парақ
5
Core areas separated
тегін жүктеу
Download the Contract Progress Management Template for free. Keep contracts, progress, and updates in one workbook.
кеңес
Need help choosing a template?
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.
тегін жүктеу
келісімшарт
барыс
жаңарту
Structure
қадағаланады
бөлісуге ыңғайлы
енгізу
кеңейтілетін
реттеуге ыңғайлы
енгізу үлгісі
келісімшартбарысқолдану үлгісі
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
тегін жүктеу
Алдымен Excel нұсқасының ішін көріңіз
A free template that makes it easy to organize contracts, progress, and updates in one workbook. After downloading, start by aligning the main columns.
файл
келісімшарт барысын басқару үлгісі.xlsx
File name: revenue_operations_contract_progress_template_zh.xlsx
парақ
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.
Айлық есеп пен тапсыруға арналған бастапқы материал ретінде де қолдануға болады.
Start by entering the contract and progress parameters.
қолдану үлгісі
How the contract progress flow works in Excel
Keeping contracts, progress, and renewals in a single flow makes it easier to avoid omissions.
қадам 1
Align schedules
First, organize the contract parameters and align the daily operating conditions.
қадам 2
Gather information
Gather progress updates to reduce omissions for each owner.
қадам 3
Advance progress
Group the necessary checks and approvals into a single flow.
қадам 4
Save history
Save history so it supports the next review and reporting.
экран сәйкестігі
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
ескертпе
Excel element
Contract list
System element
Contract board
ескертпе
Helps make the overall progress easier to view.
Excel element
Renewal records
System element
Renewal timeline
ескертпе
Helps keep a record of what was changed and when.
Excel element
Deadline column
System element
Deadline reminders
ескертпе
Helps prevent missing deadlines.
Excel element
Completion status
System element
Contract dashboard
ескертпе
Enables checking completed contracts at a glance.