Create a financial table in Google Sheets / Excel for an advertising agency
We keep track of completed services in ClickUp. From there, it is possible to import into Excel or csv. Based on data about how many videos we have edited, how many scripts we have written, which employee, what payment they receive for it, and so on. We need to consolidate the data.
For example:
- Calculate each person's salary for the period from the 1st to the 15th and from the 16th to the 31st for specific tasks and for which project.
- See how many videos are paid for (based on our data, which is updated), how many are completed for each project, and how many are still remaining.
- View the salary fund, how much money should be frozen from all incoming payments.
- Determine the company's profit.
- Create a general Dashboard with company metrics.
*It seems important to me to have skills in working with dates (they will be provided from our side based on the database, but on their basis, it should be properly consolidated weekly, monthly, etc., so that different periods can be selected for analysis).
How can I send this to you personally so as not to share data with everyone?
It would be more convenient for me to explain what is needed in a short call or via voice messages in Telegram as an option. Is there a way to switch to that?
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613 7 1 Hello, I propose collaboration. I provide consulting services (advice, implementation of management accounting "from scratch", development of various financial models based on Excel/Google Sheets, setup of accounting programs for management accounting, training, etc.).
Many completed projects, over 20 years of practical experience in finance for business.
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920 10 0 Good day!
A very interesting and structured request — I have experience in analytics using Excel and Google Sheets, including importing data from ClickUp/CRM, building reports, calculating salaries for periods, budget planning, and creating dashboards.
I am confident working with dates, pivot tables, formulas, conditional logic, automatic calculations (for example, salary per employee based on the number of completed tasks).
I can set up:
Salary calculations by dates and projects
…
Tracking completed tasks by videos/scenarios
Dynamic report on remaining/paid tasks
Summary of the payroll fund and overall profitability
Visual dashboard with key metrics
If convenient — I am ready to review your template / example CSV file and develop the report structure after our first communication.
I work through Safe. I would be happy to become part of your analytics team.
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195 Roman, good afternoon!
Since 2007, I have been engaged in configuring and automating management accounting. There are ready-made solutions that can be easily adapted to your request.
Send a sample of outgoing data in a private message – I can show a solution before starting cooperation.
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543 2 0 Hello.
I am a Java developer.
I can offer to create a desktop program that will automatically do all this, without human errors, with an interface, dashboards, diagrams. Everything for you.
The program can run on any OS.
If you're interested - write privately, we will discuss in more detail.
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2937 73 4 2 Good day! I have extensive experience working with spreadsheets, including Google Sheets / Excel!!! Feel free to contact me, I will solve your problem as best and as quickly as possible!!!
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3668 107 0 Good day...
Can you create some imaginary data, and then build a financial table and dashboard on them...
Contact us!
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596 8 0 Good day, I am ready to discuss with you several options for solving your problem, including rates and deadlines, which we can also discuss individually based on the chosen scenario. We can also have a call on TG for a detailed discussion; first, send a message to me privately on the service.
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637 17 1 Good day! Open to collaboration. I have over 14 years of experience in setting up financial accounting from scratch in companies, including implementing projects for marketing agencies. I will set up financial reports and dashboards according to your technical specifications.
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3615 113 7 1 Hello.
I have extensive experience with Google Sheets, Excel, and Power BI.
I also create automation scripts for the aforementioned programs.
Check out the portfolio and reviews.
Freelancehunt
I have familiarized myself with the project. Ready to assist with implementation.
Write - we will discuss the details.
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