Google Sheets set up
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- Proposals: 1
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- #1340499
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Description
Experience Level: Intermediate
General information for the business: We are a mortgage brokers
Industry: Business
Description of excel work: This is for Google Sheets.
Ideally i am looking for someone based in the UK so we can share a screen and i can explain what i want as we go through it.
But as a whole i want a spreadsheet for 5 Sales guys so they can log each bit of commission that is due for a sale. I then want the totals to feed through to a Management page so i can see how the company is performing. Ideally, if its possible, i want the Sales guys to only be able to view their own page.
Each bit of commission comes from various sources (the customer, the mortgage lender, the insurance provider and solicitors) so i also want an Admin to be able to go in and Mark each fee when it comes in as paid. Again this will collate through to the Management panel.
The reason why i want to use Google Sheets is that we are using Geckoboard so its easy for me to grab this information from this source.
Im sure there will be more things as we go through it, plus you'll probably suggest things, hence why i would prefer to do this over the phone with screen sheet.
Extra notes: I also want it to look nice and professional so a bit of design on the layout.
Industry: Business
Description of excel work: This is for Google Sheets.
Ideally i am looking for someone based in the UK so we can share a screen and i can explain what i want as we go through it.
But as a whole i want a spreadsheet for 5 Sales guys so they can log each bit of commission that is due for a sale. I then want the totals to feed through to a Management page so i can see how the company is performing. Ideally, if its possible, i want the Sales guys to only be able to view their own page.
Each bit of commission comes from various sources (the customer, the mortgage lender, the insurance provider and solicitors) so i also want an Admin to be able to go in and Mark each fee when it comes in as paid. Again this will collate through to the Management panel.
The reason why i want to use Google Sheets is that we are using Geckoboard so its easy for me to grab this information from this source.
Im sure there will be more things as we go through it, plus you'll probably suggest things, hence why i would prefer to do this over the phone with screen sheet.
Extra notes: I also want it to look nice and professional so a bit of design on the layout.
Clayton S.
100% (2)Projects Completed
3
Freelancers worked with
3
Projects awarded
75%
Last project
2 Nov 2016
United Kingdom
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