Comprehensive Excel Event Management Dashboard

Scope (Tabs & Purpose) Dashboard: Card-based overview (KPI tiles + charts). Budget Tracker: Category budget vs actual vs paid + expense tracker. Attendees (Guest List): Invitations, RSVP, dietary, contact, seating link. Task Timeline: Tasks with deadline, owner, priority, completion. Daily Schedule (Itinerary): Day-of timeline (start/end, activity, owner). Packing & Essentials: Checklist by category with progress %. Suppliers (Vendors): Directory, contracts, payment due dates. Directory (Contacts): People referenced by dropdowns. Seating & Tables: Tables, capacity, assigned/remaining seats. Catering (Food & Drinks): Menu + dietary counts from Attendees. Media Plan (Photography): Shot list with priority & completion. Gifts & Thank-Yous: Gifts log + thank-you tracking. Travel Plans (Honeymoon): Bookings, payments, activities. Home (new): Logo + big navigation buttons to key tabs. Branding & Theme Colors: Deep Teal #004E64 (primary), Bright Green #64C13B (success/KPIs), Lime #C4E86B (warnings), Very Light Grey #F3F4F6 (cards), Dark Grey #111111 (text). Fonts: Headings Montserrat, Body Segoe UI/Calibri. Provide and apply a .thmx theme so charts/shapes/tables use Theme Colors. Dashboard Layout (must deliver) Full-width teal header with logo + title; subheader shows event name/date/days. KPI cards (2×2 grid) with icons, titles, and cell-linked values: Budget (Planned / Actual / Paid / Left to pay) Attendees (Total / Confirmed / Seated / Waiting) Tasks (Total / Completed / Overdue / Today + % complete) Packing progress (Packed / Total + %) Charts in cards: RSVP breakdown (pie), Budget (bar), Task completion (bar). Use rounded rectangles (light grey) as cards; values in Bright Green. Data Model & Rules Use Excel Tables (Ctrl+T) for all grids; keep existing column logic. Validations: RSVP (Attending/Unable/Pending), Invitation (Sent/Not), Dietary list, Yes/No flags, Table dropdown from Seating. Named ranges for Dashboard KPIs (e.g., Budget_TotalPlanned, Guests_Confirmed, Timeline_CompletionPct). Conditional formatting mapped to theme: Tasks: Completed = pale green; Due Soon = lime; Overdue = stronger lime. Attendees: Attending = pale green; Pending = lime; Unable = grey. Budget: Variance < 0 = lime. Wording & Structure (to avoid cloning) Replace “Wedding”→“Event”; “Guests”→“Attendees”; “Vendors”→“Suppliers”; etc. Rename tabs as above; adjust dashboard composition/order and add at least one new KPI (Packing %). Keep formulas but rebuild visual cards/shapes, linking text boxes to the source cells. UX & Protection Add Home tab with navigation buttons. Freeze headers; turn gridlines off on Dashboard only. Set shapes to Don’t move or size with cells; lightly protect sheets (inputs unlocked). Deliverables Branded Excel workbook (.xlsx or .xlsb) with all tabs above, theme applied, and dashboard wired. Theme file (.thmx) with colors/fonts. One-page hand-off notes listing named ranges, validations, and any helper ranges. Acceptance Criteria Dashboard KPIs/charts update live from data sheets. All tables use Theme Colors & Fonts; cards/icons match brand. Wording/tab names changed; layout visibly different from the original. No broken references; validations and conditional formatting work. Sheets protected appropriately; inputs remain editable. Constraints / Preferences Prefer no macros (unless agreed); pure Excel formulas/tables/CF. Keep performance smooth up to ~2,000 attendee rows and ~500 expenses. Use Theme Colors (not hardcoded Standard Colors) so palette can change later.

Project ID: 39721329