Custom Excel Sales Performance Report - Design and Development

The Brief

This is an exciting project for highly skilled business/IT professional to design and create an intelligent and customized Excel sales report template for an established arts company.

The business problem:

As a theatre company, we produce and present four shows per calendar year. We receive daily raw sales data from a third-party ticketing organization (daily sales, refunds, etc) in Excel format, which we then use to track company performance. Our current company sales report format is:

- Time consuming to prepare (takes a staff member 60 mins a day to update and calculate sales KPIs)

- Provides little insight and is of questionable value

- Badly organized and difficult to interpret

- Is of little use

The expected solution:

The creation of a single, all-encompassing, intelligent and robust Excel document that utilizes raw data to provide automated insight and tracking of key sales KPIs. A key part of the project is to advise us on the best way to display and structure this report.

Working in close collaboration with the Marketing Director, you will analyze the business problem and devise a suitable sales report format addressing the below requirements:

Key Requirements

- Automation. We envisage that every day we copy/paste third-party raw data into a single excel document, which immediately produces an updated snapshot of our sales position, across all four shows.

- Visual graphs. The ability for management to quickly interpret complex information.

- Well considered. The design should be clean and efficient.

- Easy to Use. The ability for a junior member of staff to easily update.

- Dashboard and KPIs. Consolidate all metrics in a single dashboard.

Your Skills

- Ability to analyze complex data sets and leverage these to produce useable insights

- Highly competent in producing custom reports in Excel (for Apple) for business, including visual basic, macros, etc.

- Ability to manipulate data and solve complex business problems

- A solid understanding of the sales process, reporting best practice and sales analysis techniques

- Good communication skills

- English speaking


- Proposed report structure, data and KPIs

- Design style of dashboard: [url removed, login to view]

Key Deliverables

- 1 x Excel document (based on above requirements)

- 1 x Skype session summarizing key features (if required)

Next Steps

If this project is of interest, please contact me, providing the below. This project will be awarded based on the strength of the details provided below.

- examples of previous work (custom business report with automation features)

- an outline of how you will approach the problem

- an example Excel layout of the report, taking into account the attachments provided and details above.

Skills: Data Processing, Excel, Marketing, Report Writing, Sales

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About the Employer:
( 1 review ) Parkside, Australia

Project ID: #4524903

23 freelancers are bidding on average $487 for this job


Hello, Excel & Word VBA expert here. Please check PM for details. Thanks!

$777 AUD in 15 days
(59 Reviews)

My Proposal. Step 1 - Understand the raw data and the details around it (like for scenarios - how it would arrive) Step 2 - Understand with the Marketing director on what is he want to see like Sales/Refunds/Sale More

$733 AUD in 3 days
(51 Reviews)

I am a native English speaker with extensive experience developing custom Excel applications for businesses, individuals, and schools.

$555 AUD in 14 days
(16 Reviews)

Dear Sir. Kindly check PM. Thanks - Priyal

$444 AUD in 10 days
(18 Reviews)

More than 15 years of programming experience. Professional VBA solutions and webscraping, data mining and automated bots. Please check a few sample works in PM. Best regards Filipe Francisco , VB Expert =============== More

$388 AUD in 7 days
(11 Reviews)

HI, I worked on the info file given by you and the first prototype is ready, plz refer to pm for DEMO and documentation. Regards.

$250 AUD in 5 days
(9 Reviews)

Hi, I am a mathematical modeler with 8 international publications in mathematical modeling of physical systems. I have a great data interpretation and analysis capability which is essential in any research I can do thi More

$618 AUD in 15 days
(2 Reviews)

Hi, I am keen to do this project and have good excel, vba skills coupled with good business knowledge. I have backgrounds in IT, engineering and management accounting. To be honest KPIs of the show theatre industry More

$666 AUD in 15 days
(1 Review)

Sounds like the job for me! Please refer to my profile for more details about my qualifications. Kind Regards

$666 AUD in 25 days
(1 Review)

Hello sponsor, We are a dynamic, virtual, experienced MNC employees decided to capture freelance market. Rich in software development and work experience, technical and professional expertise. Consult us for your qu More

$525 AUD in 3 days
(2 Reviews)

This type of Dashboard work is my specialty. Please send me a sample of the raw data.

$333 AUD in 15 days
(2 Reviews)

Hello! I can do it!

$526 AUD in 30 days
(2 Reviews)

100% Job Satisfaction will be provided. Check PMB Thanks.

$287 AUD in 7 days
(1 Review)

Dear Sir Please Kindly check PM. Thanks

$277 AUD in 4 days
(0 Reviews)

Sir, We (BD Tech Center) have an expert team to complete this task. Although we are very fresh in [url removed, login to view] consequently we are very expert on auto sum, filtering, sorting, 3D Chart or pie chart designing of MS Ex More

$500 AUD in 8 days
(0 Reviews)

Hi, I have done similar reporting jobs a lot of times before. PM me for more details. Thanks & Regards, Raj

$250 AUD in 4 days
(0 Reviews)

Hi, I can do this task. Have experience in data analyse and data processing. Do work in time and carefully.

$555 AUD in 3 days
(0 Reviews)

Ready to work now. Kindly check my PM.

$277 AUD in 5 days
(0 Reviews)

As a marketing researcher, I believe to be able to design a very operational report of your data. I do have over 25 years experience and am an expert with Excel and SPSS. Could also add a Powerpoint presentation to you More

$555 AUD in 7 days
(0 Reviews)

I have 12 years experience in Excel and 8 years experience in VB. I have already done such automation with VB and Excel. Pls check PM for more details.

$666 AUD in 3 days
(0 Reviews)