Contractor Quote & Payment Tracker in Excel (Demo)

Demo built with sample data, not a client project. Small contractors often keep quotes in one place and payments in another, so it is hard to see who still owes money and who is late. This workbook keeps both in one file. The owner logs each quote with its status (Sent, Accepted or Declined) and records payments as they come in, picking the quote number from a list. The dashboard shows accepted work, cash collected, what is still owed, the overdue amount and the acceptance rate, plus a short list of who to call first. Formulas are locked, and a Check column flags typos.