We are requiring a freelancer to create a macro in excel where we can enter, save and analyse data that has been collected in a shareholder feedback survey. With regards to the attached file, we would like to quantify:
1) whether attendees are shareholders in each of the 3 funds
2) if they would like to recieve information and if so provide there details
3) what they are interested in hearing about at these presentations ]
4) the table provided in the attached survey
5) Which format they prefer
6) How can we improve our future presentations
Please see the attached file for the survey.
Our aim, is to be able to analyse the data collected in the survey in order to assess our investor roadshows and improve them to meet the needs of shareholders.