Build an Advanced Excel-Based Dashboard Tool for Retail KPI Reporting with Import, Export & Analytics Features
Budget: ₹400 – ₹750 INR
I'm looking for an experienced Excel expert to help me build a professional and user-friendly Excel dashboard tool that functions almost like a standalone business application.
The tool should be attractive and intuitive, using macros and forms for proper navigation and GUI—much more advanced than a typical Excel worksheet.
Key Requirements:
1. Data Input & Import
- User-friendly manual data entry forms.
- Import function for Excel data in a defined template, including validation/error prompts.
2. Reporting & Export
- Automated report generation from input data and dashboard views.
- Export all views and reports to Excel and PDF.
3. Dashboard Features
- Interactive visual dashboard with charts, summaries, and KPI highlights.
- Dynamic filters to view by day, month, year, or any custom range.
4. Design & Usability
- Windows app-style interface (forms/buttons/not a basic grid).
- Action buttons for Import, Export, Edit, Reporting, Filter, etc.
- Use of color, formatting, and form controls for clarity.
5. Guidance & Samples
- Will provide sample data and reference layouts.
Deliverables:
- Fully working Excel tool file (with VBA/macros).
- Import/export/reporting features.
- Easy, attractive UI for non-technical users.
- Documentation and user guide.
Ideal Freelancer:
- Advanced Excel and VBA/macros developer.
- Strong dashboard/form design experience.
- Proven work creating business/retail analytics tools in Excel.
- Creative and focused on user experience.
- Able to automate reporting and integrate/import external Excel files.
Sample data may be provided to protect actual business details.
The tool should be attractive and intuitive, using macros and forms for proper navigation and GUI—much more advanced than a typical Excel worksheet.
Key Requirements:
1. Data Input & Import
- User-friendly manual data entry forms.
- Import function for Excel data in a defined template, including validation/error prompts.
2. Reporting & Export
- Automated report generation from input data and dashboard views.
- Export all views and reports to Excel and PDF.
3. Dashboard Features
- Interactive visual dashboard with charts, summaries, and KPI highlights.
- Dynamic filters to view by day, month, year, or any custom range.
4. Design & Usability
- Windows app-style interface (forms/buttons/not a basic grid).
- Action buttons for Import, Export, Edit, Reporting, Filter, etc.
- Use of color, formatting, and form controls for clarity.
5. Guidance & Samples
- Will provide sample data and reference layouts.
Deliverables:
- Fully working Excel tool file (with VBA/macros).
- Import/export/reporting features.
- Easy, attractive UI for non-technical users.
- Documentation and user guide.
Ideal Freelancer:
- Advanced Excel and VBA/macros developer.
- Strong dashboard/form design experience.
- Proven work creating business/retail analytics tools in Excel.
- Creative and focused on user experience.
- Able to automate reporting and integrate/import external Excel files.
Sample data may be provided to protect actual business details.