Daily Sales Performance Tracker
Budget: ₹600 – ₹1,500 INR
I need a clean, reliable Excel workbook that lets me enter each rep’s figures every day and instantly see how the team is doing. The two core metrics are clear: daily sales numbers and task-completion status. Once the data is in, the file should calculate totals, averages, and simple variances automatically, then feed those results into easy-to-read charts so I can spot trends at a glance during our stand-ups.
Please build this so a non-technical manager can maintain it—no VBA is necessary unless you feel it truly simplifies the flow. Smart use of formulas, pivot tables, conditional formatting, and an at-a-glance dashboard will keep things efficient.
Deliverables
• Excel (.xlsx) file with data-entry sheet, automated calculations, and a dashboard tab containing dynamic charts for the two metrics
• Clear cell labeling and minimal manual upkeep (copy-paste friendly)
• A brief walkthrough or embedded note explaining how to add new reps or modify the time range
If the first version works smoothly, I may ask for additional metrics later, but for now I just need the above ready to roll.
Please build this so a non-technical manager can maintain it—no VBA is necessary unless you feel it truly simplifies the flow. Smart use of formulas, pivot tables, conditional formatting, and an at-a-glance dashboard will keep things efficient.
Deliverables
• Excel (.xlsx) file with data-entry sheet, automated calculations, and a dashboard tab containing dynamic charts for the two metrics
• Clear cell labeling and minimal manual upkeep (copy-paste friendly)
• A brief walkthrough or embedded note explaining how to add new reps or modify the time range
If the first version works smoothly, I may ask for additional metrics later, but for now I just need the above ready to roll.
Related categories:
Visual Basic
Data Processing
Data Entry
Excel
Excel VBA
Excel Macros
Data Visualization
Data Analysis