BKY Data Consulting
Live demo

Contract Health & Renewal Forecast

Your Excel contract data -> clear insights on value, status, and upcoming renewals. Live demo on synthetic data.

Hi team — here's a working demo I built for your Excel-based contract data; click anything, every number is live from the sample data below.

Total Active Contract Value
$1,240,000
▲ currently active
Contracts Expiring Next 90 Days
3
■ urgent renewals
Average Contract Length
11.5 months
▲ from start to end
Contracts with Net 60 Terms
3
▲ potential cash flow impact

What I can do for you

Exactly what I'd take off your plate on this project — in plain English.

Clean up messy Excel data
I'll organize your raw contract spreadsheets, fix formatting issues, and ensure all dates and values are consistent and correct.
Automate data collection
I can set up smart systems to pull data from different sources into your central Excel files, saving you manual copy-pasting.
Build advanced Excel reports
I'll create custom formulas and pivot tables in Excel to give you the exact insights you need, like contract value by service type or upcoming renewals.
Identify key trends and patterns
I'll dig into your contract data to find important trends, like which service types are most profitable or why some contracts don't renew.
Create clear visual summaries
I'll turn complex numbers into easy-to-understand charts and graphs, so you can quickly see the big picture and make better decisions.

How the data flows

Collect & Consolidate
Excel / Google Sheets
Gather all your contract data from various Excel files or other sources into a central, clean spreadsheet.
Clean & Standardize
Python (pandas) / Google Apps Script
Automate cleaning of data, fixing errors, standardizing formats, and removing duplicates to ensure accuracy.
Analyze & Report
Excel Formulas / Python (pandas)
Apply advanced Excel functions or Python scripts to extract key insights, calculate KPIs, and generate reports.
Visualize & Share
Chart.js / Google Sheets / Email
Present findings through clear charts and reports, ready for management review and decision-making.

Active Contract Value by Service Type

This chart shows which types of services bring in the most money from your active contracts, helping you focus on your most valuable offerings.

Contract Status Distribution

This pie chart breaks down all your contracts by their current status (Active, Completed), giving you a quick overview of your portfolio.

Contracts Expiring by Month (Next 12 Months)

This line chart highlights how many contracts are set to expire each month over the next year, helping you plan for renewals and resource allocation.

Workflows I can automate for you

Repetitive work I can put on autopilot using your tools' APIs plus n8n, Zapier & Google Apps Script — so it just happens, hands-off.

Auto-flag upcoming contract renewals
Automatically identify contracts nearing their renewal date and send timely reminders to the relevant team members via email or Slack.
Google Sheets API · Google Apps Script · Slack/Email Notifications
Standardize new contract data entry
Set up automated checks to ensure all new contract details entered into your Excel files meet your required format and completeness standards.
Google Sheets API · Python (pandas)
Generate monthly contract summary reports
Automatically compile and distribute a summary of active contracts, expiring contracts, and new contracts each month, saving hours of manual work.
Google Sheets API · Python (pandas) · Email Notifications · Scheduled Jobs (cron)

Sample Contract Details

Contract IDClient NameService TypeContract ValueStatusRenewal Date
C001Alpha SolutionsConsulting$75,000Active2024-01-14
C002Beta InnovationsDevelopment$120,000CompletedN/A
C003Gamma CorpSupport$45,000Active2024-02-09
C004Delta ServicesConsulting$90,000Active2023-10-19
C005Epsilon TechDevelopment$150,000Active2024-04-30

Raw source data

dataset.csv — showing 12 of 15 rows. The dashboard above is computed from this file, untouched.

Contract IDClient NameService TypeStart DateEnd DateContract ValueStatusPayment TermsRenewal Date
C001Alpha SolutionsConsulting2023-01-152024-01-1475000ActiveNet 302024-01-14
C002Beta InnovationsDevelopment2023-03-012023-09-30120000CompletedNet 60
C003Gamma CorpSupport2023-02-102024-02-0945000ActiveNet 302024-02-09
C004Delta ServicesConsulting2023-04-202023-10-1990000ActiveNet 452023-10-19
C005Epsilon TechDevelopment2023-05-012024-04-30150000ActiveNet 302024-04-30
C006Zeta SystemsSupport2023-06-152023-12-1430000ActiveNet 302023-12-14
C007Eta EnterprisesConsulting2023-07-012024-06-30110000ActiveNet 602024-06-30
C008Theta GroupDevelopment2023-08-102024-08-09180000ActiveNet 302024-08-09
C009Iota SolutionsSupport2023-09-012024-08-3150000ActiveNet 452024-08-31
C010Kappa InnovationsConsulting2023-10-052024-10-0495000ActiveNet 302024-10-04
C011Lambda CorpDevelopment2023-11-152024-11-14130000ActiveNet 602024-11-14
C012Mu ServicesSupport2023-12-012024-11-3040000ActiveNet 302024-11-30

How this works in production

How I'd set this up on your live system:

Source
Your Excel Files / Google Sheets
Your current contract data, wherever it lives.
Processing & Cleaning
Python (pandas) / Google Apps Script
Custom scripts to automate data preparation and ensure quality.
Analysis & Reporting
Excel / Google Sheets
Advanced formulas, pivot tables, and custom reports built right into your spreadsheets.
Automation & Notifications
Google Apps Script / Python (requests) / Slack/Email
Automated alerts for renewals, data quality checks, and scheduled report distribution.

This demo runs on synthetic data.

Ready to transform your Excel data?

I can apply these solutions to your real contract data in just a few days, giving you clear insights and saving you time.

bing@bkydataconsulting.com