
Management and reporting spreadsheet design
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Post a project like this3371
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- Proposals: 7
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- #1319518
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Excel consultant, Business Consultant, Accountant, Business Plan writer, Excel design, Forecasting, Excel specialist, Market Researcher, financial modelling, CT600, VBA Excel,

139401513723421230158105071213718278734821402629
Description
Experience Level: Intermediate
Estimated project duration: 1 day or less
UPDATED DESCRIPTION DUE TO NUMBERS OF REQUESTS FOR MORE INFO.
We are an estate agency business with a huge New Homes side to the business. We use a cloud-based CRM system for our day-to-day estate agency business. However it doesn't cater for our specific requirements for tracking and reporting for new homes.
I therefore need a tracking, summary, & reporting template spreadsheet designed & have attached a sheet showing roughly the information required. The spreadsheet will be updated daily by our sales team with new sites and plots added as and when. We also need to produce weekly and monthly summary reports to the developers.
Thanks
We are an estate agency business with a huge New Homes side to the business. We use a cloud-based CRM system for our day-to-day estate agency business. However it doesn't cater for our specific requirements for tracking and reporting for new homes.
I therefore need a tracking, summary, & reporting template spreadsheet designed & have attached a sheet showing roughly the information required. The spreadsheet will be updated daily by our sales team with new sites and plots added as and when. We also need to produce weekly and monthly summary reports to the developers.
Thanks
Mark C.
100% (2)Projects Completed
2
Freelancers worked with
1
Projects awarded
33%
Last project
4 Nov 2016
United Kingdom
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Do you still need someone to complete?
Regards,
AshMark C.12 Oct 2016Yes, I haven't decided on anyone yet but will by end of play tomorrow
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Do you still need someone to do this? Competitive rates :)
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