Ολοκληρωμένο

Excel Revenue tracking sheet, with reporting functions

A spreadsheet that can keep track of all our invoices

- Should be able to run monthly/quarterly/annual report of total income received

- Should also % on last year

- Should also display as a bar chart

We must flag invoices when paid

- At any time we should be able to run report to show outstanding invoices

Each invoice must be allocated to a client

- At any time, we should be able to run a report to show total income from any client for a specified period

- The report must show % on last year

- Should be able to generate monthly/quarterly/yearly reports listing all clients and income received from them

- The client must have a comment field with next action date (eg. if client paid in Februrary for 6 months, we must know to invoice next in August)

Each invoice must also be allocated to a staff member or members

- At any time, we should be able to run a report to show total income for a staff member for a specified period. Should also show that income as % of total allocated income received

- Note one invoices can be split between staff in differing ratios. We set up an attribution table for this, but should be able to be override.

- the report should list the clients from which the staff member received income from

There must be controls to ensure all allocations done adds up to 100%

Ικανότητες: Επεξεργασία Δεδομένων, Excel, PHP, Αρχιτεκτονική Λογισμικού, Visual Basic

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Σχετικά με τον Εργοδότη:
( 7 αξιολογήσεις ) Cape Town, South Africa

Ταυτότητα Εργασίας: #16647232

Ανατέθηκε στον:

aminw

Hi, I have been through your requirement, as I understand what you really need is not just a robust reporting mechanism, but also a work allocation tracker which will help you evaluate performances of individual Περισσότερα

$400 USD σε 6 μέρες
(2 Αξιολογήσεις)
3.0

36 freelancers are bidding on average $423 for this job

TenStar718

I have good experience for Excel and Visual Basic Frameworks. I can make you application with excel to do your requirements. Let's discuss more in PM. Thanks.

$555 USD σε 10 μέρες
(208 Αξιολογήσεις)
8.5
esalem

Hello, I am expert in Excel and interesting in your project and like to handle it. Let us discuss the details of it. Regards, Iyad

$833 USD σε 10 μέρες
(36 Αξιολογήσεις)
7.3
aarifakhtar

Hi: i understand that you are looking for an Excel-based tool which would allow you to track invoices and generate revenue reports. I believe that i can certainly help you with your requirements as I have more than 10 Περισσότερα

$444 USD σε 10 μέρες
(167 Αξιολογήσεις)
7.0
P0L

$500 USD σε 5 μέρες
(250 Αξιολογήσεις)
7.0
shihan033010

A proposal has not yet been provided

$555 USD σε 15 μέρες
(316 Αξιολογήσεις)
6.8
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

$500 USD σε 5 μέρες
(190 Αξιολογήσεις)
6.7
katilinas

Dear Employer, I'm ready to work on monthly/quarterly/annual report excel project. Relevant Skills Excel, VBA Milestones 372 USD - code writing 93 USD - userfriendly interface I have samples of work very similar t Περισσότερα

$465 USD σε 8 μέρες
(112 Αξιολογήσεις)
6.3
TonmoyRoy111

Dear Client, I understand the scope of work. I have a vast experinece and knowledge in excel.I can help you in this project. I would like to have a discussiion with you regarding the project before we start. Kindly c Περισσότερα

$500 USD σε 5 μέρες
(253 Αξιολογήσεις)
6.5
ReflexiveData

Hi, Thanks for posting your requirement. I have an extensive knowledge of data processing, visualization, reporting and analysis using excel, VBA, macros and other technologies like Power BI. Please check our portfo Περισσότερα

$250 USD σε 5 μέρες
(27 Αξιολογήσεις)
6.3
michealperfect

hello sir i can give this work with 100% satisfaction within time limit,and also i have great hands on Excel Revenue ,waiting for your message Experience in PHP, PHP Frameworks Like Codeigniter, Yii 2 and laravel Περισσότερα

$388 USD σε 5 μέρες
(85 Αξιολογήσεις)
6.0
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 Περισσότερα

$555 USD σε 10 μέρες
(33 Αξιολογήσεις)
5.9
RRconsultant

Greetings! I am a Chartered Accountant and a Financial Modelling specialist. I can create an automated excel with an attractive user interface. Look forward to hear from you. Thanks, RRC

$500 USD σε 10 μέρες
(36 Αξιολογήσεις)
5.7
kripanidhi

I WILL START RIGHT NOW TO BUILD YOUR HIGH-QUALITY WEB APPLICATION !!!! AFTER GOING THROUGH THE PROJECT DESCRIPTION IM READY TO BUILD YOUR EXACT WEBSITE/PORTAL WITH ALL FEATURES & FUNCTIONS AS ACCORDING TO YOU Περισσότερα

$500 USD σε 10 μέρες
(43 Αξιολογήσεις)
5.5
periyannas

Hi, Nice to know your requirement. I am an excel vba, vb6 expert and have delivered fourteen excel vba projects in the past seventy days. Just completed a project of a similar kind in the past 10 days. Willing Περισσότερα

$750 USD σε 10 μέρες
(29 Αξιολογήσεις)
4.9
KGeorgy

Hi! Thanks so much for your incredible job posting. I have already read on this project so carefully. For a long time i have deep experiencd in web design such as the basical languages of web building include html Περισσότερα

$555 USD σε 10 μέρες
(22 Αξιολογήσεις)
4.6
$277 USD σε 10 μέρες
(23 Αξιολογήσεις)
5.1
$555 USD σε 10 μέρες
(24 Αξιολογήσεις)
4.9
$250 USD σε 1 μέρα
(22 Αξιολογήσεις)
4.8
humayoonsheikh4u

Dear I am an excel professional having hands on expertise in developing spreadsheet for analytical purpose I will do your project as per your requirements by applying advanced excel formulas with conditional formatti Περισσότερα

$397 USD σε 6 μέρες
(10 Αξιολογήσεις)
4.1
mayankinnovative

A proposal has not yet been provided

$250 USD σε 6 μέρες
(52 Αξιολογήσεις)
3.9