How do you calculate schedule attainment?

For one item: actual units completed / planned units x 100. With 185 of 200 planned units completed, attainment is 92.5%, 2.5 points and 5 units below a 95% target, the Schedule Attainment Rate calculator's example. For several items, cap each at its plan before adding up.

Why cap each item at its plan?

Because overbuilding one item does not deliver another. Plan 100 of A and 100 of B, build 120 of A and 70 of B: volume attainment is 190 / 200 = 95%, but only 100 + 70 = 170 units met the plan, so schedule attainment is 85%. The tracker shows both numbers.

What is the difference between schedule attainment and volume attainment?

Schedule attainment credits each line, day and item with at most its planned quantity; volume attainment adds every unit built against the total plan. When volume runs well above schedule attainment, the line is building the wrong mix or building ahead.

What is a good schedule attainment target?

Many plants aim for 90 to 98%. The target is yours to set on Setup; the workbook assumes no benchmark. Near target means within 5% below it, so against 95% the band is 90.25% to 95%.

What should count as the plan?

The schedule as frozen at the start of the day. If the plan changes later with approval, record the new quantity, and use the Schedule change reason for the shortfall the change causes so it is not blamed on the line.

Does the workbook use macros?

No. It is a plain .xlsx with ordinary formulas, tables, dropdowns and native charts, so it opens without enabling macros. The Verify sheet re-checks the formulas against fixed test cases and shows Self-check: PASS.

Production and Throughput

Schedule Attainment Tracker Excel Template

Log what each line was scheduled to build and what it built, item by item, and see schedule attainment with each item capped at its plan, the misses, and the reasons that cost the most units.

Free, and a plain .xlsx with no macros to enable. A CSV with live formulas and a printed how-to guide come with it.

Overview

This schedule attainment tracker is a working Excel log and dashboard for production planners and supervisors who review the plan every morning. Each line, day and item is one row: the units the frozen schedule called for, the good units completed, and when the item fell short, the reason. It ships with ten working days of example data for a fictional three-line valve plant, so the dashboard is populated when you open it.

Schedule attainment credits each row with at most its planned quantity: units credited = MIN(actual, planned), and attainment = credited / planned, summed over the rows in view. That is the honest way to judge a mixed schedule, because building extra of an easy item does not ship the item the customer is waiting for. Volume attainment, all units built over all planned, sits beside it so the difference is visible. For a single total the numbers match the Schedule Attainment Rate calculator.

In the example, line M1 overbuilds its easy body casting while the harder body falls behind on changeovers, so its volume attainment reads 100% while its schedule attainment is 94.7%, below the 95% target. Assembly line C2 loses two days to late castings and is the weakest line at 91.7%, and changeover overruns top the Pareto of units short. The download is a plain .xlsx with no macros. A CSV with live formulas is also included for other tools; the dashboard, charts, dropdowns and self-check are in the .xlsx.

What this template includes

Schedule Log, one row per line, day and item: planned units, good units completed, miss reason and a note
Units credited to the plan (actual capped at the planned quantity), units short, units built over plan, attainment and a status word against your target
Check column that names problems in words: a short item with no miss reason, an item not on Setup, a duplicate line-day-item row, output far above plan
Dashboard with line and date filters and eight tiles: schedule attainment, volume attainment, items on plan, units short, units built over plan, the weakest line, the biggest miss reason and schedule lines in view
Four native charts: schedule attainment by day against the target, schedule vs volume attainment by line, a Pareto of units short by miss reason, and planned vs credited units by item
Daily, by-item and by-line tables that add units first and divide last
Method sheet with every formula, and a Verify sheet that re-checks the formulas against an independent reference and the Schedule Attainment Rate calculator (Self-check: PASS)
CSV with live formulas for the Schedule Log; the dashboard, charts, dropdowns and self-check are in the .xlsx

Suggested use case

Use it for the daily production meeting: planners enter yesterday's plan and actual by item, and the meeting reads schedule attainment, the items that missed and why, and which line is falling behind.

How to use it

On Setup, enter your plant name and schedule attainment target, then replace the example lines, items and miss reasons.
Each day, add one row per line and item with the units the frozen schedule called for and the good units completed.
When an item falls short, pick the miss reason; fix anything else the Check column flags.
Open the Dashboard: filter by line or dates, compare schedule attainment with volume attainment, and work the Pareto from the top.

Frequently Asked Questions

How do you calculate schedule attainment?: For one item: actual units completed / planned units x 100. With 185 of 200 planned units completed, attainment is 92.5%, 2.5 points and 5 units below a 95% target, the Schedule Attainment Rate calculator's example. For several items, cap each at its plan before adding up.
Why cap each item at its plan?: Because overbuilding one item does not deliver another. Plan 100 of A and 100 of B, build 120 of A and 70 of B: volume attainment is 190 / 200 = 95%, but only 100 + 70 = 170 units met the plan, so schedule attainment is 85%. The tracker shows both numbers.
What is the difference between schedule attainment and volume attainment?: Schedule attainment credits each line, day and item with at most its planned quantity; volume attainment adds every unit built against the total plan. When volume runs well above schedule attainment, the line is building the wrong mix or building ahead.
What is a good schedule attainment target?: Many plants aim for 90 to 98%. The target is yours to set on Setup; the workbook assumes no benchmark. Near target means within 5% below it, so against 95% the band is 90.25% to 95%.
What should count as the plan?: The schedule as frozen at the start of the day. If the plan changes later with approval, record the new quantity, and use the Schedule change reason for the shortfall the change causes so it is not blamed on the line.
Does the workbook use macros?: No. It is a plain .xlsx with ordinary formulas, tables, dropdowns and native charts, so it opens without enabling macros. The Verify sheet re-checks the formulas against fixed test cases and shows Self-check: PASS.