Daily Customer Data Excel Management
Budget / SalaryHourly project
TypeFreelance project
LocationRemote
Posted1 hour ago
I need ongoing help keeping my customer data workbook clean, accurate, and up to date every single day. The dataset grows continuously, so I rely on a freelancer who can jump in, understand the structure quickly, and handle three core activities without constant supervision:
• Data entry – capturing new customer records from source files or emails
• Formatting and sorting – keeping columns consistent, removing duplicates, applying filters for quick look-ups
• Applying basic Excel formulas – totals, averages, lookups, and error checks to flag any anomalies
Each workday you’ll receive the raw inputs, update the master file, and return the refreshed version (or sync it in a shared drive) before the agreed daily cutoff. Consistent accuracy is crucial; even a small error can ripple across reports, so double-checking your own work is expected.
Familiarity with standard Excel functions—SUM, VLOOKUP/XLOOKUP, COUNTIF(S), basic conditional formatting—will make the job smooth. If you spot a way to streamline the sheet or a formula that reduces manual effort, I’m open to improvements as long as the core layout stays intact.
Turnaround: daily, Monday through Friday
File format: native .xlsx
If you’re comfortable with routine data handling, quick at spotting inconsistencies, and able to stick to a daily schedule, I’d like to get started right away.
• Data entry – capturing new customer records from source files or emails
• Formatting and sorting – keeping columns consistent, removing duplicates, applying filters for quick look-ups
• Applying basic Excel formulas – totals, averages, lookups, and error checks to flag any anomalies
Each workday you’ll receive the raw inputs, update the master file, and return the refreshed version (or sync it in a shared drive) before the agreed daily cutoff. Consistent accuracy is crucial; even a small error can ripple across reports, so double-checking your own work is expected.
Familiarity with standard Excel functions—SUM, VLOOKUP/XLOOKUP, COUNTIF(S), basic conditional formatting—will make the job smooth. If you spot a way to streamline the sheet or a formula that reduces manual effort, I’m open to improvements as long as the core layout stays intact.
Turnaround: daily, Monday through Friday
File format: native .xlsx
If you’re comfortable with routine data handling, quick at spotting inconsistencies, and able to stick to a daily schedule, I’d like to get started right away.
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