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Sales Planning Excel Spreadsheet Application - 021418

$250-750 USD

Completed
Posted about 6 years ago

$250-750 USD

Paid on delivery
Looking for an experienced Excel user to develop a spreadsheet application to help salespeople plan their time and lead generation channels. Using channels, conversion rates, average time, quota, desired income, commission rate, etc. the application should help them optimize their lead generation channel choices and determine time required to hit their goal as well as total revenue and commission. - It should alert them when the number of activities they have planned is unrealistic. - It should alert them based on sales cycle time when there is not enough time or activities remaining in the year to achieve their quota and personal goal. - It should suggest/recommend an ideal mix of channels based on the assumptions given. - To facilitate scheduling into their calendar the final solution should include approximate following output: Daily Activities You should schedule [X] [Channel] Activities per Day. You should schedule [X] [Channel] Activities per Day. You should schedule [X] [Channel] Activities per Day. etc. Weekly Activities You should schedule [X] [Channel] Activities per Week. You should schedule [X] [Channel] Activities per Week. You should schedule [X] [Channel] Activities per Week. etc. Monthly Activities You should schedule [X] [Channel] Activities per Month. You should schedule [X] [Channel] Activities per Month. You should schedule [X] [Channel] Activities per Month. etc. Yearly Activities You should schedule [X] [Channel] Activities per Year. You should schedule [X] [Channel] Activities per Year. You should schedule [X] [Channel] Activities per Year. etc. The end result should be a stand-alone spreadsheet application that can be used by independent sales reps. I have attached a planning form and supporting materials that perform this function today. I have also attached a previous attempt to complete this project. You may build on it or gather inspiration from it. "[login to view URL]"
Project ID: 16299390

About the project

5 proposals
Remote project
Active 6 yrs ago

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I would love the opportunity to work with you on this planner and sales / income calculator. I am a business analyst with 15 years professional experience building solutions like these using Excel and VBA. Some thoughts from the first attempt: 1. I would definitely convert the 'plan channel' to a data table, this will simplify the adding / removing process immensely! 2. It doesn't seem to have the alerts you are after and it seems as though some data is double entered 3. The time calculations are very clunky I think it might be easier to start again (as you have suggested) so you can receive a solution which is more user friendly, and easier for you to maintain (or have someone make changes to).
$400 USD in 10 days
5.0 (19 reviews)
4.6
4.6
5 freelancers are bidding on average $371 USD for this job
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I am here freelancer first to discuss the details of Sales Planning Excel Spreadsheet then i can sure about my price and the deadline. My way of working is not only to complete but also to provide enough understanding to the project owner. So this will be base of our long term relationships.
$250 USD in 5 days
5.0 (12 reviews)
4.4
4.4
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Hello. I am Edgar Díaz. I am Urban Planner With a MBA and Specialist in Project Management (PMI) I can handle many Financial, administrative, Econometric and Mathematical softwares (MSProject, Primavera, Simul8, Excel, VBA, etc) ; and Management Methodologies (ITIL v3, Agile, Fiance2, PMI). I have experience in TOC,PERT-CPM, Chain Supply and Customer relationship Management. From the business point of view, thanks to the MBA, I have been able to develop myself in the economic and financial analysis of the projects in particular and of the companies in general, allowing me to carry out business analysis, as well as business plans, production projection And sales; In addition to the respective market studies. I have experience in business plan, PESTEL, SWAT and financial analysis. I could do the work designing the reports in Visual basic, for example.
$250 USD in 5 days
4.9 (29 reviews)
4.7
4.7
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Sir, I ALREADY DID THE SAME KIND OF PROJECT EARLIER. CAN WE DISCUSS THE JOB TO START. tHANKS Greeting, I have understood your Sales Planning Excel Spreadsheet Application task and can do it with your 100% satisfaction. Please ping me for more discussion. I have more than 5 years of experience in Business Analysis, Data Entry, Data Processing, Excel, Project Management
$400 USD in 5 days
4.8 (13 reviews)
4.9
4.9

About the client

Flag of UNITED STATES
Herriman, United States
5.0
1
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Member since Nov 6, 2017

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