Advanced Google Sheets Dashboard and Financial Tracking & Approval System

Status: Closed
Nagroda: $200
Uzyskane Zgłoszenia: 44
Zwycięzca: IgeS

Winner

Opis Konkursu

1. Tab Structure:
Transactions: Detailed transactions entered by stakeholders.
Dashboard: A visual summary of the data.
Constants and Settings: Holds variables and configurations.
Approval Requests: Where stakeholders request for expenditure approvals.
Planning: A space for financial projections and strategies.

2. Transactions Tab:
Columns should include:
Date: Transaction date.
Department: Operation, marketing, sales, maintenance, etc.
Business: Repair Shop or Taxi Technology Company.
Type: Invested amount, operational cost, upcoming cost, income, etc.
Amount: Transaction value.
Details: A brief description, e.g., "Repair for Taxi #23" or "Server cost for app hosting."
Invoice/Receipt Number: For tracking and verification purposes.
Payment Method: Cash, credit, digital payment, etc.

3. Dashboard Tab:
Components for both companies:
Total Invested: Funds injected into the business.
Total Income: For the taxi tech company, it might be user fees, subscriptions, etc., while for the repair shop it might be service charges.
Upcoming Cost: Anticipated expenses.
Cost Breakdown by Department: Showing how much each department is costing.
Net Remaining: Current financial standing.
Charts specific to each company:

Taxi Tech Company:
Active Users Over Time
Revenue by Service Type (e.g., premium taxi, regular taxi, software subscription)

Repair Shop:
Repairs Completed Over Time
Revenue by Repair Type (e.g., engine repair, tire change, software update)

4. Constants and Settings Tab:
Initial Investment.
Expected Future Investments.
Monthly Fixed Costs: Rent, salaries, utilities, software subscriptions, etc.

5. Approval Requests Tab:
Columns:
Date: When the request was made.
Requestor: Who is making the request.
Department.
Business: Repair Shop or Taxi Technology Company.
Amount Requested.
Reason/Details.
Attachments: Links to documents supporting the request.
Approval Status: Pending, Approved, Rejected.
Approved By: Who approved/rejected the request.
Date of Approval/Rejection.
Comments: Any notes by approvers.

6. Planning Tab:
For both companies:
Projected Monthly Income: Based on trends and market analysis.
Projected Monthly Costs: Anticipated operational costs.
Investment Requirements: If there's a need for new tools, software upgrades, fleet expansion, etc.
Projected Profit/Loss.

7. Features and Functionalities:
Email Notifications: Set up automatic notifications for the Approval Requests tab. When a request is made, approvers receive an email.
Dropdown Menus: Use data validation to create dropdown selections for "Business," "Department," "Type," etc., ensuring consistency in data entry.
Protection: Set up cell protections so that only approvers can modify the "Approval Status" and "Approved By" fields.

8. Collaboration & Approval Process:
Access Levels: Different levels of access based on roles. Approvers should be given permission to change the status on the Approval Requests tab.
Comments: Approvers can leave comments when they approve/reject, giving clarity.

Zalecane Umiejętności

Winner

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Najlepsze zgłoszenia do tego konkursu

patiygg Poland

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khaleddiab8 Egypt

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ranashahed2000 Bangladesh

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patiygg Poland

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blui88 India

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abhijitsarkar112 India

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arnoldtan23 Indonesia

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techxp23 India

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ShineDataEntry Pakistan

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khaleddiab8 Egypt

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hakemhegazy Egypt

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praveenrajpuroh1 India

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shishir1166 Bangladesh

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faisal9263 Bangladesh

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diliprokadefree India

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hakemhegazy Egypt

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Publiczna Tablica Wyjaśnień

Organizator Konkursu
- 8 mies. temu
All, please post from actual job requirement not just templates. I can find templates online with google search, the post needs to be for the actual work. Thank you
- 8 mies. temu
Wyświetl 4 wiadomości więcej
1. ranashahed2000
  - 8 mies. temu
  https://docs.google.com/spreadsheets/d/1GRNLShhe5Jq8Ia3p3tMmJK_3poJXuY7jTCE1ZQ5PLlM/edit?usp=sharing
  - 8 mies. temu
2. ranashahed2000
  - 8 mies. temu
  Dear CH, I made a video for you to show how it works? Can you check it by link- https://drive.google.com/file/d/1xZMw9Ycz1-6ov-H8tObYERiHYDN0FAQL/view?usp=sharing
  - 8 mies. temu
ranashahed2000
- 8 mies. temu
I hope I have complete all step You can check. If you need any modification, please let me know. #38
- 8 mies. temu
techxp23
- 8 mies. temu
Hello Sir, Please check my entry..................................................... #45 ✅
- 8 mies. temu
techxp23
- 8 mies. temu
Hello Sir, Please check my entry..................................................... #45 ✅
- 8 mies. temu
techxp23
- 8 mies. temu
Hello Sir, Please check my entry..................................................... #45 ✅
- 8 mies. temu
techxp23
- 8 mies. temu
Hello Sir, Please check my entry..................................................... #45 ✅
- 8 mies. temu
techxp23
- 8 mies. temu
Hello Sir, Please check my entry..................................................... #45 ✅
- 8 mies. temu
techxp23
- 8 mies. temu
Hello Sir, Please check my entry..................................................... #45 ✅
- 8 mies. temu
techxp23
- 8 mies. temu
Hello Sir, Please check my entry..................................................... #45 ✅
- 8 mies. temu
Chukwudebejohn
- 8 mies. temu
Hi, Posting it here will be a copyright issue. I can use Power Apps to build you a solution
- 8 mies. temu
ranashahed2000
- 8 mies. temu
Dear Concern can you check #38
- 8 mies. temu
patiygg
- 8 mies. temu
look at my table, everything is interactive in it
- 8 mies. temu
hakemhegazy
- 8 mies. temu
Hi I want to know why my work evaluation is low and what I need for higher evaluation
- 8 mies. temu
hakemhegazy
- 8 mies. temu
Hi,
- 8 mies. temu
makwanarinku91
- 8 mies. temu
Thanks for notice my entry.
- 8 mies. temu
techdevelop5685
- 8 mies. temu
#increaseprize Your Budget is Very Low
- 8 mies. temu