Advanced Excel Healthcare Costing System

Cliente Freelancer · Remoto · Remoto · freelance · mid · 250–750 EUR

Publicada el 2026-07-26

Descripción de la oferta

Excel Cost & Pricing Engine for a Home Healthcare Business (Phase 1) I am looking for an experienced Excel specialist to build Version 1 of an operational costing system for my home healthcare business. The goal is not to build a complete ERP or a complex business intelligence solution. The objective is to create a fast, reliable Excel workbook that helps me make better pricing decisions every day. The workbook must run entirely inside Microsoft Excel (Office 365) without external software, databases, or third-party add-ins. ⸻ Project Goal The workbook should instantly answer questions like: * What is the real cost of this medical service? * How much profit will I make? * What is my operational cost? * What is the travel cost? * Can I offer a discount? * What is the maximum discount I can give before losing money? * What is the minimum profitable selling price? The workbook should become the company’s daily pricing and profitability tool. ⸻ Scope (Version 1) 1. Medical Inventory Create a simple inventory database. Each item should include: * Item Code * Item Name * Category * Unit * Purchase Price * Supplier (optional) Inventory prices must automatically update service costs. ⸻ 2. Medical Service Recipes (Bill of Materials) Each medical service should have its own configurable recipe. Examples: * IV Therapy * Injection * Blood Collection * Wound Care Each recipe should allow multiple medical supplies with configurable quantities. The workbook should automatically calculate the material cost of each service. ⸻ 3. Operational Costs Create a simple section where I can record business expenses such as: * Fuel * Vehicle Maintenance * Insurance * Accounting * Phone * Internet * Marketing * Software These costs should automatically be included in the service costing. ⸻ 4. Vehicle Cost Calculator Calculate: * Cost per Kilometer * Travel Cost * Round Trip Cost Travel expenses must automatically be included in every home visit. ⸻ 5. Service Cost Calculator The calculator should allow me to enter: * Medical Service * Distance (km) * Additional Materials (optional) The workbook should automatically calculate: * Material Cost * Travel Cost * Operational Cost * Total Cost * Selling Price * Gross Profit * Profit Margin ⸻ 6. Pricing & Discount Engine This is the most important part of the project. The workbook should automatically calculate: * Recommended Selling Price * Minimum Profitable Price * Current Profit * Current Margin * Maximum Safe Discount If the entered selling price falls below profitability, the workbook should clearly warn the user. Example: - Healthy Margin - Low Margin - Loss / Unprofitable Service The goal is to prevent pricing services below cost. ⸻ 7. Simple Dashboard A single-page dashboard showing only essential KPIs: * Monthly Revenue * Monthly Profit * Number of Visits * Average Profit Margin * Average Cost per Visit * Total Travel Cost No advanced reporting or Power BI is required in Version 1. ⸻ Technical Requirements * Microsoft Excel 365 * Structured Tables * Modern Excel formulas * XLOOKUP * LET / LAMBDA where appropriate * Power Query is welcome but optional * No VBA unless absolutely necessary * No external add-ins ⸻ User Experience The workbook should be: * Simple * Fast * Easy to maintain * Easy to update * Suitable for daily use Important formulas should be protected from accidental changes. ⸻ Documentation Please include a short user guide explaining: * How to update inventory prices * How to create a new medical service * How to modify operational costs * How to use the pricing calculator ⸻ Acceptance Criteria The project will be considered complete when: * Service costs are calculated correctly. * Inventory prices automatically update service costs. * Travel costs are calculated correctly. * Operational costs are included in the calculations. * The pricing engine calculates profit, margin, minimum profitable price, and maximum safe discount. * The dashboard displays the correct KPIs. * The workbook is documented and easy to maintain. ⸻ Long-Term Opportunity This is Phase 1 of a larger project. If the collaboration is successful, additional paid phases will include: * Customer management * Visit management * Advanced dashboards * Business intelligence * Forecasting * Automation * AI-assisted reporting

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Fuente original: freelancer

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