.png)
In this article, we will show you how to summarize your contracts in Excel. Simply follow the process below.
Access our free contract summary template for Excel here.
Follow the steps below to use our contract summary template.
Carefully type in the details for a new contract into the appropriately labeled columns in a new row at the bottom of the existing data.
Click on the filter icons in the column headers to sort or filter the data based on specific criteria like status or client name.
Navigate to and select a cell containing outdated information, then type in the update to modify an existing contract's details.
If you need more space, add new rows by right-clicking the last row number and selecting "Insert" for each additional contract.
After editing or entering new data, make sure to save your workbook to prevent losing any changes.
We hope that you now have a better understanding of how to summarize contracts in Excel. If you enjoyed this article, you might also like our article on Contract Management Template for Excel or our article on COI Tracking Spreadsheet template.