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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
Project ID: 40606628
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80 freelancers are bidding on average €419 EUR for this job

I have 7+ years of experience in Full Stack Development, Web Scraping, Python, Excel VBA, SQL, and Automation. I have worked with MetLife GOSC, DXC Technology, and Elite Services. I can deliver a high-quality solution with quick turnaround, clear communication, and on-time delivery. I'm ready to start immediately and would be happy to discuss your requirements. Looking forward to working with you!
€500 EUR in 7 days
8.6
8.6

I am a CPA, Masters in Finance. After carefully reading your project description, I think that I am the perfect candidate! With over 13 years of experience. I can guarantee getting the job right the first time. Feel free to view my 100% positive reviews before you hire me and rest assured that you will receive top-quality work at an affordable cost. Kind regards, Javed
€500 EUR in 7 days
7.2
7.2

Hi there, I understand you're looking to build a robust Excel-based costing and pricing engine that becomes your team's daily decision-making tool. The workbook will accurately calculate service costs by combining inventory, medical service recipes (BOM), travel expenses, and operational overheads, while providing real-time profitability analysis, discount limits, and a clear KPI dashboard. I'm confident I can deliver a structured, reliable, and scalable solution using modern Excel 365 features without unnecessary complexity. My approach is to design a modular workbook with separate sheets for Inventory, Service Recipes, Operational Costs, Vehicle Costing, Pricing Calculator, and Dashboard, all connected through structured tables, XLOOKUP, LET/LAMBDA, and dynamic formulas for maximum performance and maintainability. The pricing engine will automatically calculate material, travel, and operational costs, recommend selling prices, determine minimum profitable pricing, maximum safe discounts, and visually flag healthy, low-margin, or loss-making services. I'll also protect key formulas, document the workbook thoroughly, and ensure it's ready for future expansion into customer management, forecasting, automation, and AI-assisted reporting. Could you clarify how you want operational costs to be allocated; equally per visit, based on travel distance, service duration, or another costing method? I'm ready to get started immediately. Warm Regards, Aneesa.
€250 EUR in 2 days
7.2
7.2

Hi, I can build a professional Excel 365 costing and pricing engine for your home healthcare business that is simple, reliable, and designed for daily operational use. I have strong experience creating Excel financial models, cost calculators, inventory systems, pricing tools, dashboards, and business analysis workbooks using modern formulas such as XLOOKUP, LET, and structured tables. I will develop: * Medical inventory and service recipe (BOM) management * Automated material, travel, and operational cost calculations * Pricing and discount engine with profit/margin warnings * KPI dashboard for revenue, profit, visits, and cost analysis * Protected formulas with a clean user-friendly layout * Documentation explaining updates and daily usage The workbook will stay fully inside Microsoft Excel 365 with no unnecessary external tools or add-ins, and it will be built with future expansion in mind. I’d be happy to help create Phase 1 and support future improvements. Best regards
€250 EUR in 5 days
6.8
6.8

AVAILABLE TO START IMMEDIATELY..,,. I will build your Excel Cost & Pricing Engine, integrating inventory, service recipes, operational costs, and vehicle calculations using advanced Excel formulas and VBA for daily pricing decisions. 10+ years Advanced Excel experience, Certified VBA Programmer, MBA.
€250 EUR in 1 day
6.6
6.6

Hello, I am an Excel specialist who will build a fast, reliable cost and pricing engine for your home healthcare business, including a medical inventory database, configurable service recipes (with bill of materials), operational cost tracking, vehicle cost calculator (cost/km, travel cost), a service cost calculator that automatically computes material/travel/operational cost, total cost, selling price, gross profit, and margin, plus a pricing & discount engine that shows recommended price, minimum profitable price, maximum safe discount, and warns on losses. I will also include a simple KPI dashboard (revenue, profit, visits, margin, cost per visit, travel cost). All in Excel 365 with structured tables, XLOOKUP, LET/LAMBDA, and no VBA unless necessary. I will provide a user guide. Please share any existing data or cost examples. Regards, Zafar
€250 EUR in 7 days
6.3
6.3

Hi, I am an Excel developer with 8 years of rich experience in software development. I am familiar with Microsoft Excel 365, Financial Modeling, Data Analysis, Financial Analysis, Inventory Management, Business Intelligence, Power Query, XLOOKUP, LET/LAMBDA, and Data Processing. I can build a fast, maintainable Excel costing system with automated inventory-based service costing, configurable service recipes, travel and operational cost calculations, a pricing and discount engine, and a KPI dashboard. I'll use modern Excel features with minimal or no VBA, protect critical formulas, and provide clear documentation so the workbook is easy to maintain and extend in future phases. I'm an individual freelancer and can work on any time zone you want. Please contact me with the best time for you to have a quick chat. Looking forward to discussing more details. Thanks. Emile.
€250 EUR in 7 days
5.6
5.6

With my multi-disciplinary 10-year background in business intelligence, finance, and process automation, I am not only equipped to bring your healthcare costing system to life, but also optimize it for everyday usage with Excel. My commitment to simplicity and efficiency aligns perfectly with your request for a workbook that's fast, reliable, and upgradeable. Just as your project lies in the conjunction of various fields, my skillset spans across multiple domains from Excel automation to data analytics and financial forecasting. This rare blend enables me to approach the task with a holistic perspective and deliver a well-integrated solution. I have no doubt that I can create a thorough inventory system, configurable recipes for medical services, operational cost management features all the way up to sophisticated pricing engine, and more. Additionally, the detailed user guide I will provide will ensure easy comprehension and smooth utilization of the proposed system. To sum it up, count on my comprehensive problem-solving approach with the ability to recognize intricate connections between multiple components for reliable spreadsheet designs through Microsoft Office suite including its advanced features such as LET/LAMBDA functions among others. Rest assured, I will exceed your expectations in this project while accommodating all your requirements withingiven technical constraints.
€500 EUR in 1 day
5.7
5.7

Hello, I can build a clean, reliable, and scalable Excel 365 costing workbook tailored for your home healthcare business. My approach is to use structured tables, XLOOKUP, LET, and modern Excel formulas to create a fast, easy-to-maintain solution without unnecessary complexity or VBA. The workbook will automatically calculate inventory-based service costs, travel costs, operational expenses, profitability, minimum selling price, maximum safe discount, and provide clear margin warnings, along with a simple KPI dashboard. I'll also protect key formulas and include a concise user guide for future updates.
€250 EUR in 2 days
5.0
5.0

I understand you're seeking an Excel specialist to develop a fast, reliable operational costing system for your home healthcare business, similar to how a well-structured financial model provides instant ROI projections. My expertise lies in building robust, user-friendly Excel solutions that deliver actionable insights without external dependencies. My approach involves leveraging advanced Excel features like Power Query for efficient data import and transformation, structured referencing for maintainable formulas, and dynamic array functions for responsive calculations. I'll design a modular workbook with distinct sheets for cost drivers (labor, supplies, overhead), service definitions, and pricing scenarios, enabling rapid "what-if" analysis for informed pricing decisions. To ensure alignment, could you clarify the primary cost drivers you envision for Phase 1? Also, what level of detail is required for the output reports? I'm available for a brief call to discuss these points and how I can deliver a tailored solution for your business.
€581 EUR in 21 days
4.7
4.7

Hello, I am very interested in building the Excel Cost & Pricing Engine for your home healthcare business. I specialize in creating structured, formula‑driven Excel workbooks that deliver clarity and speed without external add‑ins. My focus will be on translating your requirements into a practical tool that calculates service costs, margins, and discounts while remaining simple to maintain. I will design an inventory database linked to service recipes so material costs update automatically. Operational expenses and vehicle costs will be integrated into the service cost calculator, ensuring each visit reflects true profitability. The pricing engine will highlight recommended selling prices, minimum profitable prices, and maximum safe discounts, with clear warnings when margins fall below cost. A concise dashboard will summarize KPIs such as revenue, profit, visits, and travel costs, giving you daily visibility. The workbook will use modern Excel functions such as XLOOKUP, LET, and LAMBDA, with formulas protected against accidental changes. Documentation will guide you through updating inventory, adding new services, and using the calculator effectively. My fixed price is €500 EUR, with delivery in 10–12 days. This includes the workbook, dashboard, and user guide. Paid ads, advanced BI dashboards, or ERP‑level features are not included in this phase. Best regards, Jessica
€500 EUR in 7 days
4.9
4.9

Hello, Building a reliable Excel costing engine requires accurate data modeling, structured formulas, and robust validation to ensure pricing decisions are based on consistent financial data. My cybersecurity and GRC background has given me extensive experience designing structured spreadsheets, performing data analysis, automating workflows, and maintaining data integrity for business-critical decision-making. I can develop a clean, scalable Excel 365 workbook using modern formulas (XLOOKUP, LET, LAMBDA, and structured tables), with automated inventory costing, service pricing, travel and operational cost calculations, profitability analysis, and a user-friendly dashboard. The workbook will be well-documented, protected against accidental edits, and designed to support future expansion in later phases. Best Regards, Roman S.
€450 EUR in 2 days
4.4
4.4

Hello, I understand you need an Excel 365 costing workbook that combines medical inventory, service recipes, travel and operational costs, plus a pricing engine that calculates minimum profitable price, maximum safe discount, and profitability with a simple KPI dashboard for daily decision making. For your project my plan is to first design a structured workbook using Excel Tables, XLOOKUP, LET, and LAMBDA to build inventory, operational cost, and service recipe modules, followed by developing the pricing engine that automatically calculates material, travel, overhead, profit, margins, and warning indicators. Finally, I will create a clean dashboard with dynamic KPIs, protect critical formulas, and prepare clear documentation so the workbook remains fast, reliable, and easy to maintain without VBA unless absolutely necessary. As final deliverable, you will receive a fully documented Excel 365 pricing and costing engine with protected formulas, dynamic dashboard, and configurable service recipes. You will also receive a user guide explaining inventory updates, service creation, operational cost management, and pricing calculations. One thing I'd like to confirm before we start: should operational costs be allocated per visit, per service hour, or using a monthly overhead allocation model? I'd be happy to discuss the design in a quick chat. Best Regards, Imran
€250 EUR in 2 days
4.5
4.5

Hello, I trust you're doing well. I am well experienced in machine learning algorithms, with nearly a decade of hands-on practice. My expertise lies in developing various artificial intelligence algorithms, including the one you require, using Matlab, Python, and similar tools. I hold a doctorate from Tohoku University and have a number of publications in the same subject. My portfolio, which showcases my past work, is available for your review. Your project piqued my interest, and I would be delighted to be part of it. Let's connect to discuss in detail. Warm regards. please check my portfolio link: https://www.freelancer.com/u/sajjadtaghvaeifr
€500 EUR in 7 days
4.3
4.3

Affordable, Early Delivery. ★★★★★★★★★★★★★★I hold a Masters degree which gives me the requisite background to handle writing from various subjects. I am a highly committed person towards my work. You can rely on QualityXenter for quality and consistency in writing. We never violate copyright rules. I have vast amount of experience in this industry since I am working from 2015 as a professional writer. I provide many modifications till to get your satisfactions. I have access to enough journals to use in your research project. I always produce quality work at VERY LOW RATES so, don't worry if you have a low budget for your work, I will be very happy to make a new client like you. I am producing quality work for my clients including ARTICLE WRITING, REPORT WRITING, ESSAY WRITING, RESEARCH PAPERS, BUSINESS PLAN, TECHNICAL WRITING, MATLAB, THESIS, ACCOUNTING & FINANCE work ETC. Go through my profile link https://www.freelancer.com/u/qualityxenter
€250 EUR in 1 day
3.9
3.9

I’ll build a fast, Office 365-native Excel healthcare cost & pricing workbook (Phase 1) that runs fully inside Excel, no databases, no third‑party add‑ins, and no heavy ERP complexity. Deliverables you’ll get: • Inventory section with structured tables, Item Code/Name/Category/Unit/Purchase Price, and automatic service-cost updates • Medical Service recipes (Bill of Materials) per service (IV Therapy, Injection, Blood Collection, Wound Care) with configurable supply quantities • Operational cost tracker (fuel, maintenance, insurance, phone/internet, marketing, software) automatically included in each costing • Vehicle cost calculator (cost per km, travel cost, round-trip cost) feeding every home visit • Service Cost Calculator that outputs material cost, travel cost, operational cost, total cost, selling price, gross profit, and profit margin • Pricing & discount engine calculating recommended price, minimum profitable price, maximum safe discount, and clear warnings when pricing drops below profitability • Simple single-page KPI dashboard (monthly revenue/profit, visits, average margin, average cost/visit, total travel cost) • Short user guide and protected critical formulas for daily-safe maintenance I’ll keep formulas modern (XLOOKUP, LET/LAMBDA where appropriate), organized, and optimized for speed so it works smoothly for everyday pricing decisions.
€250 EUR in 3 days
4.0
4.0

To build a pricing engine that actually protects your margins, the key isn't just calculating costs — it's giving you real-time answers: "Can I offer a discount?" "What's the minimum price I can charge?" "Am I losing money on this visit?" — before you send the quote. I specialize in building operational cost systems in Excel using structured tables, XLOOKUP, LET/LAMBDA, and clean formula logic. I'll design a complete Phase 1 workbook with medical inventory, service recipes (Bill of Materials), operational costs, vehicle cost calculator, and a full pricing engine that automatically calculates total cost, recommended selling price, minimum profitable price, and maximum safe discount — with clear warnings when a price falls below profitability. I'll also build a simple dashboard with key KPIs and include a short user guide for daily use. Everything will run inside Excel 365 with no external add-ins or VBA unless absolutely necessary. Quick question: Approximately how many medical services and inventory items do you currently have?
€360 EUR in 6 days
3.5
3.5

Hi, I can build Version 1 of your Excel healthcare costing and pricing system as a fast, reliable Office 365 workbook for daily service pricing decisions. The best solution is to structure the workbook into clear modules: medical inventory, service recipes/BOM, operational costs, vehicle/travel cost calculator, service cost calculator, pricing/discount engine, and a simple KPI dashboard. Inventory price changes will automatically update service costs, and the pricing engine will clearly show minimum profitable price, margin, profit, and maximum safe discount. I’m comfortable with advanced Excel, structured tables, XLOOKUP, LET/LAMBDA, financial modeling, inventory costing, service pricing, dashboards, protected formulas, documentation, and clean workbook design without unnecessary VBA or add-ins. Deliverables will include: * Medical inventory database * Service recipe/BOM tables * Operational cost section * Vehicle cost calculator * Travel cost calculation * Service cost calculator * Recommended selling price * Minimum profitable price * Maximum safe discount * Profit and margin warnings * Simple KPI dashboard * Protected formulas * Short user guide I’ll focus on a simple, accurate, and easy-to-maintain workbook that helps prevent underpricing and supports future phases like visit management, forecasting, and advanced dashboards. Best regards Ankit
€500 EUR in 7 days
3.7
3.7

Hello, I am an experienced Excel specialist with a strong background in building costing, pricing, and profitability tools for healthcare and service businesses. Your goal of creating a fast, reliable, and Excel‑native workbook aligns perfectly with my expertise in structured tables, modern formulas, and operational costing models. Approach (Phase 1): Inventory Database: Structured tables with item codes, categories, suppliers, and purchase prices. Automatic updates to service costs. Service Recipes (BOM): Configurable sheets for IV therapy, injections, wound care, etc., with material cost auto‑calculation. Operational Costs: Centralized expense tracker feeding directly into service costing. Vehicle Cost Calculator: Formula‑driven cost per km, round‑trip travel cost integration. Service Cost Calculator: User‑friendly interface to calculate material, travel, and operational costs, plus selling price, gross profit, and margin. Pricing & Discount Engine: Logic to calculate recommended selling price, minimum profitable price, and maximum safe discount, with clear margin alerts (Healthy / Low / Loss). Dashboard: One‑page KPI view for revenue, profit, visits, margins, and travel costs.
€750 EUR in 7 days
3.4
3.4

As a seasoned full-stack developer and data enthusiast, I understand the power of Excel to shape real-world decisions. My extensive experience aligns perfectly with your vision where clarity, simplicity, and speed are paramount. With proficiency in modern Excel formulas like XLOOKUP and structured tables, I guarantee precise rendition of your costing model. In terms of feasibility, your requirement for no external software, databases, or third-party add-ins is ideal for Excel 365, which I specialize in-unleashing its full power while staying within its ecosystem. Moreover, my capacity in API development & integrations can be manifest through incorporating sustentative sections such as medical inventory with automatic updates on service costs or maintaining an efficiently simple recording system for operational costs. The Pricing & Discount Engine stands as the project's nerve center and my AI capabilities come in handy here. They ensure the recommended selling prices are resiliently projected based on real-time margin scenarios without ever dipping below profitable thresholds.
€250 EUR in 7 days
4.0
4.0

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