Sales Tracker )Excel or Development or Off-the-shelf)
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Post a project like this$$$
- Posted:
- Proposals: 7
- Remote
- #1038833
- Expired
Expert Mobile and web - AngularJS, C#.NET, XAMARIN, PHONEGAP, React, VSTO, ASP.NET, WPF, MVC, VB.NET, HTML, jQuery, CSS, Winforms
City of London
12329632885258186265299295618310897391160853
Description
Experience Level: Expert
General information for the business: We sell financial plans to consumers
Kind of development: New program from scratch
Description of every module: We need to be able to track the value/date of deals as they travel through statuses.
E.g. Agent 1 gets a sale, in principle. It may need a call back tomorrow to confirm paperwork details, then it gets closed, then it goes to invoice, it may get rejected, then it gets paid. As all agents are entering this information and updating the statuses of the deal it gains certainty of how much and when cash flows into the business
Description of requirements/functionality: I am open to all systems eg Excel, development, or even suggest an off-the-shelf system.
OS requirements: Windows
Extra notes:
Kind of development: New program from scratch
Description of every module: We need to be able to track the value/date of deals as they travel through statuses.
E.g. Agent 1 gets a sale, in principle. It may need a call back tomorrow to confirm paperwork details, then it gets closed, then it goes to invoice, it may get rejected, then it gets paid. As all agents are entering this information and updating the statuses of the deal it gains certainty of how much and when cash flows into the business
Description of requirements/functionality: I am open to all systems eg Excel, development, or even suggest an off-the-shelf system.
OS requirements: Windows
Extra notes:
Abe D.
100% (8)Projects Completed
18
Freelancers worked with
18
Projects awarded
16%
Last project
23 Feb 2018
Spain
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