Excel-to-PowerPoint Budget Dashboard
Budget: $750 – $1,500 USD
I need a well-structured Excel file that lets my planning & budgeting team record and monitor three core metrics—budget allocations, project timelines, and resource utilization—without wrestling with formulas each time figures change. Once the data is entered or updated, the file should feed straight into a companion PowerPoint deck that presents the numbers through engaging infographics and other visual storytelling elements, not traditional tables or basic charts.
In practice that means:
• Excel: clear input areas, built-in calculations, and tidy summary views ready for managers who only need top-line figures.
• PowerPoint: slides automatically linked to the workbook so that when the sheet changes, the visuals update with no manual copy-paste. Icons, colour coding, and visually balanced layouts are important; the end result should be board-ready.
I’m flexible on timing, so focus on creating something robust and easy for non-technical staff to maintain. If you’ve built similar dynamic Excel–PowerPoint solutions before, please mention the approach or tools you used (e.g., Power Query, VBA, Office Scripts, or add-ins). I’ll supply branding guidelines once we start; otherwise the creative direction is yours.
In practice that means:
• Excel: clear input areas, built-in calculations, and tidy summary views ready for managers who only need top-line figures.
• PowerPoint: slides automatically linked to the workbook so that when the sheet changes, the visuals update with no manual copy-paste. Icons, colour coding, and visually balanced layouts are important; the end result should be board-ready.
I’m flexible on timing, so focus on creating something robust and easy for non-technical staff to maintain. If you’ve built similar dynamic Excel–PowerPoint solutions before, please mention the approach or tools you used (e.g., Power Query, VBA, Office Scripts, or add-ins). I’ll supply branding guidelines once we start; otherwise the creative direction is yours.