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I have three weekly assignment files (8/4, 8/11, 8/18) showing what each Personal Lines Underwriting Manager (PLUM) was asked to review. Referral work is logged by Policy Number, Phone Call work by Item ID, and if something is swapped out the sheet lists a Replacement ID. A separate completion file logs what actually got done. The job is to reconcile those two sources in a single Excel spreadsheet. Every assignment—whether identified by Policy #, Item ID, or Replacement ID—needs to be matched to its outcome so I can instantly see: • Which PLUMs finished everything • Which reviews ran Late, remained Incomplete, or were Replaced • Counts by work type (Referral vs Phone Call) for both assignments and completions Please build the workbook so the raw data is preserved on one tab and a clear, filterable summary sits on another. The summary must show completion status broken into my three categories (On time, Late, Incomplete) and allow me to drill down to the individual assignment line if I need detail. Basic conditional formatting or a pivot/dashboard that highlights trouble spots would be ideal, but keep the file lightweight and easy for me to refresh with new weeks. I will supply the CSVs as soon as we start; you return a polished .xlsx file that meets the points above.
Project ID: 39745559
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Active 7 mos ago
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33 freelancers are bidding on average $36 USD/hour for this job

Hi There, Ready right now I'm ready to solve three weekly assignment files. I will show you sample for your satisfaction and project accuracy then we will go to start, so please contact me and share more details thanks. Check My Profile: https://www.freelancer.pk/u/WelcomeClient I would like to work on this project and can complete with 100% accuracy within the time frame. https://www.freelancer.pk/projects/excel/business-profit-loss-reporting-excel/reviews https://www.freelancer.pk/projects/data-entry/copy-listings-from-website-another/reviews Thanks, Umer
$25 USD in 40 days
7.0
7.0

Hello, With over 15 years of collective experience in data analysis and extraction, I ensure your project will be handled with utmost precision and efficiency. I've worked extensively with Excel, developing numerous macros and functions for automation and data visualization that can significantly enhance the productivity of this assignment. Importantly, we understand that data integrity is paramount and will take extra care in reconciling your weekly assignment & completion files to create an easily-filterable summary in your desired format, be it conditional formatting or a pivot/dashboard for trouble-spot highlighting. Our expertise in Machine Learning, Deep Learning, and Artificial Intelligence ensure that not only do we execute the task at hand, but if so needed, we can optimize your worksheet for future use. The ability to detect trends and patterns through these technologies can potentially find performances issues insidiously undermining efficiency. We would be able to generate these reports, which provide you with comprehensive insight into the performance of each PLUM as well as their LU and IU rates over time. In conclusion, what sets us apart is our ability to think beyond the task at hand to solve problems holistically. By applying our knowledge not only in excel macros but also in big data analysis, software development, and game development, we can deliver a comprehensive solution that meets all your requirements. Le Thanks!
$50 USD in 130 days
6.5
6.5

Hi Tiffany, Thank you for considering my proposal for the PLUM Completion Audit Report project. With over 8 years of real-world experience and freelance work in Excel, I am confident in my ability to assist you with this task. I have carefully reviewed the project requirements and am eager to discuss it further with you in chat. I believe my expertise in Excel and data reconciliation will be valuable in creating a comprehensive and user-friendly spreadsheet that meets your needs. I would appreciate the opportunity to connect with you to delve deeper into the specifics of the project. Please let me know a convenient time for us to chat. Regards.
$25 USD in 40 days
6.1
6.1

With over a decade of experience, my skills in Data Analysis, Management, and Visualization align perfectly with your needs for the completion audit report. My main goal is to streamline complex data into valuable insights that are simple to understand. By examining your multiple data sources thoroughly, I can create a single Excel spreadsheet that not only preserves the raw data but also provides you with a user-friendly and easily-refreshable summary.
$38 USD in 40 days
5.6
5.6

I can do it. As 9+ years experiences in these field. I can give good quality work. I have read the guidelines of your work.I believe that i can provide you the best quality works you are anticipating from this platform give me a chance to show you the best i can do at your service.
$38 USD in 40 days
5.9
5.9

Dear Tiffany L., We carefully studied the description of your project and we can confirm that we understand your needs and are also interested in your project. Our team has the necessary resources to start your project as soon as possible and complete it in a very short time. We are 25 years in this business and our technical specialists have strong experience in Data Processing, Data Entry, Excel, Excel Macros, Data Extraction, Data Visualization, Data Analysis, Data Management and other technologies relevant to your project. Please, review our profile https://www.freelancer.com/u/tangramua where you can find detailed information about our company, our portfolio, and the client's recent reviews. Please contact us via Freelancer Chat to discuss your project in details. Best regards, Sales department Tangram Canada Inc.
$30 USD in 5 days
4.4
4.4

PLUM Completion Audit Report I am PhD writer with over 7 years of experience in various writing fields. I have completed thousands of projects, ensuring 100% accuracy and meeting client requirements. You can trust me to deliver plagiarism-free work within the agreed deadline while maintaining your privacy. I specialize in creating diverse content, from assignments and quizzes to business plans, sales and marketing plans, SEO articles, blogs, and more. Feel free to join the chat box and give me a try. I am dedicated to fulfilling and surpassing all your expectations, and I guarantee you won't be let down. I'm looking forward to hearing back from you. It's my portfolio link. https://www.freelancer.com/u/Stopsolution I’d love to hear about your Project. Message me!!
$25 USD in 40 days
4.2
4.2

PLUM Completion Audit Report I am award winning writer with over 6 years of experience, I specialize in SEO blogs, business and marketing plans, presentations, scripts, research tasks, reports writing, technical writing, resumes, feasibility studies, eBooks, and many more. I’ve successfully delivered impactful, reader-friendly, and plagiarism-free content to 4,000+ clients, ensuring their messages stand out and achieve their goals. Why Work with Me? ✅ SEO-Optimized, Engaging, and Well-Researched Writing ✅ 100% Original, Error-Free Content ✅ Unlimited Revisions Until You’re Satisfied ✅ Timely Delivery and Open, Reliable Communication Explore My Work and Achievements: https://www.freelancer.com/u/QualityHub Let’s connect and bring your project to life—I’m just a message away!
$25 USD in 40 days
3.8
3.8

Hi there, I’m Sarim Ali Khan — a top-rated freelancer specializing in Excel, Power BI, and data solutions. I’ve helped many clients streamline their workflows and unlock insights from their data. I’m confident I can do the same for you. I’m detail-oriented, responsive, and committed to delivering high-quality results on time. Let’s chat so I can understand your needs and get started right away! Cheers, Sarim
$25 USD in 40 days
3.8
3.8

As a seasoned AI specialist with over 9 years of experience, my proficiency in data manipulation and analysis makes me an ideal candidate to handle your PLUM Completion Audit Report. I am well-versed in Python and have exceptional skills in handling large datasets, leveraging technologies like OpenCV and Selenium for efficient data processing. Having worked extensively on projects involving structured databases, I am confident that I can reconcile the inconsistencies between the weekly assignment files you provide and generate a high-quality, error-free Excel report. Moreover, my extensive experience in Deep Learning lends me a unique advantage. Using my skills in algorithm design and TensorFlow, I can create a clear and comprehensive summary of the completion status of each assignment. Your specific requirements for categorizing assignments and completions by details such as work type (Referral vs Phone Call) and completion status (On time, Late, Incomplete) can be perfectly met with the aid of basic conditional formatting or actionable pivot tables to effectively highlight areas that require immediate attention. Rest assured, my deep understanding of Data Structure along with Web scrapping experience will ensure that your workbook is not only lightweight but also easy for you to refresh with new weeks. Let's collaborate and I promise you a polished .xlsx file that accurately reflects every aspect of your PLUM completion report while meeting all your specifications.
$25 USD in 40 days
2.8
2.8

Hello there, I'm a web scraping and data processing expert with python. And also I've rich experience of AI. I've read your task carefully. I will work on the project and have it ready in a short time. Looking forward to your response. Best regards.
$25 USD in 40 days
2.7
2.7

Hello Tiffany, I am excited about the opportunity to assist you with the PLUM Completion Audit Report. Reconciling the assignment files and the completion file in a single, user-friendly Excel spreadsheet is an essential task, and I'm here to ensure it is done meticulously. I will create a structured workbook with raw data preserved on one tab and a clear, filterable summary on another. The summary will provide insights into the completion status categorized as On time, Late, and Incomplete, while also allowing detailed analyses on individual assignments when needed. Additionally, I can implement basic conditional formatting or a dashboard to highlight any trouble spots, ensuring you have a lightweight file that is easy to refresh with new data each week. With my expertise in data analysis, Excel macros, and visualization, I am confident I can deliver a polished .xlsx file that meets your expectations and maintains the integrity of your data. Thanks, Alessio
$50 USD in 17 days
1.0
1.0

Hello Tiffany L., I have carefully reviewed your post and understand your requirements. You are seeking a developer with strong expertise in the skills relevant to this project. With over 10 years of experience in Data Visualization, Data Management, Excel, Data Extraction, Data Processing, Excel Macros, Data Entry and Data Analysis, I am confident that I possess the knowledge and abilities to contribute effectively. I am highly adaptable, a strong team player, and committed to delivering successful outcomes for your project. I am available to start immediately and can dedicate myself full-time to this role. I look forward to the opportunity to collaborate with you. Thank you for your time and consideration. Best regards, Rudolf
$50 USD in 34 days
0.0
0.0

Hello Tiffany L. Hope you are doing well! This is Efan , I checked your project detail carefully. I am pretty much experienced with Data Entry, Excel, Data Extraction, Data Visualization, Data Analysis, Excel Macros, Data Processing and Data Management for over 8 years, I can update you shortly. Cheers Efan
$50 USD in 1 day
0.0
0.0

Hello Recruiter! As an unconventional, multi-disciplinary creative professional with a notable background in the arts, I believe I bring a unique perspective to data analysis that can make your PLUM Completion Audit Report more than just a dry spreadsheet. My understanding of visualization design, gleaned from my experience with 3D modeling and rendering tools such as AutoCAD, SketchUp, and Revit, can add a layer of clarity and immersion to the otherwise overwhelming data your project entails. I am also quite proficient in Excel and have years of experience developing worksheets that are not only visually appealing but also functionally robust. It sounds crucial for your project that the summary sheet is both comprehensive and filterable while accommodating drill-downs to assignment lines. This will require meticulous organization and strategic conditional formatting — both of which I’m well-versed in.
$25 USD in 80 days
0.0
0.0

I will complete this project with high accuracy, attention to detail, and clear communication. I have the required skills, experience, and dedication to deliver quality results within the given timeline. My approach is organized and client-focused, ensuring that the final output meets your exact requirements. I am reliable, adaptable, and always open to feedback so the project aligns with your expectations.
$38 USD in 40 days
0.0
0.0

"I believe my skills align perfectly with your project needs. I understand the importance of reconciling assignment and completion data in Excel for easy analysis. I focus on accuracy, reliability, and clear communication. I've successfully completed similar projects and joined Freelancer recently. I offer expertise in advanced Excel functions and creating clear, filterable summaries. Let's discuss your project needs further!" Kind regards, Jayden Finch
$50 USD in 30 days
0.0
0.0

I am a perfect fit for your project requiring reconciling assignment and completion data in Excel. I understand the importance of matching outcomes to assignments for easy tracking of PLUM performance. My expertise includes data reconciliation, creating filterable summaries, and setting up user-friendly dashboards for instant insights. While I am new to freelancer, I have tons of experience and have successfully completed similar projects off-site. I would love to chat more about your project! Regards, Francois Snyman
$50 USD in 14 days
0.0
0.0

Hello, I’m an experienced Excel specialist and can create a polished workbook that reconciles your assignment and completion files. I’ll preserve all raw data on one tab and build a clear, filterable summary on another, showing each PLUM’s performance, completion status (On time, Late, Incomplete), and counts by work type (Referral vs Phone Call). The summary will be interactive, allowing you to drill down to individual assignments, with optional conditional formatting or a lightweight pivot/dashboard to highlight trouble spots. I’ll deliver a clean, easy-to-refresh .xlsx file ready for ongoing weekly updates. Best regards, Uzair
$38 USD in 40 days
0.0
0.0

Ready right now I'm ready to solve three weekly assignment files. I will show you sample for your satisfaction and project accuracy then we will go to start, so please contact me and share more details thanks. I would like to work on this project and can complete with 100% accuracy within the time frame.
$28 USD in 40 days
0.0
0.0

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