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Help with CRM / Biz Development tracker in Excel (

$30-250 AUD

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İlan edilme: yaklaşık 8 yıl önce

$30-250 AUD

Teslimde ödenir
I need to have a basic spreadsheet that tracks my business development initiatives I Want to have a "form" that allows a staff member to fill in details of the funding applications and proposals in the market place.(sheet 1) This would then be displayed in a basic 'list' spreadsheet (sheet 2) Need a 'dashboard' report that aggregates the data - so a manager can quickly see - how many applications out in market, total dollar value, and dollar value based upon 'likelihood' - I would like this to be graphical wherever possible (e.g.: charts) I would like in excel so that I can amend the input fields where possible.
Proje No: 10483699

Proje hakkında

5 teklif
Uzaktan proje
Son aktiviteden bu yana geçen zaman 8 yıl önce

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* I am having expertise in Excel and Visual Basic for apps. * I will provide you a highly secure login form with Admin access as well for the required results. * Member can use that sheet to fill in details where as Manager can see the results or the reports through a admin access. * This would definitely work in your process, as I can think of. * I can be contacted any time for any query on the project. * Rest we can discuss it on chat.
$88 AUD 2 gün içinde
5,0 (1 değerlendirme)
2,0
2,0
5 freelancer bu proje için ortalama $187 AUD teklif veriyor
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Hello, I’m an Excel expert and I would like to help you with your project. Please check my profile and contact me to discuss further details. Regards.
$250 AUD 3 gün içinde
4,9 (69 değerlendirme)
5,9
5,9
Kullanıcı Avatarı
Hi, I can prepare a spreadsheet in Excel that allows a staff member to fill details of the funding application (can be by form or directly into the spreadsheet) including dashboard report for the management with the accumulated results based on your request. About Me: I am a specialist in financial information and an expert in Microsoft Excel, Pivot Tables and VBA. With these experience and knowledge, I have built for over 25 years many Financial/Costing Reporting Systems and business plans for enterprise and global companies. Areas of expertise:  Developing of consolidated financial statements applications, Business plans, feasibility studies and measurement reporting tools for global companies  Specialize in information technology and expert in Microsoft Excel Pivot Tables and VBA  Business valuation (NPV, IRR, DCF)  Multi-national business  Budget Development & Management  Business expansion and start-up  Served as CFO, Comptroller, and Chief Accountant at global parent companies  Extensive experience with accounting, consolidating, forecasting, budgeting, and costing  A systemic perspective and ability to transport and process administrative improvement  Excellent awareness of service and human relations  Implementation of information systems in organisations and companies (accounting, payroll, treasury, budgeting and control, MF, ERP, Venture Capital system, CRM, etc.)
$277 AUD 3 gün içinde
5,0 (3 değerlendirme)
2,4
2,4
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This is my 1st project bid in Freelancer hence i strive to make my 1st and every work i do to be of the highest quality while maintaining high client satisfaction rate. I dont mind having a discussion over the phone or whatsapp to understand your requirement better in fact i personally prefer to do that as it provides me to have a comprehensive understanding of the client needs, requirement and expectation as well provides opportunity to enhance the job i deliver. You don't have to pay if you are not satisfied with my work.
$166 AUD 3 gün içinde
0,0 (0 değerlendirme)
0,0
0,0

Müşteri hakkında

   AUSTRALIA bayrağı
Caulfield East, Australia
4,8
1
Ödeme yöntemi onaylandı
May 13, 2016 tarihinden bu yana üye

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