Excel Specialist for Sales Reporting Improvement

We are looking for a highly capable Excel / analytics specialist to redesign and streamline our weekly sales reporting process. Today, Salesforce opportunity data is exported to Excel and then manually transformed into region‑level summaries and commentary for senior leadership. This process is time‑consuming, error‑prone, and difficult to maintain. We want to re‑architect the Excel reporting model so that:

Salesforce remains the single source of truth Weekly reporting becomes fast, repeatable, and low‑touch Regional sales leads only provide commentary, not data manipulation

You will be working from real sample files (Salesforce export + current reporting workbook) and are encouraged to challenge the existing structure and propose a better design.

What success looks like At the end of this project, a sales lead should be able to:

Download a standard Salesforce report (Excel export) Paste it into a designated tab in an existing workbook Instantly see:

Regional totals (Target / Call / Best Case / Won / Pipeline) Quarter and month views Top opportunities by value

Add short weekly commentary (wins, changes, risks) Share the output with leadership without further manipulation

Scope of work You are free to redesign the structure, but the solution must include:

1. Salesforce data ingestion

A clearly defined “import” sheet for Salesforce exports No manual re‑formatting required after paste Robust handling of changing row counts

1. Logic & mapping

Stage‑to‑category mapping (e.g. Call / Best Case / Won / Pipeline) Owner‑to‑region mapping (ideally editable, not hard‑coded) Clear inclusion / exclusion logic for closed or invalid deals

1. Automated reporting outputs

Regional summary tables (by quarter) Ability to toggle between Data Sales / Asset‑Based (or similar categories) Clean, presentation‑ready output (Excel‑native, not Power BI)

1. Human input (minimal, controlled)

A simple section where regional heads add weekly commentary Commentary should not affect underlying calculations

1. Maintainability

Transparent formulas (no black‑box VBA unless clearly justified) Clear instructions for non‑technical users Designed to survive staff turnover

What is not required

Salesforce API integration External automation tools (Power Automate, Python, etc.) Power BI dashboards Ongoing maintenance after delivery

This is an Excel‑centric design problem, not a software engineering project.

Required skills

Advanced Excel (tables, structured references, dynamic formulas) Strong data‑model thinking (separating raw data, logic, and presentation) Experience working with CRM exports (Salesforce preferred) Ability to simplify messy, real‑world reporting processes

Nice to have

Experience deg executive / board‑level reporting Familiarity with sales pipelines and forecasting logic Ability to explain design decisions clearly to business users

Deliverables

Redesigned Excel reporting workbook Clear written instructions (1–2 pages max) Brief walkthrough of the logic and structure

To apply, please include

A short explanation of how you would approach this problem An example of a complex Excel reporting model you’ve built or redesigned Confirmation that you are comfortable challenging existing designs Budget: AUD 30–250 Skills: Excel, CRM, Salesforce.com, QlikView, Excel Macros, Data Visualization, Data Analysis, Data Modeling