Google Spreadsheet for KPI Managers + Penalties
Goal
Automated Google Spreadsheet for evaluating sales managers' KPIs. Main KPIs (60 points) are calculated automatically from other sheets. Operational KPIs (40 points) are entered manually based on comments. Additionally, penalties are accounted for.
Structure
1. Sheet “Data” (input)
Data pulled from order/CRM sheets:
Number of orders
Sales amount
Average check
Conversion rate
2. Sheet “KPI”
Automatic score calculation based on a scale
Operational KPIs entered manually from comments/observations
3. Sheet “Penalties”
| Date | Manager | Reason | Comment | Score/Amount | Deducted? (yes/no) |
4. Sheet “Dashboard”
Charts: total score, conversion rate, sales volume, average check
Filters by month and manager
🛠 Functions
IMPORTRANGE,QUERY,VLOOKUPfor data retrievalDropdown lists for ratings
Automatic score calculation
Ready for scaling
Client's review of cooperation with Dmytro Nikitchuk
Google Spreadsheet for KPI Managers + PenaltiesAll right) We will work more
Freelancer's review of cooperation with Nazar Puh
Google Spreadsheet for KPI Managers + PenaltiesThe client provided a clear technical assignment with requirements. Was constantly in touch and responded promptly to questions. I recommend the client for collaboration
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154 Good day. Certified specialist in Excel and Google Sheets. I will quickly complete your task
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982 30 0 Good afternoon. I have extensive work experience. I will create an automated report for KPI calculation in Google Sheets for you. The task is clear, I can complete the assignment.
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202 Hello! 👋
Ready to create a smart Google Spreadsheet for you that automatically calculates KPIs (60 points from formulas), provides space for manual ratings (40 points from comments), and won't forget about penalties 😅
🔧 Automation through formulas, colors, convenience, transparency — everything will be included!
I can also add a dashboard or a form for collecting ratings.
Everything will be beautiful, clear, and will work like a Swiss watch ⏱️
Write to me — we will agree!
… Best regards,
Artem Belash
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45 Good day, I am interested in your project, ready to help. I have extensive experience with Google Docs.
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1026 15 0 Good afternoon.
Ready to implement. We can discuss in more detail in private messages.
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154 16 0 Hello!
I am interested in your project and ready to complete it. I can start working on it right now. Waiting for your feedback.
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853 48 0 Hello!
I am interested in your project and ready to complete it.
I have been working with Google Sheets for over 5 years and have extensive experience in:
• developing custom solutions,
• creating templates,
• automating processes,
• integrating with third-party services,
… • developing complex formulas and scripts (Google Apps Script).
I am ready to discuss the details and find the best solution for your task. Let's communicate :)
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