Phoenix - Your AI AssistantEnhanced “Contracts Book” Spreadsheet
- Posted:
- Proposals: 33
- Remote
- #4403336
- OPPORTUNITY
- Awarded
Sapcote 
Description
Experience Level: Expert
Objective
Automating all calculation columns (currently N–U) so formulas propagate immediately for every new row.
Securing sensitive cells (inputs vs. calculated results) to prevent accidental edits.
Building an intuitive dashboard that dynamically summarizes key metrics (sales, commissions, margins, contract counts) with slicers and charts.
1. Automated Formulas
Scope: Columns N (Contract End Date) through U (Month Signed) must each be true “calculated columns” within the Table.
Requirements:
New data entered in columns A–M automatically triggers all eight calculation formulas in that same row—no manual copy/paste or VBA maintenance.
Formulas reference:
End Date (N): LiveDate + Years × 12, minus 1 day.
ContractValue (O): (EAC/AQ × Uplift %) × Years.
Processing Fee (P): 12% of ContractValue if Channel = “UD,” else 0.
Gross profit (Q): ContractValue – Processing Fee.
Agents Commission % (R): 0.5 for Channel “Brook Green,” otherwise lookup via Sales Person table.
Agents Commission £ (S): Gross profit × Agents Commission %.
NET Margin (T): Gross profit – Agents Commission £.
Month signed (U): End of month of Date signed.
Use native Excel Table features (structured references or cell-based formulas) to ensure bullet-proof propagation without user intervention.
2. Cell Protection & Data Security
Scope: Lock down all formula cells (N–U) and any lookup-table ranges on the “Sales Person” sheet.
Requirements:
Protect the sheet with a password, leaving only columns A–M writable for data entry.
Ensure users cannot accidentally overwrite formulas or lookup data.
Provide clear instructions or a toggle for administrators to unprotect/reprotect the sheet.
3. Intuitive Dashboard
Scope: On a new dedicated sheet (e.g. “Dashboard”), design a user-friendly overview of contract performance.
Requirements:
PivotTable summaries for:
Total Contract Value and Gross Profit by Month signed.
Top 5 Sales Agents by Commission £.
Channel breakdown (e.g. “Brook Green” vs. others).
PivotCharts (bar, line, pie) linked to the PivotTables.
Slicers for: Channel, Sales Agent, Date (Month signed).
Clean layout: clear titles, legends, and dynamic updating when new data is added.
Consistent formatting (corporate color palette, number/date formats).
Deliverables & Timeline
Workbook: .xlsx (or .xlsm if light VBA is used), fully functional.
Documentation: Short user guide (1-page) explaining:
How to enter new data.
How formulas are maintained.
How to refresh/unprotect the dashboard.
Timeline: Complete within 2–3 business days of engagement.
Automating all calculation columns (currently N–U) so formulas propagate immediately for every new row.
Securing sensitive cells (inputs vs. calculated results) to prevent accidental edits.
Building an intuitive dashboard that dynamically summarizes key metrics (sales, commissions, margins, contract counts) with slicers and charts.
1. Automated Formulas
Scope: Columns N (Contract End Date) through U (Month Signed) must each be true “calculated columns” within the Table.
Requirements:
New data entered in columns A–M automatically triggers all eight calculation formulas in that same row—no manual copy/paste or VBA maintenance.
Formulas reference:
End Date (N): LiveDate + Years × 12, minus 1 day.
ContractValue (O): (EAC/AQ × Uplift %) × Years.
Processing Fee (P): 12% of ContractValue if Channel = “UD,” else 0.
Gross profit (Q): ContractValue – Processing Fee.
Agents Commission % (R): 0.5 for Channel “Brook Green,” otherwise lookup via Sales Person table.
Agents Commission £ (S): Gross profit × Agents Commission %.
NET Margin (T): Gross profit – Agents Commission £.
Month signed (U): End of month of Date signed.
Use native Excel Table features (structured references or cell-based formulas) to ensure bullet-proof propagation without user intervention.
2. Cell Protection & Data Security
Scope: Lock down all formula cells (N–U) and any lookup-table ranges on the “Sales Person” sheet.
Requirements:
Protect the sheet with a password, leaving only columns A–M writable for data entry.
Ensure users cannot accidentally overwrite formulas or lookup data.
Provide clear instructions or a toggle for administrators to unprotect/reprotect the sheet.
3. Intuitive Dashboard
Scope: On a new dedicated sheet (e.g. “Dashboard”), design a user-friendly overview of contract performance.
Requirements:
PivotTable summaries for:
Total Contract Value and Gross Profit by Month signed.
Top 5 Sales Agents by Commission £.
Channel breakdown (e.g. “Brook Green” vs. others).
PivotCharts (bar, line, pie) linked to the PivotTables.
Slicers for: Channel, Sales Agent, Date (Month signed).
Clean layout: clear titles, legends, and dynamic updating when new data is added.
Consistent formatting (corporate color palette, number/date formats).
Deliverables & Timeline
Workbook: .xlsx (or .xlsm if light VBA is used), fully functional.
Documentation: Short user guide (1-page) explaining:
How to enter new data.
How formulas are maintained.
How to refresh/unprotect the dashboard.
Timeline: Complete within 2–3 business days of engagement.
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