i have clients providing me startup funds for a new business venture but i need a way to track all of this in a system....
currently I have an excel spreadsheet that has tabs with details of each client - name, address etc as well as a table showing money invested - fields such as amount, interest owed, interest rate etc.
the spreadsheet also has a dashboard which summarises the total number of investors and amounts as well as a table showing all investors and current amounts - a simple vlookup.
I want to turn this into something more professional and need some ideas of what to do... So when you bid please tell me what you have in mind... I was thinking a backend database with a more user friendly front-end with a more dynamic dashboard.
also need this to produce PDF reports for monthly status updates. if i need to add a new client, there should be a way to click a button and enter a few details to set this up easily.
please let me know what you think.