Terminé

Sales Planning Excel Spreadsheet Application - 021418

Looking for an experienced Excel user to develop a spreadsheet application to help salespeople plan their time and lead generation channels. Using channels, conversion rates, average time, quota, desired income, commission rate, etc. the application should help them optimize their lead generation channel choices and determine time required to hit their goal as well as total revenue and commission.

- It should alert them when the number of activities they have planned is unrealistic.

- It should alert them based on sales cycle time when there is not enough time or activities remaining in the year to achieve their quota and personal goal.

- It should suggest/recommend an ideal mix of channels based on the assumptions given.

- To facilitate scheduling into their calendar the final solution should include approximate following output:

Daily Activities

You should schedule [X] [Channel] Activities per Day.

You should schedule [X] [Channel] Activities per Day.

You should schedule [X] [Channel] Activities per Day.

etc.

Weekly Activities

You should schedule [X] [Channel] Activities per Week.

You should schedule [X] [Channel] Activities per Week.

You should schedule [X] [Channel] Activities per Week.

etc.

Monthly Activities

You should schedule [X] [Channel] Activities per Month.

You should schedule [X] [Channel] Activities per Month.

You should schedule [X] [Channel] Activities per Month.

etc.

Yearly Activities

You should schedule [X] [Channel] Activities per Year.

You should schedule [X] [Channel] Activities per Year.

You should schedule [X] [Channel] Activities per Year.

etc.

The end result should be a stand-alone spreadsheet application that can be used by independent sales reps.

I have attached a planning form and supporting materials that perform this function today.

I have also attached a previous attempt to complete this project. You may build on it or gather inspiration from it. "[url removed, login to view]"

Compétences : Analyse des Affaires, Saisie de Données, Traitement de Données, Excel, Gestion de Projet

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Concernant l'employeur :
( 1 commentaire ) Herriman, United States

Nº du projet : #16299390

Décerné à:

katiewells3

I would love the opportunity to work with you on this planner and sales / income calculator. I am a business analyst with 15 years professional experience building solutions like these using Excel and VBA. Some thought Plus

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4.6

5 freelance font une offre moyenne de $371 pour ce travail

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5.3
Developer000

I am here freelancer first to discuss the details of Sales Planning Excel Spreadsheet then i can sure about my price and the deadline. My way of working is not only to complete but also to provide enough understan Plus

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edgardiaz70

Hello. I am Edgar Díaz. I am Urban Planner With a MBA and Specialist in Project Management (PMI) I can handle many Financial, administrative, Econometric and Mathematical softwares (MSProject, Primavera, Simul8, Excel, Plus

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4.7
whitehorsetechn

Sir, I ALREADY DID THE SAME KIND OF PROJECT EARLIER. CAN WE DISCUSS THE JOB TO START. tHANKS Greeting, I have understood your Sales Planning Excel Spreadsheet Application task and can do it with your 100% satisf Plus

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4.9