I will build an excel lead tracker with dropdowns and a summary

Vietnam

I speak Russian, English

Business Presentations and Excel Trackers

I create business presentations, commercial proposals and Excel trackers. I organize supplied content, design consistent slides and build spreadsheets with clear status fields, filters and formulas. I...
About this Gig

Keep your leads, follow-ups and sales statuses in one easy-to-use Excel file.


I will build a simple tracker around your workflow: up to 2 worksheets, 10 columns and 100 sample records, with status dropdowns, filters, up to 5 formulas and a compact summary.


The $20 package includes an editable XLSX, a short filling guide and 1 revision within the agreed scope. Delivery: 2 days. I check dropdowns and totals against sample records before delivery.


Send your field list, statuses, summary rules and a small sample with unnecessary private information removed. Message me first if you need a larger file.


This package does not include VBA, macros, external integrations or large data migration. All communication stays on Fiverr. Portfolio examples are demonstration projects with fictional data.

Platform:

Excel

Development technology:

Excel

Expertise:

Formatting

•

Formulas

•

Data validation