How to set up a Bid Dashboard in Microsoft Excel

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