Smart Excel Spreadsheet

Fermé Publié le Jun 20, 2015 Paiement à la livraison
Fermé Paiement à la livraison

Creation of an Excel Spreadsheet that helps organize my marketing activities.

I work as an insurance broker. I receive "accounts" to work on that I keep track of on an Excel Spreadsheet. This simple tool has been sufficient, but now that I have increased management responsibilities and workload I need something more sophisticated.

There are several things that I keep track of on each account including the name of the account, the date it comes due, the client that sent it in. Also of great importance is the stage of the marketing process that the account is in and which insurance companies I am working on the account with. I would like to tool to be able to allow me to search which insurance company contacts I am working with on "open" accounts. This will better allow me to organize my day, because I could pull up that contact's name and see all the accounts I am working on with him. Other wise I'll have to make multiple calls a day, and this is much less efficient.

I would obviously like to spend some time further describing the project with the person that I end up awarding it to. As time goes on there will likely be further opportunities to work to expand this tools capabilities.

Excel

Nº du projet : #7900223

À propos du projet

38 propositions Projet à distance Actif Jul 27, 2015

38 freelances font une offre moyenne de 134 $ pour ce travail

zExcel

A proposal has not yet been provided

$200 USD en 3 jours
(250 Commentaires)
7.6
fhasanbd

Hi, I am passionate,I am an extremely motivated individual who pays attention to detail. I always make sure my work is complete and accurate. I am also an ambitious person and I desire to be among the best in my fi Plus

$250 USD en 7 jours
(189 Commentaires)
6.9
paris2785

Hi there - My name is Paris. I've read your brief and can see that you'd like to have a macro-enabled Excel spreadsheet. I have 7 years’ experience designing and developing Excel spreadsheets. I would approach your pr Plus

$120 USD en 6 jours
(170 Commentaires)
7.0
aarifakhtar

Hi: I have recently completed a dashboard project. Please note that I have 100% completion rate and 5-star feedback on all projects (>60 total completed projects). More than 90% of my completed projects are related to Plus

$155 USD en 5 jours
(158 Commentaires)
6.9
cugamelover

I'm a computer science professional with a PhD degree and extensive experience in Excel and VBA. Please see reviews on my profile. It would be my pleasure to do your project. Please have a look at a some Excel proje Plus

$200 USD en 5 jours
(166 Commentaires)
7.0
flashsaiful

Hello Dear, I can do this for you. Please send a massage in the PMB for details.......Best Regards flashsaiful

$155 USD en 3 jours
(137 Commentaires)
6.5
dpune

Hi, I have more than 14 years of VBA/Excel exp and I am expert in this kind of work. I have completed more than 240 projects. Please look at the feedback left by my employers to know more about my work. Wai Plus

$100 USD en 7 jours
(115 Commentaires)
6.2
shikhamehta

Hey, I reviewed the spreadsheet you shared and there are multiple ways to make it more efficient. We could explore adding some 'Dashboarding' capabilities to your workbook or may be adding some 'Userforms' or a combina Plus

$277 USD en 10 jours
(92 Commentaires)
6.3
nagybatonyi

I have a university degree in economics and IT, and several decades of system design and programming, in the recent decade especially in Excel and VBA. In my approach you'll have opportunity to consult details with me Plus

$77 USD en 5 jours
(62 Commentaires)
5.7
tomislav1975

Hello, I would really like to work on your project. I have skills to do this, we can even talk price. Contact me to discuss details. Thanks

$155 USD en 3 jours
(34 Commentaires)
5.2
santosh86roy

I pride myself on providing 100% accuracy in all the work I do, including Data Entry, Word processing, Virtual Assistant, Web Research, Customer Support, Data Processing, Transcription at a highest standard. I am offer Plus

$155 USD en 3 jours
(1 Évaluation)
5.0
mihai1b

hi, We are a team of engineers that are working also as Freelancers, from Romania. We are more interested in customer satisfaction and rating than the financial part of projects. If chosen, we guarantee that we will Plus

$122 USD en 3 jours
(8 Commentaires)
4.2
jhamanoj

I have been working with different MNCs for last 15 years in data processing field. I have worked for many processes related to back-end or transaction processing to maintain work-flow and required accuracy. I have Plus

$100 USD en 4 jours
(11 Commentaires)
3.8
naveenthourani

Dear Valued Employer, We can add value to your project, by suggesting new ideas. We are fast and reliable. For further understanding why we are the right firm for your project, kindly check my profile, reviews, ratin Plus

$155 USD en 2 jours
(19 Commentaires)
3.9
CodeTillDawn

Hello! My name is Peter. I am an experienced visual basic programmer and would have no problem at all creating a dash board for you. These kinds of tools are what got me started working with Excel... I have worked on m Plus

$150 USD en 3 jours
(5 Commentaires)
3.4
sujata87mishra

Hi - I am good in excel and can deliver as per your expectation. We can discuss further over the chat to get more detail. Thanks.

$88 USD en 2 jours
(7 Commentaires)
3.1
alisa2015

A proposal has not yet been provided

$90 USD en 3 jours
(2 Commentaires)
2.9
melissamellor

Hi, I would love to work on this project. I have 10 years experience managing diverse administrative projects such as this. From an educational stand point I have a Canadian Business Degree with a business analy Plus

$83 USD en 5 jours
(4 Commentaires)
3.1
abdfahim

Hi, I have been doing lots of Excel based reporting and Macros in my workplace. Please let me know if you want to proceed, we can discuss further and if you want, show you some of my macros. Thanks,

$111 USD en 7 jours
(2 Commentaires)
2.8
aleemakhtar1

A proposal has not yet been provided

$222 USD en 7 jours
(6 Commentaires)
2.5