Customer Data Entry & Reporting

The task is to take full ownership of our customer data workflow—from raw entry all the way through to polished, share-ready reports. Everything lives in Microsoft Excel, so speed with formulas, filters, pivot tables, and basic data-cleaning techniques is essential.

Here’s how the work breaks down: customer records arrive daily in different formats; they need to be standardized, validated, and appended to the master sheet. From that master, I’ll need weekly and monthly reports that highlight key metrics (new sign-ups, churn indicators, regional breakdowns, and any anomalies worth flagging). Maintaining absolute accuracy while meeting agreed-upon deadlines is critical, because the numbers flow straight into operational and marketing decisions.

Deliverables
• Continuously updated master customer spreadsheet (Excel)
• Weekly summary report (Excel and PDF) with visual snapshots of trends
• Monthly deep-dive report that includes pivot-table views and a brief insights paragraph

Acceptance criteria
• Zero duplicate or empty required fields in the master sheet
• Formulas and references left intact and easy to audit
• Reports delivered by 10 a.m. EST on the due date without prompting

If you have a proven track record working with customer data in Excel and can keep everything clean, current, and crystal-clear, this assignment should fit you perfectly.