I need a CRM spreadsheet building in Excel
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Mohali
MBA Global Business Strategy, Export Bussiness Developement, Study Methods Teacher, Excel Developer, Amateur artist, Seller,
Lima
208270354953288526510387507978859771025327105071212096461210100
Description
Experience Level: Expert
Description of excel work: We need a spreadsheet creating that will be used to capture enquiries from potential customers and whether they convert into sales, or not.
1) We need a 'dashboard' sheet in which our receptionists can record information about an enquiry (name, lead source, method of contacting us, date, time, stage [ie, lead, closed - won, closed - lost etc], notes. These should be done as 'drop down menus'.
2) A sheet where we can access the raw data that has been input for each record
3) A sheet that highlights all current open enquiries (i.e. ones that have not been closed, and may require actions taking.
4) A sheet that provides graphs in which we can add data ranges for the graphs to populate. The graphs we needs are:
- Bar chart showing numbers of closed 'won' cases, by month, over a chosen date range.
- Bar chart showing total number of enquiries, over a chosen date range
- Pie chart showing proportions of different modes of people contacting us (i.e. phone, web enquiry etc), over a given date range.
- Bar chart showing the number of 'closed - won' enquiries, over a chosen date range, for each lead source.
The interface needs to be very 'user friendly', and not necessarily look like a spreadsheet.
- We have existing data to be input into the spreadsheet, which can also be used for testing if the spreadsheet works.
Extra notes:
1) We need a 'dashboard' sheet in which our receptionists can record information about an enquiry (name, lead source, method of contacting us, date, time, stage [ie, lead, closed - won, closed - lost etc], notes. These should be done as 'drop down menus'.
2) A sheet where we can access the raw data that has been input for each record
3) A sheet that highlights all current open enquiries (i.e. ones that have not been closed, and may require actions taking.
4) A sheet that provides graphs in which we can add data ranges for the graphs to populate. The graphs we needs are:
- Bar chart showing numbers of closed 'won' cases, by month, over a chosen date range.
- Bar chart showing total number of enquiries, over a chosen date range
- Pie chart showing proportions of different modes of people contacting us (i.e. phone, web enquiry etc), over a given date range.
- Bar chart showing the number of 'closed - won' enquiries, over a chosen date range, for each lead source.
The interface needs to be very 'user friendly', and not necessarily look like a spreadsheet.
- We have existing data to be input into the spreadsheet, which can also be used for testing if the spreadsheet works.
Extra notes:
Alex H.
100% (17)Projects Completed
24
Freelancers worked with
22
Projects awarded
25%
Last project
1 Nov 2023
United Kingdom
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