Table of financial indicators
A table needs to be created for the main financial indicators for monthly / weekly reporting
in our business, there are several directions and services
Emergency plumbing and heating service
Installations of plumbing and heating - larger projects
Emergency service for cooling, air conditioning, ventilation systems
Installations - Air conditioning, ventilation, cooling
For emergency services, we use the CRM Altegio and keep track of orders there
Installations are entered manually into the existing table
For each direction, there are expenses and income
Expenses include both variable and fixed
Among the fixed:
Salaries
Operator
Assistant
Installers
IT manager
Variable expenses:
Materials
Tools
Google advertising
Facebook advertising
etc.
We want to separate the entry of expenses and income
Income emergency service - assistant
Expenses emergency service - assistant
Income installation - only managers
Expenses installation - assistant
To understand how much is spent on each direction
how much each direction brings
Turnover for each direction
Margin
Display graphs on a separate page
Make everything as simple, clear, and automated as possible.
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4 days227 USD
259 4 days227 USDHello! I am ready to take on the implementation of this project. I will develop a convenient and clear table for financial reporting, taking into account all directions, income, expenses, margins, and charts. I consider the specifics of your business and the distribution of roles for data entry. I can create a template in Excel or Google Sheets — please let me know which format is preferable.
If you have any additional requests, I would be happy to discuss!
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1 day28 USD
920 10 0 1 day28 USDGood day! I am ready to help create an Excel spreadsheet, I will optimize it for you.
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30 days1133 USD
93 30 days1133 USDHello! In my opinion, keeping records in spreadsheets is impractical except in cases where there are not many entries. It would be more promising to build accounting on a CRM. If desired, we can discuss it.
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3 days113 USD
231 3 days113 USDI propose to develop a simple and effective financial accounting and analytics system for your company based on Google Sheets and/or Excel. This system will work in addition to Altegio and will help:
Divide data entry among employees and provide them with convenient access.
Automatically calculate margins, turnover, and profitability for each direction.
Visualize data: charts, comparisons, reports by periods and directions.
I hope for mutual cooperation.
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5 days227 USD
512 4 0 5 days227 USDGood afternoon, Roman
I have carefully reviewed your technical assignment. I am ready to develop a convenient and interactive dashboard for tracking the key financial indicators of your business.
I have solved similar tasks many times. I can demonstrate my own templates for such a task or develop a completely unique template.
I will also provide a clear and structured instruction for the developed dashboard.
In general, I have 8 years of successful experience in the field of financial accounting optimization and over 60 satisfied companies in 30+ niches across 7 countries 🔥
Therefore, I would be happy to share my experience, not only in terms of developing a tool for tracking finances but also directly - how to analyze such reports, how to effectively identify "bottlenecks" where you are not receiving resources or are losing them.
You also mentioned that you use a CRM - from my experience, 90% of companies do not utilize the full potential of CRM or do not manage it correctly, and as a result, do not receive the expected profit. Therefore, if you are interested, I can additionally provide you with an algorithm for assessing the effectiveness of your CRM, as well as other elements of the sales system (sales scripts, motivation system, adaptation programs, etc.)
…
Please write to me in private messages - we will finalize the technical assignment, discuss deadlines, and the cost of work.
I am waiting for your message to discuss the details.
I am confident in a mutually beneficial cooperation,
Anton
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6 days136 USD
30 6 days136 USDI propose to do everything in Power BI. As informative as possible for users.
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1 day136 USD
4461 102 0 1 day136 USDGood day. I will be happy to help. I will complete everything quickly and efficiently!
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3 days113 USD
637 17 1 3 days113 USDGood day! Open to collaboration. I have experience in setting up financial accounting in companies from scratch. I automate accounting and set up dashboards.
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7 days57 USD
687 8 0 7 days57 USDI can engage in calculations,
I can use Mathcad or Borland Delphi,
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