Daily Excel Sales & Feedback Updates
Budget: ₹1,500 – ₹12,500 INR
I keep a single Microsoft Excel workbook that drives most of my decisions: one sheet for daily sales, another for customer profiles, and a third that captures product-level feedback. Every day new rows arrive from my e-commerce platform and CRM, and I need those rows merged, cleaned, and analyzed before the next business morning.
Here is what has to happen each day:
• Sales sheet: add the latest order file, reconcile item counts and revenue totals, and flag anomalies with a simple conditional-format rule.
• Customer sheet: append new customers, update returning-customer fields, remove duplicates by email or ID, and preserve data validation on contact details.
• Feedback sheet: import fresh comments, assign a sentiment tag (Positive, Neutral, Negative), and refresh a pivot table that shows counts by product and sentiment.
By the end of each update I should have a single, error-free workbook with refreshed formulas, accurate totals, and charts that auto-update. If you prefer VBA or Power Query for repeatability, feel free to build the steps into a macro—just document what you do so I can maintain it later.
Turnaround: data delivered to me every calendar day; weekends included.
If you’re comfortable living inside Excel, automating repetitive steps, and double-checking your own work, let’s get started.
Here is what has to happen each day:
• Sales sheet: add the latest order file, reconcile item counts and revenue totals, and flag anomalies with a simple conditional-format rule.
• Customer sheet: append new customers, update returning-customer fields, remove duplicates by email or ID, and preserve data validation on contact details.
• Feedback sheet: import fresh comments, assign a sentiment tag (Positive, Neutral, Negative), and refresh a pivot table that shows counts by product and sentiment.
By the end of each update I should have a single, error-free workbook with refreshed formulas, accurate totals, and charts that auto-update. If you prefer VBA or Power Query for repeatability, feel free to build the steps into a macro—just document what you do so I can maintain it later.
Turnaround: data delivered to me every calendar day; weekends included.
If you’re comfortable living inside Excel, automating repetitive steps, and double-checking your own work, let’s get started.
Related categories:
Visual Basic
Data Processing
Excel
Excel VBA
Excel Macros
Data Analysis
Data Management