Sales/Bid Excel Sheet converted to Web-Based Tool

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  • Proposals 4
  • Remote
  • #12949
  • Expired
Paul A.Shariq K.David V.Pete K. have already sent a proposal.
  • 4

Description

Experience Level: Expert
Hi,

Problem: We are a small company with a few sales guys. They update their current sales activity using an Excel spreadsheet which is kept on our server. The problem is it takes 10mins plus to open the spreadsheet and complete, thus causing frustration/delay to sales guys.

Solution: We want this simple spreadsheet of 18 boxes to be completed online, in a web-based.
The solution must be able to generate a new bid number (just a consecutive bid number for e.g. 101 then 102 and then 103).
Alternatively, solution could show current bids so sales guys can manual input next bid number
Solution must be able to categorise bids by month and total (so maybe year, month in left menu - click to display)

The tool must be able to export at the end of the month to the original excel format for review by manager

The original spreadsheet (less actual content) is attached for review.

Many thanks.

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