Excel spreadsheet designed
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Post a project like this2891
£25/hr(approx. $31/hr)
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Automation Expert,web designer,SEO Practitioner, Oracle PL/SQL developer, Windows desktop app developer(C#, sql server)
Stanmore
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Description
Experience Level: Expert
General information for the business: We are a financial advisers
Industry: Business
Description of excel work: I am looking for a business tracker to log all new written business from its various sources and then have the ability to tick or confirm when the payment had been made which would then leave me with a outstanding business amount (£) and paid business MTD.
Ive attached the current basic tracker we use, which each sales person emails to me and i add to a master log but currently i do not reconcile when payments come in. I need to start doing this as i need to be able to pay each sales person their commission.
The functions i need are as follows;-
1. To be able to add a client and then add the amount of £s for each service sold i.e. Upfront Fee, Broker Fee, Proc Fee, Sols Fee, Life Fee, GI Fee, Other Services Fee.
2. The above gets paid at various stages so i need to be able to tick or confirm when that payment has been made with it ideally being time stamped if possible.
3. To then be able to drill down and see whats left to be paid, whats been paid so far MTD, paid previous months, and then drill this down to each sales person/user.
4. And to possibly be able to give other sales persons/users logins for their own spreadsheet so that can add written business which then updates my speadsheet with only me being able to see the company one.
5. And lastly being able to set commisson percentages against each user (this could also change per service) so that it produces a sales sheet/invoice with each income on (showing client name and service) so that once a month i can pay them and they have a list of whats been paid. They would also be able to see on their speadsheet whats come in and paid and whats still outstanding.
If option 4 is not possible and its just a case of giving them their own copy of the spreadsheet and having to copy and paste stuff in then that is ok to.
Please let me know if you need any more information. And apologies if this isnt possible in excel.
Clayton Shipton
Extra notes:
Industry: Business
Description of excel work: I am looking for a business tracker to log all new written business from its various sources and then have the ability to tick or confirm when the payment had been made which would then leave me with a outstanding business amount (£) and paid business MTD.
Ive attached the current basic tracker we use, which each sales person emails to me and i add to a master log but currently i do not reconcile when payments come in. I need to start doing this as i need to be able to pay each sales person their commission.
The functions i need are as follows;-
1. To be able to add a client and then add the amount of £s for each service sold i.e. Upfront Fee, Broker Fee, Proc Fee, Sols Fee, Life Fee, GI Fee, Other Services Fee.
2. The above gets paid at various stages so i need to be able to tick or confirm when that payment has been made with it ideally being time stamped if possible.
3. To then be able to drill down and see whats left to be paid, whats been paid so far MTD, paid previous months, and then drill this down to each sales person/user.
4. And to possibly be able to give other sales persons/users logins for their own spreadsheet so that can add written business which then updates my speadsheet with only me being able to see the company one.
5. And lastly being able to set commisson percentages against each user (this could also change per service) so that it produces a sales sheet/invoice with each income on (showing client name and service) so that once a month i can pay them and they have a list of whats been paid. They would also be able to see on their speadsheet whats come in and paid and whats still outstanding.
If option 4 is not possible and its just a case of giving them their own copy of the spreadsheet and having to copy and paste stuff in then that is ok to.
Please let me know if you need any more information. And apologies if this isnt possible in excel.
Clayton Shipton
Extra notes:
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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