
Creation of an excel file
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Description
Experience Level: Entry
I need to create an Excel file from scratch that provides a comprehensive overview of my customers' software landscape. The goal is to capture key information such as the number of licenses, licensed modules, software version, hosting model, and any other relevant details in a structured way.
The workbook should include a main dashboard with one summary view per customer, allowing me to quickly understand each customer's current setup and easily identify upselling and cross-selling opportunities based on their existing environment.
For example:
Client X
PLM Version: 7.5
Module A: Yes
Module B: Yes
Module C: No
PLM Licenses: 200
Hosted Customer: No
Additional modules/features: ...
Other relevant information: ...
The file should be visually appealing, easy to navigate, and optimized for daily use. It will serve as my primary reference document, which I expect to review every day, and it should also provide my management with a clear and efficient way to monitor customer status, opportunities, and follow-up actions.
Let me know if it is something that you are interested in.
The workbook should include a main dashboard with one summary view per customer, allowing me to quickly understand each customer's current setup and easily identify upselling and cross-selling opportunities based on their existing environment.
For example:
Client X
PLM Version: 7.5
Module A: Yes
Module B: Yes
Module C: No
PLM Licenses: 200
Hosted Customer: No
Additional modules/features: ...
Other relevant information: ...
The file should be visually appealing, easy to navigate, and optimized for daily use. It will serve as my primary reference document, which I expect to review every day, and it should also provide my management with a clear and efficient way to monitor customer status, opportunities, and follow-up actions.
Let me know if it is something that you are interested in.
Jeremy V.
93% (3)Projects Completed
3
Freelancers worked with
3
Projects awarded
60%
Last project
17 Aug 2026
Spain
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Hi Jeremy,
Is your budget flexible?
Thanks -

You have not stated how many clients you wish the spreadsheet to contain. How many and will you require all clients visible on the dashboard or select a client to display?
Jeremy V.05 Aug 2026Hi,
It will be 30 clients. The idea is having the same template for each customer, and have a X system when the customer gets the module for example, and precise sometimes with data such as 100 for the "quantity of licences" for example. Of course, this part will be on my side, what I need is the structure of the file, it needs to be professional and "attractive", easy-to-use and get access to the data in a quick look.
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