Phoenix - Your AI AssistantCreate a financial template to track key ratios from monthly excel reporting.
- Posted:
- Proposals: 23
- Remote
- #1749540
- Completed
Alicante 
Description
Experience Level: Expert
General information for the business: We design, manufacture, and install architectural products including moving walls and accoustic products.
Industry: Business
Kind of support: Budgeting, Forecast, Report, Other
Accounting software: Excel
Description of support work: Create a template which takes our monthly P & L and balance sheet in current excel form and applies key ratios to give a report for each against pre set targets. Colour coded to targets to indicate ahead (green), on track (yellow) or behind (red). Also to track current year to date against previous year.
I will share the documents and indicate how I want it to look then the excel professional needs to create a template working with the data format we use which produces the ratio summary sheet.
Extra notes:
Industry: Business
Kind of support: Budgeting, Forecast, Report, Other
Accounting software: Excel
Description of support work: Create a template which takes our monthly P & L and balance sheet in current excel form and applies key ratios to give a report for each against pre set targets. Colour coded to targets to indicate ahead (green), on track (yellow) or behind (red). Also to track current year to date against previous year.
I will share the documents and indicate how I want it to look then the excel professional needs to create a template working with the data format we use which produces the ratio summary sheet.
Extra notes:
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