In Progress

Design a business intelligence tool from Excel and/or Sage

We use Sage Line 50 as our operating system and from this we export an Excel spreadsheet which gives us a detailed breakdown of every sale that we make (see attached example A). Our objective is to transpose this information into a series of graphs or charts to make it significantly more meaningful and useful. We require the facility to be able to (at any time) view the following information which needs to be sortable by a range of different filters i.e; alphanumeric, sales value, profit value, number of orders, GP%, etc...:

So we need a tool we can attached to/paste into or use with excel data or draw direct from Sage, it will need to include the following items:

1. A bar graph showing client size and distinguishing client category (by colour) into platinum, gold, silver and bronze groups. Group criteria needs to be adjustable by us. Results need to be shown in 3D format (see attached example B) to show annual results.

2. A pie chart showing size of client categories.

3. A bar graph showing product sales and profit, distinguishing product category (by colour) into platinum, gold, silver and bronze groups. Group criteria needs to be adjustable by us. Results need to be shown in 3D format (see attached example B) to show annual results. We need to be able to produce this graph using a variety of criteria i.e. showing results using the entire product list, individual product categories or individual products.

4. A bar graph for each customer showing product sales and profit history for every product. Results need to be shown in 3D format (see attached example B) to show annual results.

5. Line graphs showing client performance in relation to targets as a whole, by client category and by individual client. We need to be able to produce these graphs using a variety of criteria i.e. showing results using the entire product list, individual product categories or individual products.

6. Line graphs showing product performance in relation to targets as a whole, by product category and by individual product. We need to be able to produce these graphs using a variety of criteria i.e. showing results using the entire client list, individual client categories or individual clients.

7. A line graph showing total monthly accumulated client orders, sales value, profit value and margin for past 3 years up to present month. We need to be able to produce this graph using a variety of criteria i.e. showing results using the entire client list, individual client categories or individual clients.

8. A line graph showing total monthly accumulated product orders, sales value, profit value and margin for past 3 years up to present month. We need to be able to produce this graph using a variety of criteria i.e. showing results using the entire product list, individual product categories or individual products.

9. All of the above to translate to an easily readable and printable format/layout

The successful bidder will:

1. Confirm they understand what is needed and provide screenshots or some example of previous work of this kind.

2. They must also agree to sign a non-disclosure agreement ( we will supply).

3. Suggested first milestone is one of the graphs detailed, (maybe 1/3 of the value) Balance on completion of all graphs.

4. Please ask any relevant questions!

Skills: Engineering, Excel, PHP, Software Architecture

See more: which graph to use for data, what is graphs, what is a graph, what graph to use for data, we require business, use a graph, time-series design, sage 50 products, products that can make business, product list design, product design of all time, product design and engineering, platinum performance, our work group design, on line 3d design, non-disclosure example, non disclosure example, non disclosure agreement format, make a graph chart, make a chart, line graph design, layout business intelligence, excel spreadsheet business, example of graphs, example of a non disclosure agreement

About the Employer:
( 1 review ) SHEPSHED, United Kingdom

Project ID: #4458493

Awarded to:

SCRdataPro

Hello, as a management accountant with several years of experience in Business Intelligence and Data Analysis I´m the perfect fit for your project. In order to show you that I know what I´m talking about, I sent you More

$330 USD in 10 days
(4 Reviews)
3.5

6 freelancers are bidding on average $254 for this job

marchingantssl

Hello, Ready to serve. Thanks

$412 USD in 14 days
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SteveP495

VBA developer (with a heavy Insto trading and finance background with major banks and fund managers). I build professional solutions. Period. My pedigree in your PM. SteveP.

$309 USD in 3 days
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d0tnet12

consider it done.!!! check pm.

$185 USD in 7 days
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2.9
jssp4709

Hi Stuart02: I am an expert at Excel and will be happy to do this project for you. It should not take more than a few days to complete. I have over 10 years of experience in Financial Analysis and project optimizati More

$143 USD in 5 days
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franceson2it

Kia ora! [url removed, login to view] are a NZ based web and software design company who have seen you here on the freelance market and are really excited about working with you and treating you to the full service, professional ex More

$144 USD in 3 days
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freedatacode

We have excellent team of programmers and designers to work on your project efficiently and complete job in [url removed, login to view] check your PMB.

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