SMM Supplier Margin Monitoring Excel Tool

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 – [login to view URL] 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.

Project ID: 39736118