Tracking Client Travel Details, Commissions Owed, and Payments Received
$250-750 USD
Fechado
Publicado há quase 7 anos
$250-750 USD
Pago na entrega
I am an independent travel agent focused on luxury leisure travel for my clients. I currently maintain a detailed Microsoft Excel file where I keep track of the details my clients trips by manually entering the data. The details include the client(s) names, date booked, confirmation #s, check in/out dates, nightly rates, total amount, # of days, destination (hotel(s) names, cruise ship, flights, tour packages, etc.), the hotel, vendor, or wholesale provider that I used to book the trip, among other items.
Additionally, I track the commission rate earned on each trip, and the amount that is owed to me after partners withhold a portion of the commission that they are entitled to receive based upon my business arrangements (for example, if I book a trip for $1,000.00, I may earn a 10% commission ($100), while a vendor that I use might be entitled to keep 20% of that 10% commission. In this case, I would expect to receive $80.00).
Upon receipt of payment from the hotel, vendor, or wholesale provider, I manually enter payment details including the date of the payment, check #, $ amount, etc. and verify that the payment amount matches the expected commission amount. On a periodic basis, I reference the spreadsheet to identify outstanding unpaid commissions, and use a manual copy/paste to generate simple invoices from the available data that I then send to the hotel/vendor/wholesale provider in order to request payment.
I also perform analysis of the data to identify trends in my business, including top clients and locations/destinations, earned and expected/projected revenue. I also use conditional formatting to identify upcoming and ongoing trips.
Ideally, I would like to streamline the data entry portion of the spreadsheet, perhaps by developing a "loader" or data entry capture page that would insert the details into the spreadsheet or "database". I would also like to automate/improve the invoice generation and data analytics by creating static templates/reports that could be populated from the data.
Additionally, I am interested in developing a client information database that would allow me to track client details such as personal information (date of birth, passport #, frequent flyer program numbers, etc.), travel preferences, payment details, etc.
The current excel file has approximately 1200 rows. I have attached a sample of the data for review. To highlight a few items:
1. Column L is the Nightly Rate, and Column M is the total rate. Sometimes I calculate the Total Rate, with # of Nights * Nightly Rate, and sometimes I calculate the Nightly Rate with Total Rate ÷ # of Nights.
2. Column N is the Gross Commission Rate. Sometimes this is a fixed 10%, 12%, 15%, etc. Occasionally the $ amount of the commission is fixed, and I calculate the % by dividing the Expected Commission (column O) by the Total Rate (column M)
3. Column P is the % of the commission that I keep. I typically keep 80%, 90%, or 100% of the gross commission. Column Q is the Gross Commission * the Commission Keep Rate, and this is the $ amount that I expect to be paid.
4. Columns R through V are where I track payment details upon receipt of payment from the payor.
I am comfortable and familiar with Excel, though I am open to alternative suggestions.
Please contact me with any questions and I look forward to working with you.
Greetings sir, i am an expert freelancer for this job and your 100% satisfaction is assured if you allow me to serve.
I can do this task as per your requirement
Relevant Skills and Experience
I have the 5 years of experience with excellent knowledge. please give me a chance to work on your project
Proposed Milestones
$600 USD - payment after work completion
I can develop an Excel based tool (User Interface to input data, automated Invoice Generation, Dashboards for key metrics, Client Database) to completely manage your business.
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 , spent at least 225 HOURS on automation in Excel every month.
Proposed Milestones
$150 USD - Initial Delivery
$150 USD - Final Delivery
Hello,
Please refer to your PM, I Will provide a sample for you to prove Our ability before awarding, I will follow all instructions and If you have any question related to budget, deadline of work and any other issue, please let me know, looking forward to hear from you
Regards
Andriphone Team
I posses expertise in all the using Excel tools and spreadsheets for Financial Analysis,Financial Modeling, Business Valuation, Break-even Analysis and Quantitative Analysis with years of experience
Relevant Skills and Experience
I will be happy to discuss in detail regarding my qualification, my experience and how I am suitable for this project.
Proposed Milestones
$250 USD - Initial Milestone
I am an experienced Certified Professional with Database Programming and Administration skills across both MS SQL and Business Intelligence. Having the ability to take the technical lead in projects.
Relevant Skills and Experience
RECENTLY COMPLETED PROJECTS
• Web Architecture
• Caspio Developer
• Convert data in a Word table to an Access database
• Import and Update Telecom Marketing Database
Proposed Milestones
$555 USD - work
This job offer sounds very good to me. Could you get in touch with me on Freelancer? I am working as a customer agent on German language
Relevant Skills and Experience
Data entry, excel, internet research, customer support
Proposed Milestones
$500 USD - Complete the task as we arrange
Could you contact me in order to discuss the details?
i am currently working as fulltime freelancer so i have plenty of free time to fulfil your task on time. i am familiar with excel and have working experience more than 6 years.
If you continue to do data-entry, the current structure with automation is ideal. If it's an employee then an excel form will work well. Data organization will be overhauled in both cases.
Relevant Skills and Experience
VBA programming, Advanced Excel, Data Analysis
Proposed Milestones
$400 USD - Completion
Additional Services Offered
$1 USD - Analytics, Machine Learning
I can help with organizing and sorting out clients data and generating reports when necessary. I am very experience with admin work and handling large databases.
Relevant Skills and Experience
Administration; Data Processing; Customer Service; Microsoft office suite
Proposed Milestones
$333 USD - Need more info.
I can write a portal for you to manage your clients data and automate commissions, profit, reports etc using html, php
Relevant Skills and Experience
html, css, ajax, jQuery, php, database
Proposed Milestones
$333 USD - on complete
100% recommended
Hi,
I am an expert developer and can build a web application for you, you will able to track your business on the go with ease.
Please let's talk, so we can start.
Thanks
Relevant Skills and Experience
PHP/MYSQL
Proposed Milestones
$700 USD - to start work
Hi,
Thanks for the details project description & the attachment.
After reading your requirement I understand that you require an application which will have these functions(Which can share on chat)
Relevant Skills and Experience
I can help you with the requirement.
I have 100% project completion rate with 5-star rating. So i assure you for the best work.
Proposed Milestones
$750 USD - PHP
Are you available for chat now?
Let's connect.
Thanks
Gaurav
My name is James and I am a developer from London, UK. Your project caught my eye and would love to discuss with you. Feel free to read reviews and ask for examples of my work. Thanks
Relevant Skills and Experience
I am a full stack developer, who has handle many similar projects in the past. I only bid on jobs I am 100% certain I can do. As mentioned please free to ask for relevant examples of my work.
Proposed Milestones
$555 USD - 1
Hi Sir , I would love to work with you and I assure you that I will complete the work with perfection and in time
Stay tuned, I'm is still working on this proposal.
I can take all the data you currently have and build a custom database for you that will have very user-friendly layouts that could streamline your data entry, management, reporting and invoicing.
Relevant Skills and Experience
I have experience making "FileMaker Pro" databases and runtime solutions that could fit your needs. I also know excel and can import/export data as needed between it and FileMaker.
Proposed Milestones
$250 USD - Design custom database based on your needs
$250 USD - Migrate data to custom database, testing of work flow, calculations and automations
$250 USD - Final build and delivery of database
Do you have any other needs as far as a database is concerned? I can build more modules as needed
Harvard University Data Science Certificate holder and expert in Data Analysis/Data Science and been working in USA for 14+ years. I can help you with your project using excel or other open source DB.
Relevant Skills and Experience
Excel, Macros, Excel 2010 input form, Pivot table, Visualizations, Reports generation, automation, data analysis, data bases (Oracle, SQL, MySQL), Python, R
Proposed Milestones
$444 USD - Automation, Report generation, Graphs
My name is Arijit. I am an entrepreneur and a freelancer, looking for projects
Relevant Skills and Experience
expert in Data Entry, Web Scrapping, Virtual Assistant. MS Excel & Word,
Web Researching,Shopify & Amazon Work,Content Upload, PDF to Word and Excel
Proposed Milestones
$333 USD - full project completion
I will be grateful if you kindly arrange a meeting with me
Thanks and Regards;
Arijit