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Excel Genius needed to create a sales dashboard for 4 sales people

£20-250 GBP

Closed
Posted almost 9 years ago

£20-250 GBP

Paid on delivery
I need an Excel dashboard creating with an area for 4 seperate sales reps in the company to fill in their KPI's at the end of every day where it then transfers all of that information to a 'Company' tab. Key Performance Indicators we will be tracking are: - Booked Sales against target - Invoiced Sales against target - F2F appointments against target - New customers against target - And more Please let me know what ideas you have for creating this. I want to keep it simple and easy to read but effective. Graphs will also be a nice feature compare to previous months and/or years of sales numbers so we know what percentage of increased growth we have.
Project ID: 7765256

About the project

27 proposals
Remote project
Active 9 yrs ago

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27 freelancers are bidding on average £153 GBP for this job
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Hello there, I am an expert in Excel based KPI Dashboards. As you would see in my work history here, I have done several sales dashboards and have been highly rated and recommended for the quality work I deliver. For your requirement, I can create a spreadsheet that will allow the reps to enter their daily data. Once the data has been entered, you would simply have to click a button and the information would be presented in a nice dashboard format. In addition to that, I would provide options that would allow you to see the comparative results (YoY, MoM, YTD etc.). I have showcased some of my dashboards in my profile here on freelancer. Please drop me a message to see some more samples of my work. Also, If you could share details like the format/structure of input data and any preferred layout that you may have, I would be able to suggest some options based on that. Do let me know if you would like me to work on this project for you and we may discuss the next steps. Look forward to working with you and thank you for considering my bid. Regards, Rishi (Automyze Consulting)
£222 GBP in 10 days
4.9 (122 reviews)
6.0
6.0
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Hi, I have more than 14 years of VBA/Excel exp and I am expert in this kind of work. I have completed more than 235 projects. Please look at the feedback left by my employers to know more about my work. Waiting for your positive response. Thanks.
£100 GBP in 7 days
4.9 (115 reviews)
6.0
6.0
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Hello! I am experienced true professional with over half thousand reviews on this website. I have all the required skills and I would love to work with you on long term basis. Basically i am a Chartered Accountant and hold masters degree of economics. I am expert of Microsoft office with over 13 years of professional experience. I am extremely interested in this position and willing to start asap. Please reply back to discuss further. Thank you!
£170 GBP in 4 days
4.9 (49 reviews)
6.0
6.0
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Hello, for this 4 sales reps I am thinking to pivot table but we can talk about it more, also we can consider some pretty charts and average of sales by time, or the sales items based on each dollar you paid them, please let me know more. Best Regards
£79 GBP in 5 days
4.8 (74 reviews)
5.4
5.4
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Hello, Thank you very much for posting the job. I belong to India. I graduated from India's best university named Indian Institute of Technology (IIT). I have over 7 years of professional work experience and I have been freelancing for over 2 years. I have worked on lot of advance Excel dash boarding and VBA coding using Microsoft access database, SQL, MYSQL,SQL server and delivered them successfully with high quality. Few of my projects are 1) Fully automated end to end business model for 3B $ healthcare company. Scope : Global Forecast for 8 products, cost modelling, product selection and prioritization, scenario analysis 2) Training Management System for an MNC. Scope : Training calender, TL can nominate his associates to relevant trainings, sends reminders, annual training summaries etc 3) BD&L model for an MNC ; Market analysis, geography analysis, opportunity analysis, SWOT, cost benefit analysis 4) Physician segmentation and Targeting ; Physicians of Latin American were segmented in 3 tiers based on several factors, exhaustive call planning strategy was built with additional features like territory alignments, productive call frequency etc I delivered many more projects of high value and quality. I am confident that I can deliver your project with high quality. Looking forward for your response so that I can start working immediately Thanks and Regards.
£200 GBP in 3 days
5.0 (12 reviews)
5.3
5.3
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I'm a computer science professional with a PhD degree and extensive experience in Excel and VBA. Please see reviews on my profile. It would be my pleasure to do your project. Please have a look at a some Excel projects I did: https://www.freelancer.com/jobs/Excel-Mathematics/Convert-math-proofs-Excel-formulas/ https://www.freelancer.com/jobs/php/Need-excel-plugin-convert-USD/ https://www.freelancer.com/jobs/Excel/Need-covert-very-large-dat/
£220 GBP in 5 days
5.0 (25 reviews)
5.5
5.5
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Hello Sir, Im excel VBA Macro and formula Expert :) and i also have team with high skill in VBA macro :) we can create genius dasboard for you, please give me a chance for doing your job and im able to start doing your job right now :) Thank You Sincerly Prameswara :)
£150 GBP in 3 days
4.9 (65 reviews)
5.1
5.1
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Hi, My name is Dan. I am an expert in excel and all advanced functionalities. I can create the sales dashboard and make it extremely user friendly to input data as well as auto-generate the desired reports. I have experience of doing such a dashboard. Please message me so that we can proceed further. Thanks ! Regards Dan
£111 GBP in 3 days
4.9 (10 reviews)
4.3
4.3
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Hi, How's it going? I manage sales performance reporting at one of Australia's top financial institutions, for a business unit with 800 sales agents. The report is based in excel. If you msg me I will send you a sample. For your requirements with only 4 reps my suggestion is: - Create page for each rep - Each page will have an input section - The inputs will drive a performance dashboard showing their KPIs - KPIs can be conditional formatted for traffic light reporting - Simple Button macro to capture daily inputs and copy into table for trending - Table will drive Trend graphs (Line or Bar) to show how they track over time - A target sheet is also required to reference % to plan or Var to plan Hopefully this gives you a good idea as to the approach. Cheers, Wez
£150 GBP in 3 days
5.0 (1 review)
3.8
3.8
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More than 11 years of experience in Banking/finance, Business Analysis, Copy Typing, Web Research, Scrapping, data compilation, social media and Data analysis. I am an expert in MS office, which includes Dash Board preparation, Mail merge, Formulae, Macros (VBA), Charts, Template creation, Pivot, etc., I am very quick in completing tasks using my keyboard, shortcuts and multitasking skills. I have created several dashboards, financial / sales tracking templates in Excel. Hence I can complete the task very effectively and diligently.
£111 GBP in 2 days
4.9 (5 reviews)
3.1
3.1
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Dear sir I can accomplish this job for you. I have previously carried out a number of projects using excel macros and formulas. Kindly contact me for further details. Thanks and regards Roy
£150 GBP in 5 days
5.0 (18 reviews)
3.2
3.2
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Hi there, I am a professional in handling data entry projects precisely. Please check my reviews to have an idea about the quality of my services. I am highly interested in doing this project so please discuss in chat box. Looking forward to hearing from you soon! Regards, Abu GM
£20 GBP in 3 days
4.7 (6 reviews)
2.9
2.9
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A proposal has not yet been provided
£250 GBP in 5 days
5.0 (3 reviews)
2.4
2.4
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I've lots of experience using Excel for reporting and also a lot of experience as a programmer doing intranet websites for reporting and management purposes. I'd suggest the second option if possible. Your salesmen could update their information from the web, and it would be easier to make reports if the information is in a database (I'm thinking about future requirements) I could send you images of previous work if needed. Best regards, Pablo
£200 GBP in 10 days
5.0 (1 review)
2.2
2.2
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A proposal has not yet been provided
£150 GBP in 3 days
4.6 (2 reviews)
2.3
2.3
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A proposal has not yet been provided
£150 GBP in 3 days
0.0 (0 reviews)
0.0
0.0
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i can do this project right away and I am sure that you will be happy on the outcome like the people who hired me in and out of this site.
£111 GBP in 3 days
0.0 (0 reviews)
0.0
0.0
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Hello, my name is Dmytro. I have solid background and experience in financial modeling working more than 7 years in the banking industry and evaluating financial standing of companies. I can summarize and present results of modeling in a clear and efficient manner. I’m attentive to details, creative. I'm self-motivated person, hardworking, flexible and physically fit to do my job properly and finished it on time. My goal is to provide accurate, timely services to my customers. You won't be disappointed with your decision to hire me. I am ready to discuss further details of your project. Thank you.
£150 GBP in 3 days
0.0 (0 reviews)
0.0
0.0
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i already completed many excel based project and i have an more experience..give me an opportunities to proof my self..
£150 GBP in 3 days
0.0 (0 reviews)
0.0
0.0
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Excel Data Processing and visualization using composition, comparison and time series charts for reservations, invoices, schedules and recruitment
£150 GBP in 3 days
0.0 (0 reviews)
0.0
0.0

About the client

Flag of CANADA
Calgary, Canada
5.0
4
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Member since May 21, 2015

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