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.
25 freelancers are bidding on average $129 for this job
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.
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.