A self-initiated Excel portfolio system designed for small businesses that need a simple way to organize vendors, compare quotes, track purchase orders, monitor costs, and flag overdue items. The workbook is designed around an existing workflow, with clear inputs and a management dashboard instead of another monthly software subscription.
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Posted Jul 28, 2026
Designed a structured Excel system to organize vendors, compare quotes, track purchase orders, monitor costs, and flag overdue items for small business teams.