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My wholesale stationery business has grown to the point where our sales processes must be data-driven, transparent, and repeatable. I already track monthly fluctuations, but my current seasonality index still struggles to reveal clear patterns, making realistic and achievable sales targets difficult. Incentives are presently calculated as a fixed percentage of sales, yet the team and I agree this no longer rewards true performance. Your brief is to turn that rough system into a complete, scalable Sales Performance Framework that any current or future salesperson can plug into with minimal onboarding. Strong Excel modelling and practical knowledge of wholesale, distribution, FMCG, or retail planning will be vital. Key areas to tackle • Audit and refine the seasonality index, documenting the logic so it can be updated quickly each year. • Translate the verified seasonality trends into monthly sales targets that feel stretching but attainable. • Re-engineer the commission plan—balancing fairness for high performers with cost control for the company. • Allocate targets territory-wise, accounting for historic potential and growth capacity in each area. • Establish a concise KPI set that shines a light on productivity, coverage, and collections, not just topline revenue. • Package everything into an easy-to-maintain workbook or dashboard, with clear instructions that let me extend it as we add reps or open new regions. Acceptance criteria 1. A master Excel model with unlocked formulas, labelled sheets, and change-log. 2. Documentation (PDF or in-sheet) explaining methodology, assumptions, and steps to refresh inputs. 3. Example reports illustrating how a salesperson’s monthly performance and incentive payout will be displayed. If you have designed similar schemes for wholesalers or FMCG distributors and can demonstrate how you turned messy data into actionable targets, I’d like to see your approach.
Project ID: 40558321
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9 freelancers are bidding on average ₹1,256 INR for this job

Hi, I can build a complete Excel-based Sales Performance Framework including seasonality analysis, territory targets, KPI tracking, and a fair commission model with a clean, scalable dashboard. I’ll deliver a fully documented workbook with unlocked formulas, clear instructions, and example performance reports for easy future updates.
₹1,050 INR in 3 days
2.2
2.2

- I have hands-on experience building Excel-based sales planning, forecasting, KPI frameworks, and executive reporting solutions for business performance management. - My expertise includes advanced Excel, Power Query, financial modeling, forecasting, KPI design, business analysis, data visualization, and interactive dashboards. - I have developed forecasting models and sales performance frameworks that transform historical sales data into realistic targets, performance metrics, and management insights. - I can audit and refine your seasonality index, develop territory-wise sales targets, redesign the commission structure, and create measurable KPIs for productivity, coverage, collections, and revenue performance. - In a recent project, I developed forecasting models and interactive dashboards that helped automate reporting and improve business planning using data-driven insights. - The final solution will include an unlocked Excel model with documented formulas, automated calculations, dynamic dashboards, salesperson performance tracking, and incentive calculations that are easy to maintain and scale. - I focus on building transparent, business-friendly models with clear methodology, documentation, and flexibility for future expansion. - Deliverables will include the master workbook, KPI framework, commission model, methodology guide, and sample management reports. Reference work is available in my profile.
₹1,500 INR in 4 days
1.1
1.1

Hello, Your project goes beyond building a spreadsheet—it's about creating a practical sales performance system that remains useful as your business grows. I can design a professional Excel framework that transforms your historical sales data into meaningful targets, KPIs, and commission calculations. The workbook will include: • Refined seasonality analysis • Dynamic monthly sales targets • Territory-wise allocation model • Flexible commission calculator • KPI dashboard with charts • Example salesperson performance reports • Clear documentation explaining the methodology • Unlocked formulas for future updates Everything will be organised into a clean, easy-to-maintain workbook so you can refresh the data and continue using it year after year without rebuilding the model. I have a 5-star Freelancer rating and provide regular progress updates throughout the project. Samples of similar Excel dashboards and analytical work are available upon request. I look forward to working with you. Best regards, Aaron
₹1,200 INR in 4 days
0.0
0.0

I would begin by analyzing 2–3 years of historical sales data to identify long-term trends and calculate a more reliable seasonality index using moving averages and year-over-year comparisons. This would improve forecasting accuracy and help set realistic monthly sales targets based on expected demand rather than fixed growth assumptions. For incentives, I would replace the flat commission model with a performance-based structure that rewards achievement against targets. For example, higher incentive rates would apply only when salespeople meet or exceed their targets. I would also consider factors such as gross margin, timely collections, and new customer acquisition to encourage profitable and sustainable growth. To ensure transparency, I would build an Excel or Power BI dashboard that tracks sales performance, target achievement, seasonal trends, and incentive calculations in real time. This approach creates a data-driven, repeatable sales process that motivates the team, supports better decision-making, and aligns incentives with overall business objectives.
₹1,500 INR in 5 days
0.0
0.0

As a Data Analyst specializing in building scalable systems for actionable insights, I am confident in my ability to transform your wholesale sales processes into a comprehensive and easy-to-maintain Sales Performance Framework. My Advanced Data Cleaning skills will ensure a smooth transition by using Power Query and SQL to perfectly extract, transform, and load your data. Once we have clean and well-organized data, I will leverage my Custom Data Modeling expertise, including utilizing optimized DAX formulas to calculate the precise metrics you need. To enhance usability and clarity, my End-to-End Power BI Development skills will deliver comprehensive dashboards that are intuitive and tell a persuasive narrative. Accuracy, business focus, and clear communication are the cornerstones of my approach. I relentlessly pursue precision to ensure validated reporting so that all your business decisions can be made based on solid evidence. Additionally, I bring a strong skill set when it comes to communicating complex technical data in a way that is actionable and easily grasped by you and your team. Let's eliminate the chaos from your spreadsheets together. Please do not hesitate to reach out via the "Invite" or "Message" button so we can discuss your project goals in greater detail.
₹1,200 INR in 7 days
0.0
0.0

Hello, I am confident I can help you build a scalable Sales Performance Framework that goes beyond simple reporting and provides a structured, data-driven approach for target setting, performance measurement, and incentive planning. I have hands-on experience in Excel, Power BI, SQL, business analytics, KPI development, dashboard design, and demand planning, along with a strong engineering background where I worked on planning, material forecasting, and performance analysis. I have also developed several sales and business intelligence dashboards that transform raw data into meaningful business insights. My approach: Audit and refine your seasonality model using historical sales trends. Develop realistic monthly and territory-wise sales targets. Design a transparent, performance-based commission framework aligned with business goals. Build an easy-to-maintain Excel model with dynamic formulas, dashboards, KPIs, and clear documentation. Recommend improvements to productivity, coverage, collections, and performance tracking to make the framework scalable as your business grows. My objective is not only to complete the workbook but to deliver a practical decision-support solution that is accurate, easy to maintain, and valuable for long-term business planning. I would welcome the opportunity to discuss your requirements in an interview and demonstrate how I can deliver a professional solution tailored to your business. Best Regards, Gowri K
₹1,000 INR in 7 days
0.0
0.0

Hi, I can turn your current sales tracking into a clearer Excel-based sales performance framework. I would structure the workbook around clean input sheets, a documented seasonality index, monthly/territory targets, a simple commission logic, and salesperson KPI views. I will keep formulas unlocked and labelled so your team can update the model as new months, reps, or regions are added. I can also include a short methodology note and example payout/report views so the workbook is easier to maintain after delivery.
₹1,500 INR in 3 days
0.0
0.0

Hi — this is squarely business analysis + Excel modelling, which is exactly what I do. You want a scalable Sales Performance Framework that turns a rough seasonality index and a flat commission into fair, data-driven targets and incentives. How I'll tackle your key areas: 1. Seasonality: audit your current index and rebuild it on a documented method (12-month moving average / seasonal index per month), refreshable each year in a few clicks. 2. Targets: convert verified seasonality into monthly targets that are stretching but attainable, with a clear build-up you can defend to the team. 3. Commission: re-engineer to reward true performance — a tiered/accelerator structure with a cost-control cap, modelled so you see company cost vs. payout at each performance level before committing. 4. Territory allocation: split targets by historic potential and growth capacity per area. 5. KPIs: a concise set covering productivity, coverage, and collections — not just topline. 6. Delivery: one master Excel model (unlocked formulas, labelled sheets, change-log) plus documentation of methodology/assumptions and example rep performance & payout reports. I build refresh-friendly, well-documented models — you can see similar dashboards in my portfolio. Delivered in ~4 days. Quick question to scope it: how many reps/territories and how many years of history do you have, and is there a monthly sales file I can start from? I can model one territory first as a sample so you confirm the approach.
₹1,300 INR in 4 days
0.0
0.0

Pune, India
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