3 Commission Calculator & Sales Tracking (Google Sheets/Excel Expert Needed)

3 Commission Calculator & Sales Tracking (Google Sheets/Excel Expert Needed)

3 Commission Calculator & Sales Tracking (Google Sheets/Excel Expert Needed)

Upwork

Upwork

Remoto

14 hours ago

No application

About

Summary We are looking for an experienced freelancer to design and build a commission calculator and sales tracking system for a 3-4 person sales team. The goal is to automate commission calculations, standardize data collection, and provide clear dashboards for both sales reps and management. This project requires strong skills in Excel/Google Sheets, data modeling, financial modeling, and analytics. Experience with sales processes and commission structures is highly preferred. Project Objectives Build an accurate and auditable commission calculator. Standardize data from purchase orders, invoices, returns/credits, and COGS. Give each sales rep a personal workbook to track their commissions (current + closed/paid periods). Provide an Owner Dashboard with PO-level details, profit/loss indicators, and quarterly summaries. Document the full process and provide training for long-term use. Deliverables - System Blueprint & Prototype Finalize commission rules, silos, and mappings. Set up Google Drive folder structure and permissions. Create a Source Data Hub and one prototype Rep Workbook. - Full Rollout & Dashboard Deploy all 4-6 Rep Workbooks connected to Source Data Hub. Build Commission Rules Engine (rates, silos, splits, adjustments). Create Owner Dashboard with profit/loss tracking and quarterly rollups. Validate against historical data. - Testing, Training & Handoff QA testing and exception handling. Final SOP documentation (step-by-step instructions). Live + recorded training sessions. Handoff after first successful live period. Required Skills Microsoft Excel / Google Sheets (advanced formulas, dashboards, data validation) Data Modeling & Financial Modeling Sales Data Analysis & Reporting Strong process design and documentation skills Automation/API Integration Nice to Have Experience building commission or incentive tracking systems. Knowledge of fresh produce, finance or distribution industries.