Customer Management excel spreadsheet with form and reports
$30-250 USD
Pagado a la entrega
Customer Management excel spreadsheet with form and reports by category:
1st sheet is a form
Capture New Customer Details and also review existing customer with a click
Fields:
example see below and atachment
Name (textbox)
Address (textbox)
Phone Number (textbox)
Email (textbox)
How did you hear about us (textbox)
Unit Size : drop down list - entered on another page (page 6)
Location - (textbox)
Date - Date Picker
Tick Box - invoice or quote
Date to follow up - calendar date picker
Customer Search Box
by name or invoice number
__________________________
Sheet 2 is customer list
tick box next to customer name
field (Paid or unpaid)
if paid - then enter date of payment
if paid then enter date of occupation
if quote then option to convert quote to invoice
option - customer is not taking unit (tickbox) - if ticked then -> enter Reason - keep customer in database but remove from outstanding quotes and invoices list
Sheet 3 display outstanding quotes and invoices list with dates and customer names and
quote or invoice number
Sheet 4 - follow up Calendar
Add Customers in their follow up date on calendar
Sheet 5 - Reports page -
total outstanding invoices and quotes list -
areas by popularity
unit sizes by popularity
graphs to show a selected months amount of bookings and area
Nº del proyecto: #1359964
Sobre el proyecto
20 freelancers están ofertando un promedio de $91 por este trabajo
I am very good at Excel..I can arrange the data exactly as sample excel given..Please check pm for details...Thanks
Hello. We are very familiar with Excel VBA projects, and have much experience in this field. Please check your PMB for examples.
Hi, I recently did a project like this. I am attaching my recent work. Please check PM for attachment. Thanks, Naveen
Hello, Excel VBA developer here with nearly 4 years experience developing Excel based solutions. I am interested in your project and have done similar work in the past. "vb" "vba" "Excel" Let me know please if Más
We will finish this work with in mentioned time with in given budget with high quality of work..you will definately feel that our quality of work is worthful with our price for sure Thanks, Aruna Mobile: +91 88860 Más
I am a CPA and good with excel. I can help you turn your data into meaningful information for your decision making. Please let me know if you are interested and we can discuss further. Thanks.
I have read and understand the sample sheet.I have sound knowledge and experience in excel And ready to work
usually to work with excel, wanna try it and i'll give my best, so give me a chance and i won't make you dissapointed. thanks before
Dear Sir' I read your project and I perfectly understood what to do. And I will do it perfectly because I am Excels Expert. Thanks Jahidul Hoque
