I will build an excel compliance tracker and reporting dashboard


Over deze dienst
Keep your compliance actions, owners and review dates organised in one practical Excel workbook.
I bring senior operations experience across governance, compliance, reporting and process improvement. I build clear tracking tools using the obligations and rules you supply.
The $50 starter package includes:
- One tracker for up to 50 supplied obligations or actions
- Fields for owner, due date, status and evidence reference
- Dropdowns and overdue highlighting based on agreed rules
- One summary dashboard with up to three charts
- An editable Excel workbook and brief usage instructions
- Three-day delivery and one revision within the agreed scope
Please provide your requirements, status definitions and source data. You remain responsible for confirming which obligations apply and maintaining accurate records.
This service provides an administrative tracking tool, not legal advice, regulatory interpretation, an audit, certification or a guarantee of compliance. Complex data cleanup, multiple registers, macros and external integrations require a separate agreed scope.
Message me before ordering if you need a larger or more complex tracker.
Maak kennis met Sam
Operations, Excel Reporting and Process Improvement
- Afkomstig uitVerenigd Koninkrijk
- Lid sindsnov 2026
Talen
Engels
Veelgestelde vragen
Will you identify the regulations my business must comply with?
No. You supply the obligations, deadlines and status rules to track. I organise them into an Excel tool. This package does not include legal advice, regulatory interpretation, audit assurance, certification or a guarantee of compliance.
What is included and what counts as a revision?
One tracker for up to 50 supplied items and one dashboard with up to three charts. One revision covers adjustments to the agreed fields, layout or calculations. New registers, additional data sources, automation and ongoing maintenance need a separate quote.
