Excel Compliance Alert Matrix

I run compliance for a busy haulage company and need a single Excel workbook that keeps me ahead of every statutory obligation. The sheet must revolve around our WEEKLY TARGETS: when each licence, CPC refresher, driver medical or maintenance inspection is due, what percentage of the fleet is still outstanding, and whether we are on-track for the week.

Here’s what I picture: the moment any target slips inside its warning window the cell turns amber; miss the deadline and it flips to red. At the same time an automatic email should leave Outlook so the relevant manager is warned without me lifting a finger. Formulas must update themselves from simple data entry (dates, counts, kilometres, etc.), calculate the remaining days and the KPI percentages, and feed a quick-view dashboard so I can glance at overall compliance health.

I do not need a full ERP—just an Excel matrix built with solid, transparent formulas, conditional formatting, and the VBA necessary for the email trigger. It has to be easy enough for office staff to maintain when I’m away, yet locked down so core formulas are protected.

If you have proven experience creating similar alert-driven spreadsheets—especially in transport, logistics or any regulated industry—tell me about it when you reply. A short note outlining the relevant projects you’ve delivered will help me pick quickly.

Deliverable: one ready-to-use Excel workbook, fully tested, with email, amber and red alerts functioning on live data.