I am seeking a skilled freelancer to develop an efficient Excel worksheet or Power BI dashboard tailored for managing new energy clients. This tool should allow seamless input of client information via a form, automatically updating and generating insightful reports. As an energy broker dealing with varied payment structures—including advance commissions, contract-based payments, and monthly fees—it's crucial to have a streamlined system that can project monthly earnings based on active and prospective contracts. The current method is cumbersome and time-consuming, so I need a solution that enhances efficiency and clarity in managing client data and financial projections.
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