I would like to hire an Excel Expert

W Toku

Hi i'm a Physiotherapist and i run an allied health clinic with 10 therapists and 3 admin staff. We currently use a good clinic management software that produces good reports but i need to give meaning to the numbers this report produces in order to see trends and make decisions.

I would like to produce monthly reports that can be displayed in table form and in a graph form to track progress for each therapist, to compare performance between each therapist and to view the performance of the clinic overall.

The KPI's that i would like to track for each therapist are:

1) Total Clients (shows the number of patients the therapist has seen in the month)

2) Total Sales

3) Total Inventory sales

4) Monthly wage

5) Profit Generated (Total sales - monthly wage)

6) Average Client Spend (Shows on average how much each client is spending with them $)

7) Forward Booking Average (shows how many sessions they're booking a patient in after they finish their session)

8) Client Visit Average (shows how many time a client sees them)

9) New Clients (shows number of new clients for the month)

10) Cancellations (shows number of cancellations for the month)

11) DNA (shows the number of patients that simply DID NOT ATTEND for the month)

12) Utilisation Rate (this is a % value which shows how busy the therapist is: the software produces this result)

When viewing this data in a graph format i would like to achieve 2 views:

1) GOAL BASED VIEW that can compare how the therapist performed against his own goal via a column graph.

- Ability to compare how the therapist performed in comparison with the goal we have set together for the month E.g In January the therapist's goal for "total sales" for the month was $2000 (i would like this column to show in blue). When the "Total sales" is calculated i would like this to show as a column right next to the goal column, that either shows up in green if they meet or exceed the goal, or in red if they fall behind.

- I would like the graph above to show for all therapist so i can compare between therapists

- Are we able to have one page that has all the 12 KPI graphs showing?

2) LINE GRAPH of a Month to month view for the year for each individual therapist to see how they're progressing for each KPI

CLINIC KPI'S for the month

1) Total Clients

2) Number of new clients

3) Total Revenue

4) Total Practice Payments

5) Expenses breakdown (therapist wages, admin wages, stationary, products, etc - would want to be able to modify this list) I would also be interested to know what %of the gross income each expense takes. I would also like to add up all the expenses for the year

6) Performance Profit (Total Revenue - Expenses). I would also be interested to know what % of the gross income this profit represents takes. I would also like to add up all the profits of each month for the year.

7) Real Profit (Total Practice Payments - Expenses) I would also be interested to know what % of the gross income this profit represents takes

8) Ageing debts (shows total owing for the clinic to date)

9) Total Cancellations

10) Total DNA

11) How many marketing things done social media posts/events attended/blogs/dr visits (This will be like a tally, can we also write notes here to write down what we've done)

12) Total social media likes

13) Total Social media Shares

I would like to achieve the 2 views as mentioned above (that is the GOAL BASED VIEW and the month-month view for the year) for the clinic KPI's

QUESTION: Could this data be aggregated to compare year to year? This isn't very important. If not i guess i can initiate a new file for each year to keep the size of the file small, and for backup purposes?

Can we use this file on google docs?

Will we be able to print these statistics?

Thankyou,

Abdul-Raouf Baghdadi

Umiejętności: Excel

Zobacz więcej: need excel expert on hire, ms excel expert for hire, microsoft excel expert for hire in atlanta ga, excel expert for hire sheffield, excel expert for hire melbourne, excel expert for hire las vegas, excel expert for hire in delhi, excel expert for hire, i have 1 question for a amazon expert for hire, excel expert sg hire, excel expert on hire, expert excel vba, data analysis excel hire, expert excel macro, become expert excel modeler

Numer ID Projektu: #12144417

Przyznane użytkownikowi:

KavTan

I am an Expert in MS Office, can be a useful asset to your kind of project with faster resolution and Complete satisfaction.

$250 AUD w ciągu 7 dni
(20 Ocen)
3.9

34 freelancerów złożyło ofertę na średnią kwotę w wysokości $165 do tego projektu.

TypingxpertRehan

Hi, I have a few questions about your project. Please send me a message so that we can discuss more about details like price, task, duration thanks....

$263 AUD w ciągu 1 dnia
(801 Ocen)
8.5
cgullapalli

Hi Abdul-Raouf Baghdadi, I have gone through the detailed description. I have got the attached excel sheet. Looking forward to discuss with you. It is mostly to deal with pivot tables. It is possible to make yea Więcej

$263 AUD w ciągu 1 dnia
(295 Ocen)
7.0
nikhil08

I have sound Knowledge of Excel, Please provide me more details so I will back to you with quotes. Please provide me sample file.

$30 AUD w ciągu 1 dnia
(102 Ocen)
6.9
mirniyazuddin92

Dear Sir/Ma'am, I am a Web research, Data Entry & Webs Scrapping expert. I checked and understood your requirements. I can handle this job very well to your appreciation. I can find and extract the information Więcej

$250 AUD w ciągu 5 dni
(130 Ocen)
6.5
elqueabandona

Hello, my name is Cristian, I have a degree in Business and work with excel every day. I have much experience with spreadsheets, formulas, models and macros. Check my reviews. They speak for themselves. Best rega Więcej

$250 AUD w ciągu 5 dni
(151 Ocen)
6.5
khushh07

Hi, I understand the project requirements and willing to start as soon as possible. Kindly share the details and I will deliver with high quality. Looking forward to work with you. Thanks & Regards Khushi India

$250 AUD w ciągu 2 dni
(204 Ocen)
6.7
cugamelover

I can do exactly what you need. I'm a computer science professional with a PhD degree and extensive experience in automation of data acquisition, processing, analysis, and presentation in Excel using custom dashboards, Więcej

$240 AUD w ciągu 3 dni
(120 Ocen)
6.6
katilinas

Hello. 30 % of employers hiring me once hired me again. I have experience in the same. I CAN do this job, and do it well!

$195 AUD w ciągu 3 dni
(74 Ocen)
5.5
rakeshwadhwani

Dear Valued Employer, I can add value to your project, by suggesting new ideas. I am fast and reliable. For further understanding why I am the right firm for your project, kindly check my profile, reviews, rating and Więcej

$155 AUD w ciągu 3 dni
(35 Ocen)
5.3
sujonmax2

Dear sir, Greeting, Old account has been closed new account start work. I've extensive experience doing the work very fast.The work will be absolutely perfect and sound which can able to make you 100% satisfactor Więcej

$50 AUD w ciągu 3 dni
(48 Ocen)
5.0
eskemar

Dear please give me the chance to work for you I have good computer skill and I have been through Excel, Data entry, web search and web scraping for many Years. Now I need to work to get a good feedback and increase m Więcej

$155 AUD w ciągu 3 dni
(6 Ocen)
3.6
sorinacho88

Hello, I can create an Excel dashboard with all required info. The file will also work on Google sheets. Please open a chat with me if interested. Kind regards, Sorin

$155 AUD w ciągu 5 dni
(9 Ocen)
3.5
suyashdhoot

Hi I am Master of Science and have 7 years of research and writing experience. I have worked on PhD level thesis projects, published papers in peer reviewed journals and have also worked with several companies on creat Więcej

$500 AUD w ciągu 3 dni
(3 Ocen)
3.4
SergeyKyiv

Greetings! My name is Sergey Murzin, I'm from Kyiv, Ukraine. I have 20 years experience with MS Excel/Access/VBA: databases, finance, statistics, accounting, CRM etc. Any code I provide is well structured and Więcej

$240 AUD w ciągu 10 dni
(1 Ocena)
2.4
Khaledashraf90

I used to make the same exercise for Vodafone Egypt by analyzing total cost by department and sales by customer tariff. I produced one table with interactive dropdown list and one interactive chart with actual versus b Więcej

$30 AUD w ciągu 1 dnia
(0 Ocen)
0.0
cadeeptiarora

Qualified finance professional with more than a decade of experience in the finance and accounting domains including book keeping, closing books of accounts, financial analysis, report writing and taxation. I have w Więcej

$155 AUD w ciągu 3 dni
(2 Ocen)
0.0
Sofija062

Hello! I hope this would be my first job here. Beside my accounting experience, I am very skilled in Excel, MS Office. I understood your request, and I can do that for you. All the best Sofija :)

$155 AUD w ciągu 3 dni
(0 Ocen)
0.0
stamenpoparsov

Hello :) Although I don't have an official record of my work on freelancer, I am currently working in the biggest bank in Macedonia. Part of my job is to make reports based on the data for the employees. I made a smal Więcej

$35 AUD w ciągu 1 dnia
(0 Ocen)
0.0
CanadianQuality

Native English speaker. Excel/VBA expert. I've done such tasks before and can definitely take care of this for you. I have recently built a system with a similar scope Having looked at your sheet, I would like to Więcej

$277 AUD w ciągu 5 dni
(0 Ocen)
0.0
jonathanparisot

Hello, I can do what you're looking for perfectly and fast. I made it my specialty in the different companies I worked for in the past. To your question: 1. Yes, we will compare year on year 2. Yes, we can have Więcej

$100 AUD w ciągu 1 dnia
(0 Ocen)
0.0