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5 Systems Tracker Workbook

Cover of 5 Systems Tracker Workbook

Five ready-to-use spreadsheets for your bid pipeline, RFIs, procurement, change events and receivables. Dropdowns, automatic day counts and red overdue alerts built in.

También en español: Libro de control de los 5 sistemas. Recibes las dos versiones.

What you’ll get

  • Bid pipeline with hit rate and open bid value
  • RFI and decision log that counts days open
  • Procurement tracker that calculates your order-by date
  • Change event log with pending and approved totals
  • Receivables tracker with days outstanding and retainage
  • Overdue items highlighted in red automatically

Inside the guide

  1. Start Here: how to use it + weekly huddle agenda
  2. Tab 1: Bid Pipeline
  3. Tab 2: RFI & Decisions
  4. Tab 3: Procurement
  5. Tab 4: Change Events
  6. Tab 5: Receivables

Who it’s for

Owners, PMs and office managers who want the 5 Systems guide as working spreadsheets. Opens in Excel, Numbers or Google Sheets.

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