Build Sales Reports and Dashboards

I need to create a complete sales reporting system from raw data. I have a working model already and it needs to have VB added to replace slow working formulas, and also add dashboards for sales performance and reports.

Reports will include (but not limited to):

Sales by rep

Sales by region

Sales by customer

Item Rank

Customer YOY analysis

Lost accounts

Monthly sales summary

All of these report are easy and already created, but I want them automated.

I also need to automate a list of new accounts by rep that occur in the data, and also new product placements by account and/or rep. Again, I already do this with remove duplicates and highlighting, but I want something automated since it take more time that I want to spend on it.

I would like dashboards available by rep, account, and region showing YTD sales, YOY +/-, graphs, best seller placements, progress to annual goal

We also need monthly sales populated in a grid with YOY increases, and we also have this created and just need it automated.

The use of dashboards with spark lines, charts, and other visual tools is important. I need analyst tools for sell in and sell through data so it will be from two different sources.

it will need to have a page for each rep group (10 or fewer) that auto populates sales progress. I already have a template for this

Keahlian: Excel, Penjualan, Visual Basic

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Tentang Pemberi kerja:
( 5 ulasan ) Seattle, United States

ID Proyek: #10984557

12 freelancer menawar dengan rata-rata $445 untuk pekerjaan ini

$420 USD dalam 3 hari
(243 Ulasan)

Hi, I am an Excel macro expert and would be happy to take on your project. Kindly share dashboard templates and we can discuss. Regards, Arul

$450 USD dalam 5 hari
(208 Ulasan)

Hello Sir Im excel VBA macro and formula Expert :) i can do build dashboard in excel also Sir. please send me your sample data and sample dashboard that u want and i will make it for you Sir :) Thank You Sincerel Lebih banyak

$450 USD dalam 8 hari
(243 Ulasan)

Hi, I am good at Excel and vba. Looking forward to discuss further in detail in the chat. I would like to work on this project. Please provide me the excel file to work on.

$450 USD dalam 2 hari
(197 Ulasan)

Hello there. I was just talking with Christina (freelancer recruiter) I would say sales dashboards are just my proficiency. I have built many sales dashboards so far. And I am quite familiar with sales, rebates, target Lebih banyak

$411 USD dalam 3 hari
(85 Ulasan)

Hello, my name is Cristian, I have a degree in Business and work with excel every day. I have much experience with spreadsheets, formulas, models and macros. Check my reviews. They speak for themselves. Best rega Lebih banyak

$449 USD dalam 7 hari
(114 Ulasan)

Hi, Since you already have almost everything in place, it would be easier to convert those into automated processes. I can finish before 20th July.

$450 USD dalam 7 hari
(184 Ulasan)

Hi there - My name is Paris. I've read your brief and can see that you'd like to have a macro-enabled Excel spreadsheet. I have 7 years’ experience designing and developing Excel spreadsheets. I would approach your pr Lebih banyak

$400 USD dalam 7 hari
(85 Ulasan)

Dear Hiring Manager, I have gone through your job posting and become very much interested to work with you. I am an expert in these fields. I have already completed several projects like this. For evidence you can se Lebih banyak

$411 USD dalam 4 hari
(106 Ulasan)

Hi sir, I have gone through your requirement. I can deliver the required tool. If you're interested, please send some sample raw data and discuss about requirement in detail over chat. Thanks, Suren

$450 USD dalam 2 hari
(50 Ulasan)

Dear Sir/Madam, I have 3 years of experience in Excel VBA programming. I work as a business data analyst Ford Motor Company creating automated reports and dashboards on car sales figures of 21 European countries. Lebih banyak

$400 USD dalam 8 hari
(40 Ulasan)

Hi, backend nodejs, frontend - angularjs

$600 USD dalam 7 hari
(0 Ulasan)