Optimization of tables in Google Sheets
Currently, there are 5 tables in which I maintain the main reporting (reconciliations with manufacturers, marketing expenses, leads (quantity, sources)
The key task is to adjust what exists and create a summary table with all these indicators, so that when you enter data in one table, all this information is reflected in the summary.
Freelancer's review of cooperation with Maxim Zuy
Optimization of tables in Google SheetsIt is pleasant to work with a client who understands the value of quality communication. The tasks were formulated clearly and understandably from the very beginning, which significantly simplified the work process. Feedback was constructive, essentially without unnecessary emotions. He responded promptly to clarifying questions, which allowed us to move forward without delays. Payment was received on time and without unnecessary reminders. It is such clients that make freelancing enjoyable. I recommend collaborating!
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I can take this task for 12,000 UAH, the estimate is 4 working days after access to the tables. This includes careful analysis of 5 tables, adjusting formulas and structure, a proper pivot table for manufacturers, marketing expenses, and leads, plus checking that the reporting does not break from new rows.
Look, there’s a nuance here... if part of the data is currently entered manually in different places, I wouldn’t just merge the sheets, but would create a unified input logic and a separate pivot for management review. This reduces manual errors and makes it easier to scale when the metrics increase =)
> Are all 5 tables in one account and will it be possible to provide access for viewing and editing?
> Should the pivot show only totals or are filters needed by period, manufacturer, and lead source?
Examples of similar work by Ingello:
> https://business.ingello.com/platforma - similar in that disparate processes were consolidated into one management system
… > https://business.ingello.com/forma-bpm - close in terms of process logic, reports, and control metrics
> https://systems-fl.ingello.com/ua - briefly about our approach to system development and automation
Access is needed to copies or working tables, preferably with a brief explanation of what is entered manually and what should be calculated automatically. From the first review, it will become clear whether just formulas and a pivot are sufficient or if it’s better to add a small script for stability.
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I will consolidate your 5 tables (reconciliations, marketing, leads) into a single automated summary table based on SUMIFS, QUERY, and FILTER formulas for instant display of business metrics in real time.
All 5 tables are currently on different tabs of one file, or are they separate files in Google Drive, and which column is common for merging the data — date or manufacturer/source name?
The budget, exact timelines, and stack for long-term collaboration are ready to be discussed in detail with you in personal correspondence.
Similar completed project: Доплата по проекту Google ads
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Good day. I am interested in your project. I have experience working with Google Sheets and maintaining reports. Please write to me in private for details.
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432 1 0 Hello! I will help you with optimizing your Google Sheets and consolidating data into one structure.
Could you send me an example so I can look at the current logic and suggest a solution?
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650 2 0 Good day! 👋
Google Sheets with an automatic pivot table is our topic. We will connect all 5 sheets, set up formulas so that the pivot updates automatically when data is entered.
Ready to work, we will discuss the details in private 🤝
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957 19 0 Good day! I create accounting systems from scratch, automate reporting, and optimize existing spreadsheets. I work with PnL, CashFlow, expense control, and planning.
I will review and enhance your spreadsheets using automation, as well as create pivot tables and reports that will automatically update when new data is entered.
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1312 37 0 Good day. I have experience in creating Google Sheets and writing Google Apps Script. Let's discuss the details.
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2578 57 1 1 I work as a financial analyst in a large international company. I have extensive experience with spreadsheets.
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4461 102 0 Good day. I will be happy to help. I will complete everything quickly and efficiently!
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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 significant 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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669 8 0 Good evening. I am interested in your project. I have experience in creating pivot tables. I will execute it with maximum attention to all details. Write to me - we will discuss everything.
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388 2 0 Hello! I have thoroughly reviewed your task. The project is completely clear, and I am happy to help you implement it.
I have relevant experience in similar tasks: recently, I worked with an international company, for which I built a full-fledged mini-CRM from scratch based on Google Sheets. Therefore, there will definitely be no issues with merging data from different sheets, setting up connections, and automating processes.
Moreover, with the help of Google Apps Script, we will be able not only to consolidate the data but also to create a convenient automated dashboard. It will automatically pull all the necessary information and visually display key metrics in real-time.
I look forward to collaborating.
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300 2 0 Hello, Maksym!
The task is completely clear. I am ready to combine your 5 tables into a single automated summary report.
1 Audit: I will bring the current tables to a unified structure and correct errors.
2 Automation: I will link all files through dynamic formulas (QUERY, ARRAYFORMULA). Everything you enter in the primary tables will be instantly reflected in the final one.
3 Summary report: I will create a convenient management dashboard with filters (by manufacturer, period, expenses, and leads).
4 Protection: I will set up drop-down lists for manual input to prevent human error from breaking the formulas.
Cost: 4,000 UAH.
Deadline: 2-3 days after access is provided.
Message me privately, I am ready to look at the files and start working.
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871 10 0 Hello. I can help you with this task effectively. In my work, I use table automation, formulas, data linking between sheets, and the creation of a convenient accounting and analytics system. Tools I use: Google Sheets, Google Apps Script, Excel.
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1594 41 0 1 Good day.
I can optimize your Google Sheets, structure reporting, and create a pivot table with automatic pulling of all indicators in one place.
In my work, I use table automation, formulas, data linking between tabs, and build a convenient accounting and analytics system. Tools: Google Sheets, Google Apps Script, Excel.
⚡ Examples of similar work in private messages.
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482 1 0 Good day!
I take this on — it’s my job.
What I will do:
✅ I will review and adjust all 5 tables
✅ I will create a pivot table — you enter data in one place, everything is automatically displayed in the pivot
✅ Reconciliations with manufacturers, marketing expenses, leads — all in one dashboard
✅ It will work automatically — without manual transfer
…
The exact amount will be provided after reviewing the tables.
Please share which program you are using (Excel or Google Sheets) — write in the chat 🐾
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415 1 0 Here is an example of my work with Google Sheets, I can complete your task. I have experience working with spreadsheets.
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961 11 0 I can optimize your Google Sheets and consolidate 5 existing tables into a single system with a summary dashboard. I will ensure that data is entered into the current tables, while all key metrics (reconciliations with manufacturers, marketing expenses, leads, sources, etc.) are automatically pulled into a separate summary table. I will also review the structure of the tables and standardize them to avoid duplications and errors in the summary. Before starting, please message me privately so we can clarify the details and agree on the logic of the tables.
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3621 113 7 1 Hello.
I have extensive experience working with Google Sheets and Excel.
I also create scripts for the aforementioned programs.
Check out my portfolio and reviews.
Freelancehunt
I have reviewed the project. I am ready to assist with the implementation.
Feel free to write - we can discuss the details.
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4233 40 0 Good day.
I can help with refining tables and building a pivot table for the automatic display of all key indicators in one place.
Depending on the structure, the following can be used:
* Google Sheets formulas
* QUERY / FILTER / ARRAYFORMULA
* pivot tables
… * or Google Apps Script, if additional automation is needed.
I will be able to provide more details on the scope of work and deadlines after reviewing the current tables and the logic that is already in use.
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196 There is already a practically ready similar solution for management reporting in Google Sheets, which can be quickly adapted to your 5 tables and put into operation. ))
In terms of timing, I would estimate the first working version at 3-5 days, budget - starting from 12,000 UAH, I will provide a more accurate figure after reviewing the structure of the tables.
I can adjust the current tables, align the indicators to a unified logic, and compile a summary table on manufacturers, marketing expenses, leads, sources, and key summaries.
Separately, I would add simple automation - so that data is pulled without manual copying, and errors in formulas and source names do not break the report.
> Question 1 - Do all 5 tables currently have the same structure, or is each table made differently?
… > Question 2 - Should the summary table just be a report, or do you need filters by period, manufacturer, lead source, and expenses?
Similar cases ingello
> https://business.ingello.com/forma-crm - corporate system with accounting, roles, and reporting, close in logic to management data
> https://business.ingello.com/platforma - platform with analytics and internal processes, similar idea of centralizing indicators
Main landing page for the exchange - https://systems-fl.ingello.com/ua
In touch, we can keep it simple - first, we create a stable summary table, then we will see if it is worth upgrading this to a full-fledged CRM or cabinet (:
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