Excel Sheet Transformation for Job Tracking
Budget: £20 – £250 GBP
I am seeking an Excel expert to transform an existing spreadsheet into a clean, smart form that efficiently tracks job progress and financials. The sheet will serve as a comprehensive tool to monitor all jobs for each customer, incorporating a progress indicator with a color-coded system to highlight if a job has reached its quoted hours. Daily hours will be manually inputted.
Key Requirements:
- Transform the existing sheet into a user-friendly form with filters and sums.
- Display values at the top for quick reference.
- Implement a progress indicator using color codes to show job status against quoted hours.
- Enable filtering by Job Status (New, WIP, Completed, Invoiced), Customer Name, and Date Range.
- Include columns for quoted values and invoice details to track financials.
- Ensure compatibility with Excel 365.
Ideal Skills and Experience:
- Advanced proficiency in Excel, particularly Excel 365.
- Experience in creating dynamic spreadsheets with filters and conditional formatting.
- Ability to design intuitive forms and dashboards.
- Strong understanding of financial tracking and reporting within Excel.
The goal is to have a clear, efficient system that provides real-time insights into job progress and financial status. If you have the skills to bring this project to life, I would love to hear from you!
Key Requirements:
- Transform the existing sheet into a user-friendly form with filters and sums.
- Display values at the top for quick reference.
- Implement a progress indicator using color codes to show job status against quoted hours.
- Enable filtering by Job Status (New, WIP, Completed, Invoiced), Customer Name, and Date Range.
- Include columns for quoted values and invoice details to track financials.
- Ensure compatibility with Excel 365.
Ideal Skills and Experience:
- Advanced proficiency in Excel, particularly Excel 365.
- Experience in creating dynamic spreadsheets with filters and conditional formatting.
- Ability to design intuitive forms and dashboards.
- Strong understanding of financial tracking and reporting within Excel.
The goal is to have a clear, efficient system that provides real-time insights into job progress and financial status. If you have the skills to bring this project to life, I would love to hear from you!
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