Phoenix - Your AI AssistantCreate Excel Sales System with Secure Data Management
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What you get with this Offer
Are you looking for a tailored reliable and efficient way to track your daily sales and monitor performance over time? Look no further! I offer a comprehensive Microsoft tools-based Sales System tailored to meet your business needs, primarily using Microsoft Excel and VBA.
What I Offer:
- User-Friendly Sales Interface:
= An intuitive interface for employees to input daily sales data effortlessly.
= Easy-to-use forms and templates to ensure accurate data entry.
- Stock updating periodically:
= You can manage products stock level.
= Allow or restrict stock manual editing.
- Dynamic Sales Dashboard:
= A powerful dashboard to visualize the required sales performance metrics.
= Charts and graphs to track sales over time as needed.
- Data Confidentiality (Optional):
= Two-file system: One file for employees and another for the Manager/CEO.
= Enhanced data protection by separating files rather than access levels.
= Manual offline API file to synchronize data between the two files securely.
= Automated API to synchronize data effortlessly (Add-on).
Why Choose My Excel Sales System?
- Customization:
Tailor the system to fit your specific business requirements.
Versatility: Utilize Microsoft Excel and, if needed, MS Access for more complex data management solutions.
- Efficiency:
Streamline your sales tracking process with a user-friendly interface and dynamic dashboard.
- Security:
Protect sensitive data and securely synchronize it.
If you prefer using other Microsoft tools like MS Access, a specific version of Excel, or want a cloud-based solution, I am open to discussion to tailor the system to your needs.
What the Freelancer needs to start the work
- Preferred Tools:
= Confirmation on whether you want to use MS Excel (Latest version), or have a preferred version of Excel, or any other Microsoft tool(s).
= Are you allowed to use Macro-enabled Excel workbooks (VBA)?
= If you need a cloud-based solution.
- Business Requirements:
= Specific details about your sales tracking needs.
= And the metrics or KPIs you want to monitor.
= How do you manage your stock currently? And do you have specific plans on how to manage stock using the system?
- Data Structure:
= Information on how your sales data is currently organized.
= Any existing templates or formats you use.
- Access Levels:
= Details on how you want to manage data confidentiality if it is required to restrict user from seeing other system parts.
= Any specific permissions or restrictions.
- Customization Preferences:
= Any specific features or customizations you need in the system.
= Your preferred layout and design for the interface and dashboard.