Smart Planner template

Demand Forecasting Template for Google Sheets and Excel

Download a demand forecasting template and optimize it with Smart Planner inside Google Sheets.

Excel workbook (XLSX)CSV template (CSV) Install Google Sheets add-on

Template columns

Keep the inputs structured

Smart Planner works best when columns have stable names and each row represents a real planning entity.

Date

Planning input used by the demand forecasting workflow.

Item or role

Planning input used by the demand forecasting workflow.

Baseline demand

Planning input used by the demand forecasting workflow.

Event uplift

Planning input used by the demand forecasting workflow.

Forecast

Planning input used by the demand forecasting workflow.

Capacity need

Planning input used by the demand forecasting workflow.

Sample rows

Use these rows as the starting structure

Date	Item or role	Baseline demand	Event uplift	Forecast	Capacity need
Monday	Server hours	80	10	90	12 shifts
Tuesday	Product A	420	0	420	3 batches
Wednesday	Product B	300	75	375	2 lines

Setup steps

Step 1
Download the template and open it in Google Sheets or Excel.
Step 2
Replace the sample rows with your own planning data.
Step 3
Keep the column names stable so Smart Planner can interpret the table.
Step 4
Install Smart Planner from Google Workspace Marketplace, then open it from your Google Sheet.

Choose how to use Optivise

Use the same decision intelligence through an AI agent, a familiar work tool, or a shared enterprise workflow.

Agent Optimization Engine

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Smart Planner

Start from a familiar spreadsheet and the operational data you already maintain.

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Optivise Platform

Build persistent, shared, and governed decision workflows for your team.

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Related industry contexts

Manufacturing Logistics and Freight Hospitality Retail and Services Healthcare