This is not likely a really? big job.
I have created a spreadsheet to use at work.? The spreadsheet is designed to create a financial forecast over a 12 month timeline.? The type of business utilizes Techncians who generate "sold" (or also called "billable") hours.? They charge an hourly labor rate to the customer.? The spreadsheet calculates (based on the Technician's "setups" that are entered into the spreadsheet) the amount of total labor sales and gross (as well as their gross profit margins, etc.)
The existing spreadsheet currently? has it's own tab for each month of the year? in the excel workbook.? There would also be a "TOTAL YEAR" page (which would show the entire year's financial forecast information).? There would also be? a tab to enter specific information from the prior year's totals which would? assist in populating the entire workbook (none of "that" type of work such as linking pages, etc. has been done to the spreadsheet - that is part of what I am wanting done).
Each workbook page? (whcih represents? a particular month)? is used to actually identify each Technician? (by name) and forecasts the number of billable hours that each individual? Techncian can perform.? The billable hours for each? Techncian is then extrapulated on the spreadsheet? (including adding the necessary? "inputs") into a financial forecast of how much in monthly labor sales the business will produce.
Some of the things I would like to have done to this existing spreadsheet also include automating the Technician information-entry? "Set-Up"? process (you need to add each technician's name, empl? #, hourly pay-rate, hourly labor-rate, # of days the? Technician will be working for the month, and some other things,).? (All of these inputs are necessary to forecast the total revenue/gross margin/gross profit dollars, etc.? for the financial forecast.
Buttons would need to be added to allow for printing? of a formatted forecast.? I would like for the printed format to look different from the screen version (simply hiding some of the? columns/rows? would suffice)? ?
This spreadsheet would then get updated as the month went on.? The manager would update the spreadsheet on a daily basis and enter the Technician's "actual" sold/billable hours.? This would get the forecast closer and closer to actual reality as the month wore on.
Obviously I can send the spreadsheet via email for review and phone discussion.? I would prefer that it be someone in the phoenix market area so some of it could even be done in person - but that is not necessary though.