Excel Dashboard for Sales & Payment Management
Budget: ₹1,500 – ₹12,500 INR
Project Title: Advanced Automated Sales, Payments & Package Tracking Dashboard
Project Overview:
We are looking for a top-tier Excel/VBA expert to develop a comprehensive, automated financial tracking and reporting system for our business. The goal is to create a powerful tool that not only provides a high-level dashboard but also automates our entire workflow, from sales and payment reconciliation to tracking pre-paid packages and dynamically sorting orders into status-specific sheets.
This project involves integrating data from three separate raw data exports and requires significant automation to link payments, update order statuses, and generate filtered reports automatically.
Key Deliverables:
Interactive Dashboard Sheet:
The primary interface, providing a clear, at-a-glance summary of all key metrics.
Must visualize data including:
Total Sales vs. Total Collections (Daily, Weekly, Monthly).
Breakdown of Payments by Type (Cash, Card, UPI, Pre-Paid Package, etc.).
Total Outstanding Balances.
Pre-Paid Package sales vs. usage.
Performance of different branches (if applicable).
The dashboard must update in real-time as new data is added.
Input Data Sheets:
Master Sales Sheet: For pasting raw daily sales data. This sheet will be the central hub.
Payments Received Sheet: For pasting raw data of individual payments received.
Pre-Paid Packages Sheet: For pasting the report of pre-paid packages sold.
Core Automation & Workflow Requirements:
This is the most critical part of the project. We need a system that performs the following tasks automatically:
Payment & Package Reconciliation:
Match all payments (from the Payments Sheet) and package redemptions (from the Master Sales Sheet) to the correct Order Number.
Calculate the Remaining Balance for each order, handling multiple partial payments.
For orders booked against a pre-paid package, this should be reflected as the payment type.
Manual Entry for Package Payments:
The "Pre-Paid Packages" sheet needs editable columns to manage their payment status, as this cannot always be determined from our software export. These manual columns must include:
Payment Status: (e.g., a dropdown with "Paid" or "Pending").
Payment Received Date
Payment Accepted By
Payment Type
Automated Report Sheet Generation:
The system must automatically generate and update a separate sheet for each of the following categories:
Package Orders: A sheet listing all orders that were paid for using a pre-paid package.
Paid Orders: A sheet listing all orders for which full payment has been received and confirmed.
Balance Pending Orders: A sheet listing all orders that still have an outstanding balance.
Pending Delivery Orders: A sheet listing all orders that have not yet been delivered.
Dynamic Order Migration:
Orders must move automatically between the generated sheets as their status changes. For example:
When the final payment for an order is entered in the "Payments Received" sheet, that order should be automatically removed from the "Balance Pending" sheet and moved to the "Paid Orders" sheet.
When a delivery date is entered for an order, it should be removed from the "Pending Delivery" sheet.
What We Will Provide:
An Excel file with three tabs of sample, anonymized data: Master Sales, Payments Received, and Pre-Paid Packages.
A detailed list of the metrics and charts we want to see on the dashboard.
Required Skills:
Expert-level proficiency in Microsoft Excel is mandatory.
Advanced VBA/Macro development is required. The automatic creation and dynamic management of separate sheets is not feasible with formulas alone.
Deep knowledge of advanced formulas (XLOOKUP, SUMIFS, FILTER, UNIQUE, etc.).
Proven, demonstrable experience in building complex, interactive Excel dashboards and automated reporting tools.
Strong skills in data structuring, cleaning, and creating robust, error-proof systems.
To Apply:
Please include the following in your proposal:
A brief description of your proposed architecture for this system, particularly how you would handle the automatic sheet generation and data migration with VBA.
Relevant examples of past projects involving complex VBA automation and dynamic reporting.
Confirmation that you are comfortable with the complexity and the VBA requirement.
We are looking for a true Excel professional who can build a seamless, reliable tool that will become central to our daily operations.
Project Overview:
We are looking for a top-tier Excel/VBA expert to develop a comprehensive, automated financial tracking and reporting system for our business. The goal is to create a powerful tool that not only provides a high-level dashboard but also automates our entire workflow, from sales and payment reconciliation to tracking pre-paid packages and dynamically sorting orders into status-specific sheets.
This project involves integrating data from three separate raw data exports and requires significant automation to link payments, update order statuses, and generate filtered reports automatically.
Key Deliverables:
Interactive Dashboard Sheet:
The primary interface, providing a clear, at-a-glance summary of all key metrics.
Must visualize data including:
Total Sales vs. Total Collections (Daily, Weekly, Monthly).
Breakdown of Payments by Type (Cash, Card, UPI, Pre-Paid Package, etc.).
Total Outstanding Balances.
Pre-Paid Package sales vs. usage.
Performance of different branches (if applicable).
The dashboard must update in real-time as new data is added.
Input Data Sheets:
Master Sales Sheet: For pasting raw daily sales data. This sheet will be the central hub.
Payments Received Sheet: For pasting raw data of individual payments received.
Pre-Paid Packages Sheet: For pasting the report of pre-paid packages sold.
Core Automation & Workflow Requirements:
This is the most critical part of the project. We need a system that performs the following tasks automatically:
Payment & Package Reconciliation:
Match all payments (from the Payments Sheet) and package redemptions (from the Master Sales Sheet) to the correct Order Number.
Calculate the Remaining Balance for each order, handling multiple partial payments.
For orders booked against a pre-paid package, this should be reflected as the payment type.
Manual Entry for Package Payments:
The "Pre-Paid Packages" sheet needs editable columns to manage their payment status, as this cannot always be determined from our software export. These manual columns must include:
Payment Status: (e.g., a dropdown with "Paid" or "Pending").
Payment Received Date
Payment Accepted By
Payment Type
Automated Report Sheet Generation:
The system must automatically generate and update a separate sheet for each of the following categories:
Package Orders: A sheet listing all orders that were paid for using a pre-paid package.
Paid Orders: A sheet listing all orders for which full payment has been received and confirmed.
Balance Pending Orders: A sheet listing all orders that still have an outstanding balance.
Pending Delivery Orders: A sheet listing all orders that have not yet been delivered.
Dynamic Order Migration:
Orders must move automatically between the generated sheets as their status changes. For example:
When the final payment for an order is entered in the "Payments Received" sheet, that order should be automatically removed from the "Balance Pending" sheet and moved to the "Paid Orders" sheet.
When a delivery date is entered for an order, it should be removed from the "Pending Delivery" sheet.
What We Will Provide:
An Excel file with three tabs of sample, anonymized data: Master Sales, Payments Received, and Pre-Paid Packages.
A detailed list of the metrics and charts we want to see on the dashboard.
Required Skills:
Expert-level proficiency in Microsoft Excel is mandatory.
Advanced VBA/Macro development is required. The automatic creation and dynamic management of separate sheets is not feasible with formulas alone.
Deep knowledge of advanced formulas (XLOOKUP, SUMIFS, FILTER, UNIQUE, etc.).
Proven, demonstrable experience in building complex, interactive Excel dashboards and automated reporting tools.
Strong skills in data structuring, cleaning, and creating robust, error-proof systems.
To Apply:
Please include the following in your proposal:
A brief description of your proposed architecture for this system, particularly how you would handle the automatic sheet generation and data migration with VBA.
Relevant examples of past projects involving complex VBA automation and dynamic reporting.
Confirmation that you are comfortable with the complexity and the VBA requirement.
We are looking for a true Excel professional who can build a seamless, reliable tool that will become central to our daily operations.