We need a macro-driven xls, which allows our clients to input key monthly business performance data, gives a simple monthly dashboard (simple graphs only) for clients to view, and produces a data report for us to access so we can assess performance against KPI's etc. We can provide an outline of the data input requirements and what we need show/assess, so really need the structure and functionality created.
We will need to compare performance against individual business plan data and so will need to load information into an individual workbook for each client.
Outline of potential structure (illustrative only and open to suggestions!):
(client use) Front page (enter january data, view january dashboard, see dashboard year to date etc.)
(client use) Monthly input - Income & Sales / Staff & Costs
(client use) Monthly dashboard (print for records, save and return to main menu etc.)
(client use) Year to date dashboard
(our use) KPI report and data report
(our use) Add initial business plan data for comparisions
Hi Mstrides, hope you're well. I have direct experience of producing such reports and financial analysis systems with Excel (see my profile). I'm completely confident that I can deliver you a future-proof solution that Plus
22 freelance font une offre moyenne de £329 pour ce travail
Hi I am expert for this project. I can show you my previous project as sample work... so kindly contact me for this project. best regard muthumuni
UK qualified accountant. Have recently completed a sales KPI report for another client on the site with very positive review. Please see PMB for further details.
Hello, experienced Excel Macro developer here. I have done something similar to this before. Please check PM. Thank you.
I am a US based consultant and former commodity analyst with immediate availability to work on your project. I look forward to working with on this project and would consider this a trial run for future business. See P Plus
My experience in management sciences engineering, consulting, and Excel development would be a good fit for this project.
Would you consider having this application done in MS Access? In that case I can assist you with user-friendly input screens, various search features and a variety of reports.
Consultant experienced in the creation of numerous performance tracking and KPI meeting trackers. Please see PM for more relevant goals that I could help track.
I am new to this website but,not for VBA. I have 4 years experience in excel automated works with macro. please give me chance.