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Excel Sales Dashboard

We have a 12 column spreadsheet that lists sales information by salesperson. We'd like to create a dashboard like experience either in Excel generically OR in a freeware online tool. Prefer online secured by username, but Excel ok too.

Here's how it could work with Excel.

1) create a macro to divide the data into independant files based on values (multiple) in one column (all data comes in one csv from ERP)

2) For each sub file, auto create front page with dashboard slicers for top views of data

3) For each dashboard, create 2-3 controls to call formatting options to highlight top/weak performers

4) From dashboard, make it easy for user to flag a sales person to put on a "watchlist".

5) On second tab, create a "watch list" table that just shows those people that are flagged.

6) BONUS: develop macro that parses the next months data into the same file, so the user can see month over month performance of the salesrep.

7) BONUS: develop macro that creates performance graphs for watchlist members.

We are a distribution company and want to ensure our newest salespeople get more attention and support to succeed. If you like sales, Do good work and think creatively, there are many more opportunities in our organizations for similar and larger projects.

Taidot: tietojenkäsittely, Excel

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About the Employer:
( 1 review ) North Vancouver, Canada

Projektin tunnus: #13109425

Myönnetty käyttäjälle:

sandroshubladze

Hi, I am Excel Expert and VBA Programmer I can do what you need in Excel using Macros So, If interested, contact me Thanks & Regards

350 $ CAD 5 päivässä
(85 arvostelua)
6.3

7 freelanceria on tarjonnut keskimäärin 453 $ tähän työhön

inspireplatinum

Have recently completed a complex dashboard and info project in January. Gone through your specifications, and I am confident of doing your dashboard / functionality as well. Using Excel and managing data is critic Lisää

270 $ CAD 5 päivässä
(9 arvostelua)
4.7
rajibspi7

I know what do you want and i have more skill about your project. So contact with me about your project done in time with your budget.

555 $ CAD 10 päivässä
(1 arvostelu)
0.5
yoerihuitema

Hi, I would love to handle your csv and make useable and steerable date from it. I am quite comfortable doing such an assignment since a big part of my job revolves around work like this. i see 2 solutions to thi Lisää

666 $ CAD 5 päivässä
(0 arvostelua)
0.0
GiusLang

IT Professional with native Spanish & Italian language working over more of 18 years in corporate companies like IBM, SAP and ZTE. Customer Satisfaction guaranteed by the work done.

722 $ CAD 7 päivässä
(0 arvostelua)
0.0
mah561823d0a4636

HI, This is Mai from Egypte , I'm a professional Data Entry. I have 4 Years experience of Data Entry and Excel as i worked data entry job part time beside school. I'm a production Engineer studied supply chain and pro Lisää

277 $ CAD 2 päivässä
(0 arvostelua)
0.0
sarkarrmanwar

A proposal has not yet been provided

333 $ CAD 5 päivässä
(0 arvostelua)
0.0