I need the perfect data visualized monthly report - Excel can be great
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Post a project like this$55
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- Proposals: 7
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- #2268374
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Spreadsheets|Excel macros and VBA|Google sheets |Google app scripts|Presentations - Tableau, PowerPoint, Prezi|Google data studio
Bay Minette
1611056164249222723942478585252358025519282581058
Description
Experience Level: Intermediate
I have a lot of data related to portfolio companies I am managing. they all share the same key topics more or less. I would like to have an excel file that has a sheet with data inputs and can generate a new sheet to be reflected directly as the report itself. the first sheet is very informative and based on numbers and the second one has data visualized with key highlights and numbers.
the portfolio companies are startups we invest in. the amount of investment in USD, number of entrepreneurs, name of the company, category (technology & business/market) it relates to, phase of the company out of 24/36 months of planned activity, engagement with external or internal customers, funds raised, holdings ratio we have in the company, risks, remaining lifetime in months or money left, key milestones due / accomplished and next activity in a monthly resolution.
some other parameters should also reflect the parent company status - our deal flow (how many leads we saw during last months = new companies potential), status of our funner (we have 7 steps from first application until investment decision is taken over a period of 8 months start to end), our budget status actual vs plan etc. so the report has to be friendly, informative but lite, super visualized, quantitative, separated into two levels - the parent company status and the portfolio companies status. please do not apply for this job if you dont have a valid example directly related to this project. tx
the portfolio companies are startups we invest in. the amount of investment in USD, number of entrepreneurs, name of the company, category (technology & business/market) it relates to, phase of the company out of 24/36 months of planned activity, engagement with external or internal customers, funds raised, holdings ratio we have in the company, risks, remaining lifetime in months or money left, key milestones due / accomplished and next activity in a monthly resolution.
some other parameters should also reflect the parent company status - our deal flow (how many leads we saw during last months = new companies potential), status of our funner (we have 7 steps from first application until investment decision is taken over a period of 8 months start to end), our budget status actual vs plan etc. so the report has to be friendly, informative but lite, super visualized, quantitative, separated into two levels - the parent company status and the portfolio companies status. please do not apply for this job if you dont have a valid example directly related to this project. tx
Oren G.
100% (1)Projects Completed
1
Freelancers worked with
1
Projects awarded
25%
Last project
5 Jul 2017
Israel
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