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Excel Sales Pipeline

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.

Kĩ năng: Excel, Nhập liệu, Xử lí dữ liệu, Kế toán, Visual Basic

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Về Bên Thuê:
( 0 nhận xét ) Wheat Ridge, United States

ID dự án: #23519367

Được trao cho:

$50 USD trong 1 ngày
(166 Đánh Giá)
6.4

23 freelancer đang chào giá trung bình $128 cho công việc này

jaylancer43

Hello Sir, I am a full time freelancer and can work dedicated on this till completion. My name is Jay and I'm an Expert Excel and VBA programmer on freelancer.com and have been featured by the freelancer community (g Thêm

$250 USD trong 3 ngày
(758 Nhận xét)
8.5
schoudhary1553

Hello, I can help you with your project - Excel Sales Pipeline I have gone through your job posting and become very much interested to work with you. I am an expert in this field. I have already completed several pr Thêm

$220 USD trong 4 ngày
(366 Nhận xét)
8.0
P0L

Hello, I’m an Excel expert and I would like to help you with your project. Please check my profile and contact me to discuss further details. Regards.

$150 USD trong 3 ngày
(351 Nhận xét)
7.4
usmanhassan123

I am MBA accounts and finance, Mphill in computer science and having seven years of experience in Excel (vba & macro's) and Power Bi dashboards development. I already done many projects of: • Excel Automation. • Exce Thêm

$200 USD trong 1 ngày
(90 Nhận xét)
6.3
SShtv

Hello, I am interested in your project. Your task is clear to me and I am ready to solve it. I have a large and successful practical experience in processing and analyzing data in Excel, including performing tasks simi Thêm

$150 USD trong 3 ngày
(88 Nhận xét)
6.0
assignsolver

Hey Dear...! Are you looking for a Data Entry expert? I have read your complete requirements regarding this project. You are here in the right place. I have a complete approach in all data entry services including PDF, Thêm

$30 USD trong 1 ngày
(28 Nhận xét)
5.4
paulodayto08

Hi, Good day! I can help you to improve your Excel Spreadsheet. I can create you a Automated Tracker of you pipeline. I am a Project Management officer for 8 years in Accenture and Project Manager now in Appen Philippi Thêm

$50 USD trong 2 ngày
(37 Nhận xét)
4.5
IgeS

Hi there, My suggestion is to have two Excel templates ( one for input and output) and a master file of all the data. As the name suggest, the input template is where you will add and update the data in the master lis Thêm

$166 USD trong 5 ngày
(15 Nhận xét)
4.6
ravinderkumar248

Hi there, I read your requirements and understand very-well and ready to start work from now. Hope you give me a chance to do work with you. I hope you will be kind enough to consider me for your [login to view URL] forwar Thêm

$50 USD trong 2 ngày
(14 Nhận xét)
4.3
reubengi

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

$111 USD trong 2 ngày
(6 Nhận xét)
3.6
yhleow

Hi I have 5 years of experience working in bank as a financial analyst, dealing with VBA macros and excel templates on a daily basis. I will be able to assist you on this project. Please contact me for more information Thêm

$50 USD trong 1 ngày
(7 Nhận xét)
3.0
nymbayar15

I can do your job perfectly in 2 or 3 days, depending on your goal. I worked in the Treasury department at bank. I participated in the national financial management olympiad, and CFA research challenge. I am highly ski Thêm

$200 USD trong 3 ngày
(1 Nhận xét)
1.3
pradeevenkat

Hi There, As per my understanding, you need an analysis report for the assets. I still need some more clarifications from your side for creating the sales spreadsheet. Once we are fine with it, we will discuss on th Thêm

$175 USD trong 3 ngày
(0 Nhận xét)
0.0
mdoyle07

Business plans, SWOT analysis, RFP and RFI, research articles, essays, creative writing, and copywriting, are just some of my expert services offered. Over 20 years’ experience in Procurement, Supply Chain Management, Thêm

$125 USD trong 5 ngày
(0 Nhận xét)
0.0
Celebprudence

I have 9 years experience in content writing, data entry, data processing excel, word processing and project writing. My expertise and on-time delivery gives my work high credence. I have a team that helps target deli Thêm

$160 USD trong 7 ngày
(0 Nhận xét)
0.0
xielinsha9

Depends on the volume of the data, I can get back to you with in 1 hour to 8 hours. I have been process a lot of data using excel for 6 years working at CPA accounting firm. Very proficient in excel. I can present you Thêm

$50 USD trong 1 ngày
(0 Nhận xét)
0.0
mpeake24

I regularly update and create spreadsheets that track data and auto populate to a summary page. I would need a little bit of additional input about what level of detail is needed on the summary page and would like you Thêm

$222 USD trong 3 ngày
(0 Nhận xét)
0.0
AhmedMagdy31

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

$140 USD trong 7 ngày
(0 Nhận xét)
0.0
IBRAHIMAZAHAF

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

$100 USD trong 2 ngày
(0 Nhận xét)
0.0
$155 USD trong 3 ngày
(0 Nhận xét)
0.0