Excel Sales & Incentive Workbook
Budget: ₹1,500 – ₹12,500 INR
I need an Excel-based workbook that takes the daily sales data, employee performance metrics, and expense reports we collect across the company and turns them into clear, automated outputs: total sales by day, week, and month; real-time target-versus-achievement summaries; and precise incentive, bonus, and salary figures for every team member—no matter how many staff we add.
The file must scale well beyond 50 employees, so employee records, formulas, and look-ups need to be fully dynamic. I want to see clean dashboards fed by protected calculation sheets, with slicers or drop-downs that let managers filter by team, individual, period, or product line. Wherever the logic is complex—tiered commission rates, performance multipliers, pro-rated bonuses—please keep the assumptions in a clearly labelled section for quick edits later.
Deliverables
• One Excel workbook (.xlsx) that auto-calculates sales, target achievement, incentives, bonuses, and salaries
• Built-in data-entry forms or tables ready for daily updates of sales, performance, and expenses
• Interactive summary dashboard (pivot tables, charts, or Power Query as you prefer)
• Step-by-step notes or an in-sheet guide that explains every input field and key formula
Acceptance Criteria
The finished file must run without macros disabled, update all results in a single refresh, and handle at least 5,000 daily sales rows and 300+ active employees without breaking formulas or charts.
The file must scale well beyond 50 employees, so employee records, formulas, and look-ups need to be fully dynamic. I want to see clean dashboards fed by protected calculation sheets, with slicers or drop-downs that let managers filter by team, individual, period, or product line. Wherever the logic is complex—tiered commission rates, performance multipliers, pro-rated bonuses—please keep the assumptions in a clearly labelled section for quick edits later.
Deliverables
• One Excel workbook (.xlsx) that auto-calculates sales, target achievement, incentives, bonuses, and salaries
• Built-in data-entry forms or tables ready for daily updates of sales, performance, and expenses
• Interactive summary dashboard (pivot tables, charts, or Power Query as you prefer)
• Step-by-step notes or an in-sheet guide that explains every input field and key formula
Acceptance Criteria
The finished file must run without macros disabled, update all results in a single refresh, and handle at least 5,000 daily sales rows and 300+ active employees without breaking formulas or charts.