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Sales Commission Tracker in Excel

$30-250 USD

Kapalı
İlan edilme: neredeyse 8 yıl önce

$30-250 USD

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We are looking for someone to create an excel sheet or a book to calculate sales commission for our sale team. We will need to calculate from as early as January 2014 to onto the future. There are 3-5 people in the sale team. Each team member has a monthly sales quota to meet. Once that quota is met, the team member will receive a percentage (%) of whatever he/she sales. There are few different type of sales, some sales are upfront money, other are based on monthly, quarterly and annually retainer. The commission to the salesperson is paid out on a monthly basis, after each client payment is clear. The commission payments are also accumulative, which mean that the salesperson will get paid some commission for client1 this and some other commission for next from client1 payment again. Example: Salesperson1 has a monthly quota of $10,000. If salesperson1 sells more than $10,000, then she will receive a 10% commission after that. e.i.: if she sells for $11,000 then she will receive 10% of $1,000. Scenario1: In January, Salesperson1 sold client1 a new service for $10,000 that will be paid in 3 installments. She also sold 2 more services totaling $25,000. Then at the end of the month, she sold a contract for $50,000 for one(1) year, which means that the client will make a monthly payment to the company. So, at the end of the month she reaches her quote ($10,000): $10,000 + $25,000 + $50,000 = $85,000 but she will only get commission on $75,000. Scenario2: It's a slow month and she only sold for $9,900. Now, she will have zero (0) commission for this month. Scenario3: She does well in the third month and brings in $40,000. Now she will receive a commission on $30,000 for this month. Now we need to calculate how much will get for the month1, month2 and month3, Especially for the last 2 months because her commission is accumulative. I think I am making this hard than it needs to be. Apply only if you fully understand what I am asking for and willing to ask the right questions.
Proje No: 10656612

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61 teklif
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61 freelancers are bidding on average $131 USD for this job
Kullanıcı Avatarı
Greetings! I am an Excel guru with 15 years of experience. I am an expert in macros and Visual Basic, PivotTables and PivotCharts, and I work with quality, not speed, as my goal. I hold both Bachelor of Business Administration and Master of Business Administration degrees. None of my work is ever outsourced. I would like to work with you on this project, and I kindly invite you to contact me through www.freelancer.com to discuss the specifics. 1. When is your drop deadline for this project? 2. Will you require user training? Thank you in advance. Gregory Bair
$235 USD 10 gün içinde
4,9 (302 değerlendirme)
9,0
9,0
Kullanıcı Avatarı
Greetings! I am qualified accountant with nine yes of experience. I have fully understand your commission incentive system for your employees and can prepare a tracker for you in excel. Please PM me to discuss the project further. Thank you.
$155 USD 3 gün içinde
4,9 (128 değerlendirme)
7,2
7,2
Kullanıcı Avatarı
Hi: It is not possible to completed the project within $100. it will require me to create a new sheet for each salesman. Here's the updated cost.
$200 USD 3 gün içinde
4,9 (167 değerlendirme)
7,0
7,0
Kullanıcı Avatarı
Hi, I can build you a model in excel to calculate commissions to salespersons based on minimum sales, personal parameters, by sales or collections (including by partial payments. I will add a procedure to link between salespersons to customers including transferring customers to other salespersons from any date. The sales and commission reports will show the outstanding commission for each salesperson and his sales which were not paid yet by the customers. For this the model will have tables with information as follows: Customer list (Customer name, salesperson name). Sales by invoices (invoice no, invoice date payment terms, amount) Salespersons list (name, commission rate, minimum sales, sale or cash) list of payments by customer (date, amount) List of payment to salespersons (salesperson name, date, amount). The model will enable to add or delete salespersons and customer from VBA interface or directly to the spreadsheet. I would like to do this project and support you as you need. Please read about me in my profile here.
$277 USD 5 gün içinde
4,9 (103 değerlendirme)
7,2
7,2
Kullanıcı Avatarı
Hi, I can help you with this one. I have more than 10 years of professional experience in Microsoft Packages. I have read the project description and I am positive that I can do it. Please share some more details for quality work. Please also consider this bid as provisional one as it can be negotiated depending upon the details. Thank you. Usman Saeed Team Spectrum
$105 USD 3 gün içinde
5,0 (85 değerlendirme)
7,0
7,0
Kullanıcı Avatarı
Hi, I would love to work on this project is. I am a qualified chartered (CPA equivalent) with 5 years of experience in the field of accounts. I have 8 years of professional experience in Microsoft Excel including working with financial modeling, dashboards and automation. Strong financial background with sound excel skill set makes me competent for this job. Please contact with further details if interested. Regards CA Raghav Bansal
$111 USD 2 gün içinde
4,8 (143 değerlendirme)
6,9
6,9
Kullanıcı Avatarı
I can do exactly what you need. I'm a computer science professional with a PhD degree and extensive experience in Excel, macros, and VBA. I've done a lot of similar work. Please see reviews on my profile. It would be my pleasure to do your project. Please let me know the details. Please have a look at some Excel projects I've done: https://www.freelancer.com/jobs/php/Need-excel-plugin-convert-USD/ https://www.freelancer.com/jobs/Excel/Need-covert-very-large-dat/ https://www.freelancer.com/jobs/Excel-Mathematics/Convert-math-proofs-Excel-formulas/
$150 USD 2 gün içinde
4,8 (177 değerlendirme)
7,1
7,1
Kullanıcı Avatarı
Greetings I am a Chartered Accountant (CPA/ACCA) and I provide a range of services related to finance, accounts and data entry. I have gone through the requirements thoroughly and would like to work on this project and propose to complete it within 1 day. The excel sheet you need can be made using a series of logical functions and macros depending on the volume of the date. I have been providing similar services on excel for over two years and have good reviews which is well evidenced by my profile. Looking forward to hear from you.
$66 USD 1 gün içinde
4,9 (50 değerlendirme)
5,5
5,5
Kullanıcı Avatarı
I am a postgraduate in finance (MBA) with more than 5 years of experience having expertise in Excel and VBA. Currently working in an MNC Analytical company on a large financial model including dashboards and presentations to board for a leading US bank. Please have a look at my portfolio for my previous work. I can help you with your current requirement as well as any further requirement with low cost of work. I can deliver the work in lesser time than others while maintaining the superior quality of work.
$80 USD 2 gün içinde
4,9 (42 değerlendirme)
5,6
5,6
Kullanıcı Avatarı
Hi there, I’d like to be considered for your programmer position. I’m an Access/VBA developer with a strong background developing a wide range of accounting, economical, statistical and mixed type projects using Ms Access, Ms Excel, VBA, ADO, SQL including projects for start-up companies and small businesses For over the last 20 years I’ve worked in a variety of industries. I have a deep passion for coding and guarantee that all of developing is 100% original. I highly value professionalism and hold myself strictly accountable to represent my client’s brand. I aim to form a long-term working relationship. I understood the task.... Please, let me know what is needed to secure this bid! Thank you for your consideration. Zura
$155 USD 3 gün içinde
4,7 (19 değerlendirme)
5,2
5,2
Kullanıcı Avatarı
I have the expertise in Excel and the experience in creating a similar Sales commision report. Ready to start work immediately.
$100 USD 2 gün içinde
4,6 (65 değerlendirme)
5,3
5,3
Kullanıcı Avatarı
Greetings! My name is Sergey Murzin, I'm from Kyiv, Ukraine. I have 25 year general programmer's experience including 20 year experience with MS Excel/Access/VBA. In your case I believe the calculations - are the less significant stage: the formula is clear and simple. The problem might be that, if I understood you in a right way, you pay commissions after the client pays. Correspondingly: - if you book sales not when you invoice, but when client pays, it is the simplest case: all booked sales are automatically assumed as paid, so commissions are to be counted for whole value - but if you book sales in the month of invoice but count them then to commissions after the clients pay, then the formula becomes more complex. Moreover, the most significant thing in this case is to trace payments - as more natively and usefully this part will be done as more time saving and reliable the solution will be. So, I'm looking forward to specify mentioned by me aspect assuming that my bid is concerning the more complex way of booking sales. But if you assume booked=paid then I decrease my bid downto USD 100. Also, I'd need some sample file where you keep existing data about sales and sale agents. Please feel free to contact me. Regards, Sergey
$150 USD 3 gün içinde
4,9 (9 değerlendirme)
4,4
4,4
Kullanıcı Avatarı
Hello, What you wrote seems straightforward, however there must be other details you are not sharing at this phase, as what you wrote is quite easy. Best Regards, Serdar Yalcin
$110 USD 3 gün içinde
5,0 (21 değerlendirme)
4,4
4,4
Kullanıcı Avatarı
Dear Sir: I am an excel specialist as well as i am also use it for my own sales analysis i can do your project with accuracy and can share with you my own format as i am also a sales person. In your example you set benchmark of 10000 which is her base line and she has to do it. and as she sales more than her target she will get incentive on this extra amount of sales. In first month she gets incentive of 7,500 in second month none in 3rd month gets only 3000. Further details can share on chat. Best regards
$55 USD 1 gün içinde
4,7 (12 değerlendirme)
4,2
4,2
Kullanıcı Avatarı
Hi give me more details about it
$140 USD 5 gün içinde
4,9 (10 değerlendirme)
3,6
3,6
Kullanıcı Avatarı
Hi, My name is Fedelito Recillo and I am a full-time freelancer. I see your job post and I am interested. I do believe that with my knowledge, skills and experience working on Elance/Upwork, I can do the job better than the others. What do you really mean by accumulative? Since this is a quota on a monthly basis, on your example, by the fact she doesn't go well on the second month, she has 0 commission. We just have to track monthly commission on excel. Please clarify. I am looking for long term business relationship but I also do accept short term project. Hope to hear you soon. More power, Fedelito Recillo F&R Web Solutions
$45 USD 1 gün içinde
4,8 (2 değerlendirme)
3,6
3,6
Kullanıcı Avatarı
I've started on this and believe it will be simple enough. With communication, I think we can get this knocked out very easily. Accounting for variables is always tough, but I'll be available if you need updates.
$50 USD 0 gün içinde
5,0 (7 değerlendirme)
2,8
2,8
Kullanıcı Avatarı
Hi! What I understand is that commission to be paid on the amounts more than $10,000. How many employees do you need included in the file ?
$50 USD 1 gün içinde
5,0 (3 değerlendirme)
1,4
1,4
Kullanıcı Avatarı
Hello, I have understood what you would like to be done and believe I am competent to fulfill the task. I studied maths at a high level in France and have just taken an administrative class these past 6 months where we solved many problems like this one. I also know how to use Excel. I have a lot of spare time on my hands these coming weeks as I am a university student, school is out so I can get it done quickly. Hope to hear from you soon, Felix Moninot
$77 USD 1 gün içinde
0,0 (0 değerlendirme)
0,0
0,0
Kullanıcı Avatarı
Can do it in least time................................................................................................................................
$55 USD 1 gün içinde
0,0 (0 değerlendirme)
0,0
0,0

Müşteri hakkında

   UNITED STATES bayrağı
Bonita Springs, United States
5,0
4
Ödeme yöntemi onaylandı
May 25, 2010 tarihinden bu yana üye

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