Microsoft Excel sheet expert needed
Budget: $30 – $250 USD
We are a travel agency, and have an excel sheet where we keep track of all our sales with the following details:
within the sheet:
- Lead date
- Source of lead
- Sales agent
- Booking date
- Bookingnumber
- Destination
- Customer name
- Pax
- Departure date
- Cost price
- Sales price
- Gross profit
- Gross profit %
All the above details we type into the sheet based on what year the guests departs, as we in ex. 2024 both sell tours for departure in 2024, 2025 and 2026
We would like to have made our excel sheet more advanced, so that we have an "dashboard sheet" with an overview where all relevant data from the sheets is shown ex.
Breakdown based on departure years:
- Total turnover for the different departure years
- Total gross profit for the different departure years
- Total gross profit in % for the different departure years
- Total turnover for the different departure months in each year
- Total gross profit for the different departure months in each year
- Total gross profit in % for the different departure months in each year
Also it should calculate how we are doing for each departure year / month compared to our set goals on turnover, gross profit etc.
Breakdown based on sales year:
- Total turnover for the different sales year
- Total gross profit for the different sales years
- Total gross profit in % for the different sales years
- Total turnover for the different sales months in each year
- Total gross profit for the different sales months in each year
- Total gross profit in % for the different sales months in each year
Also it should calculate how we are doing for each sales year / month compared to our set goals on turnover, gross profit etc.
Further to the above it should be possible to reflect index for ex. current year vs last year both on sales generated, sales for departure etc.
I am thinking that there should be developed some sort of filter within our sales sheet, which can be used to generate an report based on what information the we want to pull out / see.
I have attached an example of our current sales overview to give an idea of how we are working right now and where we have a lot of manual entry to keep track of it all, and does not get nearly as much data as we would like.
within the sheet:
- Lead date
- Source of lead
- Sales agent
- Booking date
- Bookingnumber
- Destination
- Customer name
- Pax
- Departure date
- Cost price
- Sales price
- Gross profit
- Gross profit %
All the above details we type into the sheet based on what year the guests departs, as we in ex. 2024 both sell tours for departure in 2024, 2025 and 2026
We would like to have made our excel sheet more advanced, so that we have an "dashboard sheet" with an overview where all relevant data from the sheets is shown ex.
Breakdown based on departure years:
- Total turnover for the different departure years
- Total gross profit for the different departure years
- Total gross profit in % for the different departure years
- Total turnover for the different departure months in each year
- Total gross profit for the different departure months in each year
- Total gross profit in % for the different departure months in each year
Also it should calculate how we are doing for each departure year / month compared to our set goals on turnover, gross profit etc.
Breakdown based on sales year:
- Total turnover for the different sales year
- Total gross profit for the different sales years
- Total gross profit in % for the different sales years
- Total turnover for the different sales months in each year
- Total gross profit for the different sales months in each year
- Total gross profit in % for the different sales months in each year
Also it should calculate how we are doing for each sales year / month compared to our set goals on turnover, gross profit etc.
Further to the above it should be possible to reflect index for ex. current year vs last year both on sales generated, sales for departure etc.
I am thinking that there should be developed some sort of filter within our sales sheet, which can be used to generate an report based on what information the we want to pull out / see.
I have attached an example of our current sales overview to give an idea of how we are working right now and where we have a lot of manual entry to keep track of it all, and does not get nearly as much data as we would like.