Excel Contract Management Dashboard

Job ID: 39812434

Budget: $10 – $30 USD

I manage three service contracts—vehicle, clothing, and travel—and need a single, customizable dashboard in Excel that consolidates everything in one place. The workbook should let me enter or import raw data on separate sheets, then display a clear, table-driven summary of contract details, performance, SLA compliance, costs, and upcoming renewal dates.

Key points to cover
• Primary view in tables (pivot tables or Power Query are fine) with filters so I can drill down by contract or period.
• KPIs to surface: completion rates, service quality, hours or days spent, budget vs. actual costs, and any SLA breaches.
• Automated renewal alerts—email or on-sheet pop-ups—triggered a configurable number of days before expiry.
• Colour-coding or icons to highlight non-compliance and overspend.
• Fully editable structure so I can add new contracts, fields, or report views without touching code.

Deliverables
1. Unlocked Excel workbook with data input sheets and a dashboard page.
2. Any VBA or Power Automate scripts used for alerts, documented inside the file.
3. A short user guide (inline notes or separate PDF) showing how to refresh data and adjust alert settings.

If you have a template or past example that meets these requirements, feel free to build on it—just keep the final file lean, fast, and easy to maintain.