SMM Supplier Margin Monitoring Excel Tool
Budget: $1,300 – $1,301 USD
Development of an Excel workbook (.xlsm) – SupplierMarginMonitor_v3.0
Objective:
Create a comprehensive Excel tool to capture, evaluate and transparently present supplier price increases and their impact on company margins. The workbook will serve as a decision-making basis for purchasing, management and controlling.
Scope & Requirements:
- Workbook must include the following sheets:
• Data & Traffic Light (core functionality with traffic light logic for price increases)
• Scenario Analysis (sliders for pass-through & cap, live margin calculation)
• Dashboard (visualization of margin development, traffic light distribution, KPIs)
• Parameters (central settings: sales price increase, margin targets, duration)
• Historical Data (monthly archive of results for dashboard)
• Manual (user guide, step-by-step instructions)
• Column Legend (explanation of all columns and data sources)
• Purchasing Process (rules, workflows, communication channels)
- All calculations must be visible Excel formulas (no hidden logic in VBA).
- VBA macros only for automation (e.g. initialize negotiated PI, reset sliders, archive monthly data).
- Professional, consistent design with clear distinction between input fields and calculated fields.
- Deliver test data (6 sample rows provided in attached documents).
- Deliverables:
• Fully functional .xlsm file
• Complete VBA code as text block
• Documentation and manual sheets included
• Error-free performance with up to 1,000 articles
Technical Basis:
The detailed specifications are provided in the two attached documents:
1) Plan for the Excel Workbook – SupplierMarginMonitor_v3.0.xlsm
2) Detailed Project Description – Excel Tool
Both documents are binding. In case of conflicts, the Detailed Project Description prevails.
Milestones & Timeline:
- Milestone 1 (Design): by 30 Aug 2025, 14:00 Berlin time – Workbook structure, sheet setup, named ranges, column legend, parameters, first part of macro. (300 USD)
- Milestone 2 (Beta): by 2 Sep 2025, 09:00 Berlin time – Feature-complete workbook incl. Data & Traffic Light, Scenario, Dashboard, Historical archive, all macros, draft documentation. (600 USD)
- Milestone 3 (Final): by 3 Sep 2025, 18:00 Berlin time – Final revision & documentation, delivery of complete editable files. Final acceptance on 4 Sep 2025. (400 USD)
All deliverables, incl. source files and VBA code, become property of the client after final payment.
All payments only via Freelancer.com.
Objective:
Create a comprehensive Excel tool to capture, evaluate and transparently present supplier price increases and their impact on company margins. The workbook will serve as a decision-making basis for purchasing, management and controlling.
Scope & Requirements:
- Workbook must include the following sheets:
• Data & Traffic Light (core functionality with traffic light logic for price increases)
• Scenario Analysis (sliders for pass-through & cap, live margin calculation)
• Dashboard (visualization of margin development, traffic light distribution, KPIs)
• Parameters (central settings: sales price increase, margin targets, duration)
• Historical Data (monthly archive of results for dashboard)
• Manual (user guide, step-by-step instructions)
• Column Legend (explanation of all columns and data sources)
• Purchasing Process (rules, workflows, communication channels)
- All calculations must be visible Excel formulas (no hidden logic in VBA).
- VBA macros only for automation (e.g. initialize negotiated PI, reset sliders, archive monthly data).
- Professional, consistent design with clear distinction between input fields and calculated fields.
- Deliver test data (6 sample rows provided in attached documents).
- Deliverables:
• Fully functional .xlsm file
• Complete VBA code as text block
• Documentation and manual sheets included
• Error-free performance with up to 1,000 articles
Technical Basis:
The detailed specifications are provided in the two attached documents:
1) Plan for the Excel Workbook – SupplierMarginMonitor_v3.0.xlsm
2) Detailed Project Description – Excel Tool
Both documents are binding. In case of conflicts, the Detailed Project Description prevails.
Milestones & Timeline:
- Milestone 1 (Design): by 30 Aug 2025, 14:00 Berlin time – Workbook structure, sheet setup, named ranges, column legend, parameters, first part of macro. (300 USD)
- Milestone 2 (Beta): by 2 Sep 2025, 09:00 Berlin time – Feature-complete workbook incl. Data & Traffic Light, Scenario, Dashboard, Historical archive, all macros, draft documentation. (600 USD)
- Milestone 3 (Final): by 3 Sep 2025, 18:00 Berlin time – Final revision & documentation, delivery of complete editable files. Final acceptance on 4 Sep 2025. (400 USD)
All deliverables, incl. source files and VBA code, become property of the client after final payment.
All payments only via Freelancer.com.