Custom Excel for Retention Tracking

@usmanbashir12100

Hi, I can build a clear and reliable Excel workbook to track builder retentions across your projects and make it easy to see what money should be coming back and when. The main retention register will automatically calculate total retention, the 50% release amount, and the final retention release date based on the practical completion date and defects liability period. Each project will sit on its own row so you can quickly add new jobs without breaking formulas. I’ll also create a second sheet that summarizes retention amounts due by month, giving you a simple forecast of expected cash coming in. On top of that, a summary dashboard will show total retention currently held, amounts due within the next 90 days, overdue retention, and a breakdown of retention held per builder. To make it practical for daily use, I’ll add conditional formatting that highlights retention due within 30 days, overdue payments, and cases where retention is due but an invoice hasn’t been sent. The final workbook will be clean, mostly automatic, and easy to update as new projects come in. Best regards,

@HiraMahmood4072

Hello, With over 7 years of experience in Excel, Data Visualization, Visual Basic for Apps, Visual Basic, and Data Management, I am well-equipped to handle your project efficiently. I have carefully reviewed the project requirements and understand the need for a comprehensive Excel spreadsheet to track builder retentions across multiple projects. To address your needs, I will create a detailed Retention Register sheet with all the necessary columns and automated calculations for retention amounts and release dates. Additionally, I will develop a Retention Forecast sheet to help you forecast incoming cash and a Dashboard for a quick summary of retention details per builder. The spreadsheet will feature conditional formatting to highlight important information such as retention due within 30 days, overdue retention amounts, and pending invoices. It will be user-friendly and allow for easy addition of new projects. I would like to discuss the project further with you in chat to ensure that the final deliverable meets all your requirements. You can visit my Profile at https://www.freelancer.com/u/HiraMahmood4072 Thank you.

@ShaikhAneesa

Hello, I’ve reviewed the project requirements and clearly understand that you need a structured Excel system to track builder retentions across multiple projects, forecast upcoming releases, and highlight overdue payments. I can confidently build a fully automated and easy to manage workbook tailored for construction retention tracking. First, I will design the Retention Register sheet with structured tables where calculations such as Total Retention, 50% Release Amount, and Final Release Dates are automatically derived using Excel formulas and dynamic date logic. This ensures that when a new project is added the calculations update instantly without manual work. Next, I will build the Retention Forecast sheet using formulas such as SUMIFS and dynamic month grouping so you can instantly see expected retention releases by month for cash flow planning. Then I will create a clean dashboard using Pivot Tables, Power Query, and Excel charts to summarize total retention held, retention due in the next 90 days, overdue amounts, and retention distribution by builder. Finally, I will implement conditional formatting and optional VBA automation to highlight upcoming releases, overdue payments, and missing invoices so nothing gets missed. One quick question before we proceed. Would you like automated reminders or flags when retention becomes overdue or approaches the 30 day release window? Best Regards, Aneesa.

@zafarfarooq612

Hello, I am an experienced Excel specialist with expertise in construction industry tracking tools. I will build a fully automated retention tracking spreadsheet for your plumbing business that calculates held retention, release dates, and amounts based on contract values, practical completion dates, and defects liability periods. The file includes a main register with all required columns, a forecast sheet showing retention due by month, and a dashboard summarizing total retention held, upcoming and overdue amounts, and retention per builder. Conditional formatting will flag retention due within 30 days, overdue items, and missing invoices. The spreadsheet will be easy to use, fully automatic, and allow new projects to be added seamlessly. Delivery within 5-7 days. Regards, Zafar

@vw1514518vw

Excel professional developer ready to create the required Retention Tracking Excel workbook.

@sonarkaushik

Dear Client, I am writing to express my interest in collaborating with you on your project. Based on the project details provided, I assure you that I have the skills and expertise required to deliver high-quality work within the specified timeframe. I am confident in my ability to deliver exceptional results for your project. I am committed to maintaining open lines of communication, delivering on time, and ensuring your complete satisfaction. Waiting to hear from you. With thanks regards

@avijitdey239

Having worked as a data analyst, my expertise in Excel spreadsheets is unparalleled. I can guarantee an efficient and automated system to meet your specific needs for tracking retentions valuably. My skills in creating formulas and organizing data will perfectly suit your requirement for calculating retention amounts, release dates, sending invoices, and scheduling payments. Another significant aspect of my capabilities is lead generation. Drawing on this experience, I can streamline the process of adding new projects to the spreadsheet smoothly. This will maintain the convenience you seek while expanding your workflow. Additionally, my ability to extract and manage data will allow us to populate the 'Retention Forecast Sheet' with minimal intervention, providing you with accurate summaries on retention. Lastly and most importantly, my dedication to quality work ensures that my clients are always satisfied. I take great pride in delivering work that is not just done, but done perfectly. With a comprehensive understanding of your project's requirements and a wealth of relevant skills at my disposal, I am confident that I am the best fit for the task at hand. Let me handle your retention tracking needs and you'll see why I'm so highly sought after in this field!

@habib1433

Hello, I can build a clean and easy-to-use Excel spreadsheet to track builder retentions across your projects, including automatic calculations for retention amounts, release dates, forecasting by month, and a clear dashboard summary. The sheet will also include conditional formatting to highlight upcoming and overdue retention payments, making it simple to monitor cash flow and manage multiple projects efficiently. I will ensure the file is well-structured so you can easily add new projects and keep everything updated with minimal manual work. Feel free to message me if you would like to discuss the details. Kind Regards -Habib

@ajamshad162

As an experienced freelancer, I have successfully delivered over 20 projects that required data analysis, visualization and usage of MS Excel. With my expertise, your plumbing business can benefit from an efficient and automated Excel spreadsheet specialized for builder retention tracking. I understand the intricacies of your industry's practices. Your sheet requirements display a well-thought-out understanding of the unique factors involved in construction retentions. I am confident in my ability to create a user-friendly system that will ensure even your new projects can be smoothly incorporated while maintaining the data integrity. Moreover, my proficiency in data analysis and visualization is essential for the Retention Forecast Sheet that you require. I will ensure this sheet empowers you to proactively manage incoming cash and systematically prepare for future financial obligations by highlighting retention amounts due by month. Let's connect ASAP and get started on building this robust, comprehensive solution you need for your businesses success!

@anirudhat

As a commercial construction professional myself, I understand how critical it is to track builder retentions accurately — lost or late retention claims directly impact your cash flow. I'll build you a polished, formula-driven Excel workbook with three integrated sheets: a Retention Register with automated calculations for retention amounts, 50% release dates, and final release dates based on your practical completion and defects liability inputs; a Forecast Sheet that dynamically summarises retention amounts due by month using SUMIFS formulas; and a Dashboard with conditional formatting to flag overdue payments and provide at-a-glance totals of outstanding vs. received retentions. I'm available to start immediately and will ensure the spreadsheet is easy for your team to maintain and update as new projects come in.

@KirtikaKataria

Hi there, I understand you need a clean, automated Excel system to track builder retentions across projects, forecast release dates, and highlight overdue payments. With strong experience in Excel financial tracking models and dashboards, I can build a structured workbook that makes retention management simple and reliable. My approach will begin by designing the Retention Register using structured Excel tables and formulas to automatically calculate total retention, 50% release amounts, and final release dates based on practical completion and the defects liability period. The layout will allow easy entry of new projects while keeping calculations fully automated. Next, I will build the Retention Forecast sheet that aggregates retention payments due by month, giving you a clear forward view of incoming cash flow. Finally, I will create a dashboard summary showing total retention currently held, retention due within the next 90 days, overdue amounts, and retention by builder. Conditional formatting will highlight retentions due soon, overdue payments, and cases where invoices have not yet been sent. Deliverable: A clean, easy-to-use Excel workbook with automated calculations, retention forecasting, and a visual dashboard for quick decision-making. QUESTION: Would you like the dashboard to also track retention invoices issued vs payments received per builder, so you can quickly identify builders with outstanding balances? Regards, Shehwani.

@Zawiya3

Having spent many years in the programming field, with a particular focus on data analysis and management, including working with Excel, I believe I would be a suitable fit for your project. My extensive experience using Excel to create customized spreadsheets that automate calculations, process data and provide clear visualizations will be particularly valuable as I build an easy-to-use spreadsheet that meets your specific requirements. My familiarity with various programming languages suits me to handle the complex calculation tasks your project entails. For instance, writing the necessary formulas calculating retention amounts and dates they should be released by, implementing an auto-calculation feature will reduce any margin for error. In addition, I'm experienced in Visual Basic for Applications (VBA) which can help me create macro-enabled features such as auto-filling data entries or conditional formatting for better visual representation.

@nareshk44

As a highly experienced freelancer proficient in data analysis and management, I assure you that I am the right candidate to build and design your Retention Tracking Excel Spreadsheet. Throughout my career, I have leveraged my skills in Excel to create complex, automated spreadsheets that streamline and enhance business functions. With meticulous attention to detail, I intend to build a comprehensive tracker that centralizes all your information -- project number, names, builder/client details, contract values, retention percentages -- and simplifies calculations such as Total Retention, Release Dates, and Amounts. Moreover, as an Australian-based freelancer, I have a deep understanding of the local construction practices and regulations. My knowledge aligns seamlessly with your requirements for tracking retentions in Australian building projects. Beyond just creating a spreadsheet that meets your immediate needs, I strive to develop excellent long-term professional relationships through my dedication and timely support. You can always count on me for thorough documentation, clean design aesthetics, hassle-free functionality, 24/7 availability, unlimited revisions, ensuring that your project stays relevant and future-proof. Let's begin crafting the perfect tool for a streamlined builder retention tracking solution!

@mickeysz

Hello, I work a lot with Excel, VBA, and financial tracking spreadsheets, and I’ve built similar tools for construction and service businesses to track retentions, milestones, and payment schedules automatically. I can create the Retention Register with formulas, a monthly forecast sheet, and a dashboard with conditional formatting to highlight due, overdue, and uninvoiced retention amounts. I’ve also developed spreadsheets where new projects can be added easily while all calculations and summaries update automatically. Quick questions: should the dashboard update only from the register sheet or do you want a separate data table for reporting, and would you like automatic overdue alerts or reminders inside the sheet using VBA? I look forward to hearing from you. Best regards.

@jesica46

Hello, I hope you’re having a great day. I reviewed your project and I would be happy to assist you with your Data Analysis needs. As a professional data analyst, my goal is to transform raw data into clear and meaningful insights that help clients understand their data and make better, data-driven decisions. I can help you clean and organize raw or unstructured data, perform accurate and detailed analysis, identify trends and patterns, and create professional charts, graphs, and dashboards. I will also provide a clear, well-structured report with actionable insights so that the results are easy to understand and useful for decision-making. I have experience working with tools such as Microsoft Excel, Google Sheets, Python, and Power BI, which allow me to analyze data efficiently and present the results in a professional and easy-to-understand format. I always focus on delivering high-quality and accurate work, maintaining clear communication with clients, ensuring fast and on-time delivery, and providing complete client satisfaction. I would love to learn more about your project. Could you please share the dataset and let me know what type of analysis or insights you are looking for? Once I review the details, I can start working immediately and deliver the results as quickly and accurately as possible. Thank you for your time and consideration. I look forward to working with you. Best regards,

@BugsUniversal

Hello, I am a Computer Science Engineer with Masters in Graphic Designing, having over 10 years of experience in structuring and designing content. Please find few samples here: Freelancer.com/u/BugsUniversal?sb=t. I have in-depth experience in Microsoft Excel, and can build the Spreadsheet for Builder Retention Tracking. General layout and style for the spreadsheet will be established in consultation, and based on that, a first draft will be provided in 3 days. Based on feedback, further revisions will be provided, with final deliverables being provided in Excel format. I take my work quite seriously, will be prompt in my communications and assure you of my best services with punctuality. Kindly consider my proposal, and feel free to discuss further aspects of the Project. Thank you. Regards, Anoop.

@Ahmedyar547005

Hey , I just went through your job description and noticed you need someone skilled in Data Visualization, Excel, Visual Basic, Financial Forecasting, Software Architecture, Visual Basic for Apps, Data Management and Data Analysis. That’s right up my alley. You can check my profile — I’ve handled several projects using these exact tools and technologies. Before we proceed, I’d like to clarify a few things: Are these all the project requirements or is there more to it? Do you already have any work done, or will this start from scratch? What’s your preferred deadline for completion? Why Work With Me? Over 180 successful projects completed. Long-term track record of happy clients and repeat work. I prioritize quality, deadlines, and clear communication. Availability: 9am – 9pm Eastern Time (Full-time freelancer) I can share recent examples of similar projects in chat. Let’s connect and discuss your vision in detail. Kind Regards, Zain Arshad

@devanshkhandekar

Hi,I am a seasoned Applied Data Scientist(6+ yoe) & I can build a clean, easy-to-use Builder Retention Tracking workbook in Excel that’s mostly automatic and designed for day-to-day use. Relevant experience: >>Built Excel trackers for construction/contract cashflow (milestones, invoices, retention/holdbacks) with reliable formulas, overdue flags, and monthly forecasting views. >>Designed register + forecast + dashboard workbooks that non-technical teams can maintain: structured tables, dropdowns, consistent date logic, and minimal manual inputs. >>Implemented dashboards with SUMIFS/PivotTables, builder-level rollups, and conditional formatting rules for "due soon / overdue / invoice missing". Approach: 1. Create the Retention Register as an Excel Table so adding projects auto-expands formulas/formatting. 2. Add the required calculations: total retention, 50% amounts, release dates (PC date + DLP months), and status fields (invoice sent, paid, payment date). 3. Build a Retention Forecast sheet that aggregates "retention due" by month (both 50% and final releases) using SUMIFS/Pivot logic. 4. Add a Dashboard showing total held, due in next 90 days, overdue, and retention by builder/client. 5. Apply conditional formatting: due in 30 days, overdue, due-but-invoice-not-sent. Deliverable: a polished Excel file with clear headings, data validation (Yes/No), and notes so you can add new projects in seconds.

@SomeeLee25

Hello, I am a full-stack developer (Spring Boot, MySQL, HTML/CSS/jQuery) with additional experience in Python data processing and six months of journalism, where I specialized in turning complex datasets into clear, actionable insights. I can build a custom Excel workbook to track builder retentions across multiple projects, including automatic calculations (total retention, 50% release, final release), monthly forecast summaries, and a dashboard highlighting overdue and upcoming payments. Conditional formatting will ensure overdue or pending invoices are clearly visible, and the workbook will be easy to extend for new projects. I will also provide a short guide explaining the formulas and logic so you can maintain or expand the sheet easily. I propose delivering the completed workbook within 7 days. My bid is $125 AUD, aligning with the average and reflecting the value of reliable automation, clear reporting, and professional documentation. Best regards, Somee