Trading Business Annual Management Excel System

### Project Description

I’m looking for an experienced Excel professional to create a **complete yearly business planning and management Excel workbook for a trading company**.

The workbook should cover the company’s full-year operations and provide an organized system for planning, tracking, and analyzing the business.

The Excel file should include areas such as:

* Annual business plan and monthly targets
* Sales and revenue tracking
* Purchase and supplier management
* Inventory and stock planning
* Product and order tracking
* Customer management
* Expenses and operating costs
* Profit and loss calculations
* Cash flow and payment tracking
* Monthly and yearly financial summaries
* Sales and profit forecasts
* KPIs and performance tracking
* Employee/task planning if needed
* Interactive dashboards, charts, and reports
* Automated formulas and calculations
* Professional formatting and easy-to-use structure

The goal is to create a **professional, practical, and scalable Excel system** that can be used throughout the entire year to manage and monitor the trading business.

I’m open to recommendations from someone experienced in business planning and Excel regarding additional sections or features that would be useful for a trading company.