Excel data matching

Fullført Lagt ut 6 år siden Betales ved levering
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I wish to do the following with the attached data set:

Firstly, I want to match the prospects (leads) we’ve acquired in the Prospect tab, with the contracts we’ve settled in the Settlements tab. This is so we can show how many marketing leads have resulted in customers. We should match on email address and company name. So using the first row of data for example, if D2 in the Prospects tab matches with D2 in the Settlements tab, or if E2 in the Prospects tab matches with C2 in the Settlements tab. We only want to count it though if the Created Date in the Prospect tab is BEFORE the Contract Create Date in the Settlements tab. I’m thinking this might be done through a VLOOKUP at the end of the Settlements table, whereby if there’s a match it will say ‘Matched’.

Secondly, I then want to work out, what our conversion rate is of prospects to customers month on month. For example, if we got 100 prospects in June and since then, 50 of them have turned into customers, the conversion rate would show 50%. This might be done through a VLOOKUP at the end of the Prospects table.

Lastly, I’d like to show the average time from Created Date in the Prospect tab to Contract Create Date in the settlements tab. This is so we can view the average time from when we get a lead, to when the contract will eventually settle.

I’d like this to be set-up so I can just keep pasting data in and it will keep updating. Happy if there’s a little bit of manual manipulation need here, i.e. dragging down VLookup formulas, refreshing the pivot tables etc.

The data is sensitive so will only be provided to the hired freelancer.

I require instantly. Max budget of $70 as I estimate no more than an hour work.

Databehandling Excel

Prosjekt-ID: #15902610

Om prosjektet

9 bud Eksternt prosjekt Aktiv 6 år siden

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hdlong66

Hello, I am ready to start immediately. Can you please share your excel file? Thank you and Best regards, Hoang

$70 AUD på 2 dager
(136 omtaler)
6.8

9 frilansere byr i gjennomsnitt $126 for denne jobben

P0L

Hello, I’m an Excel expert and I would like to help you with your project. Please check my profile and contact me to discuss further details. Regards.

$200 AUD på 3 dager
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7.3
citijayamala

Expert in Excel, Excel formulas, and all excel functions, macros, lookup, pivot tables and charts. Have done many projects in Excel, created many dashboards, and Business intelligence tool for forex markets. Can compl Mer

$100 AUD på 3 dager
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5.6
renesontiongson

Pleasure to help you. Excel automation is my masterpiece in my accounting field. Feel free to message me to start the job. Thank you so much.

$60 AUD på 0 dager
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5.5
scorpionobaid01

Hello I am here to assist u inthis project I am an ACCA U.K member currently working in finance dept of Qatar Airways Can share u example also Have great skill and experience in Ms excel and finance Plz share more i Mer

$55 AUD på 0 dager
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4.2