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I run compliance for a busy haulage company and need a single Excel workbook that keeps me ahead of every statutory obligation. The sheet must revolve around our WEEKLY TARGETS: when each licence, CPC refresher, driver medical or maintenance inspection is due, what percentage of the fleet is still outstanding, and whether we are on-track for the week. Here’s what I picture: the moment any target slips inside its warning window the cell turns amber; miss the deadline and it flips to red. At the same time an automatic email should leave Outlook so the relevant manager is warned without me lifting a finger. Formulas must update themselves from simple data entry (dates, counts, kilometres, etc.), calculate the remaining days and the KPI percentages, and feed a quick-view dashboard so I can glance at overall compliance health. I do not need a full ERP—just an Excel matrix built with solid, transparent formulas, conditional formatting, and the VBA necessary for the email trigger. It has to be easy enough for office staff to maintain when I’m away, yet locked down so core formulas are protected. If you have proven experience creating similar alert-driven spreadsheets—especially in transport, logistics or any regulated industry—tell me about it when you reply. A short note outlining the relevant projects you’ve delivered will help me pick quickly. Deliverable: one ready-to-use Excel workbook, fully tested, with email, amber and red alerts functioning on live data.
Project ID: 40494611
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44 freelancers are bidding on average £1,949 GBP for this job

With my firm grasp of Excel and VBA, I am well-positioned to not only build the Excel Compliance Alert Matrix you're seeking, but to also unlock its maximum potential. My extensive experience in the transportation and logistics sectors guarantees that I understand the nuances of your compliance obligations, making me the perfect fit for your project. Throughout my career with Work-Nix Solutions, I have developed and delivered cutting-edge solutions driven by alerts on similar matrices with outstanding results. Leveraging solid formulas and conditional formatting coupled with insightful data analysis, I specialize in creating powerful dashboards that distill complex information into digestible visuals. This expertise will ensure that your Excel workbook not only keeps you abreast of statutory obligations but also provides a quick-view dashboard offering real-time insight into your compliance health. What makes Work-Nix stand out is our commitment to crafting solutions that can be easily managed by office staff in your absence while preserving core formula integrity. In addition, as part of our transformative business solutions mantra, I could offer optional training sessions to ensure seamless handover of maintenance duties if required. By embracing innovation and focusing on precise execution, let's create an Excel Compliance Alert Matrix that delivers impressive results for your company.
£1,500 GBP in 1 day
8.3
8.3

✅ Hello, I’m Naresh. With extensive experience in Excel automation, compliance tracking systems, KPI dashboards, and VBA-driven reporting, I can build a robust compliance management workbook tailored to the needs of your haulage operation. ➡️ I can deliver: ✔ A centralized compliance register covering licences, CPC training, driver medicals, maintenance inspections, and other statutory obligations ✔ Automated KPI calculations showing weekly targets, completion percentages, outstanding items, and compliance status ✔ Dynamic amber/red warning alerts based on configurable due-date thresholds ✔ Outlook-integrated VBA email notifications sent automatically to designated managers ✔ Executive dashboard providing an at-a-glance view of fleet compliance health ✔ Protected formulas and controlled input areas to prevent accidental changes ✔ User-friendly design that office staff can maintain with simple data entry ✔ Documentation and testing to ensure reliable operation on live data I have experience developing Excel-based management systems, compliance trackers, automated alerts, dashboards, and reporting tools where accuracy, transparency, and ease of use are critical. Please open the chat for further discussion. Thanks & regards, Naresh
£1,500 GBP in 1 day
5.6
5.6

Hi, I can help you You want one Excel file that shows weekly targets for licences, CPC refreshers, driver medicals, and inspections. It should tell you what’s due, what’s overdue, percent still to do, and if you’re on track. Cells turn amber before due, red after. Simple data entry updates days left and KPIs, sends auto emails from Outlook, fills a clear dashboard, and locks key formulas while staying easy for staff. This will take a few days, I've been doing this type of work for years. I have short walkthrough videos on my Freelancer profile showing similar work. 1) What data do you have now and how is it stored? 2) What should the final dashboard show at a glance and for how many assets? Ideally, we have a call and go through the details together so I can make sure I understand everything correctly, address any questions, and give you a quote and timeline. Would that work? Best, Nicolas
£2,250 GBP in 7 days
5.2
5.2

I am excited to submit my proposal to design and build your Excel Compliance Alert Matrix. Managing regulatory, operational, or contractual compliance can quickly become overwhelming without a centralized, automated system. I specialize in transforming complex data requirements into streamlined Excel solutions that do the heavy lifting for you—ensuring you never miss a critical deadline or audit requirement. For your matrix, I will build a dynamic tracking system tailored to your specific compliance framework. Using a combination of conditional formatting, advanced formulas (such as XLOOKUP, IFS, and date-driven logic), and data validation, the spreadsheet will automatically categorize risk levels and trigger visual alerts. A "Traffic Light" system (Red, Yellow, Green) will immediately highlight upcoming renewals, overdue actions, or non-compliant items, giving your team an at-a-glance understanding of your current compliance posture. To ensure this tool remains effective long-term, the backend will be engineered for absolute ease of use and scalability. I will implement automated summary cards or a mini-dashboard at the top of the matrix so leadership can instantly see total open items versus completed tasks without digging through rows of data. Additionally, I will provide a clean user guide embedded in the workbook, ensuring your team can seamlessly update, expand, and maintain the matrix without breaking any underlying formulas.
£1,500 GBP in 7 days
4.8
4.8

I am excited about the opportunity to create a comprehensive Excel Compliance Alert Matrix tailored to your haulage company’s needs. With proven experience in developing similar alert-driven spreadsheets for the transport and logistics sectors, I understand the importance of being proactive in compliance. My work will ensure that your statutory obligations are easily monitored with conditional formatting and automated email notifications, making it simple for your team to maintain. You can trust my attention to detail and commitment to providing a robust solution that is both user-friendly and secure.
£2,250 GBP in 7 days
4.7
4.7

Hi, I can build a fully automated Excel compliance tracking workbook for your haulage operation that keeps all weekly statutory targets visible, updated, and under control. The workbook will include a structured data entry system for drivers, vehicles, licences, CPC renewals, medicals, and maintenance checks. It will automatically calculate remaining days, weekly KPI percentages, and overall compliance status. A live dashboard will give you instant visibility of fleet compliance health, with clear weekly targets and progress tracking. Conditional formatting will highlight risks in real time—amber for upcoming deadlines and red for overdue items. I will also implement VBA-based automation to trigger Outlook email alerts when any compliance item enters the warning or breach zone, ensuring managers are notified instantly without manual input. The file will be secured so core formulas are protected, while remaining simple for staff to update. The solution will be lightweight, transparent, and designed for easy daily use without requiring complex systems or ERP software.
£2,000 GBP in 20 days
0.0
0.0

As a Senior AI, Software, and Embedded Systems Engineer, I may not be a specialist in Excel data analysis but my expertise in data processing is more than ample for your project. I've handled complicated systems that deal with big data like yours for companies within and outside the transport industry. One thing that differentiates me from other candidates is how I've managed to leverage automation and AI to provide "strategic alerts" at the exact instance a target shows signs of missing its deadline. The unique approach I bring involves using my adeptness in VBA to set up automated emails sent through Outlook as soon as your system's warning window is breached. Lastly, while creating complex Excel worksheets that seamlessly function behind straightforward user interfaces is my specialty, ensuring that such worksheets can also be modified by office staff without unintentional breaking is a major concern. So, I'll build the seemingly 'locked-down' workbook and maintain it intelligently for you. Ultimately, my goal is always delivering solid solutions designed to meet clients' needs head-on which I believe aligns well with your project. Let me get started on preparing an intelligent, easy-to-use Excel matrix that elevates your compliance game!
£2,000 GBP in 7 days
0.0
0.0

Haulage compliance is brutal because every missed date is a fineable event, and Excel is great as long as the conditional formatting and VBA never break under real driver and vehicle counts. The win here is a single workbook that flags due items before they slip, not after. Proposed build: one workbook, one source data sheet per category (licences, CPC, medicals, vehicle inspections, tachograph downloads, brake tests), and a dashboard tab that rolls everything into your weekly target view. Conditional formatting tiers green and amber and red against your due date threshold. VBA macros to refresh the dashboard, generate weekly PDF reports, and email the right manager when a category drops below your target percentage. Power Query to pull from any existing CSVs you already have. Relevant builds: a fleet maintenance tracker for a 200 vehicle operator, a CPC and tacho compliance dashboard, and several Excel plus VBA HR compliance trackers. 4.9 stars from 118 clients, 97 percent on-budget. What is the current fleet and driver count, and do you already have the source data in any system or only on paper?
£1,860 GBP in 14 days
0.0
0.0

Glasgow, United Kingdom
Member since Jun 6, 2026
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