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Excel Programming for Sales Pipeline Report

I have an existing Sales Pipeline report (attached to this project) and I need formulas created to organize and sum the data.

We are currently using a combination of SUMIF and SUMPRODUCT formulas, but VLOOKUP-related formulas may be needed. Right now we have to manually adjust ranges to make the forumlas work whenever the data changes.

The attached xlsx file shows yellow highlights in the areas I need formulas created. The work to be done is:

1. Modify all formulas in columns named "Expected" so that the forumula automatically finds and calculates lines from source table that match the "Stage" for that row.

2. Calculate "Forecast Project" row, by month, using instructions highlighted in yellow on this line

3. Calculate "Forecast MRR" row, by month, using instructions highlighted in yellow on this line

4. Calculate "Forecast WS + SVR" row, by month, using instructions highlighted in yellow on this line

These instructions are easier to understand when you look at the spreadsheet. Please ask me if anything is unclear.

Thanks!

By the way, you can disregard the instructions (steps 1-12) in the spreadsheet, those are instructions for the salesperson who will enter data into the form.

Compétences : Excel

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Concernant l'employeur :
( 29 commentaires ) Honolulu, United States

N° du projet : #1044422

Décerné à :

bluefox4ever

Dear Hiring Manager, I want to do this "Excel Programming for Sales Pipeline Report" project now, let's start immediately. I have read the job description. Regards, Oliver

30 $ USD en 0 jours
(9 Commentaires)
3.5

37 freelance font une offre moyenne de $42 pour ce travail

bharanisrihari

Hello, Excel VBA expert here. Please check PM for details. Thanks!

50 $ USD en 1 jour
(57 Commentaires)
6.3
koolsidz

Please see PMB

45 $ USD en 1 jour
(85 Commentaires)
5.6
fedalal2

Hi, I have more 10 years experience with MS Excel and VB(VB.NET) so I'm realy GURU in this. I can help you with this project. Best Regards, Alex

50 $ USD en 1 jour
(16 Commentaires)
4.6
torajiv

Details in PM Thanks

30 $ USD en 1 jour
(25 Commentaires)
4.5
pyazlm

Refer to PMB.

30 $ USD en 2 jours
(30 Commentaires)
4.4
manishadk

please view PMB for details.

50 $ USD en 1 jour
(8 Commentaires)
3.5
muthumuni

Dear Sir Kindly see my massage. Thank you.

40 $ USD en 0 jours
(6 Commentaires)
3.5
vgrichards

Very Good at Excel. Please allow me to do it.

30 $ USD en 1 jour
(15 Commentaires)
3.4
LIMEXS

Please, Check my PM.

30 $ USD en 0 jours
(4 Commentaires)
2.4
SilviaT

Please check PM.

30 $ USD en 0 jours
(5 Commentaires)
2.4
pradeep1210

Please see PMB.

45 $ USD en 1 jour
(1 Commentaire)
1.9
emce75

Hi, I've already done the formulas. Please see PM. Regards. emce75

30 $ USD en 0 jours
(1 Commentaire)
1.8
pavanasamr

Hello, Please check your PM.

50 $ USD en 2 jours
(1 Commentaire)
1.6
saranga86

Please see the PM.

30 $ USD en 1 jour
(1 Commentaire)
1.3
IronButterfly

Hello, I can complete this quickly for you. Please consider me for you project.

30 $ USD en 1 jour
(1 Commentaire)
1.0
gnsdesigns

I work in VBA and Sales reporting - day to day and would love to sort this out for you.

75 $ USD en 3 jours
(0 Commentaires)
0.0
erickjohn

I can handle this project. I am a branch specialist in the bank where i am connected with and i used to work with advance office applications like MS excel. Let's get it done Sir/Madam!!!

30 $ USD en 1 jour
(0 Commentaires)
0.0
simondlh

Hi there, I hope you will consider my bid. I'm keen to impress as I'm new on the site! Thanks Si

30 $ USD en 1 jour
(0 Commentaires)
0.0
kcnkasun

dear Sir/madam, I could develop my skills in computer applications, customer care, Data Entry (record keeping), Web Designing & Photo editing & office communication (Office 2003/2007).I can able to carry out o Plus

30 $ USD en 2 jours
(0 Commentaires)
0.0
zatharis

Hello, I can provide the file in a matter of hours. I don't think no programming is required, just a few easy formula tricks. Have a nice evening.

50 $ USD en 0 jours
(0 Commentaires)
0.0