are slicer. Slicers are supported
supported in Excel in Excel 2010 or later.
2010 or later.
If the shape was modified
in an earlier version of
modified in an earlier Excel, or if the workbook
version of Excel, or if was saved in Excel 2003 or
the workbookINDICATOR
was earlier,B)the
TOTAL
slicer AVERAGE
cannot be RATING
saved in Excel 2003 or used.
earlier, the slicer
5.0
cannot be used.
This shape represents a
slicer. Slicers are
supported in Excel
2010 or later.
If the shape was
modified in an earlier
version of Excel, or if
the BY SUPPLIER
workbook was
saved in Excel 2003 or
earlier, the slicer canno
be used.

5.0
4.0

4.0
3.3
3.1
2.8 2.9 2.9 3.0
3.0 2.6
2.4

2.0
1.9
2.0
1.0

0.0 0.0 0.0 0.0 0.0 0.0

0.0
Overall (avg.)
Quality (avg.)
Communication (avg.)
Sustainability (avg.)
Certifications (avg.)
Innovation (avg.)
Price & Cost (avg.)
Total 1.0
Service, Delivery & Quantity (avg.)
Compliance (avg.)
Payment terms (avg.)
0.0
Value additions (avg.)
Supplier 1 Supplier 2
Financial health (avg.)

A) AVERAGE RATING BY PERFORMANCE INDICATOR [PIVOT TABLE]

B) TOTAL AVERAGE RATING BY SUPPLIER [PIVOT TABLE]

C) TOTAL AVERAGE RATING BY YEAR [PIVOT TABLE]

sessments? Click Here to Talk!

s (all the data tables are connected).

This shape represents a This shape represents a

slicer. Slicers are slicer. Slicers are
supported in Excel supported in Excel
2010 or later. 2010 or later.

If the shape was If the shape was

modified in an earlier modified in an earlier
version of Excel, or if version of Excel, or if
RATING
the BY SUPPLIER
workbook was the workbookC) TOTAL AVERAGE RATING BY YEAR
was
saved in Excel 2003 or saved in Excel 2003 or
earlier, the slicer cannot earlier, the slicer cannot
be used. be used. 5.0

4.0

2.9
2.8 3.0 2.8

2.0
1.9
2.0

1.0

0.0
Supplier 2 Supplier 3 2019 2020 2021
2.8

2021
Want to Level Up Your Supplier Assessments? Click Here to Talk!
Questionnaire template with questions that can be shared shared with respondents

Supplier name
Spend category
Respondent name
Evaluation submit date

Performance indicator Question Type of answer Answer

Overall, how happy are you with the
Overall supplier? Rating 1-5
Any feedback you would like to share
Overall about the supplier? Text answer
How satisfied are you with the prices of
the goods/services delivered by the
Price & Cost supplier? Rating 1-5
How satisfied are you with the quality of
the goods/services delivered by the
Quality supplier? Rating 1-5
Does the supplier deliver their
goods/services as according to
Quality specifications? Select option
Does the supplier deliver goods without
Quality damage? Select option
How satisfied are you with the delivery
Service, Delivery & Quantitime the supplier provides? Rating 1-5
Does the supplier deliver the agreed
Service, Delivery & Quantiquantity when buying goods? Select option

Does the supplier deliver its

Service, Delivery & Quantigoods/services within the agreed time? Select option
How satisfied are you with the
Communication communication with the supplier? Rating 1-5
How comfortable are you with the
Compliance suppliers Code of Conduct? Rating 1-5
Is the supplier adhering to rules and
Compliance regulations? Rating 1-5
Are the workers at the suppliers given fair
Compliance payment and treatment? Rating 1-5
Click Here to Talk!
espondents
 Want to Level Up Your Supplier Assessments? Click Here to Talk!
Predefined data parameters (used in drop-down lists)

Unique
Rating Select Unique supplier Unique spend evaluation
interval option Performance indicators Sa names categories years
1 Always Overall #NAME? #NAME? #NAME?
2 Frequently Price & Cost #NAME? #NAME? #NAME?
3 Occasinally Quality #NAME? #NAME? #NAME?
4 Never Service, Delivery & Quantity #NAME? #NAME?
5 Not relevant Communication #NAME?
Compliance #NAME?
Sustainability
Payment terms
Certifications
Value additions
Innovation
Financial health