Bidder response with RFP using langchan

Under $250

Under $250 Guru Technology & Programming Overseas
512 days ago

Description

This project aims to compare bids received in response to a Request for Proposal (RFP) with the original RFP document using OpenAI's NLP capabilities. The project involves collecting the RFP and bid d…

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To build this dashboard mechanism, here’s a structured approach to implementing your tracking, data collection, and visualization requirements: Data Collection Forms: Customer Experience Team Form: Use Microsoft Forms to create fields for daily entries, including: Outbound calls Meaningful interactions Meetings booked Sample follow-ups Forecasting sessions Calculate conversion ratios based on these entries. Business Development Team Form: Set up a separate form for the business development team with fields for: Calls made Meetings booked Meetings held Include a formula to calculate the conversion ratio (meetings held vs. meetings booked). Daily Sales Result Submission: Design a daily submission form for sales numbers. This will allow an administrator to enter revenue numbers or other static data for the day manually. Centralized Excel Database: Connect the Microsoft Forms to an Excel sheet to automatically capture and organize data. In Excel, build tables for each data set (Customer Experience, Business Development, and Daily Sales Results). Add calculated fields to track individual and team conversion ratios and targets, and organize data for visual presentation. Dashlets and Visuals: In Excel, create individual dashboards (dashlets) for each tracked metric: Activity Metrics: Display call counts, meeting counts, and sample follow-ups. Conversion Metrics: Show the conversion ratios per metric. Revenue Metrics: Present daily sales results. Use charts and conditional formatting to highlight key performance indicators (KPIs), comparing team averages, targets, or individual achievements. Display & Integration: Share this Excel dashboard via a Microsoft Teams channel or other display platforms where it can be updated in real-time. Set it to refresh data automatically, ensuring that daily inputs populate without requiring further data manipulation. Once this system is set up, you’ll have a clear, independent way to track, visualize, and evaluate team performance with minimal manual intervention. Let me know if you'd like any specific assistance on creating particular charts or formulas in Excel.
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I have a new project that we have been given by a client and they are looking at a couple of options for making it work. The basis of the project is a large XL spreadsheet, the front page (tab) is laid out and by carrying out a search in the top field, it pulls data from across the spreadsheet tabs to populate various other fields. The XL Sheet has 6 tabs, the two main tabs that it searches have 20+ columns and almost 10k rows of data. Our agency here in the UK would provide the XL sheet and the designed PDF (with fields to match those in the XL file). The aim would be to produce a PDF for iPads which replicates page 1 fields (in terms of interaction), looks pretty, but essentially pulls down from the same large spreadsheet data set. Please let me know a) is this possible in PDF format, b) how much the build might cost and c) how long you think the build might take to complete. I cannot attach the XL sheet at this time as the data is sensitive. If we get to the point of going ahead, I will try to ensure that the client thoroughly signs off the design before it comes to you, but as is the norm with these things, it would be good to also show a price for re-applying the build if a revised PDF is sent through (very likely).
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