Create Excel Client Management and Reporting document

Top 1% in Freelancer.com Hi, Greetings! ✅checked your project details: ✅Completed Time: In project deadline We have worked on 900 + Projects. I have 6 + years of the experience in same kind of projects. If you are looking for a true Freelancer, I am the Right person for you. I am available almost 24-7 and am very responsive. I feel proud that I am a trusted Freelancer who pleases almost every single client. You can rest assure, your work will be delivered well in advance of others, with passion and accuracy. I guarantee you instant communication & responses when you need me. Why choose me? I think every client is the reason for my success. I only take projects which I am sure I can do quickly. My Portfolio Items: https://www.freelancer.com/u/schoudhary1553 I would really like to work with you on this project. If interested, Kindly contact me via chat for further details and discussion. Thank you Sandeep

"""""""""""""""""""""""""""ADVANCE EXCEL EXPERT/EXCEL CLIENT MANAGEMENT REPORTING""""""""""""""""""""""""""" ""Sir, EXCEL is my specialty and I can perform any complex task in EXCEL. I am an EXCEL VBA and CODING, AUTOMATION, TEMPLATE, REPORTS, FORMULA'S, DASHBOARD in EXCEL Advanced Level Expert. This is my field and I can complete this project with added quality. About me I am a Chartered Accountant with more than 7 years of experience including 4 years from the worlds leading Accountancy and auditing firm ""PWC"" and 1 year working at managerial level in Multination company and 2 years as freelancer. I can handle this task very efficiently and you can expect 100% accuracy from me. I am Microsoft Excel, accounting, auditing, financial statements, Form Creation in Excel through VBA and in Google Sheet, QuickBooks, and Sage expert. I have been working as a freelancer from the last 2 years and I have 300+ 5 stars reviews here. I am not new to work. I know how to meet strict deadlines without compromising the quality of the work. I will also be available for any query after the job is done as I am building my clients. please be my client and get any type of accountancy, Excel, QuickBooks, and auditing-related work with quality, efficiency, and at reduced rates. Note. The price is negotiable. I will be available for any query round the clock even if the project is completed. Regards Arman Kakar "

Hello, Excel expert here. I can perfectly assist you with this and can start on an immediate basis. I am an experienced Excel professional with years of experience in all the tools of Excel including Visual Basic, Automation, Data Analysis, Complex Formulas, Calculations, Analysis, Financial Modeling etc. To make your hiring decision easier, I can share the limited version quickly before you hire and then you can decide if this fulfills your needs or not. Lets discuss more in detail about my previous similar experience and how I am highly suitable for this project.

Hi there! As I have read, I see you need help building your client registry in Excel spreadsheets to document the management of your clients and make graphs and diagrams with the results and I could help you! I'm a professional Database Administrator and Analytics Engineer with more than 10 years of experience and more than 300 projects done here on this platform. I offer unlimited revisions and I don't require any payment in front. I always meet delivery deadlines working until I get the desired results. I know all the most used softwares to do this project specifically, I could even give you some other options in case you think is better to use other tools. Send me a message so I can show you my previous work and we can discuss more. Best regards, Giovanni.

Hi, I'm excited about the opportunity to enhance your Client Register and reporting document. With expertise in Microsoft Office 365, I will not only translate your data into insightful graphs and charts but also streamline capturing new clients for a comprehensive overview. My approach includes visualizing key metrics like total sales, premiums, and commissions, ensuring clarity in data presentation. I am prepared to provide a detailed plan and can start immediately. Let's collaborate to elevate your client management system.

Dear Client, I have sound knowledge of excel and analytics. Also, I previously carried out several projects in excel using pivot and macro. I ensure you will be happy after hiring me. Kindly contact me. Check my portfolio, Main Profile - https://www.freelancer.com/u/mhgroup21 Excel Works - https://www.freelancer.com/u/mhgroup21/portfolio/Excel-Charts--Tables-9025020?w=f&ngsw-bypass= Thank you

Hi there! I can really do this, I'm an experienced Freelancer specializing in Excel and VBA Macro. I understand that you're looking for someone to use your existing Client Register, an Excel spreadsheet for a client management and reporting document. I can show you some of my work just to prove that I can do this. With my strong knowledge of Excel, I'm confident that I can translate your data into various graphs and pie charts that will deliver a total sales overview of your clients per insurance company, total premiums per insurer, total commission and fees per category of insurance, total commission and fee income of the business. Additionally, I can provide annual policy renewal reminders and birthday reminders so you don't have to worry about missing any important events. I also have experience systemizing request sites using Sharepoint Server which is a big accomplishment for me right now. All in all; I'm the perfect person for this job because I have the skills necessary to create an accurate document that meets your needs as well as communicate effectively with you throughout the project's process. Please let me know if you'd like to discuss further or need any additional information!

Hello, I can help you create a report in Excel according to your requirements. I am an Excel Expert, and I can quickly and easily deliver the results you need. Please feel free to contact me to discuss your project in more detail. Thanks a lot. Best regards, Emilia

Hello, I have more than 14 years of experience in reporting and data analysis. I have designed multiple dashboards and VBA automation to reduce human intervention to enhance data accuracy. These dashboards and reports have dynamic views and functionality to present the data Like: checkboxes, radio buttons, drop-down lists and graphical data representations (Bar charts, pie charts, heat maps, Gantt chat, etc.). Successfully delivered Dashboard, Scorecard, Heatmap & Ad-hoc requests to my clients. I can help you here; I went through the mentioned details and found that I can give you support to complete your task. Please check my portfolio once for more information. Further, we will discuss this on chat. Thanks in advance for your valuable time. Thanks, Jitender Kumar Reporting & Data Analytics EXCEL | VBA | POWER BI | SQL | OCR |

Hello! I've carefully checked your requirements and really interested in this project Create Excel Client Management and Reporting document. I'm a full-time data and statistical analyst. I have worked with many clients across the world. I have rich experience in Excel and Creative Design. For more information about me, please refer to my portfolios on https://www.freelancer.com/hireme/monicawriter99. I'm ready to discuss your project and start immediately. Thank you. Monicah Writer.

Hello, my name is Adnan Gohar and I am an experienced, results-driven professional with a diverse skill set that includes project management, strategic planning, marketing, and data analysis. I have experience in translating data from an Excel spreadsheet into various graphs and pie charts that will deliver a total sales overview. I understand that you are looking for someone to use your existing Client Register and create an Excel document for a client management and reporting document compatible with Microsoft Office 365. My expertise in project management has allowed me to successfully lead teams across complex projects and deliver on time and within budget. My strong organizational skills attention to detail enables me to navigate complex projects and ensure successful outcomes. I am confident that my skillset makes me the perfect fit for this project. If you would like to discuss further please feel free to reach out to me directly. Thank you for your consideration!

Greetings , I am IT Business analyst with business intelligence (BI) background, for over than 7 years of experience specially using power BI platform. Indeed I can approach your project in the steps below, mainly: - Definition of the subjects to be analyzed and the objectives to be achieved and extract best insights from your data. - Definition of KPI and measures; - Modeling and unifying your data source; - Loading data in the power BI environment; - Make a strategy of updating the data; - Design of visuals.... - Publication of reports on power bi services or other.. Kindly contact to be able to send you samples and then we can discuss more details about your requirements. I will be glad to collaborate with you. This is my last project done with power BI: https://www.freelancer.com/projects/data-entry/Recherche-expert-pour-projet-rapport/reviews Regards !

Hi sir, I have a lot experience I can be the best for your project. My typing speed 60+ WPM with 100% accuracy. I have a experience of more than 06+ years of Data Entry in Government Departments. I will do this project without any mistake. You can trust me. Please give me a chance so that I can show you my skill and tell you about my hard work.

I am excited to introduce you to Waneeza, an Excel and Web Developer with a knack for turning data into actionable insights and stunning web experiences. I have 3 years of experience delivering data-driven solutions and web development projects, along with a strong commitment to quality, accuracy, and meeting deadlines. I understand your need for an experienced Freelancer to use our existing Client Register and create an Excel document for client management and reporting purposes. Our existing Client Register is basic with all required information already captured, but we would like to be able to continue capturing new clients and see an overview. We require someone who can translate our data into various graphs and pie charts that will deliver a total sales overview. My skillset includes excel expertise such as developing advanced Excel spreadsheets and templates to automate tasks, streamline data management, and enhance productivity as well as web development that includes data integration techniques such as database design, website design optimization and user authentication systems.

Regarding your project, we would like to grab this opportunity and will work till you get 100% satisfied with my work. I have also a very strong grip over MS Excel (MACRO, VLOOKUP, INDEX-MATCH, and ARRAY FORMULA), and different accounting software’s like Oracle, Fox Pro, ERP, QuickBooks etc. If you like my proposal lets connect in chat so that we discuss further.

Hi there, I understand you're seeking an experienced freelancer to enhance your client management and reporting system using the existing Excel spreadsheet. I am excited about the opportunity to bring my expertise to streamline your processes and provide insightful data visualization. With a proven track record in transforming basic spreadsheets into dynamic tools for business insights, I am confident in my ability to meet your requirements. My experience extends to creating graphs and pie charts that will offer a comprehensive sales overview, breaking down data such as clients per insurance company, total premiums per insurer, and commission and fees per category of insurance. I am committed to ensuring the document remains user-friendly, allowing for seamless data entry for new clients while maintaining a clear overview of your business. The system will not only assist in managing current clients but will also provide valuable reminders, such as annual policy renewals and birthday notifications. To further discuss how I can tailor this solution to your specific needs, please feel free to send me a message. Let's collaborate to elevate your client management system and empower your business with actionable insights. Looking forward to the opportunity. Best regards, Faisal

Hi, I am and Engineer that have experience with Excel and VBA. Just reading your preliminary requirement I think I can help you with graphical details. I look further to discuss with you in order to understand better your needs and to make a better bid estimation. Best regards, Aurelian Ciobanu

Dears, I have trained in Power BI, so I can start with this project and data filters and make a dash board

Hello, I've done several project which involved creating interactive dashboards in Excel of which I can send you an example of. Additionaly, I can create you a power point presentation which would include dashobards. I can start working on this immediately. Thank you in advance

I can do the Project Details job ASAP. I have a lot of experience with this job. I hope get this job. I look forward for the opportunity. Thank You. Best Regard, Radmil.P