To derive from raw data given by excel spreadsheet (attached) into a one-page information dashboard with visualized effects. If there is a way to auto populate with minimal manual intervention into dashboard as repeated process on a monthly or quarterly basis depending on new added or eliminated data from monthly excel spreadsheet.
Objectives:
1. Sales pipelines - to identify key deals based on value of deals based on tier threshold (for example >$100,000; $100,000, $50,000-$99,999). Smaller deals <$50,000 with lower priorities for analysis (maybe a different segment on dashboard). Summarize into how many key deals, which markets, percentage based on total volume, market share, etc.
2. Product offering - identify and category into 7 key products and services, which markets offer which products, value of deals, etc.
3. Basic excel formula or graphs for easy updates. Updates based on new deals being added or deleted from previous month (how to identify this, etc.)
Hi, I am a Finance professional with over 15 years experience using Excel to provide business analysis and reporting. I can help you with your project.
I would propose to provide tables and/or graphs to represent your data. Potentially even a Bing map to show products on global markets. I would set up all of these so that they automatically updated when new data is uploaded. (I would firstly like to understand how new data is uploaded? Is there a chance that a date indicator could be placed on each deal (i.e. when the opportunity first arose)?)
In order to automate the data into thresholds / dates etc I would propose to set up a few more columns to identify each row into one of these groups. I would set up an admin page where these thresholds could be changed if desired.
I welcome the opportunity to discuss your project further and to work with you.
Regards Melanie
$140 SGD en 3 días
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7 freelancers están ofertando un promedio de $182 SGD por este trabajo
I am Chartered Management Accountant from Chartered Institute Of Management Accountants UK and CGMA from American Institute Of CPAs, having 6 years of professional experience in dashboard reporting as well as financial modeling.
We can create an excellent, professional and functional dashboard as required, kindly provide further information so that we may proceed accordingly.
Awaiting your kind response.
Cheers,
AHK
I am an expert in MS Excel, MS Access, SQL database production and management. I have over 7 years of experience in working with all of the databases and analytics. I am a financial engineering graduate and have extensive experience and knowledge in corporate finance, accounting, financial statements, financial analysis, modelling, projections etc.
So lets discuss this project in detail and start at your earliest convenience. I can guarantee you the best possible work in least possible price.
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Hi
I am a qualified finance professional with more than a decade of experience in working on similar assignments. I have designed multiple Dashboards and automated then within my organizations and can definitely help here as well.
I have worked with multiple MNC's over the last 14 years and have recently entered the freelancing world. Look forward to speaking with you in more detail about the task.
Thanks and Regards
CA Deepti