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Lease Retention Report

Bids 
39
Avg Bid
$138 USD
CLOSED
  • Project ID:

    738640
  • Project Type:

    Fixed
  • Budget:

    $30-$250 USD

Project Description:

I work at a high line auto dealershhip in the US. The dealership leases roughly 150 - 200 cars per month. The dealer wants to know up to the minute:
How many people are due to come off leaase this month, next month up to 6 months from now.
How many people did we contact (speak with on the phone)
How many people turned in their car only
how many people renewed (either kept their car or bought a new one)
how many people did we set an appointment with to preinspect their vehicle.
How many bought a different brand?

The data is supplied to us by a website that allows us to import via excel with the following columns:
Last Name/Company Name, First Name, Co-signer, Address City, State, ZIP, Home Phone, Work Phone,Email, Account No, Vin, Make & Model, Year, Color, Contract Start Date, Maturity Date, Payoff Good Thru Date, Security Deposit, Monthly Payment,Payoff Amount Money Factor, Term, Contract Type, New/Used, Residual Value, Contract Miles, Client Advisor, Contact Status, PreInspection

I would like to either have an Access or Excel report that I can just drop monthly imports into that will allow me to answer the above mentioned questions

Skills required:

Excel, Microsoft, Microsoft Access

Project posted by:

markrod United States
(7 Reviews)

Last seen:

Public Clarification Board

4 messages

  • sasinlondon

    Hi there,

    Thanks very much for getting back to me.
    Your request is typical scenario for a mini database project. we have a typical process input--process--output.
    Input is the supplied data by the website, process is the database application which will be implemented and output is the report which you print per click.

    I definitely recommend to use MS Access because the package has got very strong reporting tools. Excel is very good when it is about calculations.
    The questions which you want to have answered from the database are what we call views or queries which you issue against the database based on language called SQL structured query language.

    To be honest I do not exactly understand your question : How I want to proceed with your project.
    I am a database developer with an experience of over 12 years application development.
    The most important step To have a project perfectly and correct done is the specification and understanding what actually the client wants and you have done that already through your project definition.
    The information stored in this csv/excel file you get from the supplier will be columns of the table which we are going to create in your database.
    I am going to create a Graphic user interface (GUI) for te reporting tool which I code for this application and you will not only be able to create reports for what you requested but also are in a position to search based on whatever criteria you want.
    In my price is a free support of 6 months included.
    I have a lot of clients across UK , Germany and Switzerland.
    I developed a fully functional PPC (production Planning and controlling system) and customer service and after sale application for various paving machine companies like Voegele AG, Hamm AG in Germany in the past years.
    Please do not hesitate to contact me.
    The best way to go further from this point is that you send me a sample file and I will give you a prototype of the application which I am going to develop and you will be able to create the reports which you wanted.
    regards
    Peyman

    over 1 year ago

  • vbexcel

    I have provided addtional information regarding my bid. Thank you in advance for your due consideration.

    Attachment: Freelancer+vbExcel+for+markrod+Lease+Retention+Report++.doc

    over 1 year ago

  • sinfulm3

    Hello sir, please provide sample data so that i could give you a sample of what you want.

    over 1 year ago

  • markrod

    The data will have to be pulled manually on my end. None of the columns will change therefore once I export from the program into excel the formulas should provide reporting on another sheet. I use office 2010 at home but at work it's office 2007. I don't use Access at all. Just not sure if Access is a better solution.

    The way I envision it is the final report page will show:

    corresponding months of year
    in each month how many maturities we are expecting.

    it would be nice to fill in date range and voila
    I have reporting that shows :
    # of Lease maturities
    # Contacts
    # of Lease PreInspection Appointments
    # of Kept Preinspection Appointments
    # of Customers who decided to Extend their lease
    # of Customers who decided to just turn in their lease
    # of Customers who decided to Renew and get another lease
    # of Customers who decided to buy their lease
    # of Customers who decided to turn in their lease at a different location
    # of Customers whose disposition is unknown because we could not contact

    I envision a drop down list of the different dispositions a customer might have that could be reported on..

    over 1 year ago


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Awarded Bids

amf968 United States
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amf968
United States From United States     Offline
 Accepted
$200 in 10 days 
$100 Milestone Requested
over 1 year ago
5.0

2.6

1 Review
100% Completion Rate
I have 5 years of experience using Access heavily for inventory management at a large health insurance company. I can build a way to automatically import the data from the spreadsheet you specified in the requirements... more
I have 5 years of experience using Access heavily for inventory management at a large health insurance company. I can build a way to automatically import the data from the spreadsheet you specified in the requirements and build the necessary reports. I will also prepare a guide that explains how to run each of the reports needed.  less

All Bids ()

vbexcel Canada
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vbexcel
Canada From Canada     Offline
  Freelancer Orientation (85%, 99th percentile)
  General Freelancer Orientation (80%, 90th percentile)
$180 in 5 days 
0
over 1 year ago
4.9

4.9

18 Reviews
69% Completion Rate
Over ten years experience in developing Excel/VBA solutions.
frehmanpk Pakistan
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frehmanpk
Pakistan From Pakistan     Offline
  Freelancer Orientation (75%, 94th percentile)
$30 in 0 days 
0
over 1 year ago
4.6

4.1

6 Reviews
60% Completion Rate
Respected Sir, Please see PM for details.
IanSmithISA United Kingdom
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IanSmithISA
United Kingdom From United Kingdom     Offline
  Foundation Freelancer.co.uk Member
  HTML Level 1 (80%, 85th percentile)
  SQL Level 1 (90%, 85th percentile)
  C Programming Level 1 (80%, 88th percentile)
  C++ Level 1 (75%, 64th percentile)
  General Freelancer Orientation (90%, 98th percentile)
$399 in 3 days 
0
over 1 year ago
5.0

3.9

2 Reviews
75% Completion Rate
Good afternoon, I have close on thirty years’ experience, whilst much of that is overkill for this project, it does mean that I can recognise the real needs behind a specification. I would recommend an Access s... more
Good afternoon, I have close on thirty years’ experience, whilst much of that is overkill for this project, it does mean that I can recognise the real needs behind a specification. I would recommend an Access solution, but by the time it does what you want, the way that you want it to do and allowing for support this is going to take a day and a half or two days. As a premium dealer you know the difference between the sort of things that you do and the constraints imposed on dealer who are selling cheap cars. The same applies on Freelancing sites, there will always be low prices on offer. The trouble with this, especially on short jobs is that there is no contingency time to cover the bits that the Buyer expected but the Provider didn’t realise was required. Either the Provider works for nothing on these bits or the Buyer is charged extra, either way one side feels hard done by. I always bid knowing that some changes will be needed and the time for these changes is included in the bid, rather than hoping the first draft will be accepted. I would be happy to talk further at around the $399 level. I’ve been a freelancer since 1998 so I will probably be around if you need changes although I am based in England (on GMT) Skype means that we can afford to talk despite the distance. So please feel free to ask any questions. Bye Ian Smith  less
PerfectSquare Pakistan
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PerfectSquare
Pakistan From Pakistan     Gold Member     Offline
$210 in 5 days 
0
over 1 year ago
3.8

3.8

21 Reviews
54% Completion Rate
Please see the PM
sinfulm3 Philippines
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sinfulm3
Philippines From Philippines     Offline
  Freelancer Orientation (80%, 97th percentile)
  General Freelancer Orientation (85%, 95th percentile)
$150 in 5 days 
0
over 1 year ago
4.3

3.0

2 Reviews
66% Completion Rate
Access is the best solution to your problem sir Rod and its not that complicated to use. Check PMB for details.
snitchell United Kingdom
snitchell
United Kingdom From United Kingdom     Offline
$250 in 7 days 
$250 Milestone Requested
over 1 year ago
5.0

2.6

1 Review
100% Completion Rate
Hi, I can deliver a solution in excel, access or a .Net application - which ever is your preference.
EgyProgramer Egypt
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EgyProgramer
Egypt From Egypt     Offline
  Freelancer Orientation (80%, 97th percentile)
  General Freelancer Orientation (85%, 95th percentile)
  Foundation EUFreelance.com Member
$190 in 5 days 
$76 Milestone Requested
over 1 year ago
5.0

2.6

3 Reviews
60% Completion Rate
Ready to start now
CamThuy Viet Nam
CamThuy
Viet Nam From Viet Nam     Offline
$80 in 8 days 
$80 Milestone Requested
over 1 year ago
5.0

2.1

1 Review
100% Completion Rate
Dear Sirs/Madams, I can do this job. Please contact me to work for you. Thank you for your reading, Cam Thuy
homeflash United States
homeflash
United States From United States     Offline
$80 in 7 days 
0
over 1 year ago
Total working hours may be less than 7 days depending on the complexity of your database. However, your description does not sound so complicated. This can be done.
shahilll India
shahilll
India From India     Offline
$30 in 5 days 
0
over 1 year ago
0.0

0.0

0 Reviews
100% Completion Rate
READY TO START !!!! I have relevant experience for this work so that i can do it successfully if you will give me an opportunity. Thank you
marcela0241 Argentina
marcela0241
Argentina From Argentina     Offline
$125 in 4 days 
0
over 1 year ago
I am an accounting manager with vast experience in reports. I usually export data from quickbooks to an excel sheet and process the information for decision making.
RobMedlock United Kingdom
RobMedlock
United Kingdom From United Kingdom     Offline
  General Freelancer Orientation (80%, 90th percentile)
$100 in 1 day 
$10 Milestone Requested
over 1 year ago
I developed numerous similar systems for use by barclays whereby we obtained telephone survey data as a spreadsheet and then generated daily reports by opening a linked spreadsheet. I would write you a spreadsheet w... more
I developed numerous similar systems for use by barclays whereby we obtained telephone survey data as a spreadsheet and then generated daily reports by opening a linked spreadsheet. I would write you a spreadsheet with formulae linked to the files you download from your provider, however I may need to know some certain details such as the format of certain variables and sheet names. Many thanks  less
itsrashadsu Bangladesh
itsrashadsu
Bangladesh From Bangladesh     Offline
$100 in 30 days 
$100 Milestone Requested
over 1 year ago
0.0

0.0

0 Reviews
0% Completion Rate
Hay i am ready to do this job.
LokeshGurunathan India
LokeshGurunathan
India From India     Offline
$50 in 1 day 
0
over 1 year ago
Hi. I am a post-graduate in Marketing. I would be able to help set up the required analytics. Please check your PMB.
yasminislam Bangladesh
yasminislam
Bangladesh From Bangladesh     Offline
$100 in 4 days 
0
over 1 year ago
Very much eager to work.
Milosgibe Serbia and Montenegro
Milosgibe
Serbia and Montenegro From Serbia and Montenegro     Offline
$40 in 1 day 
$20 Milestone Requested
over 1 year ago
I can do this job well
JahanzebTiwana Pakistan
JahanzebTiwana
Pakistan From Pakistan     Offline
$200 in 90 days 
$40 Milestone Requested
over 1 year ago
0.0

0.0

0 Reviews
0% Completion Rate
Deadlines are deadlines for me...
Asif49 Pakistan
Asif49
Pakistan From Pakistan     Offline
$30 in 4 days 
0
over 1 year ago
Please see PMB
muhammadtahir561 Pakistan
muhammadtahir561
Pakistan From Pakistan     Offline
$30 in 7 days 
0
over 1 year ago
give me a chance
jamesmk1 United States
jamesmk1
United States From United States     Offline
  General Freelancer Orientation (80%, 90th percentile)
$200 in 10 days 
$40 Milestone Requested
over 1 year ago
I am excellent at creating an application in Excel/Access to do these tasks. Thanks.
Asty India
Asty
India From India     Offline
$50 in 3 days 
0
over 1 year ago
I can finish it in no time.
babarkhan889 Pakistan
babarkhan889
Pakistan From Pakistan     Offline
$30 in 1 day 
0
over 1 year ago
I am interesting your project,kindly send me email for further porcess, Thanks
dkarthi80 India
dkarthi80
India From India     Offline
$171 in 5 days 
0
over 1 year ago
Please find details and sample in your inbox.
alvinccruz Philippines
alvinccruz
Philippines From Philippines     Offline
  General Freelancer Orientation (75%, 81st percentile)
$200 in 15 days 
$100 Milestone Requested
over 1 year ago
0.0

0.0

1 Review
0% Completion Rate
I prefer to use Access for your project. You'll get an import function, all the reports you specified, a how-to-manual, and an online support feature. PM me if you like a more detailed explanations.
amrozi Indonesia
amrozi
Indonesia From Indonesia     Offline
$230 in 30 days 
0
over 1 year ago
hi my name hendra yana have experience as a virtual assistant as a niche blogs commenting on the food niche I am hard worker and loyal,ready to work 8 to 10 hours a day I am willing to pay $ 1 per hour but I have a lot... more
hi my name hendra yana have experience as a virtual assistant as a niche blogs commenting on the food niche I am hard worker and loyal,ready to work 8 to 10 hours a day I am willing to pay $ 1 per hour but I have a lot to learn from you and I hope I can work for you thanks  less
radhika8dec India
radhika8dec
India From India     Offline
$100 in 7 days 
$50 Milestone Requested
over 1 year ago
I have been working on this for past 3 years and I can help you pull the reports just the way you want.
rmachappanavar United Kingdom
rmachappanavar
United Kingdom From United Kingdom     Offline
$100 in 5 days 
0
over 1 year ago
I am very good at MS office and also have 3 years of experience in IT.
charlee10 India
charlee10
India From India     Offline
$75 in 1 day 
0
over 1 year ago
i can do your job very quickly
vmrb United States
vmrb
United States From United States     Offline
$200 in 7 days 
$20 Milestone Requested
over 1 year ago
Ready to start now..
lamdiablo Canada
lamdiablo
Canada From Canada     Offline
$30 in 5 days 
0
over 1 year ago
Please see you PM.
ahamadkutty India
ahamadkutty
India From India     Offline
$30 in 10 days 
$15 Milestone Requested
over 1 year ago
can do the job
Logserv Australia
Logserv
Australia From Australia     Offline
$200 in 7 days 
0
over 1 year ago
Hi there, this is a relatively straight forward project. I can deliver it in MS Access or Excel which ever your preference. Look forward to working for you. SJ
cnfrymie United States
cnfrymie
United States From United States     Offline
$125 in 2 days 
0
over 1 year ago
I've got the perfect solution based on Excel. We can automate and graph much of the ouput that you're looking for. We'll make this look slick. Check PM.
sasinlondon United Kingdom
sasinlondon
United Kingdom From United Kingdom     Offline
$160 in 1 day 
0
over 1 year ago
Hi, I am a database programer and am absolutely keen to deliver you the solution. I am adamend that I can finish the task within 2 to 3 hours. regards
Mubasher25 Pakistan
Mubasher25
Pakistan From Pakistan     Offline
$225 in 14 days 
$57 Milestone Requested
over 1 year ago
I would work on this project with 100% accuracy and will deliver the project in required time
laxmansai India
laxmansai
India From India     Offline
$175 in 10 days 
$88 Milestone Requested
over 1 year ago
Hi i m a new provider on freelance plz give me one chance to show my caliver so I can make good relationship for a long run. i will assure u i can do this work with great rate of accuracy.
residentx10 United States
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residentx10
United States From United States     Offline
  General Freelancer Orientation (90%, 98th percentile)
$250 in 7 days 
$250 Milestone Requested
over 1 year ago
0.0

3.4

0 Reviews
50% Completion Rate
See PM for details
tanveerall Pakistan
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tanveerall
Pakistan From Pakistan     Offline
  Foundation EUFreelance.com Member
$250 in 2 days 
0
over 1 year ago
please check your PMB