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
