You will get Daily Claims Allocation & SLA Priority Dashboard (Excel)
Project details
I build automated priority-and-SLA dashboards in Excel for any team managing a work queue that needs tackling in the right order — not just insurance claims. Applies to:
Customer support — tickets sorted by age/urgency, SLA breach tracking
Collections & finance — overdue accounts by days outstanding
HR & recruiting — candidates or files aging past review deadlines
Healthcare admin — intake, prior-auth, or billing queues
Legal & compliance — case files vs. filing deadlines
E-commerce & logistics — order/returns queues by shipping SLA
Project management — any backlog needing oldest/highest-risk first
Insurance — claims processing (portfolio example)
What I Build
Sorted worklist — ranked by your urgency rule (day count, $ value, tier, deadline)
Live SLA tracking — formula-driven status (Breached/Due Today/On Track), your thresholds
Manager dashboard — KPI cards, category breakdowns, charts
Fully formula-driven — new data in, everything recalculates, no manual rebuild.
If your team has a recurring queue where some items are more urgent, this turns a messy spreadsheet into a clear daily action plan and a manager-ready report.
Customer support — tickets sorted by age/urgency, SLA breach tracking
Collections & finance — overdue accounts by days outstanding
HR & recruiting — candidates or files aging past review deadlines
Healthcare admin — intake, prior-auth, or billing queues
Legal & compliance — case files vs. filing deadlines
E-commerce & logistics — order/returns queues by shipping SLA
Project management — any backlog needing oldest/highest-risk first
Insurance — claims processing (portfolio example)
What I Build
Sorted worklist — ranked by your urgency rule (day count, $ value, tier, deadline)
Live SLA tracking — formula-driven status (Breached/Due Today/On Track), your thresholds
Manager dashboard — KPI cards, category breakdowns, charts
Fully formula-driven — new data in, everything recalculates, no manual rebuild.
If your team has a recurring queue where some items are more urgent, this turns a messy spreadsheet into a clear daily action plan and a manager-ready report.
Data Tool
Microsoft ExcelWhat's included
| Service Tiers |
Starter
$80
|
Standard
$180
|
Advanced
$350
|
|---|---|---|---|
| Delivery Time | 2 days | 4 days | 7 days |
Number of Revisions | 1 | 1 | 2 |
About Joan
Joan | Workforce Management Analyst | Travel Claims Consultant
Davao City, Philippines - 11:00 pm local time
Enthusiatic workforce management analyst and travel claims consultant eager to contribute to team success through hard work, attention to detail and organizational skill. Clear understanding of tasks and seek opportunity to improve professionally.
Steps for completing your project
After purchasing the project, send requirements so Joan can start the project.
Delivery time starts when Joan receives requirements from you.
Joan works on your project following the steps below.
Revisions may occur after the delivery date.
Step 1: Data Review & Discovery
Review the raw file(s) you send, confirm column meanings, and clarify your urgency/SLA rules before any build work starts.
Step 2: Data Cleaning & Structuring
Clean the raw data — remove duplicates, fix inconsistent entries, and structure it into a format ready for prioritization logic.