Find Jobs
Hire Freelancers

Build Excel reports and dashboard

$250-750 USD

Closed
Posted almost 8 years ago

$250-750 USD

Paid on delivery
I have a raw QuickBook transaction data file which is updated monthly. I use this to produce sales reports by customer, region, item, rep, etc. I need this process automated so I don't need to rebuild it every month or week. I want to append the data file and have everything auto update. I would like dashboards for sales performance. There is also a weekly report based on customer sell-through data form one retailer that I need to have plugged into a format that updates automatically and uses dashboards.
Project ID: 10786081

About the project

59 proposals
Remote project
Active 8 yrs ago

Looking to make some money?

Benefits of bidding on Freelancer

Set your budget and timeframe
Get paid for your work
Outline your proposal
It's free to sign up and bid on jobs
59 freelancers are bidding on average $416 USD for this job
User Avatar
I can create an application on Excel to produce automatically sales report by any dimension. At the process, the application builds a new Excel file based on the previous one. Throughout my career, I have created dozens of financial modules, business plans, and modules for accounting, budgeting, financial reports, financial plans, and inventories reports for a range of products and services. I am a specialist in financial reports, budget, costing reports, inventories and bill of materials together with extensive knowledge and expertise in Microsoft Excel, Pivot Tables, and Visual Basic Application including preparation of generator reports showing the relevant information in dashboard and graphs. Areas of expertise: • Developing of consolidated financial statements applications, financial plans (fitted to due diligence) , feasibility studies, and measurement reporting tools for global companies • Business valuation (NPV, IRR, DCF) • Budget Development & Management • Implementation of information systems in organizations and businesses (accounting, payroll, treasury, budgeting and control, MF, ERP, Venture Capital system, CRM, etc.) • Business expansion and start-up • Served as CFO, Controller, and Chief Accountant at global parent companies • Extensive experience in accounting, consolidating, forecasting, budgeting, and costing • A systemic perspective and ability to lead financial, organizational transformation of a company
$555 USD in 10 days
4.9 (91 reviews)
7.2
7.2
User Avatar
Hello there, I would like to inform you that I have done more than 200 hundred report automation similar to yours here on freelancer. I can certainly create a setup, that will allow you to 'import' the files and generate the reports on demand. I have created such setups so many times that I know how exactly it should be created and what could be the challenges involved. If you could share some more detailed requirements, I would be able to suggest a setup for your purpose. Thanks and Regards, Rishi
$722 USD in 20 days
4.8 (99 reviews)
6.4
6.4
User Avatar
Hi, I am excel spreadsheet expert and I can complete the task effectively and efficiently in timely manner.
$250 USD in 10 days
4.8 (52 reviews)
6.0
6.0
User Avatar
I am a postgraduate in finance (MBA) with more than 5 years of experience having expertise in Excel automation and VBA. Currently working in an MNC Analytical company on a large financial model including dashboards and presentations to board for a leading US bank. Please have a look at my portfolio or contact me for my previous work. I can help you with your current requirement as well as any further requirement with low cost of work. I can deliver the work in lesser time than others while maintaining the superior quality of work.
$250 USD in 4 days
4.9 (42 reviews)
5.7
5.7
User Avatar
Hi, I am Nallakumar. I have more than 9 years of experience in Excel Automation. We will create a Excel template, that will have a sheet to input/append the QuickBook data periodically. We will create a button in this screen, that will create/update the required reports in seperate sheets. Thanks, Nalla
$750 USD in 10 days
5.0 (15 reviews)
5.6
5.6
User Avatar
Hello, Thank you very much for posting the job. I belong to India. I graduated from India's best university named Indian Institute of Technology (IIT). I have over 7 years of professional work experience and I have been freelancing for over 3 years. I have worked on lot of advance Excel dash boarding and VBA coding and delivered them successfully with high quality. Few of my projects are 1) Fully automated end to end business model for 3B $ healthcare company. Scope : Global Forecast for 8 products, cost modelling, product selection and prioritization, scenario analysis 2) Training Management System for an MNC. Scope : Training calender, TL can nominate his associates to relevant trainings, sends reminders, annual training summaries etc 3) BD&L model for an MNC ; Market analysis, geography analysis, opportunity analysis, SWOT, cost benefit analysis 4) Physician segmentation and Targeting ; Physicians were segmented in 3 tiers based on several factors, exhaustive call planning strategy was built with additional features like territory alignments, productive call frequency etc I delivered many more projects of high value and quality. I am confident that I can deliver your project with high quality. Looking forward for your response so that I can start working immediately Thanks and Regards.
$500 USD in 7 days
4.9 (21 reviews)
5.9
5.9
User Avatar
I am VB, VB.NET, MVC, XML & MS SQL programmer. I have experience about 10 years in programming complex database application as well as Windows Desktop and Server/Client application. you will get yearly service and support as well as update of this software to avail new version from me. I am professional to provide corporate custom complex software that not available in the recent market. So you may turn your desired application dream in real. Long turm support.
$500 USD in 15 days
5.0 (11 reviews)
5.6
5.6
User Avatar
Hi I am interested to work for your project . I am an expert in excel and VBA Programming in Excel. I have experience working on lot of Excel based projects. I will make sure that I deliver you the best with 100% accuracy in minimum time . Pay me only if you are 100% satisfied with my work, after project delivery. I am interested to work for your project. Please give me a chance. I have handled many projects involving data manipulation handling, business solutions, Excel automated dashboards, Report Generation and Excel Applications. If you offer me your project, I can start immediately and deliver the job within 2 days after testing (QA) . I guarantee 100% accuracy for my deliverable. I do hope you'll give me the honorable chance to work with you and help me with making my mark on freelancer.com. I will take your project as the priority job and will complete your work in minimum time with 100% commitment. Thanks Fibin
$250 USD in 3 days
4.9 (53 reviews)
5.5
5.5
User Avatar
I have the experience and expertise to create Dashboards that are self updating from identified source files. Ready to start work immediately.
$277 USD in 5 days
4.6 (67 reviews)
5.4
5.4
User Avatar
Hello. I am able to create an excel document that will allow you to paste some standard data or link it to your database and push a button that will run a macro that will automatically update pivot tables and charts to summarize your report. I am able to develop complex and automated Excel Spreadsheets including: - Business Modelling Design - Formulas creation - Pivot tables - Pivot charts - Access queries Integration - Visual Basic for Applications programming I specialize in provide solutions for Business Administration, Data Base management, Business Key Performance Indicators design, Supply Planning and Project Management for commercial and industrial companies. I guarantee that I'm able to bring the solution for your project, with the dedication, seriousness and professionalism that it deserves. My work will give you the confidence to initiate a long term relationship. Thank you.
$250 USD in 5 days
5.0 (10 reviews)
4.0
4.0
User Avatar
First, I am sunsoftpro, I from VietNam. Nice to meet you! I have read your description and been interested in your project. I'm ready to discuss and do hard working so that complete great job. Please discuss requirements and terms before awarding the project.
$700 USD in 17 days
5.0 (3 reviews)
3.0
3.0
User Avatar
I'm an expert level user of Excel and have years of experience building not only dashboards but helping folks automate them so the cost/time of maintenance is very minimal. I'd like to lend my expertise to your project and help you get a solution quickly. I look forward to working with you on this project.
$388 USD in 1 day
5.0 (2 reviews)
3.2
3.2
User Avatar
Hello Sir /Ms, You can send a sample report? (Monthly and week) You need a desktop or web app? Please talk to the chat for details Experience to apply: VB.NET / C # ASP.net / Win form MySql / Sql server Bootstrap About me I am a web developer focused on Microsoft technologies, I worked about 4 years developing web applications built using Asp.net and SQL Server 2005, 2008 and 2012.
$388 USD in 10 days
5.0 (5 reviews)
2.7
2.7
User Avatar
I hope you shall make available file downloaded from Quickbooks. A macro (Press of button) would fetch data from this file and prepare necessary reports and dashboard. I am Mechanical Engineer, proficient in Excel Macro, Pivot Table/charts with slicer, dashboard, functions and formulas. About Myself Good Day!. Let me introduce myself for building your confidence in me. Worked at Sr. position with experience of marketing, Service, Production and IT Excel Expert Group Member Access Expert Group Member Proficient in Google Sheet Worked on Macro, VB, Pivot, User Form, Google Sheets Proficiency in Office tools, SAP, AutoCAD, 3DMax, Coral, Qualification- Mechanical Engineer Available on Skype Some Projects: Developed complete ERP system for Marketing in DB4 (earlier to Access) SAP implementation as Key Coordinator Community Survey (Near 10 Million Data compilation) in Excel Industrial Project Report in Excel Multilingual Kazien Sheet in Excel with VB Offer Preparation in Access Project Planner in Excel Very Large Database Analysis Completed few Contests at Freelancer For Details of my Work 1. Please see my profile 2. Please see Services offered by me. If you initiate dialog, I can submit samples of my work. It will be pleasure working for you. I believe in Customer Delight.
$250 USD in 10 days
3.9 (9 reviews)
3.5
3.5
User Avatar
I can do this very well. I do my work with 100% accuracy. Please read Reviews of my previous clients. ... I am a full time freelancer and have no other job of any kind. I really want to build a serious career on this platform and its my start here so I can work for you upto 16 hours a day & 7 days a week, plus I have 24 hours electricity backup and a reliable fast internet connection. I have done Masters in Information Technology and a specialization in Web Design and Development. There is no issue of money as well you can pay little amount or can pay later if you have financial issue currently. Just Rate my work and give a Honest Review and it will be enough. +I have pretty good mastery in Excel and MS Word +Data Entry and Data Processing +Data Conversion(Image to Text, PDF to Text and Text to PDF) +Composing Books and Articles and Text Formatting +Internet Research +Lead Generation +Contacts Searching from Web +Accounts signup, login, upgrade and maintenance. +Email Handling +Ecommerce Platform Handling(Amazon, eBay, Shopify and more.) +Social Media Management +Account handling, signup, upgrade and maintenance. ***Pay ONLY IF you are 100% Completely Satisfied with work done. If you are not satisfied do not pay at all. Thanks for reading my proposal. Regards, Mubbarik Ali ________________
$250 USD in 10 days
4.6 (9 reviews)
2.4
2.4
User Avatar
I am expert in VBA, Template and dashboard design.
$311 USD in 6 days
5.0 (2 reviews)
1.2
1.2
User Avatar
Hi - I am good with Excel. I can create dashboard for you with charts which would get updated automatically once you put in the data. I would want details of request from you and we can talk over Skype on the same. I am also good with accounting. In case you want an accountant i can help with accounting too. Looking forward to hear from you. Thanks,
$255 USD in 10 days
5.0 (1 review)
0.9
0.9
User Avatar
Hi, I am a data analyst with more than 2-year experiences and used to work a large commercial bank in U.S. I'm proficient on Excel and VBA and I'm happy to assist with your project. I am looking forward to hearing back from you, Best, Hana
$333 USD in 10 days
0.0 (0 reviews)
0.0
0.0
User Avatar
I am a conscientious person who works hard and pays attention to detail. I'm flexible, quick to pick up new skills and eager to learn from others. I also have lots of ideas and enthusiasm. I'm keen to work for a company with a great reputation.
$250 USD in 10 days
0.0 (0 reviews)
0.0
0.0
User Avatar
Which version of Quickbooks are you using? Depending on the versions, the efforts are different. For example, Quickbooks Enterprise already have QODBC built into it, which makes data extraction easier. If not QBE, more efforts are needed. I think I can create an application for you to extract the data from Quickbooks and build the dashboard in Excel. I can also make the dashboard online via website, but that depends on your interest and it will cost more. Maybe for later.
$333 USD in 10 days
0.0 (0 reviews)
0.0
0.0

About the client

Flag of INDONESIA
Indonesia
0.0
0
Member since Jun 16, 2016

Client Verification

Thanks! We’ve emailed you a link to claim your free credit.
Something went wrong while sending your email. Please try again.
Registered Users Total Jobs Posted
Freelancer ® is a registered Trademark of Freelancer Technology Pty Limited (ACN 142 189 759)
Copyright © 2024 Freelancer Technology Pty Limited (ACN 142 189 759)
Loading preview
Permission granted for Geolocation.
Your login session has expired and you have been logged out. Please log in again.