Sales Renewal Spreadsheet

Completed Posted 3 years ago Paid on delivery
Completed Paid on delivery

Insurance business that provides senior services. Company has several agents and contracts. Need to be able to keep track of renewal volume and payments, revenue and expenses within an excel spreadsheet. Spreadsheet should show alerts for short payments. Excel should be easy to handle in terms of adding future clients and new contracts. Ability to create invoices would be helpful.

Excel Accounting Data Entry Finance Data Processing

Project ID: #24677601

About the project

66 proposals Remote project Active 3 years ago

Awarded to:

trascenderglobal

Hello, my name is Andres, and I lead the team here at Trascender Global. We have gained valuable experience in Excel and Data analysis in the last 7 years. I'm a data scientist myself. I have built two services managem More

$250 USD in 15 days
(185 Reviews)
7.8

66 freelancers are bidding on average $157 for this job

jkaranm

Hi Future Client, Thanks for sharing your project requirements with us. It will be our great pleasure to work on your project. I am one of the preferred freelancers in the site and referred by the freelancer staff Ram More

$250 USD in 7 days
(119 Reviews)
8.8
cgullapalli

HI, I am good at Excel and VBA. I can create system to maintain the services, contracts as mentioned. I would like to discuss it further in the chat. Please share the sample files. -Chandra

$250 USD in 2 days
(1177 Reviews)
8.4
ParisPallas

Hi, there! My name is Paris, and I was glad to see that you're looking for an Excel developer. According to your brief, you want to have an Excel application that will automate tasks like keeping track of payments and More

$180 USD in 5 days
(496 Reviews)
8.4
schoudhary1553

Hello, I can help you with your project - Sales Renewal Spreadsheet I have gone through your job posting and become very much interested to work with you. I am an expert in this field. I have already completed sever More

$220 USD in 4 days
(536 Reviews)
8.4
khurram1984

"Hi. i am an affiliate chartered accountant (CPA) and a professional finance expert since 2009. We have worked with our clients at national as well as international level. We have advanced knowledge in excel because of More

$225 USD in 3 days
(386 Reviews)
8.1
P0L

Hello, I am an Excel/VBA expert and I would like to help you with your project. Please check my profile and contact me to discuss further details. Regards.

$200 USD in 3 days
(502 Reviews)
8.0
javed1705

I am a qualified professional accountant, APA and Mcom finance. After carefully reading your project description, I think that I am the perfect candidate! With over 13 years of experience for advance use of excel. I More

$140 USD in 3 days
(634 Reviews)
8.1
Khurramz

Hi Would you also needs to calculate commissions of salespersons based upon their performances? Please reply me via chat and i can start with example work.. Thanks

$250 USD in 7 days
(436 Reviews)
7.9
dgled

Hello I am financial expert and guru in Excel with extensive knowledge and expertise in advanced formulas, pivot tables, tables, and visual basics, including preparation of graphical and visualisation reports dynamic d More

$200 USD in 6 days
(111 Reviews)
7.5
elqueabandona

Hello, my name is Cristian, i am Excel/VBA expert. I am in the top 5 of freelancers in this area and i have more than 260 projects successfully completed here. I am available and i have a couple of ideas for your rene More

$150 USD in 4 days
(336 Reviews)
7.4
prameswara

Hello Sir Im excel VBA macro and formula Expert :) i can build your sales renewal spreadsheet like your requirement please ping me for discuss more and im free now Thank you Galih

$250 USD in 7 days
(440 Reviews)
7.6
RRconsultant

Greetings I am a specialist in excel based modeling and am keen to help you with the requirements. Look forward to hear from you. Thanks RRC

$250 USD in 7 days
(140 Reviews)
7.6
editchamp

Hey, I will renewal volume and payments, revenue and expenses within an excel spreadsheet.I will Spreadsheet show alerts for short payments.I look forward to hear from you soon. Thanks!

$200 USD in 2 days
(251 Reviews)
7.7
caabdul

Hi, I am Accounting developer for excel and vba. I can make 100%+ excel tool as per you need. Thanks, Abdul

$300 USD in 7 days
(137 Reviews)
7.0
seoguru17

I am good at Excel formula and VBA/Macro, I need to see the data so I can understand your requirement, I have a few question to discuss so I need you to send a message on chat.

$140 USD in 7 days
(108 Reviews)
6.6
Ashisjena2015

Hi, I am a Chartered Accountant having more than 12 years experience in preparing Financial Dashboard in excel. Please message me for detail . thanks

$250 USD in 3 days
(134 Reviews)
6.8
syedomairali

"Dear Sir, I am a CPA and have a firm established in Pakistan. i am an excel expert, have advanced level knowledge and prepared numerous reports, dashboards, templates, formats for my clients based on their specific r More

$150 USD in 3 days
(62 Reviews)
6.2
ravinderkumar248

Hello. I'm a Excel VBA expert. I have 10+ years of experience in Excel VBA, creating complex automation tools, formulas, databases, queries and macros. Let's discuss details over chat. Thank you. Ravinder

$150 USD in 3 days
(153 Reviews)
6.0
expertatwork

More details please, thanks!

$99 USD in 7 days
(166 Reviews)
5.9
xs4fm

"Dear sir, I am affiliate chartered accountant (CPA) and part of a consultancy firm providing services of bookkeeping, accounts, business plans, financial modelling, feasibility studies, research reports etc. We have More

$120 USD in 3 days
(35 Reviews)
5.5