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
22 freelance font une offre moyenne de £329 pour ce travail
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.
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.