Excel Performance Metrics Analysis Workbook
Budget: ₹750 – ₹1,250 INR
I need a clean, well-structured Excel workbook that lets me drop in raw performance-metrics data and immediately see customer segmentation, trend analysis, and behavioural insights without any extra manual work.
Structure & flow
• One “Raw_Data” tab where I can paste or Power-Query-refresh the latest export.
• A calculation layer (hidden or clearly marked) that handles all formulas, dynamic named ranges, and any DAX/Power Pivot measures you think will keep things fast.
• Separate, presentation-ready dashboards:
– Segmentation: break customers into meaningful tiers or cohorts and surface key KPIs for each.
– Trend Analysis: month-over-month and YTD views, spark lines, variance indicators.
– Behavioural Analysis: visualise engagement patterns, repeat-purchase frequency, or other behaviours you recommend from the data.
Acceptance criteria
1. Paste-and-refresh workflow works with no broken links or #REF errors.
2. Slicers or drop-downs let me filter by date range and customer segment in real time.
3. All calculations update instantly (under two seconds on a standard laptop).
4. Workbook is handed over unlocked, with a short “Read-Me” sheet that explains data mapping and how to extend the model.
Preferred tools: native Excel formulas (including LET/LAMBDA if useful), pivot tables, Power Query, and Power Pivot where they add speed or flexibility—use what suits the task best, just keep it maintainable.
Send the finished .xlsx file plus any supporting query files. Once I confirm the dashboards produce the expected results against my sample data, the project is complete.
Structure & flow
• One “Raw_Data” tab where I can paste or Power-Query-refresh the latest export.
• A calculation layer (hidden or clearly marked) that handles all formulas, dynamic named ranges, and any DAX/Power Pivot measures you think will keep things fast.
• Separate, presentation-ready dashboards:
– Segmentation: break customers into meaningful tiers or cohorts and surface key KPIs for each.
– Trend Analysis: month-over-month and YTD views, spark lines, variance indicators.
– Behavioural Analysis: visualise engagement patterns, repeat-purchase frequency, or other behaviours you recommend from the data.
Acceptance criteria
1. Paste-and-refresh workflow works with no broken links or #REF errors.
2. Slicers or drop-downs let me filter by date range and customer segment in real time.
3. All calculations update instantly (under two seconds on a standard laptop).
4. Workbook is handed over unlocked, with a short “Read-Me” sheet that explains data mapping and how to extend the model.
Preferred tools: native Excel formulas (including LET/LAMBDA if useful), pivot tables, Power Query, and Power Pivot where they add speed or flexibility—use what suits the task best, just keep it maintainable.
Send the finished .xlsx file plus any supporting query files. Once I confirm the dashboards produce the expected results against my sample data, the project is complete.
Related categories:
Excel
Statistics
Business Analysis
Statistical Analysis
Excel VBA
Data Visualization
Data Analysis
Data Modeling