Excel sheet I need help with
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Spreadsheets|Excel macros and VBA|Google sheets |Google app scripts|Presentations - Tableau, PowerPoint, Prezi|Google data studio
Bay Minette
Researcher, Data base building, Lead generation, E Mail database, Data Entry, Research base writing, Market Research,
Bay Minette
WEB DEVELOPER | WEB DESIGNER | SEO/SMM/SMO | CONTENT WRITER | MOBILE DEVELOPMENT
Chandigarh
Excel VBA, MS PRoject Expert, Web Scraper, Arena, Simulation, Spreadsheet, Wordpress customisation
Istanbul
16424928378041114119130044914494731500083153735519182491989247
Description
Experience Level: Intermediate
Estimated project duration: 1 day or less
Hello Looking for a Spread sheet that will consist of two maybe 3 sheets pages for my real Estate Business that I can add names and a way to filter to hidden once the transaction has closed. See belwo of that Im looking for and give me an Idea of the total price of what it would to take to get it done
Dominic
This Sheet I would like to be able to see my dropdown Option and Lists to remain on the Screen at all times even as a Scroll down . I do nor want to have to pan up to see what MY columns are labeled . the sheet will consist of 3 pages See below contact me directly should have any questions.
( Sheet 1 )
At the top centered Name of Spread Sheet ( Option1 Backlog ) plus Logo protected to not to be able to remove
First line from left to right
Date Entry ( I would also like the option of sorting by date )
Customer Name
Tele
Email
Type
dropdowns Options should be
Lead Source ( Drop Downs for me to enter )
( Buyer )
( Seller)
( Buyer and Seller )
Builder Name ( Drop to enter )
Program type ( Drop down options below )
Options for drop down should be
( HTS Builder reduced Commission )
( Lease Buyout)
( Customer Paid Closing Costs )
( Builder Options Credit )
( Down Payment Assistance )
( Other )
( No Program No Credit Nothing Promised ) --- Please Default this Option to Highlight in RED
Note Field ( Dropdown for me to enter long Notes if needed- Need only to see last note entered- Previous notes only to be shown unless I expand the field )
Contract Date
Key Dates
Estimated Closing date
Total Gross Commission ( I would like this to Auto Calculate totals on each transaction and I want to be able to see running totals Sort by Month by month, and By year
Gross Check Amount ( + ) a plus
Credit Amount for program ( - ) Minus
Misc Exp ( - ) Minus
Net Commssion ( - )
Commission split Amount ( this will be a % of the Net Commission amount above )
Option 1 Agent
Example – 1. John Doe
- 33.3% = $4500
Option 1 Agent 2. -
Option 1 Agent 3. -
Net total ( = )
Closed date
Canceled or closed
( if entered into cancel a filter to hide and archive
if closed I want in sperate filter to be able to pull up in another time I want it hidden from sheet and to be removed from running Talley of sales and commission totals
Sheet 2
Builder Sales agent and Contacts
Name
Builder Name
Community Name
Address
City
Zip
Title ( Dropdowns )
Sales
Sales RSM
Director
VP
President
Email
Tele
Days Off
Birthday
Note Entry ( I would like the ability to enter endless notes )
( Sheet 3 )
Leads
Date Entry ( I would also like the option of sorting by date )
Customer Name
Tele
Email
Lead source
Notes ( I would like a place to enter notes )
Status ( Drop downs )
Hot ( In red )
Warm ( in Yellow
Cold ( in Blue )
Closed not interested at this time ( Once this happens I would like it to be hidden from main sheet but have the ability to view it later ) Maybe a Auto Populate sheet of sheet 4 ( Cold Leads )
Sold - ( once this happens I would like this to Auto Populate to sheet 1 and then the ability to send back to this sheet if cancel from sheet one
Dominic
This Sheet I would like to be able to see my dropdown Option and Lists to remain on the Screen at all times even as a Scroll down . I do nor want to have to pan up to see what MY columns are labeled . the sheet will consist of 3 pages See below contact me directly should have any questions.
( Sheet 1 )
At the top centered Name of Spread Sheet ( Option1 Backlog ) plus Logo protected to not to be able to remove
First line from left to right
Date Entry ( I would also like the option of sorting by date )
Customer Name
Tele
Type
dropdowns Options should be
Lead Source ( Drop Downs for me to enter )
( Buyer )
( Seller)
( Buyer and Seller )
Builder Name ( Drop to enter )
Program type ( Drop down options below )
Options for drop down should be
( HTS Builder reduced Commission )
( Lease Buyout)
( Customer Paid Closing Costs )
( Builder Options Credit )
( Down Payment Assistance )
( Other )
( No Program No Credit Nothing Promised ) --- Please Default this Option to Highlight in RED
Note Field ( Dropdown for me to enter long Notes if needed- Need only to see last note entered- Previous notes only to be shown unless I expand the field )
Contract Date
Key Dates
Estimated Closing date
Total Gross Commission ( I would like this to Auto Calculate totals on each transaction and I want to be able to see running totals Sort by Month by month, and By year
Gross Check Amount ( + ) a plus
Credit Amount for program ( - ) Minus
Misc Exp ( - ) Minus
Net Commssion ( - )
Commission split Amount ( this will be a % of the Net Commission amount above )
Option 1 Agent
Example – 1. John Doe
- 33.3% = $4500
Option 1 Agent 2. -
Option 1 Agent 3. -
Net total ( = )
Closed date
Canceled or closed
( if entered into cancel a filter to hide and archive
if closed I want in sperate filter to be able to pull up in another time I want it hidden from sheet and to be removed from running Talley of sales and commission totals
Sheet 2
Builder Sales agent and Contacts
Name
Builder Name
Community Name
Address
City
Zip
Title ( Dropdowns )
Sales
Sales RSM
Director
VP
President
Tele
Days Off
Birthday
Note Entry ( I would like the ability to enter endless notes )
( Sheet 3 )
Leads
Date Entry ( I would also like the option of sorting by date )
Customer Name
Tele
Lead source
Notes ( I would like a place to enter notes )
Status ( Drop downs )
Hot ( In red )
Warm ( in Yellow
Cold ( in Blue )
Closed not interested at this time ( Once this happens I would like it to be hidden from main sheet but have the ability to view it later ) Maybe a Auto Populate sheet of sheet 4 ( Cold Leads )
Sold - ( once this happens I would like this to Auto Populate to sheet 1 and then the ability to send back to this sheet if cancel from sheet one
Dominic F.
100% (5)Projects Completed
3
Freelancers worked with
3
Projects awarded
50%
Last project
6 Mar 2021
United States
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