Excel Customer Data Management

via Freelancer ·

Budget / SalaryHourly project
TypeFreelance project
LocationRemote
Posted3 hours ago
I have a growing list of customer information that now lives in several scattered files. I need it consolidated into a single, well-structured Excel workbook that is easy to update and filter when new records come in.

The job centres on two data sets: contact information (names, emails, phone numbers, addresses) and each customer’s purchase history (order dates, items, quantities, amounts). Once everything is merged, I’d like clear column headings, consistent formats, basic data-validation rules, and a few summary views—simple pivot tables or filtered views are plenty—to give me quick insights without extra clicks.

Please show me examples of past work where you cleaned or organised similar customer data in Excel so I can see your approach to structure and clarity. If you have a preferred template or method, mention it briefly; otherwise I’m happy to follow your best practice.

The finished workbook should open with no warnings, be free of duplicates, and allow me to add new customers or orders without breaking formulas.
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