Sales Tracking Spreadsheet

In Progress

We require an Excel Spreadsheet containing multiple worksheets for the tracking and reporting of sales representatives sales activities. We have uploaded a document that shows what some of the values will be however please note, this is for reference only.

The spreadsheet will be required to perform the following functions.

1. Record the actual unit quantities of sales by product for individual sales representatives on a monthly basis. Whether this is achieved from a single data antry sheet or sheets my month, etc is not important to us.

2. Using the entered data described above, we need to report on the following.

a. Individual sales representative reports - by month, grouped by product category, displaying actual montly sales quantity, YTD Total and YTD Variance on separate worksheets for each representative.

b. Group sales representatives report - grouped by product category, displaying individual YTD sales quantities & YTD variance for each representative on the same worksheet.

3. Each product item is afforded a points score that is used for the calculation of sales bonus points. In addition to the actual sales QTY reports, we need to report on the points score separately to the actual sales qty. This is achieved by looking up the points value for a given product and multiplying by the sold QTY.

Points accumulate on a monthly basis however if no sales are achieved in any one of 4 product categories for a given month, no points for that month (in any of the 4 categories) contributes to the YTD total. A crude example of what we want to achieve is included in the example (don't pay any attention to the formulas).

For the points reporting, we require the same as in item 2 above, replacing the sold qty with the points value.

4. If you care to add some meaningful graphs we will happily pay extra.

Skills: Excel

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Project ID: #518189

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$114 USD in 3 days
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25 freelancers are bidding on average $129 for this job


Excel developer since 1997. Can do. Regards, Svet.

$180 USD in 7 days
(46 Reviews)

Creating such spreadsheets is daily routine for me! Please, see PMB for details! Regards!

$90 USD in 3 days
(39 Reviews)

Please refer to PMB.

$120 USD in 3 days
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Ready to start immediately. See the PM Thanks Abir

$150 USD in 4 days
(6 Reviews)

I created something similar for my claims team at my old company. I will add it here. Please take a look. The one of have currently assigns point values to certain actions then tracks performance ratios.

$150 USD in 3 days
(1 Review)

Dear Sir/Madam, I believe we can be ideal for you.Please refer to PM for details and profile.

$100 USD in 1 day
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I would be able to finish the task. Notify me if you have accepted my offer.

$30 USD in 3 days
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i have experience in excel sheet works then i am physically handicapped so i can do this job without any mistak and distaps

$108 USD in 3 days
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Please see pm

$40 USD in 3 days
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I can do this project within the alloted budget and you'll get a system that's worth more. I specialize in automation, ease-of-use, minimal maintenance, and forward-thinking design.

$250 USD in 10 days
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Rest assured that the report will provided as needed and can be used going forward. Thanks!

$200 USD in 2 days
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I can do it with high quality

$200 USD in 7 days
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I need 5 days for complete this project.

$220 USD in 5 days
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lets start.

$150 USD in 7 days
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Lets start immediately. Very efficient and reliable. I needed an extra income. Thank you.

$150 USD in 3 days
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I will done your project

$30 USD in 2 days
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I am waiting for your reply

$150 USD in 5 days
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I am working in same kind of project. I can do your project

$80 USD in 3 days
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My team has been an experiece of 5 years with Excel works. I am interested to take this opportunity to prove ourselves.

$200 USD in 5 days
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Hello. I can complete this for you in two days. I already sell a sheet similar to this from my business. Looking forward to working with you.

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