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excel 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: Excel

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Tietoa työnantajasta:
( 1 arvostelu ) North Vancouver, Canada

Projektin tunnus: #13108240

13 freelanceria on tarjonnut keskimäärin 538 $ tähän työhön

sandroshubladze

Hi, I am Excel Expert and VBA programmer I have worked on sales analytics and dashboard and have done pretty successfully So, I would like to work on yours too If interested, contact me P.S. I am pretty creativ Lisää

300 $ CAD 3 päivässä
(145 arvostelua)
6.5
dpune

Hi, I have more than 14 years of Excel/VBA exp and I am expert in this kind of work. Let us discuss more details so that I can estimate cost and time better. I have completed more than 300 projects. Plea Lisää

500 $ CAD 10 päivässä
(112 arvostelua)
6.2
TonmoyRoy111

Dear client, I have sound knowledge in Excel and I have previously carried out a number of projects in excel using macros and formulas. I ensure you will be happy after hiring me. Kindly contact me for further detail Lisää

333 $ CAD 10 päivässä
(212 arvostelua)
6.2
AdeelAslam4

Hello. I have read your project description but I need to ask few questions. Please feel free to ping me anytime so we can have a detailed discussion.

444 $ CAD 10 päivässä
(3 arvostelua)
3.3
scorpionobaid01

Hi I am here to assist u inthis project I am an acca member currently wor in finance dept of Qatar Airways Have great skill and exp in excel can assist u with high regards Plz share more info to proceed Thanks Lookin Lisää

250 $ CAD 3 päivässä
(10 arvostelua)
3.5
833 $ CAD 10 päivässä
(3 arvostelua)
2.7
Fatima7770

Hello! Fatima here , i have seen your proposal and i lay down my services for you .. I'll be very happy to have this job done !

555 $ CAD 10 päivässä
(2 arvostelua)
1.6
abutaher15

I have read your job description I am ready to do the job you can chat with me about your job details I will be able to provide high quality work. Thank you Sir

555 $ CAD 10 päivässä
(1 arvostelu)
0.8
RubyOnRail

Hello, I want to show you all relevant Demo and Designs which is similar to your project completed previously. To make sure about the requirement set and customizations, I want to discuss this project with you further Lisää

833 $ CAD 15 päivässä
(0 arvostelua)
0.0
rbetts97

I'm very good at excel, and will work with you closely to ensure that the finished product is what you want it to be. I have spent the past year working for a private wealth management group and this has involved m Lisää

500 $ CAD 10 päivässä
(0 arvostelua)
0.0
777 $ CAD 10 päivässä
(1 arvostelu)
0.0
mike199

My name is Mike, I’m from UK. I work with individual clients and agencies who have design, development and SEO needs. Your project description sounds interesting to me and I do have skills & experience that are require Lisää

555 $ CAD 10 päivässä
(0 arvostelua)
0.0
skremiec

I am experienced in Excel & VBA and I have experience in sales reporting.

555 $ CAD 10 päivässä
(0 arvostelua)
0.0