Sales Data Entry Assistant

All of our sales records are scattered across emails, attached invoices, and the back-end of our sales platform. I need those transactions brought into one clean, searchable sheet so the team can finally track performance without digging through messages.

You will log into the shared mailbox and the sales system, copy the key fields for every closed deal, and input them into a single Excel or Google Sheets workbook—whichever you prefer—as long as the formatting stays consistent. For every sale, I expect to see:

• Customer contact details
• Products or services purchased
• Payment and invoice specifics (numbers, dates, amounts, status)

Accuracy matters more than speed; double-check spellings, currency figures, and date formats before marking a row complete. Once all historic data is captured you’ll keep the sheet current each day for the first week so we can confirm the workflow.

Deliverables – accepted when:
1. A master sheet contains 100 % of historic sales with the three data groups above filled in.
2. Spot checks show ≤ 1 % error rate in figures or contact info.
3. A brief hand-off note explains the column logic so any team member can maintain it.

That’s it—straightforward data entry and organization so we can finally see our numbers at a glance.