Excel expert needed
Budget: $750 – $1,500 USD
Good afternoon – we are looking for a excel specialist that can help us refine or rebuild/re-create a spreadsheet that will be used for an exterior remodeling company to pay salesperson commissions, pay sales tax, and provide information on profitability.
Attached is a copy of the one we are currently using for your reference and to see formulas, etc.
Below are a few notes of changes and updates that we would like the new one to include.
Can you provide as estimate and timetable to do this project? Thanks so much!
Add to categories
Marvin
Infinity
Andersen
Windsor
Provia
Thermatru
Roofing
Soffit fascia gutters
LP
Hardie
Vinyl
Parts
Ability to add if needed
Main Page
• Is it possible that the main page be able to be saved and edited? Needs to be printable. The reason is some salespeople receive half of their commission at the beginning and half at the end.
• Salesperson block to add for 8% commission and 4%/4% commission and be editable as employees are added or change
• Paint Block can be eliminated - All paint costs to go into labor
• Review formulas –
• Discuss categories that add sales tax vs pd sales tax
• Keep an Error categories that will deduct from salesperson commission
Company Total Page
• Add a % Profitability column and an amount column for this
• Use this page to print salesperson commission sheets for payroll and look at year to date figures
Sales tax Page
• would like the columns to automatically transfer
Include LMS in the same spreadsheet – this is the second attachment. Job are costed differently in this spreadsheet.
Attached is a copy of the one we are currently using for your reference and to see formulas, etc.
Below are a few notes of changes and updates that we would like the new one to include.
Can you provide as estimate and timetable to do this project? Thanks so much!
Add to categories
Marvin
Infinity
Andersen
Windsor
Provia
Thermatru
Roofing
Soffit fascia gutters
LP
Hardie
Vinyl
Parts
Ability to add if needed
Main Page
• Is it possible that the main page be able to be saved and edited? Needs to be printable. The reason is some salespeople receive half of their commission at the beginning and half at the end.
• Salesperson block to add for 8% commission and 4%/4% commission and be editable as employees are added or change
• Paint Block can be eliminated - All paint costs to go into labor
• Review formulas –
• Discuss categories that add sales tax vs pd sales tax
• Keep an Error categories that will deduct from salesperson commission
Company Total Page
• Add a % Profitability column and an amount column for this
• Use this page to print salesperson commission sheets for payroll and look at year to date figures
Sales tax Page
• would like the columns to automatically transfer
Include LMS in the same spreadsheet – this is the second attachment. Job are costed differently in this spreadsheet.