Tidy up a sales reporting routine and create a dashboard for the same
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Post a project like this3145
£250(approx. $308)
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- Proposals: 10
- Remote
- #868810
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Full Stack Developer/MS Office/VBA Developer/Trainer/Technical Lead/Data and Support Analyst
Sharjah
MARKETING CONSULTING, DIGITAL MARKETING, SOCIAL, COMMERCIAL COPYWRITING, TRAINING & MENTORING
London
750797781254864955136135818626600346652668676529797211024343
Description
Experience Level: Intermediate
I work with companies to help improve their sales function. One aspect of this is the implementation of CRM systems; I have a client who keeps putting back their CRM implementation in the meantime we needed a way to record and analyse their sales teams activities. Their team is made up of six divisionalised sales teams from one to four sales people in each each division, plus an internal sales team with either one or two salespeople per division. I have attached the simple excel sheets created to record weekly external sales activity; internal sales are creating an equivalent to measure telesales activity and marketing should also be creating a sheet to record weekly marketing statistics.
I am conscious that the sheets are very simple my Ecel is very basic indeed and that the whole process is clunky, I am interested in ideas for how this might be simplified a little or at least made more robust inexpensively through better Excel skill.
At the moment complete sheets are being stored in a Monthly Dropbox file structure.
Also I need a dashboard creating to analyse the internal, external and marketing activity weekly.
Love to know your thoughts .......
I am conscious that the sheets are very simple my Ecel is very basic indeed and that the whole process is clunky, I am interested in ideas for how this might be simplified a little or at least made more robust inexpensively through better Excel skill.
At the moment complete sheets are being stored in a Monthly Dropbox file structure.
Also I need a dashboard creating to analyse the internal, external and marketing activity weekly.
Love to know your thoughts .......
Archi S.
100% (1)Projects Completed
1
Freelancers worked with
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Last project
22 Sep 2015
United Kingdom
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