Budgetting, Forecast templates, Analysis of Figures and Data/Graph presentation
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- Proposals: 4
- Remote
- #1316037
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Description
Experience Level: Expert
Estimated project duration: 1 - 2 weeks
General information for the business: This is for Sales and Marketing function - Selling several products to market
Analysis tool: Excel
Description of analysis: Financial modelling and forecasting templates for marketing and sales budget for next five years.
So broken into blocks
Quarters
Year 1
Year 1,2
Year 1,2,3
Year 1,2,3,4
Year 1,2,3,4,5
Project is focused on developing templates that can support the in house budgeting and forecasting requirements of the organisation Sales and Marketing function.
Data then needs to be presented for internal CEO and Board to be presented.
The detail:
Operationally it is about inputting the data and measuring yearly and then quarterly and monthly.
Needs to have the ability of measuring the budget to the actual
Requires a easy way to calculate the % difference between figures.
Requires simple way to pivot data into graphs (Bubble, Pie, Stack, etc - to measure)
User level:
Excel basic.
Not able to do difficult calculations etc.
Unable to work out how to create graphs and then extract
Essentially I want to build some templates that I can teach someone junior in the business to build. So in future the process can be delegated.
We require a very simple solution.
We will require a very simple Dummy guide of “How to use”.
Full payment will only be made once the excel sheets are understandable and all requirements delivered.
Deliverables
1. Annual Budget for Marketing spending
Details first on services to be bought in - All the draft figures are in place. Maths/calculations to be checked. Then data to be cleaned up and reordered (as required)
There is no Macros/Calculation data in this sheet. So essentially trying to build a sheet that will be used in the future for budget forecasting.
Inputs already grouped but there maybe more.
We need to breakdown the total spend into % for each service and each project.
We need to show what time of the year money is being spent
2. Individual Market Budget and Sheet
Then there are sub sheets - which are the marketing and budgeting spend on each project.
These will have the 6 - 7 'cost inputs' (Advertising, Media Relations, Research,
There are 4 projects to work on now.
Then a template is required for future projects
We need to breakdown the total spend into % for each service and each project.
We need to show what time of the year money is being spent
3. Extracting the data into graphs.
The data needs to be put into graphs as explained above.
Simple guidelines required for this
3. Cost of sale Forecast
This is the a excel sheet that is to forecast the “cost of sale” per product sale.
I.E all the forecast advertising
Total Marketing sale
Commissions paid to staff
Commissions paid to agents.
travel & Logistics etc
4. Evaluating vendor prices.
We source vendors for various projects.
Procurement requires we need 5 - 7 vendors.
Having a sheet with a calculator that we could evaluate the High, Medium, Low Cost budget would be a huge benefit.
Guidance.
Individuals applying for this work will need to have a clear track record.
Sign an Non-Disclosure agreement.
Design and target audience: CEO, Chairman, Board, then employees.
Extra notes: Below is the sample of a COST OF SALEs tool.
However it is just a sample of what I am looking for and would need to be modified.
Analysis tool: Excel
Description of analysis: Financial modelling and forecasting templates for marketing and sales budget for next five years.
So broken into blocks
Quarters
Year 1
Year 1,2
Year 1,2,3
Year 1,2,3,4
Year 1,2,3,4,5
Project is focused on developing templates that can support the in house budgeting and forecasting requirements of the organisation Sales and Marketing function.
Data then needs to be presented for internal CEO and Board to be presented.
The detail:
Operationally it is about inputting the data and measuring yearly and then quarterly and monthly.
Needs to have the ability of measuring the budget to the actual
Requires a easy way to calculate the % difference between figures.
Requires simple way to pivot data into graphs (Bubble, Pie, Stack, etc - to measure)
User level:
Excel basic.
Not able to do difficult calculations etc.
Unable to work out how to create graphs and then extract
Essentially I want to build some templates that I can teach someone junior in the business to build. So in future the process can be delegated.
We require a very simple solution.
We will require a very simple Dummy guide of “How to use”.
Full payment will only be made once the excel sheets are understandable and all requirements delivered.
Deliverables
1. Annual Budget for Marketing spending
Details first on services to be bought in - All the draft figures are in place. Maths/calculations to be checked. Then data to be cleaned up and reordered (as required)
There is no Macros/Calculation data in this sheet. So essentially trying to build a sheet that will be used in the future for budget forecasting.
Inputs already grouped but there maybe more.
We need to breakdown the total spend into % for each service and each project.
We need to show what time of the year money is being spent
2. Individual Market Budget and Sheet
Then there are sub sheets - which are the marketing and budgeting spend on each project.
These will have the 6 - 7 'cost inputs' (Advertising, Media Relations, Research,
There are 4 projects to work on now.
Then a template is required for future projects
We need to breakdown the total spend into % for each service and each project.
We need to show what time of the year money is being spent
3. Extracting the data into graphs.
The data needs to be put into graphs as explained above.
Simple guidelines required for this
3. Cost of sale Forecast
This is the a excel sheet that is to forecast the “cost of sale” per product sale.
I.E all the forecast advertising
Total Marketing sale
Commissions paid to staff
Commissions paid to agents.
travel & Logistics etc
4. Evaluating vendor prices.
We source vendors for various projects.
Procurement requires we need 5 - 7 vendors.
Having a sheet with a calculator that we could evaluate the High, Medium, Low Cost budget would be a huge benefit.
Guidance.
Individuals applying for this work will need to have a clear track record.
Sign an Non-Disclosure agreement.
Design and target audience: CEO, Chairman, Board, then employees.
Extra notes: Below is the sample of a COST OF SALEs tool.
However it is just a sample of what I am looking for and would need to be modified.
Jonny M.
100% (5)Projects Completed
7
Freelancers worked with
7
Projects awarded
32%
Last project
12 Oct 2023
United Arab Emirates
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