Sales Performance Tracking Excel Report - VBA

₹750-1250 INR / hour

Closed

Posted

about 2 months ago

₹750-1250 INR / hour

I'm in need of an Excel report designed to track sales performance. The Excel sheet includes columns such as Dealer Type, Region, Account Owner, Account Name, Financial Category, and monthly data from January to December. Dealer Types include Direct, Independent, Government, Branch, and Joint Venture. Each Account Owner can be associated with one or more Dealer Types. For instance, the Account Owner "ABC" may have Dealer Types "Direct" and "Government," while "XYZ" could have all five Dealer Types (Direct, Independent, Government, Branch, and Joint Venture). The report's goal is to aggregate data based on the Account Owner's Dealer Type. Specifically, it involves reading the financial data (e.g., January to December values) for each Dealer Type and calculating the aggregated totals. Key metrics, such as % of Quota (Shipping/Quota) and YTD % Quota (LE Forecast/Quota), are calculated after aggregation. The metrics use the aggregated values for Shipping, Quota, LE Forecast, and other relevant data to perform these calculations. The report will include the following data: - Dealer Type - Region - Account Owner - Account Name - Financial Category - Monthly data from January to December The final report should clearly present both charts and tables displaying the % of Quota metrics. Ideal skills for this job would include: - Advanced Excel proficiency - Data analysis skills - Experience in sales performance tracking - Ability to create clear, comprehensible charts and tables in Excel.

Project ID: 38792354

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43 proposals

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Active 18 days ago

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43 freelancers are bidding on average ₹977 INR/hour for this job

@schoudhary1553

Top 1% in Freelancer.com Hi, Greetings! ✅checked your project details: ✅Completed Time: In project deadline We have worked on 900 + Projects. I have 6 + years of the experience in same kind of projects. If you are looking for a true Freelancer, I am the Right person for you. I am available almost 24-7 and am very responsive. I feel proud that I am a trusted Freelancer who pleases almost every single client. You can rest assure, your work will be delivered well in advance of others, with passion and accuracy. I guarantee you instant communication & responses when you need me. Why choose me? I think every client is the reason for my success. I only take projects which I am sure I can do quickly. My Portfolio Items: https://www.freelancer.com/u/schoudhary1553 I would really like to work with you on this project. If interested, Kindly contact me via chat for further details and discussion. Thank you Sandeep

₹1,000 INR in 40 days

4.9

(602 reviews)

8.6

@pablomontoro040

As an Excel-savvy professional with a rich history in data analysis and sales performance tracking, I am confident that my comprehensive skill set intersecting with your project's description makes me the ideal fit to seamlessly handle this task. Over the years, I have honed my ability to efficiently navigate the Excel user interface, perform complex calculations with formulas, and condense huge piles of data into easy-to-grasp representations. Utilizing my advanced understanding of Excel VBA, my approach to this project would be to create a highly functional and user-friendly report that precisely meets your needs. This entails not only aggregating the necessary financial data across fields like Dealer Type and Account Owner but also going beyond that by expertly calculating key metrics like % of Quota and YTD % Quota. At the heart of my service is delivering clear, comprehensible insights compiled from complex data. My knack for creating powerful charts and tables as well as for business analysis in general positions me well to handle your need for visualizing these important metrics within your Excel report. I believe my fluency in diverse Machine Learning algorithms will also be an asset in better interpreting and predicting sales outcomes for you.

₹1,000 INR in 40 days

5.0

(39 reviews)

5.0

@ashiruddin

I have read your requirement, I can analyse data in Power BI,using data source Excel, Google sheet, SQL Server, Mysql and any other data source. Dedicated and results-driven professional with a strong background in data analysis, visualization, and business intelligence. Proficient in leveraging Power BI to transform complex datasets into actionable insights. Adept at creating compelling dashboards and reports that drive informed decision-making. Proven ability to collaborate with cross-functional teams to deliver impactful solutions. Seeking opportunities to contribute expertise in Power BI and data analytics to enhance organizational performance.

₹1,000 INR in 40 days

4.9

(11 reviews)

4.3

@Asadjutt111

As a seasoned data maestro with over a decade of experience, I bring a wealth of skills to this project. Most importantly, my advanced Excel proficiency and aptitude for data analysis make me the ideal candidate to transform your raw information into actionable insights. I understand the intricacies of sales performance tracking and have honed my abilities in creating clear and understandable charts - something vital for your project. My skills don't just end at Excel; I'm also adept at using tools like Power BI - invaluable in crunching large data sets into meaningful numbers. My attention to detail, combined with a keen sense for accuracy, helps me ensure that the final output, which includes data from several columns such as Dealer Type, Region, Account Owner, Account Name, Financial Category, and monthly information from January to December, is precisely aggregated and calculated. Moreover, with round-the-clock availability and an unwavering focus on timely delivery, I aim not just to meet but to exceed your expectations. Trust me with your data needs; you won't be disappointed!

₹750 INR in 40 days

4.6

(18 reviews)

4.2

@Daksheshmahaur96

With over three years of experience in MIS Data Management and VBA development, I'm confident I can design an Excel report tailored specifically to your sales performance tracking needs. My advanced proficiency in Excel, high-level data analysis skills, and deep understanding of sales performance tracking will ensure the final report meets your requirements effectively. Creating clear and comprehensible charts and tables is an area where I excel. I have a keen eye for detail, so not only will the final report include the % of Quota metrics you need, but it will also be well-structured and easy to navigate. This way, you can quickly track and analyze the data according to your specific Dealer Types, Account Owners, and more. Furthermore, my skills extend beyond Excel as I am also a Power BI Developer. If needed, I can seamlessly transition this project to Power BI while ensuring the same level of quality and precision. Overall, I promise a professional work ethic with timely delivery. I am eager to put my skills to use and contribute positively to your sales performance management. Let's discuss further details to get started on your project!

₹1,000 INR in 40 days

4.6

(29 reviews)

4.1

@najnin01

I have experience of data entry . It require accuracy and efficiency and i am perfect in both. I am a student so i can utilize my time in a good way. I can do the work in given time.

₹1,000 INR in 7 days

0.0

(0 reviews)

0.0

@suryakantj1

i give my 100 percent for your work and i will do my best. please

₹1,000 INR in 40 days

0.0

(0 reviews)

0.0

@anshikas912

I m self determined courageous punctual and honest to my work I m skilled in data entry I will do my work with all honesty I will fulfill all ur expectations

₹1,000 INR in 40 days

0.0

(0 reviews)

0.0

@akashbishnoi226

I am a skilled business analyst with advanced proficiency in Excel and a strong background in data analysis. I have experience working on projects that involve sales performance tracking, where I was responsible for analyzing and reporting on key metrics, including quotas and targets. Using Excel, I’ve created detailed reports with charts and tables that clearly display performance data, helping stakeholders quickly understand trends and make informed decisions. My expertise includes using pivot tables, advanced formulas, and data visualization techniques to present data in a concise and actionable way. I have a keen eye for detail, ensuring that all reports are accurate and tailored to the needs of the audience. My experience in sales tracking, combined with my technical skills in Excel and data analysis, makes me confident in my ability to deliver high-quality reports that clearly communicate key performance indicators and insights. I would love the opportunity to contribute to your team.

₹999 INR in 25 days

0.0

(0 reviews)

0.0

@DIAME2024

With suffering knowledge in working with the excel tool i can generate error less and very understandable report including charts and graphical representation. Kindly give us opportunity to work with

₹800 INR in 50 days

0.0

(0 reviews)

0.0

@SaraGamil23

Hello, I am a Data Analyst with experience in Excel and data aggregation, focusing on financial reporting and performance tracking. I can help you: Organize and analyze your data by Dealer Type and Account Owner , Calculate metrics like % of Quota and YTD % Quota accurately and Create clear charts and tables to visualize your data effectively

₹750 INR in 40 days

0.0

(0 reviews)

0.0

@MrPog

I am excited to submit my proposal for creating an Excel report to track sales performance as outlined in your project description. With my strong expertise in advanced Excel, data analysis, and sales performance tracking, I am confident I can deliver a comprehensive and user-friendly report tailored to your needs.

₹943 INR in 40 days

0.0

(0 reviews)

0.0

@krishnan082

Hello Sir. Hello My name is krishna and I am a data entry worker. And I am write your data entry work. Plz contact me ..

₹1,000 INR in 40 days

0.0

(0 reviews)

0.0

@sharitwal1

Hii there my professional educational background and experience make me fit for the role I assure you the quality and timely delivery of the project .. . Waiting for the positive response from your side

₹1,000 INR in 40 days

0.0

(0 reviews)

0.0

@azhern

As an experienced professional graphic designer, I may not possess the exact skills you've outlined for this project, but my proficiency in advanced Excel and data analysis extends beyond just creating attractive charts and tables - it is rooted in effectively transforming raw numeric data into user-friendly visual representations. My work requires meticulous attention to detail and a comprehensive understanding of data structuring. These skills are perfectly aligned with your need to organize your sales performance data by Dealer Type and calculate key metrics such as % of Quota and YTD % Quota. While my primary area of expertise lies in graphics design, this doesn't restrict me from excelling (pun intended) at tasks requiring advanced Excel functions like VBA, which is essential for automating some of the processes needed for aggregating your sales data. I'm confident that my proficiency in Excel combined with my detail-oriented mindset will enable me to deliver an elegant, user-friendly report that precisely aligns with your needs and enhances your sales tracking efficiency. Choosing me means leveraging a unique blend of competencies - advanced Excel skills supported by a design-conscious mindset. With me on board, you gain the guarantee of a visually appealing and highly functional Sales Performance Tracking Excel Report meticulously crafted to meet all your requirements. Let's create a compelling visual narrative for your sales data together!

₹1,000 INR in 40 days

0.0

(0 reviews)

0.0

@Afsar2u4u

I have an experience of more than one year as an Accountant and as an accountant I have learned one thing that is to do quality work, and I can assure you if you will let me do your work you won't regret. And since I am new to this platform and if you give me a chance then you will be my first client, and I will make sure that your satisfaction is my top priority.

₹1,000 INR in 40 days

0.0

(0 reviews)

0.0

@sidnerlikaraditi

Being a computer engineer, IT professional and a Business Analyst prospect, I have the necessary skills oh handling large data, Excel and PowerBI proficiency along with attention to detail. I deliver good quality work in efficient time. In my experience, I have made excel reports, Power BI reports for monitoring. Having understanding of business and this particular project, I am confident that I can deliver this project efficiently. Thanks.

₹1,000 INR in 40 days

0.0

(0 reviews)

0.0

@debmitra254

Being an expert in Excel and Excel VBA, I believe I'm the perfect freelancer for this job. With over a decade of experience in managing data, heading MIS teams, and generating insightful reports, I've developed a keen understanding of sales performance tracking. My proficiency in advanced Excel tools combined with my data analysis skills will ensure transparent and effective monitoring of your key metrics like % of Quota and YTD % Quota. Moreover, my ability to create clear, comprehensible charts and tables, which is essential in turning complex data into actionable insights will come in handy for your project. As a Power BI user as well, I can also enhance the final report by integrating your Excel dataset and visualizing it with dynamic charts that display your key metrics more interactively. In summary, my power sector background, expertise in Excel and VBA alongside my broader data handling experience make me uniquely qualified to create a powerful tracking system for your sales performance analysis in compliance with all your requirements. Let me optimize your sales with my report.

₹750 INR in 20 days

0.0

(0 reviews)

0.0

@Somtodiana

Hello! I see you are in need of someone to write an excel report designed to track sales performance, following the details of your post, and I am just the expert for that, with my background in business analysis and proficiency in the use of Microsoft excel and power BI, I will be able to implement my Analytical and Visualisation skills to retrieve insights and draw conclusions that enable accurate predictions and drive informed decision-making, there by creating a good table and charts to illustrate your needs and provide a good report in a short period of time. I look forward to being awarded this project and a chat with you, thank you.

₹1,000 INR in 40 days

0.0

(0 reviews)

0.0

@mdhyani118

Hello! My name is Mayank dhyani. Currently I am pursuing Bsc in Information Technology from Uttaranchal University Dehradun. I hail from Kotdwara, Uttarakhand. I have done my schooling from Kotdwara. I am eager to start my career as a Tester and Developer trainee. Where I can apply my knowledge and skills to deliver exceptional customer experiences. I think I able for this opportunity

₹1,000 INR in 40 days