Commission and revenue tracking Excel spreadsheet

Encerrado Postado há 6 anos Pago na entrega
Encerrado Pago na entrega

I need a pretty complicated Excel spreadsheet made to track commissions and other information.

I use a combination of OpenOffice as well as Microsoft Excel. I would like to create a file that can live in Google Docs so that it is live and can be edited by or viewed by multiple people.

I need a spreadsheet that is going to track commissions. Here is my scenario. We represent policyholders for property damage claims. My company charges a percentage fee of the recovery of the insurance money. That fee is divided by percentage between the company and the adjuster (s).

The total amount of fees ate calculated throughout the year in order to calculate year-end bonuses.

I also want the spreadsheet to calculate how much commissions each adjuster brings into the company as well as how much insurance money was recovered by each adjuster and how much increase between the insurance companies estimate and our final settlement.

Here is an example. State Farm estimate for mr. Smith's house is $5,000. After my company gets involved we settle the insurance claim for $50,000 period our fee is 20% of the increase. So there was a $45,000 increase times 20% is $9,000 commission fee to the company. That $9,000 is split between the company and the adjuster at different feed percentages. Sometimes it's 80/20 sometimes it's 70/30, etc.

That $9,000 fee is calculated over the year with all the rest of the fees to calculate the year-end bonus for that particular adjuster who was in charge of that claim.

Also the $45,000 increase needs to be calculated between that adjuster and all Adjusters in the company so that at any given time we can see how much money the company or each adjuster has recovered from they're total claims.

There's more to it then this but that gives you a good idea of what I'm looking for.

Excel

ID do Projeto: #14312937

Sobre o projeto

32 propostas Projeto remoto Ativo em há 6 anos

32 freelancers estão ofertando em média $385 nesse trabalho

schoudhary1553

Greetings sir, i am an expert freelancer for this job and your 100% satisfaction is assured if you allow me to serve. Here is the reason. Why you should pick me? a) I am a very expert and have the same kind of ex Mais

$250 USD in 2 dias
(295 Comentários)
7.8
P0L

Hello, I’m an Excel/GoogleSheets expert and I would like to help you with your project. Please check my profile and contact me to discuss further details. Regards. Stay tuned, I'm is still working on this proposal.

$300 USD in 3 dias
(283 Comentários)
7.2
dgled

Hi, I’ve read your proposal regarding complicated module in Excel to track commissions and other information. I am highly qualified for this project and would like to see the Excel file to estimate my work. I am a fi Mais

$750 USD in 10 dias
(77 Comentários)
7.0
ksriniravi

I can do the Commission report in Excel for $250 Relevant Skills and Experience 18 years experience in using Excel as part of daily work life. In the process, implemented lot of automation. Over the last 12 MONTHS , s Mais

$250 USD in 4 dias
(173 Comentários)
6.7
avinav606lx

Hey There, I am an excel/access VBA automation professional having 7+ years of experience. Lets discuss more online on chat. Relevant Skills and Experience Hey There, I am an excel/access VBA automation professional Mais

$444 USD in 10 dias
(159 Comentários)
6.4
archanaoswal

I have excellent command on MS Excel. I have completed complex projects in Excel before involving Userforms, Macros, formulas, graphs etc. You can see the reviews of the same in my profile Relevant Skills and Experien Mais

$300 USD in 5 dias
(78 Comentários)
5.7
satishtl

- Can get the commission calculation for the adjuster and the company calculated based on the existing and increased claim value. - Have the track of each claim and the commissions for track all claims - Can provide Mais

$250 USD in 7 dias
(48 Comentários)
6.0
humayoonsheikh4u

Dear Sir I am an excel professional having hands on expertise in developing spreadsheet for analytical purpose I will do your project as per your requirements by applying advanced excel formulas with conditional forma Mais

$280 USD in 3 dias
(12 Comentários)
4.1
vivirain

Hi there, Hope you're doing well. I'm an Excel expert with sound knowledge of VBA and interested in the job. I also have good knowledge of insurance domain and similar working experiences. Feel free to contact Mais

$500 USD in 10 dias
(10 Comentários)
3.7
tonnyKlein

I have great experience in any kind of data manipulation with Excel (Pivot tables, Macros, graphs/charts,VBA). I can start working on the project immediately and complete the job within your deadline. Relevant Skills Mais

$350 USD in 5 dias
(8 Comentários)
3.6
chyconsl

Hi, Can we discuss the project further? I have done similar project and understood the project outline. Please give me a chance. A trial will convince you. Looking forward to work with you.

$251 USD in 10 dias
(2 Comentários)
2.8
saintmh

Hi, I'm a statistical engineer, check my profile and don't hesitate to contact me, I have a set of skills that can provide value to your work . I'm not an intermediate, I'm working on my own. Relevant Skills and Exper Mais

$555 USD in 10 dias
(1 Comentário)
2.4
MohitGupta11

For an accountant MS Excel is his bread and butter and so is the case with me. I am a CA have an experience of 6 years working on MS Excel and preparing Macros during my job and as a freelancer. Relevant Skills and Ex Mais

$250 USD in 5 dias
(1 Comentário)
1.8
ainsleygreig

I am an excel superuser with experience in complex formulae. I also have experience in Google docs and one drove as well as delivering automation between email, Google docs excel etc to automate processes and streamlin Mais

$555 USD in 7 dias
(1 Comentário)
1.6
goldentbmn

Hello, I checked your attachment. I have extensive experience in data entry, data processing ,excel. I can do complete your project in according to your description and without error. I would also complete your projec Mais

$555 USD in 10 dias
(0 Comentários)
0.0
sritechnocrat

A proposal has not yet been provided

$650 USD in 30 dias
(0 Comentários)
3.7
TSBConsulting

Very common commission/bonus overview to provide analytical feedback to user and ensure correct payments at made to an insurance broker. Relevant Skills and Experience I have made these in the past including compensat Mais

$555 USD in 10 dias
(0 Comentários)
0.0
felipesanzana

Excel advance, i offer you a full dashboard with a resume of the KPI of your company, if you need something more complicated we need to talking about the fee

$277 USD in 2 dias
(0 Comentários)
0.0
cajeevanlahoti

A proposal has not yet been provided

$715 USD in 15 dias
(0 Comentários)
0.0