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Excel/Google Sheets CRM Reporting Tool

$10-30 USD

Closed
Posted 4 months ago

$10-30 USD

Paid on delivery
En especial necesitamos que la hoja N1° sea un tablero que nos sirva para resumir y poder ver de forma más comoda todos los datos del equipo. Esto principalmente porque requerimos presentarlo a nuestros clientes. ya que será una tabla de Excel que usaremos para las ventas de nuestros clientes y nuestro equipo de ventas. En total requerimos de un archivo que cuente con 1 primera hoja (el tablero) 4 hojas iguales (el CRM que deberá completar cada vendedor) y 1 hoja de configuración en el caso de que sea necesario. La idea es que el tablero tome todos los datos de las 4 hojas que serán completadas por los vendedores Tres videos que muestran tableros profesionales (similar a lo que necesitamos) [login to view URL] [login to view URL] [login to view URL] y esto fue lo que nos pudimos imaginar con el equipo al momento de pensar en el tablero. De todas formas no es que deba ser así 100% obligatorio. sino que se lo puede modificar según se disponga del espacio necesario en la pantalla de la planilla
Project ID: 37681966

About the project

38 proposals
Remote project
Active 3 mos ago

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38 freelancers are bidding on average $47 USD for this job
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Excel expert. I can do it. As 9+ years experiences in these field. I can give good quality work. I have read the guidelines of your work.I believe that i can provide you the best quality works you are anticipating from this platform give me a chance to show you the best i can do at your service.
$20 USD in 7 days
4.8 (185 reviews)
6.0
6.0
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Hello. I read your requirement and also check attachment image i will do that. Please come on chat we will discuss more about this. I will waiting your reply.
$20 USD in 1 day
5.0 (37 reviews)
5.0
5.0
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Hello, I have carefully reviewed the details of your project and I am confident that I can build an Excel Dashboard as per your requirements. My strong analytical skills and proficiency in using Excel and Google Sheets enable me to provide solutions for most problems, including VBA programming. If you choose to work with me, you can expect to receive good value for your money and a flexible approach to completing your work. I am excellent at meeting deadlines and will keep you informed throughout the entire process. Additionally, I take pride in delivering high-quality work. Please ping me chat box for further project discussion. Thank You
$150 USD in 7 days
5.0 (42 reviews)
4.8
4.8
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Hi there! A Microsoft Certified Professional with over 13+ years of experience and hundreds of satisfied clients around the world. I love doing this kind of thing and problem solving, in my working life I have used Excel to produce solutions for companies in all kinds of fields and all kinds of situations. The kind of thing I can do for you include & I specialize in a wide range of creative and professional:- ✸ ✸ Excel ✸ Google-Sheets ✸ ✸ Spreadsheet ✸ Formulas ✸ ✸ PDF-MS Expert and power-BI specialist ✸ ✸ Functions ✸ Macros ✸ VBA ✸ Dashboards ✸ ✸ Graphs ✸ Charts ✸ Pivot tables ✸ Flow charts ✸ ✸ Power-BI ✸ Data Analysis ✸ Google-sheets ✸ Automation Please leave a message here so that we can discuss your project issue. Regards! Shajalal.
$20 USD in 1 day
4.9 (30 reviews)
3.6
3.6
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With over 5 years of experience in the industry, I am confident that I am the right person to handle your Excel/Google Sheets CRM Reporting Tool project. I have a comprehensive skill-set which includes expertise in Data Entry, Data Processing, Excel, and Google Sheets; all of these are crucial components required for this particular task. I have a knack for creating streamlined and efficient data management tools, and your project aligns perfectly with my forte. Moreover, my experience in Web Development (especially Php and Node.JS) will add an extra edge to this project, as it involves creating comprehensive data management systems for your team. Having already gone through the videos you shared for reference, I am convinced that we can develop a CRM tool similar to what you have in mind but would also adapt it to meet your specific needs. Lastly, since customer satisfaction is my utmost priority, you can rest assured that I will be in constant communication with you to ensure your vision is transformed into an effective and user-friendly tool. My commitment to timely delivery further assures you that your tool will be ready within the agreed-upon timeframe. Let's get started on your project!
$30 USD in 2 days
5.0 (1 review)
2.9
2.9
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Hi dear client, I am a Data Scientist has great knowledge an enthusiasm in Microsoft applications Development. I can do clean Excel, Word, Access, PowerPoint, Power BI, Outlook and creating VBA macros. Advanced Array Formulas, Charts, Pivot Tables, Pivot Charts, Mail Merge, VBA Macros, Excel Macros, Capabilities, and Spreadsheets. Email through Outlook and Gmail, Add-in, Customized Macros. My top priority is to provide a high quality of work, I am willing to fully devote my time and energy to improve the service offered, with timely, accurate and professional results, building trust and a long term relationship with customer is my main objective. https://www.freelancer.com/u/IcsfIT789 Let's discuss this further via chat, and I'll start your project right now. Thanks IcsfIT
$20 USD in 2 days
4.9 (3 reviews)
2.8
2.8
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Hola, espero se encuentren muy bien. Tengo experiencia creando reportes en Excel con y sin Macros, estoy seguro que trabajando juntos podemos crear la herramienta que funcionará para todo el equipo de la manera en que lo necesitan. Pueden contactarme sin ningún costo para revisar mejor el alcance y las expectativas de este. Un feliz día Edgar Mauricio Román Palacio
$20 USD in 7 days
5.0 (1 review)
2.8
2.8
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With over a decade of experience as a data maestro, I've mastered the art of extracting essential insights from raw information. As an expert in Excel and Google Sheets, I'm confident that I can build the comprehensive CRM reporting tool your company needs. I understand that your N1° sheet should serve as an organized dashboard to not only summarize and analyze your team's data but also meet the client's requirements, considering it will be used for sales purposes. My proficiency with Google Sheets and Excel means that I can provide you with a user-friendly, precise and automated system that utilizes data from all the four sheets filled by your sales team. Furthermore, while watching the video references shared, I realized you need a versatile organizational structure for your data. With my skills in File Conversion, Data Processing, and Data Mining I can present your data in clear visualizations (charts/graphs) and create a customizable system to accommodate any expanding needs. Whether it's calculators, reports or configurational layouts; my aim is clear collaboration with my clients for optimum results.
$20 USD in 1 day
5.0 (4 reviews)
2.3
2.3
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Hola! Soy Iqra Ahmad, un profesional de Tecnología de la Información con una amplia gama de habilidades que pueden transformar tu idea en una hoja Excel impresionante y funcional. Con competencias avanzadas en Excel, estoy listo para construir tu herramienta de informes CRM. Como parte de mi Master en IT, me especialicé en ciencias de la computación y matemáticas, dos aspectos cruciales para estructurar y simplificar datos, lo que implica exactamente a lo que se enfrenta tu proyecto. Poseo una vasta experiencia en creación y presentaciòn de informes utilizando Excel para diversas tareas de empresa y utiilizanmdo con exitosos programas como ventas y CRM. Con mi experiencia en Data Mining puedo desarrollar una colección eficiente de tus datos y mostrarlos a través del Tablero personalizado según tus necesidades. Al ser un trabajo enfocado al servicio al cliente, mis habilidades también te aseguran un soporte atento y puntual en caso de cualquier inquietud o edición. Mi compromiso es proporcionarte exactamente el tipo económico: preciso, amigable con el usuario y visualmente interesante para impresionar tanto a tu equipo como a tus clientes. Quiero colaborar contigo para mejorar el rendimiento operativo de tu empresa e impulsar tus ventas."""
$10 USD in 1 day
4.1 (7 reviews)
2.3
2.3
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My proficiency in Microsoft Excel coupled with my impeccable attention to detail allows me to execute data entry tasks quickly and accurately. As a self-professed perfectionist, I take great pride in delivering precise work within the set timelines. I have the necessary adaptability and efficiency to complete your text and image data entries effortlessly; whether you have one entry or one hundred. Trust and reliability are at the core of my work ethic. Additionally, my commitment to maintaining client satisfaction has allowed me to build strong relationships with my clients over time. Choose me and gain an experienced partner dedicated to making your project a success by meticulously handling each image and accurately transcribing your textual paragraphs. Let's get started!
$20 USD in 7 days
0.0 (0 reviews)
0.0
0.0
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Good day! I can finish the job maximum of two days only! I am a professional Teacher and master in using excel or Microsoft offices. If you will give me a chance to do the work then I will assure you that I can passed it as soon as possible. You can ask to lessen the bid amount and I can do still the job with quality and in a shhort period of time. I hope you will give me a chance in doing the work!.
$18 USD in 2 days
0.0 (0 reviews)
0.0
0.0
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With over a decade of experience in finance, I have honed my skills in Excel to an expert level. That being said, I can confidently say that I am the best fit for your project. My proficiency in Excel and data analysis makes me well-suited for creating the Excel/Google Sheets CRM_reporting tool you require. Understanding the complex nature of your project; I would approach the task with meticulous attention to detail and commitment to delivering a highly functional, easily digestible dashboard, highlighting all your team's data metrics and making it presentable & user-friendly for your clients. Additionally, I can incorporate the desired features from the shared video examples into your unique CRM reporting tool to meet your exact needs while maximizing functionality within available screen real estate. Moreover, having extensive experience not only in compiling expansive data but also on drawing relevant insights from it, I can assure you that this tool will be more than just a tool for completing CRM. It will enable real-time monitoring of sales figures, allowing your team to make better-informed decisions promptly. Mixing my finance expertise with my excel mastery, hiring me for this challenging, but exciting project is a decision you wouldn't regret.
$15 USD in 4 days
0.0 (0 reviews)
0.0
0.0
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I propose leveraging my advanced Microsoft Excel expertise to streamline your data management, enhance analysis, and optimize workflows. Let's elevate your business efficiency through tailored Excel solutions. Best regards, [Rashid Minhas]
$20 USD in 7 days
0.0 (0 reviews)
0.0
0.0
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Hi i am visalini. I graduated in university of Colombo. I have experience in Microsoft Office and i have a knowledge in environmental science.
$20 USD in 7 days
0.0 (0 reviews)
0.0
0.0
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My name is Kath, a dedicated and keen-to-details freelancer, eager to kick start my career in customer support industry. While I may not possess direct work experience in the field, my passion for accuracy and timeliness while being efficient, puts me as the ideal candidate for a customer support role. I am able to perform independently, and can also work with a team, coming from my experience in my previous job and little exposure to our family business before. Those experiences contribute to my understanding of how important it is to be responsive and responsible, which are key attributes of an ideal customer service support representative. I am thrilled to join your team and/or company to leverage these skills and experience, and help you achieve your goal by becoming a reliable asset to the company. Eager to secure entry-level jobs for: Customer service Data entry Admin tasks Virtual assistance Email handling
$20 USD in 3 days
5.0 (1 review)
0.0
0.0
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Hi there, This proposal outlines a service to design and implement a comprehensive Customer Relationship Management (CRM) Reporting Tool using Excel or Google Sheets. The tool aims to provide insightful analytics, streamline reporting processes, and enhance overall CRM efficiency. Key Features: Data Integration: Integrate CRM data seamlessly into Excel or Google Sheets for real-time reporting. Ensure compatibility with popular CRM platforms to facilitate easy data retrieval. Customizable Dashboards: Design user-friendly dashboards with customizable widgets for personalized reporting. Include visual representations of key performance indicators, sales metrics, and customer engagement. If this proposal aligns with your goals, we can schedule a meeting to discuss specific CRM data sources, finalize the budget, and initiate the Excel/Google Sheets CRM Reporting Tool project. Feel free to provide any additional details or requirements. Thank you for considering our proposal. We look forward to creating a powerful reporting tool to elevate your CRM analytics and reporting capabilities. Regards, Syafiqah
$20 USD in 7 days
0.0 (0 reviews)
0.0
0.0
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tengo experiencia en análisis de datos experto en Excel y Data entry, mas alla de acesoramiento de empresas industriaes
$710 USD in 7 days
0.0 (0 reviews)
0.0
0.0
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Greetings Dear Client, I hope this proposal finds you well. Welcome to my profile, Home to Professional and Quality services with 100% customer satisfaction guarantee. I'm a Certified Dev & Experienced Expert in the respective project requirements. Dear Client, I take this opportunity to inform you that i have KEENLY gone through all your project requirements as given in your project description and I confirm to you that i can perfectly deliver as instructed. Being in possession of all CLEARLY STATED required project skills (Software Architecture, Data Entry, Data Processing, Excel and Google Sheets) as this is my area of professional specialisation having completed all Certifications and developed adequate experience in the same area, I hereby humbly request you to consider my bid for Professional, Quality and Affordable services always. STRICT TIMELY DELIVERY & UNLIMITED REVISIONS. Incase your project is deleted, you can hire me directly via the link; https://www.freelancer.com/u/prodeveloperserv Kindly Message Me We Discuss More About The Project and seal the contract. Welcome and Thank-you.
$30 USD in 1 day
0.0 (0 reviews)
0.0
0.0
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As an Excel guru, I have acquired the precision needed to handle large and complex datasets proficiently. More specifically, I am experienced with creating CRM tools in Excel that provide comprehensive reporting. Additionally, I possess fluency in Google Sheets, which means I can smoothly adapt your project to either platform based on your preference. Building on my experience analyzing financial data for strategic solutions, I understand the significance of tailoring dashboards for easy interpretation. Inspired by the three professional templates shared, I am more than capable to create a similar system that meets the unique need for your sales and client management. Moreover, my dedication to accuracy and efficiency is bound to streamline your sales process. Let's not just limit ourselves to what we've imagined. With this skillset and a flexible mindset, I am willing to adapt the system to incorporate any necessary changes along the way. Let me take care of the technicalities while you focus on impressing your clients with an intuitive tool that differentiates your services from the competition. Looking forward to discussing your unique project needs!
$10 USD in 2 days
0.0 (0 reviews)
0.0
0.0
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Hii, i am pankaj I am the best candidate for this project please give me the project i will try my best because i am master of excel & data entry.
$20 USD in 4 days
0.0 (0 reviews)
0.0
0.0

About the client

Flag of DOMINICAN REPUBLIC
Santo Domingo Este, Dominican Republic
5.0
3
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Member since Apr 18, 2023

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