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Quarterly & Yearly Sales Analysis - Excel

$2000-6000 HKD

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已发布4 个月前

$2000-6000 HKD

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I am in need of someone experienced in financial data analysis, specifically sales analysis, to review and interpret an Excel file. The deadline is this sunday 21st january 2024. The ideal candidate for this project will have a strong background in financial analysis and will be comfortable using Excel for data interpretation and reporting. A knowledge of sales patterns, key contributing factors and an ability to identify trends is crucial. Also know how to put maps on dashboards and make it dynamic with filter selection. Info on the file. We have a set of data for one customer only. In yellow are variables that can be used to create filters/graphs - 56 unique vessel name with corresponding vessel # - 3 delivery region (asia, europe or america) - 29 countries within these 3 delivery regions - 6 product group - 19 product line - 1 line belong to 1 group only, 1 group can have multiple line. - 50 product description - 1 product desc belong to 1 line only, 1 line can have multiple product. In green there are 4 calculated values. - Quantity (column o) - Amount $ (column P) - Gross margin $ (column Q) - Gross margin % (column R) In Blue there are 3 time frames - Year - Month - Quarter Column A to T was in the original file, Column U to AB is added by me. Requirements: Over the past 3 years the profitability and income from this client has declined. Using the past 3 years sales history and the key contributing factors outlined below, develop the optimal pricing strategy for this client. (my interpretation: need to renew this client's yearly contract, determine the best prices for each product line the client uses and the best port to buy those products from) 1) Analyze the income/profits of each vessel and their corresponding products and see if the client could buy the same products from a different port nearby instead for cheaper unit price. 2) Check the margins on each product line for the past 3 years and see which ones can increase prices and maintain significant demand, and those product line with decreased demand/qty, check if can lower prices and maintain healthy gross margin %. 3) do some dynamic charts to show qty/revenue/gm/gm% increase or decrease quarter over quarter & year over year. 4) use a world map to show each vessel's country visited during a specific year/quarter/month when selected a vessel #. Also show which product line purchased, qty/revenue/gm% for each. 5) highlights key trends in the data set. 6) 3 powerpoint slides that link to the excel sheet to show key trends Factors to consider: -company hesitant to raise prices to boost profits. -Singapore is the company's lowest cost delivery location
项目 ID: 37663095

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57威客以平均价$3,573 HKD来参与此工作竞价
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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
$2,000 HKD 在7天之内
4.9 (538条评论)
8.4
8.4
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Hi. I have written many automation Excel projects. Ready to write your project. Will complete within 12 days
$2,000 HKD 在1天之内
4.9 (263条评论)
6.8
6.8
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Hello, Greetings of the day! I have a vast experience of working in Advanced Excel and I have completed many projects based on Advanced Excel. I have read your requirements and I can complete your project within time frame with proper and efficient work. I am a full time Freelancer and available to start your project immediately. I have an experience of below skills • Changing Raw Data into Presentable Data which can be easily under stood. • Use of Advanced Excel Formula • Data, Power Query, Tables & Formatting • Conditional Formatting • Advanced Charting • Pivot Tables & Pivot Reporting • VBA & Macros • Data Analysis • Anova analysis in Excel • Statistic & Modeling using Excel • Forecasting & Trend Analysis & many more …. I am ready to work on a Sample file also if required. Please initiate the chat so that we can discuss more about project and start the project. Thanks & Regards Sneh
$4,000 HKD 在3天之内
4.8 (62条评论)
5.9
5.9
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Hi! We are a professional business solutions firm having seven years long experience serving clients across the globe. We provide high-level Management Consulting, Business Management, Business Development, Business Analytics, Business Consulting, Business Strategy, Business Requirement Documentation, Business Writing, Financial Analysis, Financial Modelling, and Accounting services. We serve businesses with core competencies in these areas while focussing on the latest business trends. Let's discuss the scope of your project to Move Further. Regards McKenzie Business Solutions Lahore, Pakistan
$3,500 HKD 在7天之内
4.8 (20条评论)
5.4
5.4
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Hello, I am a seasoned financial data analyst with extensive experience in sales analysis, proficient in Excel, and equipped to meet your project requirements by the January 21st deadline. Leveraging my background in financial analysis, I will meticulously review and interpret the Excel file provided, focusing on key factors such as sales patterns, product lines, and delivery regions. Using dynamic charts, I will analyze income/profits for each vessel, identify optimal pricing strategies, and assess product line margins over the past three years. I will create insightful dashboards with world maps to visually represent vessel routes, product lines, and associated quantities, revenues, and gross margins. The analysis will address declining profitability, consider the client's reluctance to raise prices, and optimize pricing strategies for the client's yearly contract renewal. The deliverables will include dynamic charts illustrating quarter-over-quarter and year-over-year trends, as well as three PowerPoint slides linking to the Excel sheet, highlighting key trends in the dataset. I look forward to delivering a comprehensive analysis that addresses your specific requirements. Best regards, Zafar
$2,000 HKD 在7天之内
4.9 (73条评论)
5.2
5.2
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writing is my passion and I just read your posting. It sounds like you need an expert PowerPoint slides writer to complete your writing. I have a background in powerpoint presentation writing and have been doing this for 5 years, and can give you quality writing within timeframe. You can review one of similar projects in my portfolio here: https://www.freelancer.com/u/CRBW?w=f. I can write an original plagiarism. Kindly tell me more about your project of writing. Let me know if my profile looks interesting, I will be able to start your work instantly. Lets connect in chat so that We discuss further. Regards, Sehrish
$2,000 HKD 在1天之内
5.0 (30条评论)
4.9
4.9
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Hello, J L. I've some Ideas related to your business lets talk about that your business which is based on powerpoint graphics I am interested in making logo design I am experienced graphics designer with 7 years of experience in making Powerpoint, Microsoft Office, Microsoft PowerBI, Business Analysis and Excel I have done relevant work like these before as well. Please message me so we can discuss and proceed accordingly. You can see my work here: https://www.freelancer.com/u/navuabdul20 Thank you Naveen
$4,440 HKD 在3天之内
5.0 (12条评论)
4.9
4.9
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I hold a MBA in Finance and Operations. I run my own startup and have vast experience in sales and operations in multiple sectors. I do freelance only on key projects. I can perform a comprehensive business analysis on your client's data. To arrive at optimum pricing, we need to get an objective of maximizing gross margin with a combination of product group/line constraints. Besides getting dashboards for quarterly and yearly sales/ margin trends which can be filtered for product groups, I can also get a slide to match lat-long locations to the stats in a world map. Please ping me to discuss further and startoff.
$6,000 HKD 在3天之内
5.0 (10条评论)
4.6
4.6
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Hello J L., I went through your project description and it seems like I am a great fit for this job. I am an expert having many years of experience on Infographic and Powerpoint Slide Designing Hi there I am interested in your project of powerpoint presentations I am a university going student in business administration And creating PowerPoint slides , essay writing and creative writing is my daily task.. And i can create beautiful PowerPoint slides I will do whatever it takes to completely 100% deliver on this project and earn a 5-star rating from you as well Regards amar
$2,000 HKD 在1天之内
5.0 (3条评论)
3.2
3.2
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Yes! You are on Right Bid. I have Read All Project details and descriptions regarding Quarterly & Yearly Sales Analysis - Excel I will save your time by letting my work speak for you. If I am lucky enough to get your attention please feel free to reach me so we can spend 10-15 minutes and discuss everything ;) you can check my portfolio and reviews regarding your Project: https://www.freelancer.pk/u/moosadesai2030 Best regards! Moosa Desai
$4,440 HKD 在1天之内
4.8 (2条评论)
3.5
3.5
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Hello I can work on this financial analysis, ensuring top-notch quality and accuracy of the results. Since you have the dataset, it would be easier for me to get started right away. I promise perfect work in time. Regards, George.
$2,000 HKD 在2天之内
5.0 (5条评论)
3.0
3.0
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Affordable, Early Delivery. ★★★★★★★★★★★★★★I hold a Masters degree which gives me the requisite background to handle writing from various subjects. I am a highly committed person towards my work. You can rely on QualityXenter for quality and consistency in writing. We never violate copyright rules. I have vast amount of experience in this industry since I am working from 2009 as a professional writer. I provide many modifications till to get your satisfactions. I have access to enough journals to use in your research project. I always produce quality work at VERY LOW RATES so, don't worry if you have a low budget for your work, I will be very happy to make a new client like you. I am producing quality work for my clients including ARTICLE WRITING, REPORT WRITING, ESSAY WRITING, RESEARCH PAPERS, BUSINESS PLAN, TECHNICAL WRITING, MATLAB, THESIS, ACCOUNTING & FINANCE work ETC. Go through my profile link https://www.freelancer.com/u/qualityxenter
$2,000 HKD 在2天之内
5.0 (5条评论)
2.7
2.7
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Dear Client, I am an experienced financial analyst specializing in sales analysis, ready to meet your deadline of January 21st, 2024. Leveraging my background as a Part Qualified - Chartered Certified Accountant (ACCA) with over 3 years of expertise, I am well-equipped to interpret and analyze your Excel file effectively. My approach includes: Evaluating the profitability of each vessel and product, exploring the potential of purchasing similar products from different, cost-effective ports. Analyzing product line margins over the past 3 years, identifying opportunities for price adjustments to maintain demand and healthy gross margins. Creating dynamic charts to visually represent quarterly and yearly trends in quantity, revenue, gross margin, and gross margin percentage. Utilizing a world map to showcase each vessel's country visits, highlighting purchased product lines with relevant quantity, revenue, and gross margin percentages. Developing 3 PowerPoint slides linked to the Excel sheet, offering a concise overview of key trends and insights. Taking into account your company's reluctance to raise prices and the significance of Singapore as the lowest-cost delivery location, I am committed to formulating a pricing strategy that aligns with your objectives and optimizes profitability.
$3,000 HKD 在5天之内
4.9 (5条评论)
2.6
2.6
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In the name of Allah Ma Sha Allah you need quarterly & yearly sales analysis in the attached Excel file before 21st January 2024 Ma Sha Allah by putting maps on dashboards and making it dynamic with filter selection. Ma Sha Allah yes? All will be super easy by Allah, Allah will complete it before the deadline Ma Sha Allah Thanks to Allah for Allah
$2,000 HKD 在1天之内
4.9 (4条评论)
2.7
2.7
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Hello J L., I have 20+ years of experience in web & mobile application development. I have expertise with the skills you listed Excel, Powerpoint, Business Analysis, Microsoft Office, Microsoft PowerBI
$3,200 HKD 在10天之内
2.0 (1条评论)
5.2
5.2
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Hi J L., Good morning! I am skilled data scientist with skills including Business Analysis, Powerpoint, Excel, Microsoft PowerBI and Microsoft Office. I hold an masters degree in data analysis which provides me with the necessary background to handle your project. Having done similar projects, I can deliver quality and superior work at a price we are both comfortable with and within the agreed timeline. Meanwhile, I am currently reviewing your attachment. I will update you shortly in the inbox once you respond to my proposal. Please send a message to discuss more about this project. Looking forward to hearing from you soon, Lincoln
$4,440 HKD 在1天之内
5.0 (2条评论)
1.9
1.9
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Hello. I am an Advanced Level Excel Formula, VBA & Macros expert and an Accountant. I am very confident to start your project and complete it with all efficiency you are looking for. I understand the requirements and am able to start this project right now. Let’s get started by initiating a chat box to make your project to the next level of automation. Let's talk about the project in detail. Thanks.
$4,000 HKD 在7天之内
5.0 (2条评论)
1.4
1.4
用户头像
Hi there, I'm thrilled to apply for your Quarterly & Yearly Sales Analysis - Excel project. With 4-5 years of experience in Microsoft PowerBI, Microsoft Office, Excel, Business Analysis and Powerpoint, I'm confident in my ability to bring valuable insights and expertise to your initiative. Please note that the initial bid is an estimate, and the final quote will be provided after a thorough discussion of the project requirements or upon reviewing any detailed documentation you can share. Could you please share any available detailed documentation? I'm also open to further discussions to explore specific aspects of the project. Feel free to check out my profile, showcasing my portfolio, past jobs, and client reviews. It reflects the quality and professionalism I bring to every project. My goal is to provide a competitive budget without compromising on quality. Thanks for considering my proposal. I'm eager to collaborate and contribute to your project's success. Let me know if you need any more information. Best regards, Rashid Amjad
$4,440 HKD 在27天之内
0.0 (0条评论)
0.0
0.0
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$4,000 HKD 在7天之内
0.0 (0条评论)
0.0
0.0
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❤️Hello❤️I have good skills and experiences necessary to complete this project successfully. As a seasoned data analyst well-versed in financial analysis, I bring precision, integrity and thoroughness to your project. My expertise in Excel, VBA/Macros and financial modelling make me an ideal candidate for deciphering and analyzing your sales data. I've worked extensively with similar sales databases featuring dynamic charts, filters and regional breakdowns and have devised successful pricing strategies based on such analyses. It's clear from your description that your key focus is on extracting actionable insights from the data, spotting trends and exploring strategies for profitability. With my strong analytical skills and proficiency in Python, ML & AI, I can deliver the dynamic reports you need to push forward. Of special interest will be my ability to use maps effectively on dashboards combined with filter selections to provide you with a detailed purchasing analysis on each vessel, it products by geography; a key factor to consider when planning cost-effective purchases for your Client. Sincerely, Madhu G.
$5,000 HKD 在2天之内
0.0 (0条评论)
0.0
0.0

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