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Funded Opportunities – Report Automation

40 Hours

Before Automation

10 Hours

After VBA Automation

30 Hours

Time Saved per month

  • Industry:
  • Financial Service

Company Profile: It is an American independent investment management company that is headquartered in Atlanta, Georgia, United States and has branch offices in 20 countries.

  • Department:
  •  Operation
  • Tool(s) Used:
  • Microsoft Excel VB Programming (Macro)

Need for Automation:

I am required to analyze and generate the transactional report. The major task is to collect information about the different channels and analyze the highest portfolio amount traded by the broker or firms. The whole process consumes 2 hours per day to do a complete analysis manually. Hence, an automation of this process will reduce my time and minimize the human error while plotting the pivot table.

Cost-Benefit Analysis (Post Macro Implementation)

Activity # Description Frequency Time Consumed - Manually Time Consumed - After Automation Total Time Savings Per Activity (per day) Total Time Saved Per month Cost Savings
1 Funded Opportunities Analysis 20 2 Hours 30 Minutes 1 Hour 30 Minutes 30 Hours Rs 1,000 Per Week Approx.

Cost-Benefit Analysis (Post Macro Implementation)


Funded Opportunities Analysis

Frequency (Monthly)

20 Times

Time consumed manually

2 Hours

Time Consumed for automated activity

30 Minute

Total time savings per activity

1 Hour 30 Minutes

Total time saved Per month

30 Hours

Cost Savings

Rs 1,000 per week approx.

Join our 10-day online session and learn how to automate your Excel Reports and Processes using VBA Programming. No prior programming experience needed!.

Upcoming Schedule:

  • Date:
  • Sunday, July 11
  • Time:
  • 10:00 AM - 12:30 PM (ET)

Proficiency with Excel formulas is a prerequisite. Not sure about your skills? Schedule a pre-assessment at 650-491-3131 to evaluate your Excel proficiency.

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