Excel Specialist for Sales Reporting Improvement

We are looking for a highly capable Excel / analytics specialist to redesign and streamline our weekly sales reporting process.
Today, Salesforce opportunity data is exported to Excel and then manually transformed into region‑level summaries and commentary for senior leadership. This process is time‑consuming, error‑prone, and difficult to maintain.
We want to re‑architect the Excel reporting model so that:

Salesforce remains the single source of truth
Weekly reporting becomes fast, repeatable, and low‑touch
Regional sales leads only provide commentary, not data manipulation

You will be working from real sample files (Salesforce export + current reporting workbook) and are encouraged to challenge the existing structure and propose a better design.

What success looks like
At the end of this project, a sales lead should be able to:

Download a standard Salesforce report (Excel export)
Paste it into a designated tab in an existing workbook
Instantly see:

Regional totals (Target / Call / Best Case / Won / Pipeline)
Quarter and month views
Top opportunities by value


Add short weekly commentary (wins, changes, risks)
Share the output with leadership without further manipulation


Scope of work
You are free to redesign the structure, but the solution must include:
1. Salesforce data ingestion

A clearly defined “import” sheet for Salesforce exports
No manual re‑formatting required after paste
Robust handling of changing row counts

2. Logic & mapping

Stage‑to‑category mapping (e.g. Call / Best Case / Won / Pipeline)
Owner‑to‑region mapping (ideally editable, not hard‑coded)
Clear inclusion / exclusion logic for closed or invalid deals

3. Automated reporting outputs

Regional summary tables (by quarter)
Ability to toggle between Data Sales / Asset‑Based (or similar categories)
Clean, presentation‑ready output (Excel‑native, not Power BI)

4. Human input (minimal, controlled)

A simple section where regional heads add weekly commentary
Commentary should not affect underlying calculations

5. Maintainability

Transparent formulas (no black‑box VBA unless clearly justified)
Clear instructions for non‑technical users
Designed to survive staff turnover


What is not required

Salesforce API integration
External automation tools (Power Automate, Python, etc.)
Power BI dashboards
Ongoing maintenance after delivery

This is an Excel‑centric design problem, not a software engineering project.

Required skills

Advanced Excel (tables, structured references, dynamic formulas)
Strong data‑model thinking (separating raw data, logic, and presentation)
Experience working with CRM exports (Salesforce preferred)
Ability to simplify messy, real‑world reporting processes


Nice to have

Experience designing executive / board‑level reporting
Familiarity with sales pipelines and forecasting logic
Ability to explain design decisions clearly to business users


Deliverables

Redesigned Excel reporting workbook
Clear written instructions (1–2 pages max)
Brief walkthrough of the logic and structure


To apply, please include

A short explanation of how you would approach this problem
An example of a complex Excel reporting model you’ve built or redesigned
Confirmation that you are comfortable challenging existing designs