Sales Performance Tracking Excel Report - VBA
Budget: $30 – $250 USD
I'm in need of an Excel report designed to track sales performance.
The Excel sheet includes columns such as Dealer Type, Region, Account Owner, Account Name, Financial Category, and monthly data from January to December.
Dealer Types include Direct, Independent, Government, Branch, and Joint Venture. Each Account Owner can be associated with one or more Dealer Types. For instance, the Account Owner "ABC" may have Dealer Types "Direct" and "Government," while "XYZ" could have all five Dealer Types (Direct, Independent, Government, Branch, and Joint Venture).
The report's goal is to aggregate data based on the Account Owner's Dealer Type. Specifically, it involves reading the financial data (e.g., January to December values) for each Dealer Type and calculating the aggregated totals.
Key metrics, such as % of Quota (Shipping/Quota) and YTD % Quota (LE Forecast/Quota), are calculated after aggregation. The metrics use the aggregated values for Shipping, Quota, LE Forecast, and other relevant data to perform these calculations.
The report will include the following data:
- Dealer Type
- Region
- Account Owner
- Account Name
- Financial Category
- Monthly data from January to December
The final report should clearly present both charts and tables displaying the % of Quota metrics.
Ideal skills for this job would include:
- Advanced Excel proficiency
- Data analysis skills
- Experience in sales performance tracking
- Ability to create clear, comprehensible charts and tables in Excel.
The Excel sheet includes columns such as Dealer Type, Region, Account Owner, Account Name, Financial Category, and monthly data from January to December.
Dealer Types include Direct, Independent, Government, Branch, and Joint Venture. Each Account Owner can be associated with one or more Dealer Types. For instance, the Account Owner "ABC" may have Dealer Types "Direct" and "Government," while "XYZ" could have all five Dealer Types (Direct, Independent, Government, Branch, and Joint Venture).
The report's goal is to aggregate data based on the Account Owner's Dealer Type. Specifically, it involves reading the financial data (e.g., January to December values) for each Dealer Type and calculating the aggregated totals.
Key metrics, such as % of Quota (Shipping/Quota) and YTD % Quota (LE Forecast/Quota), are calculated after aggregation. The metrics use the aggregated values for Shipping, Quota, LE Forecast, and other relevant data to perform these calculations.
The report will include the following data:
- Dealer Type
- Region
- Account Owner
- Account Name
- Financial Category
- Monthly data from January to December
The final report should clearly present both charts and tables displaying the % of Quota metrics.
Ideal skills for this job would include:
- Advanced Excel proficiency
- Data analysis skills
- Experience in sales performance tracking
- Ability to create clear, comprehensible charts and tables in Excel.