Each of our Regional Managers (RMs) is holding their own review with their own panel of Sales Representatives (Sales Reps). The RMs would like to view each of their Sales Reps performance data on their IPads via Dropbox.
I have an excel spreadsheet that contains our Sales Reps sales performance information such as number of clients, total sales revenue etc. Each Sales Rep sales information will need to be populated into a specific format (which I have mocked up in excel as well).
We have about 50 RMs and 1900 Sales Reps altogether so we need 1900 versions of this populated split out by each RM – each RM has 20-60 Sales Reps.
It is necessary that this is designed so that each RMs can only pick up the information belonging to their own panel of Sales Reps only.
Since the RMs are going to use Dropbox via their Ipads to view these during the review – the entire design of this must be IPad friendly. At present, I have developed a prototype using Excel – this will continue to be the source of the information but it is not a requirement that it needs to be displayed on the ipad using Excel (there are some issues with loss of formatting when Excel is viewed on the Ipad)
I have attached the spreadsheet with only 50 records and the mock up.
The final design must:
1) Be automated to import a flat file of Excel data and generate the Sales Rep data by each RM
2) Be quick for the RM to navigate and find one of their Sales Reps data (by the Sales Rep name)
3) Allow the RM to switch to another Sales Rep’s information with ease
4) Be automated so that new data can be loaded and refreshed periodically
5) Be flexible (the number of RMs and Sales Reps will change on a periodic basis)
6) Be flexible to allow for new data to be added to the Excel flat file and for it to be displayed for each Sales Rep (this will require me to be able to change the code that generates the Sales Rep information)
14 pekerja bebas membida secara purata $635 untuk pekerjaan ini
we are a team of 4 programmers, will deliver best quality for a reasonable cost, all i need is a good review on freelancer and long term business relationship...
I have experience in 10 different projects creating similar application. My application will be simple to use and won´t need any change if the SR or Sale Team change.