Excel Macro-Based Procurement Tracker with Dashboards & Analytics for Two Country Missions

Project Overview:
I am looking for an experienced Excel developer with strong VBA/macro skills to create an automated procurement tracking and reporting tool. The system will support two country missions and must include:

Procurement tracking (vendor, grant, amounts, deadlines)

Automated reminders for key steps (e.g., delivery, approvals)

Staff performance analytics (volume, speed, effort)

Visual dashboards and monthly reporting

Vendor and grant-based expenditure analysis

This should be delivered as a macro-enabled Excel file (.xlsm) with clean formatting, automation buttons, and a user-friendly layout.

Key Requirements:
Track all procurement activities in a structured, easy-to-use interface

Include reminders/alerts for pending tasks (using VBA/macros)

Visualize staff performance via charts (e.g., number of PRs, turnaround time)

Monthly reporting dashboard with filters, KPIs, and auto-generated charts

Automatically calculate total spending by vendor and by grant

Clean and secure Excel file with dropdowns, validations, and protection

Final deliverable must include a brief user guide (PDF or embedded notes)

Milestone-Based Payment Structure
Total Estimated Budget: $250 – $750 USD

Milestone Deliverable Payment Range (USD)
1. Planning & Layout Design Structure of tracking sheet, drop downs, mission split, and grant/vendor $40 – $110
2. Procurement Log Functionality Fully working input tracker for procurement with validation and search/filter functions $50 – $150
3. Macro Automation & Alerts Reminders, deadline alerts, validation controls using VBA $50 – $150
4. Staff Performance Analytics Charts or tables showing staff workload and level of effort $35 – $100
5. Vendor & Grant Spend Reports Summary tables showing total expenditure by vendor and donor code $25 – $75
6. Monthly Dashboard Visual charts, KPIs, and filters for time-based summaries $35 – $100
7. Final Review & Documentation Testing, protection, bug fixes, and a brief user guide or notes $15 – $40



Total Estimated Budget: $250–$750 USD

Ideal Freelancer Profile:
Proven experience with Excel VBA/macro development

Strong track record building dashboards, procurement logs, or workflow tools

Able to understand program logistics and donor reporting (NGO background a plus)

Responsive communicator and collaborative

Extras (Nice to Have):
Option for post-delivery support or adjustments

Secure file setup (password protection or hidden sheets)

Modular design that allows future expansion (e.g., new countries or donors)

Please include samples of similar tools or dashboards you’ve created, and feel free to suggest improvements to the workflow or layout.

Note:
Bidders are expected to submit their best and final offer with their initial bid. No post-submission price negotiation will be permitted. Any attempt to renegotiate the price after submission may result in immediate disqualification from the selection process.
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