I need a very clear, simple Excel sales spreadsheet to track my pipeline. I'm a Financial Advisor, and I'm looking to track Name, Assets, Expected Closing Date, and Notes across 90+ days. So, 4 sheets 30/60/90/90+ (but by month name) Looking for someone who has experience in this and can also point out what I may be missing. I'm uploading the rough draft I've been working with, but needs to be much better than this. I also need all the sheets to feed to a master so I can have a snapshot of the entire portfolio. Only need Wins and Losses on the current month sheet.
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23 freelancer đang chào giá trung bình $128 cho công việc này
Hi I have very good experience working with XL and creating the tools that you need in the spreadsheet to provide the information you need. I can deliver it in time and quality. Regards. Reuben
hi sir i m new at freelancer but i m good at excel i can do this job and finish it in time i will do my best to finish this job at time i wish u choose me thank u
I will do my best to complete your work. Please give me my first [login to view URL] accept my request. I promise that I will do the work you need to the fullest