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    A super clever Spreadsheet by someone with a good eye for finance!

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    2980
    $$
    • Posted: 8 years ago
    • Proposals: 5
    • Remote
    • #825859
    • Awarded
    Phil H.
    Jonathan H.IMnS AssociatesAlex H.Kashif M. have already sent a proposal.
    • 1
    • 1

    Description

    Experience Level: Intermediate
    General information for the business: We are an internet Marketing business
    Industry: Internet/Software
    Description of excel work: I have a couple of tasks that need working on so you will need to be excellent not only at excel (I am talking really fancy I guess more advanced than formuala's) and also have a good eye for numbers as attention to detail in these tasks are needed.

    1. We have two sales guys currently and they use a very basic sheet to track their sales- this works OK but It doesn't record much data and certainly doesn't account for notes and refund requests- we are currently getting infusionsoft set up for another part of the business but it will not be ready to roll out as a CRM to these guys for quite some time. So we need something for that hopefully that works in Google Drive.

    2. Another google drive sheet/document will be for bookkeeping - we do use Xero but these are just for the UK business. I need a sheet that takes into account the entire of our figures it is a huge task (we basically monitor income and expenses daily but we need a way to analyse this better).

    There might be more work to follow if these are done quickly and to a good standard. I need things completing super fast as we need things in place this week.

    Fixed price for both tasks.
    Extra notes:
    Lisa P.
    Lisa P.
    96% (10)
    Projects Completed
    11
    Freelancers worked with
    13
    Projects awarded
    46%
    Last project
    22 Feb 2022
    United Kingdom

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    2980
    $$

    - or -

    Post a project like this
    Lisa P.
    Lisa P.
    96% (10)
    Projects Completed
    11
    Freelancers worked with
    13
    Projects awarded
    46%
    Last project
    22 Feb 2022
    United Kingdom

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    bookkeeping business analysis customer relationship management (CRM) business data infusionsoft xero analysis business information technology (business IT) google drive spreadsheets

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