Sheets
5
Core areas separated
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Contract Progress Sablona
Consultation
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You can adjust only the columns you need. Align the workbook with your existing contract flow.
Only adjust the columns you really need.
A free Excel template that keeps contracts, progress, and updates in one workbook. On the same page, you can check the matching Web flow.
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Contract
Progress
Renewal
Structure
Traceable
Easy to share
Input
Easy to scale
Easy to adjust
Input example
Contract progress operating view
You can check the flow of contracts, progress, and renewals at a glance.
Contracts
42 contracts
Renewing
9 records
Renewal deadline
This week
Shared with
Sales Director
Free Download
See what is inside the Excel version first
A free template that makes it easy to organize contracts, progress, and updates in one workbook. After downloading, start by aligning the main columns.
File
Contract Progress Management Template.xlsx
File name：revenue_operations_contract_progress_template_en.xlsx
Sheets
5 sheets
Purpose
Contract, progress, and renewal management
Align contracts and progress first to stabilize the workflow.
Keeping updates in the same workbook eliminates the need to search through separate files.
Can also be used as reference material for monthly reports and handovers.
Start by entering the contract and progress parameters.
Operating view
How the contract progress flow works in Excel
Keeping contracts, progress, and renewals in a single flow makes it easier to avoid omissions.
Step 1
Align schedules
First, organize the contract parameters and align the daily operating conditions.
Step 2
Gather information
Gather progress updates to reduce omissions for each owner.
Step 3
Advance progress
Group the necessary checks and approvals into a single flow.
Step 4
Save history
Save history so it supports the next review and reporting.
Screen Mapping
Which Excel fields become which system screens
When you map the sales management data model directly to page designs, the workflow becomes much easier to understand.
Excel element
System element
Notes
Excel element
Contract list
System element
Contract board
Notes
Helps make the overall progress easier to view.
Excel element
Renewal records
System element
Renewal timeline
Notes
Helps keep a record of what was changed and when.
Excel element
Deadline column
System element
Deadline reminders
Notes
Helps prevent missing deadlines.
Excel element
Completion status
System element
Contract dashboard
Notes
Enables checking completed contracts at a glance.