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Build Excel template

$30-250 USD

Completed
Posted over 5 years ago

$30-250 USD

Paid on delivery
1. To create Excel template with charts/ tables / views that are created from data from Salesforce. 2. The excel template should accommodate different worksheets that contains different views and metrics and also contains Raw data which is used for creating Dashboards and views. 3. Creating template which is printable and more visually appealing and matches the company branding. 4. Identify the places to improve the data visualization and creating more interactive dashboards from summarized data. 5. Create Interactive views and dashboards from raw data in different worksheet. 6. Provide documentation on excel templates for future reference
Project ID: 17793219

About the project

40 proposals
Remote project
Active 6 yrs ago

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Hello, I have the good knowledge of Build Excel template. I have more than 5 years of experience in Data Entry, Data Processing, Excel, [login to view URL], Visual Basic. I have reviewed your job and can deliver you the job with 100% satisfaction. Please ping me for more discussion.
$180 USD in 3 days
4.9 (577 reviews)
8.5
8.5
40 freelancers are bidding on average $163 USD for this job
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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 USD in 5 days
5.0 (505 reviews)
8.0
8.0
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Hello, We are expert in creating Excel charts in interactive styles. With our high proficiency we can deliver high quality content within time frame. Please reply to my bid so that we can discuss further. Looking forward to hearing from you soon Thanks Brad
$50 USD in 2 days
4.7 (475 reviews)
8.0
8.0
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"""I am an Excel Expert with Professional experience working with Excel both with Formulas and Macro. Working with complicated formula and Developing Macro programs are part and parcel of my daily work. Completed more than 190+ jobs on Freelancer majority of which was 5 star work. I understand the value of deadline and do not compromise on quality. I believe I can do a great work for you and ensure your complete Satisfaction. I am a Business (MBA) Graduate with major in Finance and MARKETING along with 5 years of experience in different analytical roles. Currently I am working for a MNC as an B2B Analyst Manager.I believe I can do a fantastic work for you if you provide me the opportunity. """
$150 USD in 3 days
4.9 (280 reviews)
7.1
7.1
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Hi, I understand the project requirements and willing to start as soon as possible. Kindly share the details and I will deliver with high quality. Looking forward to work with you. Thanks & Regards Khushi India
$200 USD in 3 days
4.8 (362 reviews)
7.4
7.4
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Hi, I have read very carefully your project details about creating Excel template with the data from Salesforce I am absolutely sure that I can complete this project professionally. Before you award this project, I can complete a part of this project as a sample. This is so that you can be confident of the hands you will entrust this task. If you are satisfied with the result, you can go ahead and award the project. Please refer to my reviews to see why all my clients love my job. Do you want me to start working on the sample?
$150 USD in 3 days
4.9 (73 reviews)
7.0
7.0
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Greetings! I am keen to help you with the requirements. Look forward to hear from you. Thanks, RRC
$250 USD in 11 days
4.9 (87 reviews)
7.2
7.2
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Hello, I can build for you beautiful and meaningful dashboards in excel as i have advanced excel skills and over 8 years in the field. Please check my portfolio to see my work. I am waiting to hear from you in order to discuss further about your project and get started. Thanks!
$250 USD in 5 days
4.9 (71 reviews)
6.9
6.9
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Hello, Hope you are doing well :) I would love to have the opportunity to discuss your project with you. May I ask about your Salesforce edition? We have worked on environments of companies like “Deloitte” and “James Group of Marcus Millichap”. My recent projects consist of "Deloitte Access Economics" which is a part of Converge Health. Also, we have worked with company EnHasen Performance (Data Import, Data export, Reports, Dashboards) based on the Australia and Trinity System on their product RealtimePSO (Automation of Credit Card & ACH Payment method) based on the US. Currently, we are working with MetricStream which is based in California for their requirement of Custom Quota Forecasting and creating custom Reports and Dashboards accordingly. We have worked with ARCC Space project which is a Singapore Based company the project includes the implementation of their whole sales process, all the automation's, workflows, standard object implementation etc. We have worked on a project for VerifyTx Pvt Ltd which basically requires a Salesforce app to be created which integrates Salesforce with their server. Also, we have worked with Art of Living for their requirements we used Twilio and Python to provide a robust solution for IVR of Non-Profit Organization. We are a passionate team of 100% Salesforce certified developers and architects aiming to reach our customers business to the next level. Please let me know a time that works best for you. Regards, Vaibhav
$200 USD in 3 days
4.9 (27 reviews)
6.8
6.8
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Hi, You can find in my portfolio a sample of a dynamic dashboard that I made in excel. This kind of dashboard is very easy to update with new data and is fully controlled by the filters from the left side of it. I can create a similar custom dashboard for your data on your template (color codes, logo and company colors, custom charts type, custom filters, etc.). I will be glad to help you with your project and I am sure you will be satisfied with my professionalism and the quality of my work. Best regards, Florin Enache.
$190 USD in 4 days
5.0 (23 reviews)
5.7
5.7
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- Have done similar Salesforce data analysis and charting. - Able to consolidate the excel data and have it summarised by Accounts Leads Company Sales Pipelines - Also based on Sales persons data Lead conversion Total Sales for the month Over a period etc. - The Graphs could be comparison by line, Bar, Pie or Scatter and Surface charts. - OPtion to print them into a PDF file. My Skills: - Have expertise in Excel automation, macros, formulas, calculations, summarising and Graphs. - Extensively the macros/VBA to automate: - Data validation in a particular, Data consolidation into sheets, comparing, plugging in default values for few cells - Data camparision using formulas, lookups and bringing up summaries., - Mathematical functions, scientific calculations, index, array, formula arrays which are advanced concepts - Have used them. - With summary data plotting graphs, bringing pivot tables - Pl. review my portfolio on projects done - https://www.freelancer.com/u/satishtl
$140 USD in 3 days
4.7 (53 reviews)
6.1
6.1
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Hello, I hope you are well. These are my strengths: Immediate availability. Responsible, fast and accurate. Full-time freelancer. Excel expert. 100% satisfaction guaranteed. Available to any help after completion. Experience of 7 years using excel for organizing and analyzing any company variables. Experience on programming with VB in excel, creating any report using pivot tables and pivot charts, dashboards. Passionate about excel automation.
$222 USD in 5 days
4.9 (34 reviews)
5.3
5.3
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Hi, I am an excel VBA expert and i have executed a lot of complex projects like these. Please go through my profile and reviews so that you can be confident about me. Hope to chat with you soon for a quick brief Thanks Sajid
$200 USD in 3 days
4.2 (69 reviews)
5.8
5.8
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Hey i just saw your post. I would be happy to bid on your project. Knock me up if you want to hire me.
$166 USD in 5 days
5.0 (1 review)
1.3
1.3
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I'm very interested in this project. * As an office manager, I have plenty of experience creating excel spreadsheets with functions, charts, etc. * I also have some experience as a graphic designer and I know my way around a color pallet, so you can be sure your spreadsheet will look good and match your company branding. * I also have extensive experience with libraries like pandas and openpyxl for spreadsheet manipulation during my time scraping data from the web. There is no challenge I can't tackle when it comes to organizing data. Before I begin, I would like to see a sample of the raw data you will be using for this sheet. I am willing to get started immediately. I can also scrape the data for you if needed. I am willing to start immediately. It's 11 am here so I have all day.
$60 USD in 2 days
5.0 (1 review)
0.3
0.3
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Cost Effective & Timely Delivery I am expert who knows the value of time, very hard working and always delivers the work on time. My Motive is to make my employer happy without adding additional charges. If you are looking for any kind of work, I am the Right person for you. available 24-7. a trusted Freelancer. Rest be assured, your work will be delivered well in advance with seamless communication & timely response until project is completed. I will provide you world class Data Entry services and Data Analysis Honest and hard work, good communication and can provides good services. My goal is to transit my enthusiasm, creativity and experience into a position, where I continue to provide the strategic and tactical leadership critical to retaining valued customers of an organization. I am certain that my presence in your team will prove to be beneficial to your organization. As such, I would welcome an opportunity to speak with you to evaluate your needs and share my ideas.
$150 USD in 3 days
0.0 (0 reviews)
0.0
0.0
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I am well versed with excel and would meet your requirement criteria. Thats a small description of my work.
$55 USD in 2 days
0.0 (0 reviews)
0.0
0.0
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Expert in Excell. Wanna longer biz relation
$144 USD in 2 days
0.0 (0 reviews)
0.0
0.0
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I am expert in Excel and word, and can complete the job by 3days. Relevant Skills and Experience I am expert in word and Excel. Can work 8-10 hrs/ day
$155 USD in 3 days
0.0 (0 reviews)
0.0
0.0
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Dear Sir, From project description it is clear that you are looking for a complete excel dashboard. I am an engineer working with dashboard data since last 10 years. I am sure you will love to have such interactive dashboard. Please share source of data (SAP, ORACLE, ACCESS, customized software, manual data) to understand data cleaning requirement. Cleaner data less will be time required to complete project. Regards, -Gopal Chaudhari
$124 USD in 5 days
0.0 (0 reviews)
0.0
0.0
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I have created many excel dashboard reports (technical) with their graphical representations for an oil & gas company.
$133 USD in 3 days
0.0 (0 reviews)
0.0
0.0

About the client

Flag of UNITED STATES
Arlington, United States
5.0
1
Member since Sep 18, 2018

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