Excel Sales Tracking & Reporting Tool
Budget: $250 – $750 USD
I need an expert to help me transform our metric tracking spreadsheet into an intuitive Excel-based reporting tool.
We are a travel company specialising in Premium Adventure Travel. I want to be able to look at sales for various destinations and the profitability of bookings to be able to help the decision making process. For reference, I attached our current report for this year, and can also provide last years full set of data.
Key Features:
- Track various sales figures: total sales, department-specific sales, profit margins, booking sources, and individual performances of our reservations staff.
- Create a simple summary with visual aids (graphs) to represent key metrics clearly.
- Use appropriate graphical representations: I'm flexible on whether we use bar charts, pie charts, or line graphs; I just want the best visual for each data set.
Ideal Skills:
- Advanced Excel skills, particularly in data analysis and visualization.
- Experience in sales tracking and reporting.
- Ability to present complex data in a simple and user-friendly manner.
I am looking for someone who can make this tool simple and easy to use, yet comprehensive enough to track and represent key metrics effectively.
We are a travel company specialising in Premium Adventure Travel. I want to be able to look at sales for various destinations and the profitability of bookings to be able to help the decision making process. For reference, I attached our current report for this year, and can also provide last years full set of data.
Key Features:
- Track various sales figures: total sales, department-specific sales, profit margins, booking sources, and individual performances of our reservations staff.
- Create a simple summary with visual aids (graphs) to represent key metrics clearly.
- Use appropriate graphical representations: I'm flexible on whether we use bar charts, pie charts, or line graphs; I just want the best visual for each data set.
Ideal Skills:
- Advanced Excel skills, particularly in data analysis and visualization.
- Experience in sales tracking and reporting.
- Ability to present complex data in a simple and user-friendly manner.
I am looking for someone who can make this tool simple and easy to use, yet comprehensive enough to track and represent key metrics effectively.