Score each category by business impact and supply risk: the template automatically calculates the quadrant (leverage, strategic, non-critical or bottleneck) and suggests the management strategy. With 8 real examples and 20 rows ready for your categories.
100% free · Instant download with your corporate email
The Kraljic matrix is the purchasing portfolio model proposed by Peter Kraljic (Harvard Business Review, 1983) that classifies purchasing categories along two axes: business impact (spend weight and effect on results) and supply risk (supplier scarcity, logistics complexity, technical dependence).
The intersection produces four quadrants — leverage, strategic, non-critical and bottleneck — and each demands a different strategy: negotiate aggressively where you have power, protect relationships where risk is high, and automate where value is low. Without this segmentation, the procurement team treats a US$ 5 million category the same as office supplies.
This Kraljic matrix Excel template automates the classification: you score each category from 1 to 10 on both axes and the formulas calculate the quadrant, suggest the strategy and count how many categories fall in each zone. Ideal to kick off your annual category planning or prepare a sourcing review.
High impact · Low risk
Use your negotiation power: tender, consolidate volume and run auctions. This is where most savings are captured.
High impact · High risk
Long-term partnerships, supplier relationship management and contingency plans. Treat them as partners, not quotes.
Low impact · High risk
Secure supply: availability contracts, safety stock and active search for substitutes.
Low impact · Low risk
Automate and simplify: catalogs, e-procurement and process-cost reduction. They should not consume the team's time.
What the matrix is, how to use it in 4 steps and a methodological note on configurable thresholds.
8 real examples from a food & beverage company + 20 ready rows: score impact and risk (1-10) and the quadrant and strategy are calculated automatically.
Recommended tactics for each quadrant and a visual 2×2 summary with automatic counters of your categories.
It is a purchasing portfolio model created by Peter Kraljic (Harvard Business Review, 1983) that classifies categories along two axes: business impact and supply risk. The result is four quadrants — leverage, strategic, non-critical and bottleneck — each with a different management strategy.
List your purchasing categories and score each from 1 to 10 on business impact and supply risk. With a threshold at 6, each category falls into a quadrant that defines its strategy. In this template the classification is automatic by formula, and it is worth reviewing once or twice a year or when the supply market changes.
Leverage: negotiate and tender aggressively, consolidating volume. Strategic: long-term partnerships and contingency plans. Bottleneck: secure supply and look for substitutes. Non-critical: automate with catalogs and e-procurement to reduce process cost.
Yes. It is an Excel file with no macros, open and editable formulas, examples from a food & beverage company and 20 rows ready for your categories. It downloads instantly with your corporate email, and you can adjust the thresholds to your context.
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The matrix tells you where to tender, where to protect and where to automate. Egixia executes that strategy: sourcing with more competition, a supplier portal and e-procurement integrated with your ERP.
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