Build Sales Reports and Dashboards

Closed Posted 7 years ago Paid on delivery
Closed Paid on delivery

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

Excel Sales Visual Basic

Project ID: #10984557

About the project

11 proposals Remote project Active 7 years ago

11 freelancers are bidding on average $445 for this job

ParisPallas

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 More

$400 USD in 7 days
(655 Reviews)
8.7
cgullapalli

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 in 2 days
(1233 Reviews)
8.5
Khurramz

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 in 7 days
(406 Reviews)
7.9
prameswara

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 More

$450 USD in 8 days
(419 Reviews)
7.6
someka

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 More

$411 USD in 3 days
(142 Reviews)
7.3
deepbluetech

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 in 5 days
(203 Reviews)
7.4
elqueabandona

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 More

$449 USD in 7 days
(336 Reviews)
7.5
kolosibalint

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. More

$400 USD in 8 days
(131 Reviews)
7.1
mehedi276

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 More

$411 USD in 4 days
(135 Reviews)
6.2
dkarataev

Hi, backend nodejs, frontend - angularjs

$600 USD in 7 days
(1 Review)
6.3