— Portfolio Case Study
Aerospace RFQ Tracker
Ops-ready RFQ lifecycle management for aerospace sourcing
Kenyon Woodley | Western Washington University | 2026 | Stack: Excel
RFQ

RFQs disappear into inboxes. Cycle time balloons. Nobody knows what's overdue.

In aerospace sourcing, a single missed RFQ response can stall a production line. But most organizations track RFQs in email threads, scattered spreadsheets, and memory. There is no single view of what's been issued, what's been quoted, what's overdue, and what the savings picture looks like.

The consequences compound: sole-source justifications go undocumented, cycle times drift without anyone noticing, SLA compliance becomes unmeasurable, and supplier performance data (if it exists at all) lives in tribal knowledge.

"How many RFQs are open right now? Which ones are overdue? What's our average cycle time?" Three basic questions that should take 10 seconds to answer, but rarely do.

The RFQ isn't a document. It's a lifecycle.

Most tracking tools treat an RFQ as a line item: issued, done. But the sourcing value sits in what happens between issue and award. How many quotes came back. Whether the response was on time. What the price delta was against target. Whether the supplier earned the business on merit or by default.

A tracker that only records issuance solves the wrong problem. The system needs to capture the full lifecycle: issue, response, evaluation, award, and the performance metrics that fall out of each stage.

"We don't have anything like this." — VP of Business Process Improvement, consumer goods manufacturing

A 10-tab workbook that tracks the full RFQ lifecycle

The tracker captures every RFQ from initial issue through supplier response, bid evaluation, and final award. KPIs, SLA flags, formula-driven supplier scorecard metrics, and savings calculations are all powered by the data you enter. Every calculation runs through a centralized Settings tab. No macros. No VBA. Pure Excel logic.

01
Issue
RFQ created
SLA clock starts
02
Track
Days until due
SLA flag auto-set
03
Quote
Responses received
Price vs target
04
Evaluate
Bid comparison
Source selection
05
Award
Cycle time logged
SLA compliance set
Workbook Architecture: 10 Tabs
Cover
Version, audience, workbook table of contents
Reference
Executive Summary
Portfolio-level KPIs and spend overview for leadership. Single-page snapshot designed for stakeholder reviews.
Dashboard
RFQ Tracker
Primary data entry. 27 columns per RFQ, from issue to award. KPI banner and status breakdown auto-populate.
Data Entry + KPIs
Bid Comparison
Side-by-side supplier evaluation per RFQ. Up to 5 suppliers. Variance calculations and sourcing recommendation.
Analysis
Supplier Scorecard
Formula-driven metrics per supplier: RFQs sent, response rate, win rate, average quote, performance rating.
Auto-Calculated
Analytics
Volume metrics, cycle time trends, savings analysis, priority breakdown, commodity distribution, and portfolio intelligence.
Dashboard
Pipeline View
12-month heat map showing RFQs issued, responses due, and awards made by month.
Visual
Supplier Directory
Approved supplier list: CAGE codes, AS9100 status, commodity, location, primary contact.
Reference
Settings
Organization name, SLA target, overdue warning, min quotes, fiscal year. Powers all formulas.
Configuration
Instructions
Quick start guide, field definitions, color coding reference, best practices, and limitations.
Documentation

27 fields per RFQ, and each one earns its column

The RFQ Tracker sheet captures the full lifecycle in a single row per RFQ. Seven fields are user-entered. The remaining twenty are calculated, derived, or auto-flagged by formula.

ID
Identification
  • RFQ Number
  • Part Number
  • Part Description
  • Program / Project
  • Commodity Code
SLA
Timeline & Compliance
  • Issue Date
  • Response Due Date
  • Days Until Due (auto)
  • SLA Flag (auto)
  • Cycle Time (auto)
  • SLA Met? (auto)
$
Pricing & Award
  • Target Price
  • Lowest Quote
  • 2nd Lowest Quote
  • Savings vs Target (auto)
  • Savings % (auto)
  • Awarded Supplier
  • Award Date
Core Calculations
Cycle Time = Award Date − Issue Date  |  Savings = Target Price − Lowest Quote  |  SLA Met = Cycle Time ≤ SLA Target
SLA Flag = response due-date compliance (overdue / at risk / OK).  SLA Met = issue-to-award cycle time ≤ SLA target.
SLA Target, Overdue Warning, and Min Quotes Required are all configurable in the Settings tab.  |  Default SLA: 30 days  |  Default Warning: 3 days  |  Default Min Quotes: 3

Color-coded triage without manual tagging

Every RFQ row is automatically color-coded based on its SLA status. The system evaluates the response due date against today's date and the configurable warning window. No manual intervention required. Overdue RFQs surface immediately.

Overdue
Open past due date. Immediate action required.
At Risk
Due within warning window (default 3 days).
Pending
Open, no response yet, due date still future.
Closed
Awarded. No further action needed.
Cancelled
Voided. Retained for audit trail.

Priority classification (Critical, High, Medium, Low) is set by the user at issuance. Critical indicates a program-stopper that must be awarded immediately. The KPI banner surfaces counts by priority and status in real time.

Seven features that make it ops-ready

Capability Description
KPI Banner Seven real-time metrics at the top of the tracker: Open RFQs, Overdue count, At Risk count, Avg Cycle Time, Response Rate, Savings Realized, and Sole Source Award %. No scrolling required to see portfolio health.
Bid Comparison Matrix Dedicated tab for side-by-side supplier evaluation. Up to 5 suppliers per RFQ. Auto-calculates variance vs target, flags lowest quote, and includes a structured sourcing recommendation section for audit documentation.
Supplier Scorecard Formula-driven performance metrics per supplier, pulled directly from tracker data: RFQs sent, response rate, awards won, win rate, and performance rating. No manual data entry. The scorecard builds itself.
Portfolio Intelligence Second-order analytics: stalling RFQs (open past SLA, zero quotes), over-target spend patterns, cycle time by commodity group, and critical parts currently open. Surfaces systemic issues, not just individual RFQs.
Pipeline Heat Map 12-month view showing RFQs issued, responses due, and awards made by month. Conditional formatting shows workload intensity. Identifies capacity crunches before they happen.
Quote Sufficiency Flag Each RFQ is evaluated against the minimum competitive bids target (configurable in Settings, default 3). RFQs that fall short are flagged to ensure competitive rigor before award.
AutoFilter + Data Validation AutoFilter is enabled on all columns for instant sorting and filtering by any field. Drop-down data validation is applied to Priority, Status, Commodity, and Sole Source columns, reducing entry errors and making large portfolios navigable without scrolling through every row.

What a sourcing manager sees on Monday morning

The KPI banner gives an instant portfolio snapshot. Below it, the status breakdown shows where attention is needed. Every metric is formula-driven from the RFQ data. No pivot tables, no manual counts.

Dashboard KPIs (Formula-Driven)
Open RFQs
6
Overdue
2
Avg Cycle Time
38d
Savings Realized
$3,950
Priority Breakdown
2Critical
3High
2Medium
2Low
4Closed
Values reflect the 60-RFQ synthetic dataset built into the workbook. All RFQs, part numbers, suppliers, and amounts are illustrative only.
Bid Comparison Tab: RFQ-2025-003, Composite Skin Panel Assy
Criteria AeroComposites Inc Vertex Composites
Quoted Price $88,500 $94,200
vs Target ($90K) −$1,500 (1.7% under) +$4,200 (4.7% over)
Lead Time 45 days 60 days
AS9100D Yes Yes
OTD Rating 98% 95%
Technical Exceptions None Minor notes
Recommendation
Award to AeroComposites Inc: lowest compliant bid, $1,500 below target, no exceptions

Second-order analytics that surface systemic issues

The Analytics tab goes beyond basic counts. It identifies patterns that individual RFQ tracking misses: which RFQs are stalling, where spend is running over target, and which commodity groups carry the longest cycle times.

Metric Category What It Surfaces
Stalling RFQs Open past SLA target. Open with zero quotes received. Open with no supplier response. Critical parts currently sitting in open status. These are the RFQs that need a phone call, not a follow-up email.
Spend vs Target Count and dollar value of closed RFQs that exceeded target price. Over-target rate. Answers the question: "Are we actually saving money, or are we just processing paper?"
Cycle Time by Commodity Average days from issue to award, broken out across eight commodity groups: Machined Parts, Fasteners, Composites, Bearings, Raw Material, Actuation, Forgings, and Seals/Gaskets.
Volume & Breakdown Total RFQs issued, open/closed/cancelled split, sole source vs competitive awards, priority distribution, and response rate across the entire portfolio.

Built for environments where documentation isn't optional

Aerospace sourcing operates under regulatory frameworks (FAR, DFARS) where traceability matters. The tracker is designed with audit readiness as a first-class concern, not an afterthought.

Feature Audit Function
Sole Source Flag Every RFQ is marked Y/N for sole source. Y triggers a documentation expectation: written justification should be on file per FAR 6.302 / DFARS 206. The tracker makes sole source visibility default, not buried.
Bid Comparison Tab Duplicatable per RFQ. Documents all quotes received, evaluation criteria, and sourcing recommendation in one place. This is the source selection record.
Cancelled RFQ Retention Cancelled RFQs are marked, not deleted. Row history is preserved for audit trail. Status-based filtering lets users hide them without destroying data.
Notes Column Free-text field for sourcing rationale, issues, or actions taken. Supports the "why" behind every award decision when auditors come asking.

Second tool in a sourcing operations suite

The RFQ Lifecycle Tracker is the second tool in a growing series designed to address common pain points in aerospace procurement. Each tool is standalone, solves a specific operational problem, and produces outputs defensible in a leadership setting.

Suite Progress
  • Part Prioritization Framework — Complete
  • RFQ Lifecycle Tracker — V4 Complete
  • Parametric Should-Cost Model — In Development
  • Supplier Performance & Risk Scorecard — Planned
  • Make vs. Buy Decision Framework — Planned
Design Philosophy
Excel-native. No macros, no VBA, no external dependencies. Compatible with Excel 2019+ and Microsoft 365. Each tool is designed for the sourcing professional who needs to present defensible outputs to leadership, not for the analyst building dashboards. Clarity over complexity.

Built to bring visibility to the RFQ lifecycle in environments where procurement decisions carry program-level consequences. The system captures issuance, tracks compliance, evaluates bids, scores suppliers, and surfaces portfolio-level patterns, all in a single workbook. The tracker surfaces the data. The sourcing manager makes the call.

Excel-native RFQ lifecycle management tool.  |  10-tab workbook, 27-column data model.  |  Designed capacity: 500 RFQs.  |  60-RFQ synthetic dataset across 6 aerospace programs.  |  15 approved suppliers.  |  No macros, no VBA.  |  Compatible with Excel 2019+ / Microsoft 365.  |  Built for audit-ready aerospace sourcing.