Commission and revenue tracking Excel spreadsheet
$250-750 USD
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.
ID do Projeto: #14312937
Sobre o projeto
32 freelancers estão ofertando em média $385 nesse trabalho
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
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.
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
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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
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
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
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.
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
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
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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
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