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Development of a Google Sheet with formulas for the sales department

Information Gathering — incorrectly specified categories?

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We are a language online school. We need tables for the sales department to track the performance of each manager and the overall effectiveness of the school.

1. Tables for managers

For each of the 5 managers (with the possibility of adding new ones in the future), a table is needed to track the following metrics:

✅How many applications the manager received.

✅How many communications were opened (the number of attempts to contact).

✅How many calls were successful or ended in a dialogue.

✅CR 2 (intensity): calculate the ratio of successful dialogues to the number of attempts.

✅How many trial lessons were scheduled.

✅CR 3 (application → trial appointment): calculate the percentage ratio of scheduled trials to the total number of applications.

✅Total payments for trial lessons.

✅CR 4 (reach to trials): the ratio of conducted trial lessons to scheduled ones.

✅How many trial lessons were conducted.

✅How many invoices were issued.

✅Total amount of issued invoices.

✅CR 5 (trial lesson → payment): the ratio of the number of payments to the number of conducted trial lessons.

✅Number of new payments.

✅Total income from new payments.

✅Average check for new clients (total income divided by the number of new payments).

✅Number of additional payments (repeat payments from current clients).

✅Total income from additional payments.

✅Average check for additional payments.

✅Total number of payments (new + additional).

The table should also have the ability to record:

The language chosen by the client.

The source of the application (where the client found out about us).

In addition, it is necessary to automatically calculate the salary of each manager using the formula:

Base rate depending on sales + % from sales (the formula will be provided separately).

Then we need the data from all the managers' tables (or sheets) to be integrated into a general dashboard where we can see all the information.

And there should be a separate table for building the monthly plan, which then goes to each manager and to the general one.

Here is an example of the tables we have; we would like something like this but with added formulas and more automation.

https://docs.google.com/spreadsheets/d/179TBDclsvHJs5uedsx_M3YxD3lMBVCC4N7feytMRKYc/edit?gid=589976758#gid=589976758

Proposals 8 Withdrawn 1 Discussions 1

Anton S.

3 0

Projects 3
Rating -
Rating 258

Budget: 2000 UAH Deadline: 3 days

Good night. I am interested in your project. I have experience working with Google Sheets. We can discuss the price and deadlines after clarifying the details. I would be happy to collaborate.

Petro Shpak

13 0

Projects 13
Rating -
Rating 419

Budget: 7000 UAH Deadline: 5 days

Hello!
I work with Excel and Google Sheets.
I am ready to help using formulas or macros (scripts).
Connection with Telegram bot and e-mail with Google Sheets.
I will be happy to collaborate.

Hello.
I work with Excel and Google Sheets.
I am ready to help using formulas or macros (scripts).
Connection with Telegram bot and e-mail with Google Sheets.
I will be happy to collaborate.

Nadiia G.

19 0

Budget: 3750 UAH Deadline: 14 days

Good day.
I have completed projects with related tables with access restrictions. In my portfolio, there are examples of dashboards created in Google Sheets. I will implement your project according to all your wishes. If you are interested, I will outline how I see the initial structure of the tables and what information is needed from you. During the work, we will implement all the functions that you intend to automate using Google Sheets.

Olena Dzheripa

0 0

Projects -
Rating -
Rating 243

Budget: 500 UAH Deadline: 1 day

Hello! I have experience working with spreadsheets, pivot tables, and dashboards. An example of my work is in the portfolio.

Vladislav S.

102 0

Budget: 500 UAH Deadline: 1 day

Good day. I will be happy to help. I will complete everything quickly and efficiently. I have the necessary experience.

Svitlana V.

75 0

Projects 76
Rating -
Rating 2 100

Budget: 500 UAH Deadline: 1 day

Valerii Li, hello! I am ready to start developing such a table, but please tell me, should the data be entered manually from the table or from the CRM system?

Valerii Li
Kherson, Ukraine

Projects 5
Rating 5.0
Rating 219

Development of a Google Sheet with formulas for the sales department

Anton S.

Petro Shpak

Nadiia G.

Olena Dzheripa

Vladislav S.

Svitlana V.

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