Excel Sales Tracker to Google Sheets
Budget: ₹1,500 – ₹12,500 INR
I need my almost-finished Excel sales enquiry tracker rebuilt in Google Sheets so that it behaves exactly the same way.
Workbook structure
• One master data-entry sheet feeds multiple user-specific sheets automatically.
• Each user sheet already contains extra columns that the individual fills in after receiving the row.
• A dashboard/summary sheet rolls everything up for management review.
What must carry over
• Every existing formula, function, cross-sheet reference and data-validation rule. Nothing can be dropped; if Excel syntax needs tweaking for Google Sheets (e.g. INDIRECT, ARRAYFORMULA, QUERY), please do that conversion for me.
• Basic look and feel should be familiar, but I’m fine with small changes in colours or borders where Google handles styling differently.
Open items
I’m not yet certain whether new integrations (Apps Script, Gmail triggers, etc.) are required. For now, replicate current functionality; if you spot quick wins, flag them and we can add a follow-up milestone.
Deliverable
A single or multiple Google Sheets file(s) shared with edit rights that reproduces the current workflow—from master entry to user sheets to summary—ready for my team to start using immediately.
Workbook structure
• One master data-entry sheet feeds multiple user-specific sheets automatically.
• Each user sheet already contains extra columns that the individual fills in after receiving the row.
• A dashboard/summary sheet rolls everything up for management review.
What must carry over
• Every existing formula, function, cross-sheet reference and data-validation rule. Nothing can be dropped; if Excel syntax needs tweaking for Google Sheets (e.g. INDIRECT, ARRAYFORMULA, QUERY), please do that conversion for me.
• Basic look and feel should be familiar, but I’m fine with small changes in colours or borders where Google handles styling differently.
Open items
I’m not yet certain whether new integrations (Apps Script, Gmail triggers, etc.) are required. For now, replicate current functionality; if you spot quick wins, flag them and we can add a follow-up milestone.
Deliverable
A single or multiple Google Sheets file(s) shared with edit rights that reproduces the current workflow—from master entry to user sheets to summary—ready for my team to start using immediately.