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Sales Tracking Spreadsheet

We require an Excel Spreadsheet containing multiple worksheets for the tracking and reporting of sales representatives sales activities. We have uploaded a document that shows what some of the values will be however please note, this is for reference only.

The spreadsheet will be required to perform the following functions.

1. Record the actual unit quantities of sales by product for individual sales representatives on a monthly basis. Whether this is achieved from a single data antry sheet or sheets my month, etc is not important to us.

2. Using the entered data described above, we need to report on the following.

a. Individual sales representative reports - by month, grouped by product category, displaying actual montly sales quantity, YTD Total and YTD Variance on separate worksheets for each representative.

b. Group sales representatives report - grouped by product category, displaying individual YTD sales quantities & YTD variance for each representative on the same worksheet.

3. Each product item is afforded a points score that is used for the calculation of sales bonus points. In addition to the actual sales QTY reports, we need to report on the points score separately to the actual sales qty. This is achieved by looking up the points value for a given product and multiplying by the sold QTY.

Points accumulate on a monthly basis however if no sales are achieved in any one of 4 product categories for a given month, no points for that month (in any of the 4 categories) contributes to the YTD total. A crude example of what we want to achieve is included in the example (don't pay any attention to the formulas).

For the points reporting, we require the same as in item 2 above, replacing the sold qty with the points value.

4. If you care to add some meaningful graphs we will happily pay extra.

Taidot: Excel

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About the Employer:
( 1 review ) Fortitude Valley, Australia

Projektin tunnus: #518189

Myönnetty käyttäjälle:

rdkarthikn

Please find details in PM.

114 $ USD 3 päivässä
(0 arvostelua)
0.0

25 freelanceria on tarjonnut keskimäärin 129 $ tähän työhön

svet63

Excel developer since 1997. Can do. Regards, Svet.

180 $ USD 7 päivässä
(46 arvostelua)
6.1
nagybatonyi

Creating such spreadsheets is daily routine for me! Please, see PMB for details! Regards!

90 $ USD 3 päivässä
(39 arvostelua)
5.4
agihcam

Please refer to PMB.

120 $ USD 3 päivässä
(39 arvostelua)
5.2
FlashBack

Ready to start immediately. See the PM Thanks Abir

150 $ USD 4 päivässä
(6 arvostelua)
3.4
FJD2009

I created something similar for my claims team at my old company. I will add it here. Please take a look. The one of have currently assigns point values to certain actions then tracks performance ratios.

150 $ USD 3 päivässä
(1 arvostelu)
1.2
cherryblaza

Rest assured that the report will provided as needed and can be used going forward. Thanks!

200 $ USD 2 päivässä
(0 arvostelua)
0.0
anneal83

I can do it with high quality

200 $ USD 7 päivässä
(0 arvostelua)
0.0
majones

Please see pm

40 $ USD 3 päivässä
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0.0
vivek9717238772

I need 5 days for complete this project.

220 $ USD 5 päivässä
(0 arvostelua)
0.0
arielae

I would be able to finish the task. Notify me if you have accepted my offer.

30 $ USD 3 päivässä
(0 arvostelua)
0.0
vishal70

Dear Sir/Madam, I believe we can be ideal for [url removed, login to view] refer to PM for details and profile.

100 $ USD 1 päivässä
(0 arvostelua)
0.0
saravananchithra

i have experience in excel sheet works then i am physically handicapped so i can do this job without any mistak and distaps

108 $ USD 3 päivässä
(0 arvostelua)
0.0
satha

lets start.

150 $ USD 7 päivässä
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0.0
pererassp

I think this is the best bid. if you have any one less than this bid. please contact me on my E mail.

50 $ USD 3 päivässä
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0.0
poojach27

I can do this for you. Please check PMB.

100 $ USD 5 päivässä
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soniagargsweethe

I WILL TRY MY BEST TO DO COMPLETE THIS PROJECT

50 $ USD 10 päivässä
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king910

Hi, Can be done with graphs. Let me know if you are interested. Rgds, Sunil

200 $ USD 5 päivässä
(0 arvostelua)
0.0
ExcelGo

Hello. I can complete this for you in two days. I already sell a sheet similar to this from my business. Looking forward to working with you.

120 $ USD 2 päivässä
(0 arvostelua)
0.0
sinajmohammed

My team has been an experiece of 5 years with Excel works. I am interested to take this opportunity to prove ourselves.

200 $ USD 5 päivässä
(0 arvostelua)
0.0
yasih

Lets start immediately. Very efficient and reliable. I needed an extra income. Thank you.

150 $ USD 3 päivässä
(0 arvostelua)
0.0