Help with CRM / Biz Development tracker in Excel (

I need to have a basic spreadsheet that tracks my business development initiatives

I Want to have a "form" that allows a staff member to fill in details of the funding applications and proposals in the market place.(sheet 1)

This would then be displayed in a basic 'list' spreadsheet (sheet 2)

Need a 'dashboard' report that aggregates the data - so a manager can quickly see - how many applications out in market, total dollar value, and dollar value based upon 'likelihood' - I would like this to be graphical wherever possible (e.g.: charts)

I would like in excel so that I can amend the input fields where possible.

Habilidades: CRM, Excel

Veja mais: Need help in excel, need a business development manager, market development manager, i need help with excel, i need excel help, i need a business development manager, excel help business

Acerca do Empregador:
( 1 comentário ) Caulfield East, Australia

ID do Projeto: #10483699

Concedido a:


* I am having expertise in Excel and Visual Basic for apps. * I will provide you a highly secure login form with Admin access as well for the required results. * Member can use that sheet to fill in details where as Mais

$88 AUD em 2 dias
(1 Comentário)

5 freelancers estão ofertando em média $187 para esse trabalho


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.

$250 AUD in 3 dias
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Hi, I can prepare a spreadsheet in Excel that allows a staff member to fill details of the funding application (can be by form or directly into the spreadsheet) including dashboard report for the management with Mais

$277 AUD in 3 dias
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This is my 1st project bid in Freelancer hence i strive to make my 1st and every work i do to be of the highest quality while maintaining high client satisfaction rate. I dont mind having a discussion over the phone or Mais

$166 AUD in 3 dias
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