Monthly Revenue & Expenses Excel Dashboard
Budget: $15 – $25 USD
I'm seeking a skilled Excel expert to create a financial dashboard for tracking monthly revenue and expenses. The data will be sourced from Excel worksheets.
Key Features:
- The dashboard should clearly display revenue and expenses.
- It should summarize this data on a monthly basis.
- The dashboard should include interactive graphs to visualize trends over time.
- The dashboard should allow categorizing expenses to analyze spending patterns.
- The dashboard should break down revenue by different sources for better insights.
- The dashboard should include filters to view specific categories of expenses.
- The dashboard should include options to compare monthly revenue and expenses to the previous year.
- The dashboard should send alerts or highlight when expenses exceed a set threshold.
Ideal Skills:
- Proficient in Excel with experience in creating financial dashboards.
- Strong understanding of tracking and visualising financial data.
- Ability to create clear, user-friendly interfaces in Excel.
Key Features:
- The dashboard should clearly display revenue and expenses.
- It should summarize this data on a monthly basis.
- The dashboard should include interactive graphs to visualize trends over time.
- The dashboard should allow categorizing expenses to analyze spending patterns.
- The dashboard should break down revenue by different sources for better insights.
- The dashboard should include filters to view specific categories of expenses.
- The dashboard should include options to compare monthly revenue and expenses to the previous year.
- The dashboard should send alerts or highlight when expenses exceed a set threshold.
Ideal Skills:
- Proficient in Excel with experience in creating financial dashboards.
- Strong understanding of tracking and visualising financial data.
- Ability to create clear, user-friendly interfaces in Excel.