Insurance Sales Tracker

Closed Posted 6 years ago Paid on delivery
Closed

Need to create a Sales Tracker in Excel, preferably with forms for data entry and reports with graphs. Multiple users, one sheet per user, feeding into a master sheet. Each sheet, including the master, calculates performance vs targets. Products sold are insurance policies: Auto, Home, Commercial, Umbrella, Life, Specialty. Each policy is priced differently.

Ideally, an insurance agency with three staff members will be able to enter their daily sales accomplishments into an Excel tracker and the tracker auto-calculates the individual performance of each staff member, as well as the performance of the agency as a whole.

Data Entry Data Processing Excel Software Architecture Visual Basic

Project ID: #15962697

About the project

12 proposals Remote project Active 6 years ago

12 freelancers are bidding on average $22/hour for this job

Vlzinch

Hi, tcolestockton! for your project I can propose web based form to input sales data (it should be more comfortable for employees to fill in data), and excel performance analyzer on backend. Please contact me to d More

$25 USD / hour
(85 Reviews)
7.9
schoudhary1553

Greeting, I have understood your Insurance Sales Tracker task and can do it with your 100% satisfaction. Please ping me for more discussion. I have more than 5 years of experience in Data Entry, Data Processing, More

$20 USD / hour
(367 Reviews)
8.0
P0L

Hello, I’m an Excel/VBA expert and I would like to help you with your project. Please check my profile and contact me to discuss further details. Regards.

$25 USD / hour
(337 Reviews)
7.3
polarjin2017

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$25 USD / hour
(158 Reviews)
7.1
elqueabandona

Hello, my name is Cristian, I have a degree in Business and work with excel every day. I have much experience with spreadsheets, formulas, models and macros. Check my reviews. Best regards

$25 USD / hour
(239 Reviews)
6.9
tiaratechies

Hello, we can provide a solution for sales tracker in excel, we are certified microsoft excel experts, we have the ability to complete your needs in excel.

$25 USD / hour
(53 Reviews)
7.0
zu02

Hi, there I hope all's well with you. I see you'r looking for a developer proficient in Ms Excel/VB. Really all my projects here I've developed for Ms Access/Excel/VB projects. I'll do your current Ms Excel More

$22 USD / hour
(36 Reviews)
5.9
awaisjahangir25

Hi, Kindly review my profile to know more about my skills and experience required for this project. Regards Awais Jehangir

$20 USD / hour
(37 Reviews)
5.4
pagal12345

I used to do to lot of data maintaining like making sheets of daily productivity of Team members,preparing the SLA and TAT reports and responsible to make weekly report for the higher management.I also have a team of g More

$20 USD / hour
(0 Reviews)
0.0
STPworldwide

Pleasure to virtually meet you - we are a USA (Chicago, IL) based operation. We currently have 250+ seats in our center with the ability to expand in drastically and aggressively if need be. We currently have about 20 More

$18 USD / hour
(0 Reviews)
0.0
gelmanovic0

Hello Sir, hope you are having a good holiday time. I can meet your requirements providing high quality excel files.

$15 USD / hour
(0 Reviews)
0.0
samliuthebest

I have 8 years of insurance outsourcing and am CPCU (Property and General Liability certified). I have done the Insurance Sales Tracker task during my work before.

$22 USD / hour
(0 Reviews)
0.0