KPI spreadsheet with 1 page dashboard
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MBA Global Business Strategy, Export Bussiness Developement, Study Methods Teacher, Excel Developer, Amateur artist, Seller,
Lima
Business Plan Expert, Financial Planner, Investors' Pitch Deck, Accounting & Bookkeeping
Karachi
TOP CERT Virtual Assistant, Data Analyst, Proofreader, Excel, Word and PowerPoint Trainer
Swindon
Researcher, Data base building, Lead generation, E Mail database, Data Entry, Research base writing, Market Research,
Bay Minette
1025327964751913473150023977594864954899456652667526498378049634741233738
Description
Experience Level: Intermediate
Description of excel work: I work for a property management company and we are filling in a number of different spreadsheets every week, none of which are giving the Director an overview of the key company KPI's at any one time. She needs much more visibility on this and I think an overall spreadsheet with tabs for each key area of the business would be the way forward.
This needs to be built from scratch so that we can populate each spreadsheet tab with the relevant information and this will show up on the dashboard - we will be updating on a weekly basis. It is also key that I understand the working of the spreadsheets so that if we have amend anything, it can be done at our side.
The information we will need to show up are:
- Occupancy rates - we will populate a list of our properties for that week and how many days they were occupied in total. 80% and above should show as green, 70-80% should show as orange, less than 70% should show as red
- Number of new properties (we will enter a full list on an excel sheet but we just need the number to show on the dashboard)
- Number of new clients (we will enter a full list on an excel sheet along with where they were referred from but only the number needs to show on the dashboard
- Gross profit - we will enter a list of transactions but just the total need to be shown on the dashboard
- Net profit - this will come from the total we enter on a sheet
- Turnover - again this needs to show on the dashboard (if it could be green if higher than the previous week and red if lower than the previous week that would be wonderful)
- Number of outstanding or escalated maintenance issues (we will enter a list but I need the total number to show on the dashboard)
- Staffing levels (we will put a total number of days that should be worked if everyone is present and the actual number showing how many days were lost to holiday/sickness that week)
- Number of networking events attended - we will populate a simple list
- Number of client meetings - we will populate a simple list
I am aware we don't have spreadsheets to show you on each deliverable but as we are starting over from scratch I thought it might be easier to go back to basics and ask what solution you could provide for this.
When submitting a bid please do let me know if you have completed a similar spreadsheet with a dashboard and if I can have an example all the better.
Please also let me know projected timescales and costings and wether revisions are included in your price.
Thank you
Extra notes:
This needs to be built from scratch so that we can populate each spreadsheet tab with the relevant information and this will show up on the dashboard - we will be updating on a weekly basis. It is also key that I understand the working of the spreadsheets so that if we have amend anything, it can be done at our side.
The information we will need to show up are:
- Occupancy rates - we will populate a list of our properties for that week and how many days they were occupied in total. 80% and above should show as green, 70-80% should show as orange, less than 70% should show as red
- Number of new properties (we will enter a full list on an excel sheet but we just need the number to show on the dashboard)
- Number of new clients (we will enter a full list on an excel sheet along with where they were referred from but only the number needs to show on the dashboard
- Gross profit - we will enter a list of transactions but just the total need to be shown on the dashboard
- Net profit - this will come from the total we enter on a sheet
- Turnover - again this needs to show on the dashboard (if it could be green if higher than the previous week and red if lower than the previous week that would be wonderful)
- Number of outstanding or escalated maintenance issues (we will enter a list but I need the total number to show on the dashboard)
- Staffing levels (we will put a total number of days that should be worked if everyone is present and the actual number showing how many days were lost to holiday/sickness that week)
- Number of networking events attended - we will populate a simple list
- Number of client meetings - we will populate a simple list
I am aware we don't have spreadsheets to show you on each deliverable but as we are starting over from scratch I thought it might be easier to go back to basics and ask what solution you could provide for this.
When submitting a bid please do let me know if you have completed a similar spreadsheet with a dashboard and if I can have an example all the better.
Please also let me know projected timescales and costings and wether revisions are included in your price.
Thank you
Extra notes:
Allison M.
98% (11)Projects Completed
18
Freelancers worked with
17
Projects awarded
26%
Last project
18 Nov 2019
United Kingdom
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