2025 Business Metrics Tracker in Excel
Budget: $30 – $250 USD
I'm seeking a proficient Excel expert to develop a comprehensive tracker for my 2025 business metrics, complete with a dashboard. This tracker should have designated spots for goals associated with each metric, as well as displaying the percentage of progress towards these goals.
Key features:
- Track various customer acquisition metrics:
- Open house attendance
- Meetings from open houses
- Calls made to agents
- Pre-approval loan volume
- Scheduled and attended meetings
- Refinance calls
- Applications received
- Dashboard displaying data in tables
- Manual entry format for data input
Ideal candidates should have extensive experience with Excel, particularly in creating complex spreadsheets and dashboards. Skills in data visualization and business metrics tracking are highly beneficial. Previous experience in real estate business metrics tracking will be a plus.
Key features:
- Track various customer acquisition metrics:
- Open house attendance
- Meetings from open houses
- Calls made to agents
- Pre-approval loan volume
- Scheduled and attended meetings
- Refinance calls
- Applications received
- Dashboard displaying data in tables
- Manual entry format for data input
Ideal candidates should have extensive experience with Excel, particularly in creating complex spreadsheets and dashboards. Skills in data visualization and business metrics tracking are highly beneficial. Previous experience in real estate business metrics tracking will be a plus.