Sales Booking Monitoring Template (Excel for Monthly and Yearly)

Location

Completion Date

Sat, 07 Nov 2026 - Sun, 08 Nov 2026 (Anytime)

Duration

5 hours

Description

I am looking for a Sales Booking Monitoring Template (Excel for Monthly and Yearly) to track individual sales bookings and convert them into monthly sales for each account. Task Description: - Create two distinct Excel files: one for monthly sales tracking and another for yearly sales consolidation. - Design a raw data sheet for manual input of daily sales bookings, which will then automatically populate summary views. - Focus on visualizing daily sales converted to monthly sales, with an example template provided for reference. - Ensure the template is user-friendly for a single individual without the need for sharing features. Skills and Experience Required: - Advanced Excel proficiency for data manipulation, formula creation, and dashboard design. - Experience in creating interconnected Excel workbooks for data consolidation. - Strong understanding of sales KPIs, specifically daily and monthly sales bookings per account. - Ability to design clear and effective visual presentations of sales data within Excel.

Requirements

Proficient in Microsoft Excel especially on making templates with Formulas

Heroes Required

1