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Converting Excel to Software

$30-200 USD

Closed
Posted about 15 years ago

$30-200 USD

Paid on delivery
I have a fairly detailed Excel Spreadsheet that tracks daily sales statistics for sales people then builds reports based upon those numbers that are input. It is based upon a Quarterly system and I am looking to expand it and make it more functional ... and more stable. I am looking for stability and simplicity. I created this as I learned Excel and now I want someone to update it into more of an Excel database with more fully functional charts/graphs and ratios pages ## Deliverables What Type of Error ??" Checking or debugging does your price include? I do not want an internet based system. I want an Excel or VBA or similiar based system. Ideally something that I, or if I put it on another computer, they won’t need to download additional software from somewhere else. I am looking for almost identical functionality but I want to change the functionality of the forms. I want to be able to print the forms for any time frame given, currently I can only see forms for the given quarter as a whole and I want to be able to compare this year to last year or this month to last month this quarter to last quarter(see below for examples of time frames). PLEASE NOTE: make sure you have the zip file named: Victory System ??" Updated. In this version, I have deleted a couple of tabs that are not important to keep in this project. If you don’t have that one, let me know and I will get it to you. Description of files: weeks 1-13 are where the data gets input then everything else from there everything gets calculated based on those numbers. there is a ratio page, a reports page and then a quarter at a glance and each month of the quarter at a glance then the cumulative file is just that a synopsis of each of the quarterly files liked together to get some annual figures but more importantly the career based numbers. I have also attached a Word File that I currently use. The Word file is how I track the information on an hourly basis through the day and then enter the data in the Excel file at the end of the day. FUTURE USE: I don't have anything set up to sell online currently ... but I do wish to head in that direction. Once I have it working very well for me, my intent is to market it to others that do the same type of work as I do. TYPE OF PROGRAMMING: I am looking for an Excel based system or VBA. Reports - time frames for comparison: Include all dates ??" career cumulative Mth to date Qtr to date Yr to date Last mth last qtr last yr Comparisons this mth to last mth this qtr to last qtr this yr to last yr ideally, comparisons between to custom dates Goal to Result: mth to date goal to result Qtr to date goal to result Yr to date goal to result Daily Report Goal to Result I am open to input on structuring this but this is my first impression. How many sales staff do you have that you would like to track? currently it is just me ... as long as I could have the system running for multiple people at their own desk without interruption between them ... it could be a stand alone system for each individual person ??" not connected to each other in any way. That would make it simpler, for sure. Once I get it working for me individually then I would think about changing it for multiple people. there has been some questions on the Word Document ... It is simply the document that I use on a hourly/daily basis to track my call volume. I have attached a completed version of it as a PDF just so you can see how I use it. I track the data on an hourly basis for my own records but I only input the data for the entire day into the spreadsheet. Inputting hourly data IS NOT REQUIRED ... that would simply be information overload. I only track the total daily numbers in the spreadsheet.
Project ID: 2684167

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47 proposals
Remote project
Active 15 yrs ago

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Flag of UNITED STATES
Holt, United States
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Member since Mar 23, 2009

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