Planning Cost Assessment

Planning Cost Optimizer – Assessment Quiz

Understand Your Planning Costs

Answer a few questions about your planning operations to uncover hidden costs and improvement opportunities.

Select your role to personalize your assessment:

📊
CFO / Finance
Focus on cost exposure and EBITDA impact
📦
Supply Chain / Planning
Focus on inventory and forecast accuracy
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Planning Team

Tell us about your planning organization.

👥 Team Size
How many people are on your planning team?
5 planners
130
💰 Fully-Loaded Cost Per Planner
Annual cost including salary, benefits, and overhead
$75K Entry
$100K Mid-level
$140K Senior
$175K Director+
Reference: U.S. BLS 2024 median for logistics/SC planners is ~$79,000
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Time Usage

How do your planners spend their time each week?

📋 Data Gathering & Reconciliation
Hours per week per planner collecting and cleaning data
10 hrs/week
125
📈 Building & Adjusting Forecasts
Hours per week per planner on demand forecasting
12 hrs/week
125
🤝 S&OP Prep & Meetings
Hours per week per planner on S&OP activities
6 hrs/week
115
Total manual planning time
28 hrs/week per planner
% of 40-hour week
70%
Industry context: Bizagi 2022 survey found 1 in 3 manufacturing planners spend >50% of time on manual tasks
📊 CFO / Finance
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Expediting & Disruptions

Tell us about expediting frequency and supply chain disruptions.

🚚 Emergency Expedites per Quarter
Emergency freight or supplier rush orders
5 per quarter
030
💵 Annual Logistics/Freight Spend
Total annual spend on logistics and freight
$4M per year
$1M$20M
⚠️ Service Failures / Stockouts
How often do you experience service failures?
Quarterly or less Rare occurrences
Monthly Manageable frequency
Weekly or more Significant issue
📦 Supply Chain / Planning
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Forecast Performance & Disruptions

Tell us about your forecast accuracy, inventory position, and supply chain disruptions.

🎯 Forecast Accuracy
How accurate is your demand forecast?
Under 70% Significant gaps
70-80% Manual overrides common
80-90% Occasional exceptions
Above 90% AI-assisted
📦 Finished Goods Inventory Value
Approximate value of finished goods inventory
$10M
$1M$65M
🚚 Emergency Expedites per Quarter
Emergency freight or supplier rush orders
5 per quarter
030
💵 Annual Logistics/Freight Spend
Total annual spend on logistics and freight
$4M per year
$1M$20M
⚠️ Service Failures / Stockouts
How often do you experience service failures?
Quarterly or less Rare occurrences
Monthly Manageable frequency
Weekly or more Significant issue
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Business Context

Help us understand your business scale and environment.

💼 Annual Revenue
Approximate annual revenue range
$375M per year
$100M$900M
📈 EBITDA Margin
Approximate operating margin
12% margin
3%35%
🔧 Planning Tools
What tools does your team use for planning?
Spreadsheets Only Excel/Google Sheets primarily
Software + Workarounds ERP with manual supplements
Dedicated Software Planning software, limited AI
🏭 Industry
Select your primary industry
🍔 Food & Beverage
👗 Apparel & Fashion
📦 Consumer Goods
⚙️ Manufacturing
🚛 Distribution
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Your Planning Cost Analysis

Based on your planning operations, here's what we found about your costs and opportunities.

Key Findings

Ready to Transform Your Planning Operations?

Logility helps companies like yours reduce manual planning effort by 60%, improve forecast accuracy by 10-20%, and reduce inventory by 15-30%.

📊 Calculation Methodology & Sources ▼
Annual Planner Capacity Cost
(dataHrs + fcstHrs + seopHrs) × teamSize × 50 weeks × (pCost ÷ 2000)
Derived entirely from user-reported hours, team size, and cost band. No external multiplier applied. Assumes 2,000 annual work hours and 50 working weeks.
Expedite Cost Overrun vs. Best Practice
fSpend × max(0, expFreqPct − 0.03)
Expedite rate estimate based on quarterly expedites:
  • 0 expedites: 3%
  • 1-3 expedites: 5%
  • 4-8 expedites: 7%
  • 9-15 expedites: 9%
  • 16+ expedites: 10%
Source: APQC Open Standards Benchmarking — top performers 3%, bottom performers 10%. 49% of expedite events caused by inaccurate demand forecasts.
Disruption Risk Exposure
(revM × 1,000,000 × ebitda) × disruptMult
Disruption multiplier by service outage frequency:
  • Low (quarterly or less): 1%
  • Medium (monthly): 3%
  • High (weekly or more): 5%
Source: McKinsey & Company — a disruption lasting 30 days or less costs 3-5% of annual EBITDA. Referenced by Conexiom (Dec 2023) and World Economic Forum (Jan 2025).
Maturity Score
Composite index (8-94) calculated from: tool maturity (×13 penalty), manual time percentage (×0.35, max 28 points), expedite frequency (×0.5, max 12 points), service failure frequency (up to 14 points). Used for headline categorization and ring color only.
Source Library
  • Bizagi Manufacturing Survey (2022): 1 in 3 manufacturing respondents spend >50% of time on manual tasks.
  • West Monroe / Supply Chain Dive (2022): ~75% of manufacturing and distribution executives say Excel contributes to S&OP.
  • APQC Open Standards Benchmarking: Expedited costs as % of total logistics cost. Top performers 3%, bottom performers 10%.
  • McKinsey & Company: Supply chain disruption lasting 30 days or less costs 3-5% of annual EBITDA.
  • U.S. Bureau of Labor Statistics (2024): Median salary for logistics/SC planners ~$79,000.
  • Logility Mid-Market Source of Truth (2025): Customer outcomes — 60% reduction in manual planning effort, 10-30% forecast accuracy improvement, 15-30% inventory reduction.