ContractHub

A lightweight contract management system built in Excel (.xlsm) for small teams and startups. Tracks supplier contracts, SaaS subscriptions, and client agreements with a live dashboard, 90-day expiry alerts, and a rolling cash flow forecast.

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What it does

• Dashboard — live KPIs: monthly spend, annual average, contracts expiring in 90 days
• Suppliers sheet — all vendor and SaaS contracts with status tracking
• Clients sheet — client contracts
• Forecast sheet — rolling monthly cash flow by contract, configurable horizon

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Getting started

1. Download ContractHub_template.xlsm
2. Open in Excel Desktop (not browser — VBA won't work online)
3. Click Enable Macros when prompted
4. Add your contracts in the Suppliers sheet
5. Click the Refresh Dashboard button

Always save as .xlsm — saving as .xlsx removes the VBA macro.

Excel locale note: The template was built on German Excel which uses ; as the formula separator. If you're on English Excel and see formula errors after opening, simply re-enter the affected formulas using , instead of ;. All formulas are documented in skill/SKILL.md.

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Adding a contract

Open the Suppliers sheet and add a new row at the bottom. Fill in:

Column	Field	Format
A	Counterparty	Text
B	Type	supplier / saas / lease / hr / other
C	Netto	Number only (no € sign)
D	Brutto	Number only (no € sign)
E	Frequency	Monthly / Quarterly / Semi-annual / Annual / One-time
F	StartDate	DD.MM.YYYY
G	EndDate	DD.MM.YYYY (leave blank if open-ended)
H	NoticeDays	Number of days (e.g. 90)
I	AutoRenewal	Yes or No
L	Status	Active / Review / Terminate / Expired
M	Notes	Free text

Important: Columns J, K, N contain formulas — copy them from the row above, never type manually.

After adding a row: click Refresh Dashboard → Ctrl+S → confirm SharePoint check-in.

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Contract status

Status	Meaning
Active	Running normally
Review	Needs attention
Terminate	Cancellation in progress
Expired	Ended — excluded from all calculations

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Forecast

The Forecast sheet shows expected monthly costs per contract. Change the number in cell B1 to set how many months to display (e.g. 6, 12, 18).

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Claude AI skill

The skill/SKILL.md file contains a Claude skill for ContractHub. Install it in a Claude Project to get an AI assistant that already knows the full architecture, every formula, and how to troubleshoot common errors.

To set up the Claude Project:

1. Go to claude.ai → Projects → New Project
2. Name it ContractHub Assistant
3. Paste the contents of skill/SKILL.md into the project instructions
4. Anyone on the team can then ask questions in English or German

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Requirements

• Microsoft Excel Desktop (Windows or Mac)
• Macros must be enabled on open
• Recommended: stored on SharePoint for team access

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Repo structure

ContractHub/
├── ContractHub_template.xlsm   ← template with dummy data
├── docs/
│   └── ContractHub_QuickStartGuide.docx      ← user guide
└── skill/
    └── SKILL.md                ← Claude AI skill

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License

MIT — free to use and adapt.