Excel Customer Data Management

I’m looking for reliable help keeping my customer information in top shape inside Microsoft Excel. Each day new records arrive that must be entered quickly, checked for completeness, and slotted into the right place. Once they’re in, I rely on formulas—some simple, some nested—to pull totals, trigger flags, and feed summaries to other sheets. I’ll share the existing workbook; your first job will be to review and tighten the current formulas so they stay accurate as the dataset grows.

After that, the rhythm is straightforward:
• Enter and update customer details as they come in.
• Spot-check for duplicates, missing fields, or obvious errors and fix them on the spot.
• Keep the sheet tidy—consistent formats, clear data validation, frozen headers, and filters where it makes sense.
• Adjust or create new formulas when business rules change, documenting what each one does so I can follow along.
• Handle light admin chores such as naming files logically and archiving old versions.
• Hit the daily update cut-off and a more extensive weekly clean-up window without reminders from me.

I’ll provide a quick walkthrough of the file structure, naming conventions, and the key metrics we calculate. If you’re comfortable building and maintaining formulas in Excel and value clean, accurate data, we should be a great fit.