I will create a custom forecasting spreadsheet for construction

Canada

I speak English

38 orders completed

I think in energy, systems, and practical solutions

I'll solve your workflow and task management issues in a heart beat, with a smile. My secret weapon is that I listen really freaking closely to what you say. My other secret weapon is that my brain'...

Level 1

Has met certain performance criteria and shows strong potential in the marketplace.

About this Gig

You have a team to take care of.

Do you have enough projects booked to support them?

How many projects do you need to book to support them...?

When is there too little work? When is your team over capacity?


Half the reason you feel anxious about your business is because you can't answer these questions. They seem so simple, but teasing apart the revenue with formulas is a mental nightmare.


What if we customized a spreadsheet to do all that for you?

All you have to enter is the project name, cost, start and end dates.


What you can see:

-Weekly gantt chart

-Weekly revenue totals (color coded so you can easily spot gaps)

-Monthly / Quarterly totals

-Weekly and monthly totals both include the project's deposit (i.e. 20% deposit split over a 10 week project)

-Monthly breakdown to help your bookkeeper shift the earned deposit for each project in QBO

-Calendar heatmap colorized to reveal if you'll hit your target revenue each week

-Calendar heatmap also automatically lists which projects are active every week!


We'll customize this to match how your business handles tax, deposits, your breakeven and target revenues, the number of projects you handle, and your visual preferences!

Technology:

Google Sheets

Expertise:

Data flow

Data manipulation

Data validation