Role module · Supply chain

The supply chain leader's data checklist

Supply chain is judged on three things that pull against each other: service, cost and cash. Any number that shows only one of them will drive the wrong decision.

Read time ~9 min Includes six questions and a 90-day plan For Supply chain and their team

02 Questions to ask

Six questions for your next review

Ask them of your own team before anyone asks them of you. The uncomfortable answers are the useful ones.

  • Can we see service, stock and cost for the same product on the same screen?
  • Are planned lead times in the system the ones suppliers actually achieve?
  • How much of our safety stock is covering forecast error, and how much is covering unreliable supply?
  • When a customer order is late, can we say why within an hour?
  • What does one extra day of stock cost us, in money, this month?
  • Which customers are expensive to serve because of how they order, not what they buy?

03 First 90 days

A plan that finishes something

Narrow and finished beats broad and half-built. Each stage produces evidence that funds the next one.

First 30 daysFirst 30 daysRecalculate planned lead times from actual receipts. Stale master data is the cheapest fix in the function and almost always the largest.
Days 30–60Days 30–60Put service, stock and cost on one view by product family, and make the trade-off explicit rather than implied.
Days 60–90Days 60–90Connect it to the customer: cost to serve by account, and the order patterns behind it. That turns a supply chain metric into a commercial conversation.

04 Where the data lives

The systems behind your numbers

SystemWhat it holdsKey records
ERP planning and purchasingDemand, orders and receipts — where lead times and coverage are set.Material, Purchase order, Goods receipt, Planned order
WMS and TMSWhere stock is, what moved and what it cost to move.Stock item, Delivery, Shipment, Lane
Demand planningThe forecast, its version history and its error — the reason buffers exist.Forecast version, Statistical baseline, Override, Promotion

05 Questions

Frequently asked

Which single fix gives the most back?

Accurate planned lead times. Everything downstream — safety stock, coverage, expediting — is calculated from a number that is often years out of date.

How do we argue for stock reduction without hurting service?

Separate the two causes of buffer: forecast error and supply variability. Reducing either one releases stock without touching the service level, which turns the argument into a project rather than a debate.

Bring your hardest number

We will trace one of your own figures back to source, live, on your data.

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