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Sales Renewal Spreadsheet

$30-250 USD

Completed
Posted about 4 years ago

$30-250 USD

Paid on delivery
Insurance business that provides senior services. Company has several agents and contracts. Need to be able to keep track of renewal volume and payments, revenue and expenses within an excel spreadsheet. Spreadsheet should show alerts for short payments. Excel should be easy to handle in terms of adding future clients and new contracts. Ability to create invoices would be helpful.
Project ID: 24677601

About the project

66 proposals
Remote project
Active 4 yrs ago

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Hello, my name is Andres, and I lead the team here at Trascender Global. We have gained valuable experience in Excel and Data analysis in the last 7 years. I'm a data scientist myself. I have built two services management tools that included invoice tracking, and we actually have a current customer who runs an insurance agency in New York so I know about the topic. Thanks in advance for your consideration. I'm looking forward to hearing back from you!
$250 USD in 15 days
4.9 (185 reviews)
7.8
7.8
66 freelancers are bidding on average $157 USD for this job
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Hi Future Client, Thanks for sharing your project requirements with us. It will be our great pleasure to work on your project. I am one of the preferred freelancers in the site and referred by the freelancer staff Ramona to bid on your project because of our past projects which are similar to yours. I am a graduate of Business Administration with more than 13 years of work experience. My team has worked on several similar projects related to Sales Renewal Spreadsheet (data entry, admin work, accounting, excel, data processing, etc.) and can deliver to tight deadlines. You can see an example of one of those projects in my portfolio here: https://www.freelancer.com/u/jkaranm We can generally multitask work everyday day. I'm interested to hear more about the project and about the subject matter. If you award me the project. I'd be very happy to discuss this further and get started for you as soon as possible. Thanks! Janis
$250 USD in 7 days
5.0 (119 reviews)
8.8
8.8
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HI, I am good at Excel and VBA. I can create system to maintain the services, contracts as mentioned. I would like to discuss it further in the chat. Please share the sample files. -Chandra
$250 USD in 2 days
5.0 (1177 reviews)
8.4
8.4
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Hi, there! My name is Paris, and I was glad to see that you're looking for an Excel developer. According to your brief, you want to have an Excel application that will automate tasks like keeping track of payments and revenues, displaying alerts and so on. I plan to use a combination of formulas and VBA code to accomplish this. The Excel file will run on PCs. I will charge you $180* and can deliver within five days (we can discuss the milestones, I don't require any payment in front). I'm among the most experienced and skilled Excel and VBA developers on this platform. In particular, I am in the top 2% of the freelancers having completed over 360 projects successfully in less than 7 years, and I feel confident in achieving your task as well. I'm online from 7 am to 9 pm, Athens time (including weekends). I'm looking forward to working with you. Sincerely, Paris Pallas *My quote is indicative and may change after we discuss the tasks needed in detail.
$180 USD in 5 days
5.0 (496 reviews)
8.4
8.4
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Hello, I can help you with your project - Sales Renewal Spreadsheet 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 projects like this. For evidence you can see my profile. Please visit : https://www.freelancer.com/u/schoudhary1553 I have excellent command over English. I am a hard worker, productive and worthy of your attention I hope, I would be the right candidate for this post. Awaiting an affirmative response from you. Kinds Regards, Sandeep
$220 USD in 4 days
4.9 (536 reviews)
8.4
8.4
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"Hi. i am an affiliate chartered accountant (CPA) and a professional finance expert since 2009. We have worked with our clients at national as well as international level. We have advanced knowledge in excel because of extensive financial background, expertise and experience. We know how to prepare good dashboards, reports, templates which require minimum input from staff and must be automated. i am a professional business expert since 2009 and good understanding how to present information with attractive outlook. Kindly share your details of the project and insights of your requirements. We can address all your requirements with quality."
$225 USD in 3 days
4.8 (386 reviews)
8.1
8.1
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Hello, I am an Excel/VBA expert and I would like to help you with your project. Please check my profile and contact me to discuss further details. Regards.
$200 USD in 3 days
5.0 (502 reviews)
8.0
8.0
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I am a qualified professional accountant, APA and Mcom finance. After carefully reading your project description, I think that I am the perfect candidate! With over 13 years of experience for advance use of excel. I can guarantee getting the job right the first time. Feel free to view my 100% positive reviews before you hire me and rest assured that you will receive top-quality work at an affordable cost. Kind regards, Javed
$140 USD in 3 days
4.9 (634 reviews)
8.1
8.1
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Hi Would you also needs to calculate commissions of salespersons based upon their performances? Please reply me via chat and i can start with example work.. Thanks
$250 USD in 7 days
5.0 (436 reviews)
7.9
7.9
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Hello I am financial expert and guru in Excel with extensive knowledge and expertise in advanced formulas, pivot tables, tables, and visual basics, including preparation of graphical and visualisation reports dynamic dashboards, and charts. I deal with exporting and importing databases and create automation with VBA. My modules allow to fill and validate information on forms (with drop-down list ) and to add them in structured tables and build-in reports. Furthermore, I have experience in accounting, financial statements, consolidating, forecasting, budgeting, costing, cash flow, multi-currency, long term debts, including collections, payments, inventory, bill of materials, taxation and bank reconciliation. With these skills, I prepare dynamic & designed reports and dashboards, for pitch decks, business plans, due diligence, financial modules, feasibility studies, and financial projections with scenarios and charts.
$200 USD in 6 days
4.9 (111 reviews)
7.5
7.5
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Hello, my name is Cristian, i am Excel/VBA expert. I am in the top 5 of freelancers in this area and i have more than 260 projects successfully completed here. I am available and i have a couple of ideas for your renewal and payments track tool. Contact me to discuss the details. Best regards
$150 USD in 4 days
5.0 (336 reviews)
7.4
7.4
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Hello Sir Im excel VBA macro and formula Expert :) i can build your sales renewal spreadsheet like your requirement please ping me for discuss more and im free now Thank you Galih
$250 USD in 7 days
4.9 (440 reviews)
7.6
7.6
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Greetings I am a specialist in excel based modeling and am keen to help you with the requirements. Look forward to hear from you. Thanks RRC
$250 USD in 7 days
4.9 (140 reviews)
7.6
7.6
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Hey, I will renewal volume and payments, revenue and expenses within an excel spreadsheet.I will Spreadsheet show alerts for short payments.I look forward to hear from you soon. Thanks!
$200 USD in 2 days
5.0 (251 reviews)
7.7
7.7
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Hi, I am Accounting developer for excel and vba. I can make 100%+ excel tool as per you need. Thanks, Abdul
$300 USD in 7 days
4.8 (137 reviews)
7.0
7.0
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I am good at Excel formula and VBA/Macro, I need to see the data so I can understand your requirement, I have a few question to discuss so I need you to send a message on chat.
$140 USD in 7 days
4.7 (108 reviews)
6.6
6.6
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Hi, I am a Chartered Accountant having more than 12 years experience in preparing Financial Dashboard in excel. Please message me for detail . thanks
$250 USD in 3 days
4.7 (134 reviews)
6.8
6.8
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"Dear Sir, I am a CPA and have a firm established in Pakistan. i am an excel expert, have advanced level knowledge and prepared numerous reports, dashboards, templates, formats for my clients based on their specific requirements. I can share my sample work as well for your review. Please have a look at my portfolio to see my sample work. I can deliver your work within 2 - 3 days with good quality. we can discuss the details of your requirements so that they can be addressed properly. Please text me. Thanks! Omair "
$150 USD in 3 days
4.9 (62 reviews)
6.2
6.2
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Hello. I'm a Excel VBA expert. I have 10+ years of experience in Excel VBA, creating complex automation tools, formulas, databases, queries and macros. Let's discuss details over chat. Thank you. Ravinder
$150 USD in 3 days
4.9 (153 reviews)
6.0
6.0
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More details please, thanks!
$99 USD in 7 days
4.8 (166 reviews)
5.9
5.9
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"Dear sir, I am affiliate chartered accountant (CPA) and part of a consultancy firm providing services of bookkeeping, accounts, business plans, financial modelling, feasibility studies, research reports etc. We have advanced proficiency in excel using extensive formulas, pivot tables, conditional formatting etc. We have prepared dashboards, templates, reports etc with maximum automation to ease the work. We can work on your project with better quality and precision. Please text me and discuss details."
$120 USD in 3 days
4.9 (35 reviews)
5.5
5.5

About the client

Flag of UNITED STATES
Drexel Hill, United States
5.0
1
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Member since Mar 30, 2020

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