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Your Dedicated Dev Partner. Zero Hiring Risk. No Agency Contracts.

FreedomDev was founded in 2017. Our team has been building custom software for 20+ years.

201 W Washington Ave, Ste. 210

Zeeland MI

616-737-6350

contact@freedomdev.com

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NAICS: 541511 (Custom Computer Programming)CAGE CODE: oYVQ9UEI: QS1AEB2PGF73
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  5. Turning Monthly Excel Data Into a Sales Spend Management Tool
Data, SQL & Reporting

Turning Monthly Excel Data Into a Sales Spend Management Tool

Building-products company

The Problem

Sales-spend information arrived through recurring Excel files from multiple sources, but leadership needed consistent reporting by salesperson.

The Solution

FreedomDev created:

  • Monthly Excel import workflows
  • Source-specific import rules
  • Data validation
  • Employee management
  • Annual budget management
  • Product ID management
  • Reporting by salesperson and year
  • Remaining-budget calculations
  • Excel export
  • Batch tracking for uploaded data

Outcome

Excel remained an input source rather than the final reporting system. The company gained a controlled application for validation, budgeting, and reporting.

Services & Technologies

ExcelReportingCustom ApplicationsAutomationData Validation

Related Work

Consolidating 15 QuickBooks Companies Into One Reporting Platform

FreedomDev connected 15 QuickBooks environments, ADP, and Google Sheets into one reporting application for fixed assets, costing, and invoice reconciliation.

Turning ADP Employee Data Into a Searchable Employee Directory

FreedomDev created an employee-directory and reporting application that synchronizes employee information from ADP and adds searchable company-specific reporting.

Creating a Single Customer Record Across HubSpot and Pipedrive

FreedomDev connected HubSpot and Pipedrive through a master customer-data layer with webhooks, scheduled reconciliation, and clear source-of-truth rules.

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