Plan vs Actual Production Tracker Excel, Output Report, Line Attainment Dashboard, Lost Units Pareto

Enter the planned and actual quantity for every shift — Excel shows the attainment, the month-to-date gap per line and shift, and why the plan was missed.

✔ Attainment per shift: ON TARGET · BELOW · MISSED · OVER
✔ A reason for every gap, from your own list
✔ Lost-units Pareto – fix the biggest cause first
✔ Instant download: BLANK + EXAMPLE · Quick Start PDF
✔ Built by a production manager · one-time purchase, no subscription, no macros

▶ REQUIRES MICROSOFT EXCEL (DESKTOP) 2016 OR NEWER — Windows or Mac.
Not for Google Sheets, Apple Numbers or mobile apps.

The SmartFactoryTools Plan vs Actual Production Tracker replaces the whiteboard and the messy daily sheet: two numbers per shift and the main reason for any gap — and the month report builds itself.

No macros. No subscription. Built by a production manager who reports plan vs actual every day.

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WHAT IT DOES
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• One continuous log: date, shift, line, product (optional), planned qty, actual qty, main reason, comment
• Attainment and status for every row: ON TARGET · BELOW · MISSED · OVER (over-production) · UNPLANNED
• Lost units = plan − actual, assigned to the reason you choose
• Your own reasons list (downtime, material shortage, staff shortage, quality, changeover, slow speed …)
• Plans can be entered in advance — a row counts when the actual is entered
• MONTH REPORT for any month: planned, actual, attainment %, days on target, lost units, top reason
• By day with cumulative plan vs actual · by line (with each line's top reason) · by shift
• Pareto of lost units by reason with share and cumulative %
• Charts: cumulative plan vs actual and lost units by reason
• Data checks: unknown line / shift / product, duplicate rows, missing reason for a gap, negative quantities, mixed units warning

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WHAT'S INCLUDED (ZIP)
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• BLANK workbook — ready for your plant
• EXAMPLE workbook — fictional food plant, 5 lines, 2 shifts, two months of data
• Quick Start Guide (PDF, 2 pages)

Sheets: START_HERE · SETUP · DAILY_LOG · MONTH_REPORT · IMPORT_SETUP · FAQ · LICENSE

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HOW IT WORKS
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1. Set up your lines (with unit), shifts, reasons and target %
2. Log planned and actual quantity for every shift
3. Choose the main reason when the plan is missed
4. Open the month report — by day, line, shift and reason

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WORKS WITH OTHER SMARTFACTORYTOOLS TOOLS (optional)
• DAILY_LOG can be filled from the SmartFactoryTools Shift Report (EXPORT_PVA) – plans and actuals are typed once
• IMPORT_SETUP: shared setup of the Production Performance Bundle – site, lines, shifts, reasons and products in one paste
• Only this file? Ignore these sheets – nothing else changes. Nothing is linked: copy one named block, Paste Values.

WHO IT'S FOR
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Production managers · Shift leaders · Plant and operations managers · Production planners · Food, packaging, assembly, plastics and contract-packing plants.

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LIMITS
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• Tracks output against plan — no downtime minutes or OEE (see our Downtime & OEE trackers)
• No production scheduling
• Plant totals are meaningful when all lines use the same unit (a warning appears otherwise)
• Up to 20 lines · 3 shifts · 15 reasons · 100 products · 5,000 log rows
• Fully editable inputs. Custom work is not offered.

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FAQ
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Q: Does it work in Google Sheets or on an iPad?
A: No. It is built and tested for Microsoft Excel 2016 or newer on Windows or Mac desktop.

Q: Do I need a new file every month?
A: No. One continuous log — choose the month you want to see in SETUP.

Q: Do I have to enter products?
A: No. Products are optional — you can track per line and shift only.

Q: Is the file locked?
A: Formulas are protected against accidental changes, without a password. Your input cells are always editable.

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DIGITAL DOWNLOAD
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This is a digital product. No physical item will be shipped. After purchase, download the ZIP from your Etsy account on a computer, unzip it and open the workbook in Excel.

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LICENSE
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For use within your own company or organisation. Resale, sharing or redistribution of the template is not permitted.
© SmartFactoryTools