Simple P&L, Sales, Payments and Client Excel Tracker
Budget: $10 – $30 AUD
Looking to develop an Excel spreadsheet that will streamline tracking of Profits & Losses (P&L), sales, and payments. This obligation demands:
- Create excel forms for each client/sale that will encompass information related to change orders, tracking of revenues, tracking of expenses by vendors and liabilities, and profit/loss analysis broken down for each client
- Calculations: The spreadsheet must include key formulas such as gross profit margin, profit margin per customer, and payment reconciliation.
Ideal candidate should possess advanced Excel skills with a robust understanding of finance and sales metrics. Previous experience in such tasks will be advantageous.
- Create excel forms for each client/sale that will encompass information related to change orders, tracking of revenues, tracking of expenses by vendors and liabilities, and profit/loss analysis broken down for each client
- Calculations: The spreadsheet must include key formulas such as gross profit margin, profit margin per customer, and payment reconciliation.
Ideal candidate should possess advanced Excel skills with a robust understanding of finance and sales metrics. Previous experience in such tasks will be advantageous.