About us We’re a small Belfast-based golf tour operator. We’re looking for an Excel specialist to finish and refine our booking workflow so it’s robust, attractive, and easy for our team to use.
What we need A complete, user-friendly Excel solution comprising:
Customer Booking Form (Excel)
Branded layout, clean typography, and clear green accents suitable for a golf brand.
Save / Submit button that:
Appends each booking to a Master Sales table.
Resets the form to a fresh, blank state for the next entry.
Validated fields with dropdowns for courses, hotels, transfers, suppliers, clusters, etc. (we have the lists and must be able to add to them over time).
Sensible defaults, clear messages, and protection so only intended input cells can be edited.
Linked Sales & Purchases Logs (already started)
Finalise and harden formulas/queries to keep:
Master Sales (Booking Ref, Lead Name, PAX, Tour, Date Travelling, Invoice Amount, Deposit Paid, Payment Method, Total Paid, Outstanding Balance, Date Balance Due/Paid, Total Costs, Costs Paid, Outstanding Costs, Profit, Notes)
Master Purchases (Booking Ref, Vendor, Category, Tour, Service Required, Cost, VAT Rate, VAT Amount, Gross, Date Confirmed/Playing, Deposit/Balance, Payment Method, Date Costs Due/Paid, Lead Name, Date of Travel, PAX) auto-updating without copy/paste (Power Query or VBA where appropriate).
Summary / Performance Dashboard (KPI-driven) A polished summary sheet with slicers/filters (Date, Tour, Category, Supplier, Status) and visuals for the KPIs our files already track:
Sales & Profitability
Total Bookings
Total PAX
Revenue (sum of Invoice Amount)
Deposits Received
Total Paid
Outstanding Balance
Total Costs
Costs Paid
Outstanding Costs
Gross Profit (£)
Profit Margin %
Revenue / PAX, Cost / PAX, Profit / PAX
Operations & Pipeline
Upcoming Departures (next 7 / 30 / 60 days)
Balances Due Soon (by due date bucket)
Payment Status (Paid / Deposit Only / Balance Outstanding)
Suppliers & Products
Spend by Category (Course, Hotel, Transfers, Extras, Other)
Top Suppliers by Spend
Top Tours / Packages by Revenue & Margin
Compliance / Tax (as applicable)
TOMS VAT: show default rate and fraction from Settings, and basic VAT aggregates from Purchases (VAT Rate/Amount/Gross).
Automation & Structure
A tidy folder that “just works” (e.g., \Booking Form, \Data (Master Sales/Purchases), \Reports).
Buttons/macros for Save Booking, Refresh Data, Add List Item, Open Dashboard.
Power Query and/or VBA so links refresh reliably with one click.
Current status We have functioning workbooks and dropdown lists (e.g., Courses/Hotels/Transfers and clusters), a Booking Financials form with fields such as PAX, Total Invoice Amount, Deposit, Balance, Income/Outgoings per Person, and Profit per Person, plus Master Sales and Master Purchases tables with the columns listed above. We need a pro to finish the linking, fix/confirm formulas, set up the save/reset routine, and polish the design and protection.
Trello Setup & Optimization Specialist Category: AI Research, Automation, Documentation, Event Planning, Process Automation, Project Management, Project Management Office, Software Engineering, Systems Engineering, Time Management Budget: $1500 - $3000 USD
21-Nov-2025 05:03 GMT
Rapid Revenue Tech Venture Category: A / B Testing, Automation, Business Strategy, Digital Marketing, Growth Hacking, Lead Generation, Product Development, Viral Marketing Budget: £20 - £250 GBP
21-Nov-2025 05:01 GMT
Diagnose & Fix iPhone Malfunctions Category: IOS Development, IPad, IPhone, Mobile App Development, Mobile App Testing, Mobile Development, Objective C, Xcode Budget: $25 - $50 USD
21-Nov-2025 05:00 GMT
Field Marketer for Web Agency Category: Business Development, Digital Marketing, Internet Marketing, Lead Generation, Leads, Market Research, Sales, Telemarketing Budget: ₹100 - ₹400 INR
21-Nov-2025 05:00 GMT
Modern Logo Vector Refinement Category: Adobe Illustrator, Branding, Graphic Design, Illustration, Logo Design, Photoshop, Vector Design, Visual Design Budget: ₹12500 - ₹37500 INR
Modern Logo Design Contest Category: Adobe Illustrator, Branding, Graphic Design, Illustration, Logo Design, Photoshop, Typography, Vector Design Budget: $10 - $30 USD
21-Nov-2025 04:56 GMT
Industrial Architectural Components Drawing Category: 3D Design, 3D Drafting, 3D Modelling, Architectural Engineering, Architectural Rendering, AutoCAD, Building Architecture, CAD / CAM Budget: $25 - $50 AUD
21-Nov-2025 04:56 GMT
Blog Posts Translation: English to Spanish & French Category: Blog Writing, Content Writing, Copywriting, Language Tutoring, Market Research, Proofreading, Research, SEO, Technical Writing, Translation Budget: $15 - $25 USD
Consumer Brand Awareness Video Edit Category: Adobe Premiere Pro, After Effects, Animation, DaVinci Resolve, Final Cut Pro, Motion Graphics, Video Editing, Video Production Budget: ₹600 - ₹1500 INR
21-Nov-2025 04:51 GMT
Videographer & Editor for Podcast Episodes Category: Adobe Premiere Pro, After Effects, Color Grading, DaVinci Resolve, Motion Graphics, Video Editing, Video Production, Video Services Budget: ₹400 - ₹750 INR
21-Nov-2025 04:50 GMT
Meta Lead Partner for Dubai Property Category: Digital Marketing, Facebook Ads, Google Adwords, Internet Marketing, Lead Generation, Marketing, Sales, Zoho CRM Budget: $15 - $25 USD
