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9th Annual QorusDocs Proposal Management  Benchmark Survey. Download Report 

- Guide

How to set up a Bid Dashboard in Microsoft Excel

QorusDocs Excel Bid Dashboard Setup Guide

A step-by-step guide to creating a Bid Dashboard in Microsoft Excel: consolidating multiple RFP response plans, tracking progress, and automating updates. This guide is based on a session run by QorusDocs at 2025 APMP Office PowerUp Conference.

This guide will walk you through how to:

  • Set up your RFP tracking file
  • Import multiple RFP response plans into a single Excel file
  • Clean and structure data automatically
  • Track urgent tasks and overdue sections with formatting
  • Use Pivot Tables & Slicers for quick filtering
  • Ensure real-time updates when new RFPs are added
  • Create a dashboard of charts