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Design a business intelligence tool from Excel and/or Sage

$30-250 USD

完了済み
投稿日: 11年近く前

$30-250 USD

完了時にお支払い
We use Sage Line 50 as our operating system and from this we export an Excel spreadsheet which gives us a detailed breakdown of every sale that we make (see attached example A). Our objective is to transpose this information into a series of graphs or charts to make it significantly more meaningful and useful. We require the facility to be able to (at any time) view the following information which needs to be sortable by a range of different filters i.e; alphanumeric, sales value, profit value, number of orders, GP%, etc...: So we need a tool we can attached to/paste into or use with excel data or draw direct from Sage, it will need to include the following items: 1. A bar graph showing client size and distinguishing client category (by colour) into platinum, gold, silver and bronze groups. Group criteria needs to be adjustable by us. Results need to be shown in 3D format (see attached example B) to show annual results. 2. A pie chart showing size of client categories. 3. A bar graph showing product sales and profit, distinguishing product category (by colour) into platinum, gold, silver and bronze groups. Group criteria needs to be adjustable by us. Results need to be shown in 3D format (see attached example B) to show annual results. We need to be able to produce this graph using a variety of criteria i.e. showing results using the entire product list, individual product categories or individual products. 4. A bar graph for each customer showing product sales and profit history for every product. Results need to be shown in 3D format (see attached example B) to show annual results. 5. Line graphs showing client performance in relation to targets as a whole, by client category and by individual client. We need to be able to produce these graphs using a variety of criteria i.e. showing results using the entire product list, individual product categories or individual products. 6. Line graphs showing product performance in relation to targets as a whole, by product category and by individual product. We need to be able to produce these graphs using a variety of criteria i.e. showing results using the entire client list, individual client categories or individual clients. 7. A line graph showing total monthly accumulated client orders, sales value, profit value and margin for past 3 years up to present month. We need to be able to produce this graph using a variety of criteria i.e. showing results using the entire client list, individual client categories or individual clients. 8. A line graph showing total monthly accumulated product orders, sales value, profit value and margin for past 3 years up to present month. We need to be able to produce this graph using a variety of criteria i.e. showing results using the entire product list, individual product categories or individual products. 9. All of the above to translate to an easily readable and printable format/layout The successful bidder will: 1. Confirm they understand what is needed and provide screenshots or some example of previous work of this kind. 2. They must also agree to sign a non-disclosure agreement ( we will supply). 3. Suggested first milestone is one of the graphs detailed, (maybe 1/3 of the value) Balance on completion of all graphs. 4. Please ask any relevant questions!
プロジェクト ID: 4458493

プロジェクトについて

6個の提案
リモートプロジェクト
アクティブ 11年前

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Hello, as a management accountant with several years of experience in Business Intelligence and Data Analysis I´m the perfect fit for your project. In order to show you that I know what I´m talking about, I sent you a screenshot in which I quickly generated some example graphs based on your own data in a PM. The graphs are fully dynamic, as they can be filtered using the slicer buttons visible in the screenshot. No VBA necessary here! However, this only works this way in Excel 2010, for older versions it needs to be implemented slightly differently. Please let me know if you´re interested in working with me. (I just finished 2 Projects on Freelancer, so in about 2 days I should have feedback and reputation) Kind Regards. Nico Vondegracht
$330 USD 10日以内
4.9 (4 レビュー)
3.5
3.5
この仕事に6人のフリーランサーが、平均$254 USDで入札しています
ユーザーアバター
Hello, Ready to serve. Thanks
$412 USD 14日以内
5.0 (126 レビュー)
7.0
7.0
ユーザーアバター
VBA developer (with a heavy Insto trading and finance background with major banks and fund managers). I build professional solutions. Period. My pedigree in your PM. SteveP.
$309 USD 3日以内
5.0 (2 レビュー)
4.5
4.5
ユーザーアバター
consider it done.!!! check pm.
$185 USD 7日以内
5.0 (5 レビュー)
2.9
2.9
ユーザーアバター
Hi Stuart02: I am an expert at Excel and will be happy to do this project for you. It should not take more than a few days to complete. I have over 10 years of experience in Financial Analysis and project optimization. I have worked for Sprint and Bank of America at their Financial Planning & Analysis departments supporting the overall evaluation and implementation of Projects using Financial models I created in Excel. I am an Engineer, CFA and MBA. Thanks for your consideration.
$143 USD 5日以内
5.0 (1 レビュー)
1.1
1.1

クライアントについて

UNITED KINGDOMのフラグ
SHEPSHED, United Kingdom
4.8
1
お支払い方法確認済み
メンバー登録日:4月 24, 2013

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